Institutional Ownership Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,961
shares
|
$326,082
0.01% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,336
shares
|
$300,482
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,884
shares
|
$281,968
0.0% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,841
shares
|
$280,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,016
shares
|
$246,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,965
shares
|
$244,326
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,905
shares
|
$241,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,833
shares
|
$238,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,699
shares
|
$233,431
0.0% of portfolio
|
Q4 2024
Added 298.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,578
shares
|
$228,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
5,574
shares
|
$228,311
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
5,255
shares
|
$215,244
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,210
shares
|
$213,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,051
shares
|
$206,888
0.01% of portfolio
|
Q4 2024
Added 2340.1%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,032
shares
|
$206,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,345
shares
|
$177,971
0.0% of portfolio
|
Q4 2024
Added 115.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,519
shares
|
$144,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,968
shares
|
$80,609
0.0% of portfolio
|
Q4 2024
Added 105.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,810
shares
|
$74,137
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$56,565
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$53,248
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,293
shares
|
$52,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
820
shares
|
$33,587
0.0% of portfolio
|
Q4 2024
Added 74.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
689
shares
|
$28,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
378
shares
|
$15,482
0.01% of portfolio
|
Q4 2024
Added 5.59%
|