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 152 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $753 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31,285
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
30,695
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
28,056
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2025
Added 73.17%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
27,188
shares
|
$1.17 Million
0.84% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
26,798
shares
|
$1.15 Million
0.93% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
26,047
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
25,338
shares
|
$1.09 Million
1.82% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,785
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 161.31%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
21,947
shares
|
$945,257
0.04% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,511
shares
|
$883,408
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
19,990
shares
|
$860,969
0.81% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,419
shares
|
$836,376
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
18,690
shares
|
$804,978
0.14% of portfolio
|
Q3 2025
Added 33.51%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
18,360
shares
|
$790,765
0.53% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,323
shares
|
$789,171
0.01% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
17,930
shares
|
$772,245
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
16,819
shares
|
$724,394
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
14,885
shares
|
$641,096
0.1% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
14,601
shares
|
$628,865
0.68% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,450
shares
|
$622,361
0.02% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
13,783
shares
|
$593,633
0.35% of portfolio
|
Q3 2025
Added 67.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
13,702
shares
|
$590,145
0.0% of portfolio
|
Q3 2025
Reduced 34.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,241
shares
|
$570,289
0.02% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,197
shares
|
$568,394
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,920
shares
|
$556,464
0.04% of portfolio
|
Q3 2025
Added 9.34%
|
|