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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,899
shares
|
$555,559
0.0% of portfolio
|
Q3 2025
Added 44.17%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,308
shares
|
$530,105
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
11,618
shares
|
$500,387
0.17% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
11,239
shares
|
$484,063
0.02% of portfolio
|
Q3 2025
Added 88.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,919
shares
|
$470,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
10,670
shares
|
$459,556
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,575
shares
|
$455,465
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,565
shares
|
$455,034
0.01% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,555
shares
|
$454,603
0.02% of portfolio
|
Q3 2025
Added 37.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,500
shares
|
$452,235
0.04% of portfolio
|
Q3 2025
Added 74900.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,236
shares
|
$397,794
0.0% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,809
shares
|
$379,403
0.0% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,544
shares
|
$367,990
0.0% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,496
shares
|
$365,922
0.04% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
8,378
shares
|
$360,840
0.02% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
8,377
shares
|
$360,797
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,087
shares
|
$348,307
0.0% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
8,063
shares
|
$347,273
0.26% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,846
shares
|
$337,927
0.0% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,596
shares
|
$327,159
0.02% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,250
shares
|
$312,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
7,227
shares
|
$311,266
0.09% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,656
shares
|
$286,673
0.0% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,604
shares
|
$284,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,603
shares
|
$284,391
0.0% of portfolio
|
Q3 2025
Added 18.74%
|
|