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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,950
shares
|
$256,266
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,801
shares
|
$249,849
0.02% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,711
shares
|
$245,972
0.0% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,636
shares
|
$242,742
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,622
shares
|
$242,139
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
5,387
shares
|
$232,018
0.09% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
5,288
shares
|
$227,754
0.0% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,091
shares
|
$219,269
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
4,910
shares
|
$211,473
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,344
shares
|
$144,026
0.0% of portfolio
|
Q3 2025
Added 4358.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,926
shares
|
$126,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,787
shares
|
$120,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,605
shares
|
$112,197
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,399
shares
|
$103,324
0.0% of portfolio
|
Q3 2025
Reduced 70.1%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,390
shares
|
$102,937
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,246
shares
|
$96,735
0.0% of portfolio
|
Q3 2025
Added 96.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,020
shares
|
$87,001
0.01% of portfolio
|
Q3 2025
Added 329.79%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,809
shares
|
$77,913
0.0% of portfolio
|
Q3 2025
Reduced 52.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,477
shares
|
$63,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,300
shares
|
$55,991
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,116
shares
|
$48,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
935
shares
|
$40,270
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
876
shares
|
$37,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
787
shares
|
$33,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
772
shares
|
$33,250
0.0% of portfolio
|
Q3 2025
Added 13.03%
|
|