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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
614
shares
|
$26,444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
565
shares
|
$24,334
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
470
shares
|
$20,242
0.0% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
439
shares
|
$18,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
419
shares
|
$18,046
0.0% of portfolio
|
Q2 2025
Added 852.27%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
392
shares
|
$16,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
389
shares
|
$16,754
0.0% of portfolio
|
Q3 2025
Added 52.55%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
288
shares
|
$12,404
0.01% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
254
shares
|
$10,939
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
186
shares
|
$8,011
0.0% of portfolio
|
Q3 2025
Added 365.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
150
shares
|
$6,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
148
shares
|
$6,374
0.0% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
134
shares
|
$5,771
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
126
shares
|
$5,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
124
shares
|
$5,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
114
shares
|
$4,909
0.0% of portfolio
|
Q3 2025
Added 776.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
91
shares
|
$3,919
0.0% of portfolio
|
Q3 2025
Reduced 51.34%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
51
shares
|
$2,196
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
20
shares
|
$861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12
shares
|
$516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
12
shares
|
$516
0.0% of portfolio
|
Q3 2025
Reduced 84.42%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
9
shares
|
$387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
4
shares
|
$172
0.0% of portfolio
|
Q2 2025
New holding
|
|