Institutional Ownership Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $83.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
405,619
shares
|
$10.7 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
391,942
shares
|
$10.3 Million
0.38% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
391,045
shares
|
$10.3 Million
7.85% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
353,043
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
299,008
shares
|
$7.86 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
223,010
shares
|
$5.86 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
192,881
shares
|
$5.07 Million
0.25% of portfolio
|
Q4 2025
Added 22.73%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
159,177
shares
|
$4.18 Million
1.72% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
82,767
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Added 547.43%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
71,906
shares
|
$1.89 Million
1.49% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
65,343
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,683
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 126.95%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
57,293
shares
|
$1.51 Million
1.06% of portfolio
|
Q3 2025
Added 86.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
31,596
shares
|
$830,658
0.0% of portfolio
|
Q3 2025
Added 73.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
29,610
shares
|
$778,446
0.01% of portfolio
|
Q3 2025
Added 167.62%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
28,608
shares
|
$752,104
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
27,879
shares
|
$732,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,094
shares
|
$633,431
0.02% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
22,768
shares
|
$598,570
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,979
shares
|
$498,957
0.0% of portfolio
|
Q3 2025
Added 72.21%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
17,349
shares
|
$456,105
0.17% of portfolio
|
Q4 2025
Reduced 87.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,143
shares
|
$450,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,276
shares
|
$427,896
0.0% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,253
shares
|
$427,291
0.0% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
16,065
shares
|
$422,348
0.0% of portfolio
|
Q4 2025
New holding
|
|