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Disclosery

FDMO FIDELITY COVINGTON TRUST

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MOMENTUM FACTR (fund)

116 managers (118 13F filers) reported a position in FDMO shares at 2026-06-30, 7,207,864 shares in all. 26 filers opened a position and 4 filers sold out during the quarter.

Managers
116
13F filers
118
New
26
Added
38
Reduced
28
Sold out
4
Shares held by filers
7,207,864

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC2,731,087$269M0.01%-324,81913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,486,952$147M+49,503Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding293,706$29M+13,139Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,839$26M0.01%+92,89113F-HRTimelineGroup
Cetera Investment Advisers218,910$21.6M0.02%+13,24413F-HRTimeline
LPL Financial LLC175,534$17.3M<0.01%+30,30413F-HRTimeline
Marks Group Wealth Management, Inc172,437$17M1.48%+87,31713F-HRTimeline
Portfolio Strategies, Inc.150,137$14.8M1.45%-97813F-HRTimeline
Great Lakes Retirement, Inc.137,003$13.5M1.2%-74713F-HRTimeline
Elevation Capital Advisory, LLC127,358$12.6M4.85%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY106,450$10.5M<0.01%+81,30313F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,413$10.4M0.02%+4,16613F-HR/ATimeline
Mosley Wealth Management87,063$8.58M2.73%+80,25713F-HRTimeline
First Heartland Consultants, Inc.83,981$8.28M0.54%-9,13313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO83,654$8.16M<0.01%-5,35713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC72,098$7.11M0.01%-15,09313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,971$6.21M<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC54,666$5.39M0.01%-2,37613F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC51,975$5.12M1.75%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,900$4.92M0.01%+22,91113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,700$4.5M<0.01%+34,80013F-HRTimelineGroup
Strategic Blueprint, LLC44,403$4.38M0.22%+10,70213F-HRTimeline
Nova Wealth Management, Inc.39,016$3.85M2.12%+24,76813F-HRTimeline
NewEdge Advisors, LLC32,285$3.18M0.01%+9,55813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,925$3.15M<0.01%-11,21313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,126$3.07M<0.01%+1,47613F-HRTimelineGroup
Atria Investments, Inc29,071$2.87M0.03%-8,35813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,879$2.75M0.03%-3,71913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,606$2.43M<0.01%-69613F-HRTimelineGroup
Rehmann Capital Advisory Group17,154$1.69M0.08%013F-HRTimeline
&PARTNERS17,412$1.66M0.01%+58413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,909$1.57M0.1%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,949$1.54M<0.01%+1,56213F-HRTimeline
AE Wealth Management LLC15,464$1.52M0.01%+1,95313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,238$1.5M0.03%new13F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC11,942$1.18M0.33%+1313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,840$1.17M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC11,857$1.17M0.01%+1,85213F-HRTimeline
Midwest Financial Network, LLC11,681$1.15M0.79%+3,71613F-HRTimeline
Private Advisor Group, LLC11,375$1.12M0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,085$1.09M0.02%new13F-HRTimeline
Madison Wealth Partners, Inc10,787$1.06M0.14%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,254$1.01M0.01%-9013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.9,272$914K0.13%+2,69213F-HRTimeline
Integrated Wealth Concepts LLC9,024$890K<0.01%+86313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,740$861K<0.01%-34,78813F-HRTimelineGroup
Worth Asset Management, LLC8,303$818K0.26%+1,86213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,227$811K<0.01%+1,59013F-HRTimelineGroup
RCS Financial Planning, LLC7,983$787K0.37%-90713F-HRTimeline
Keystone Wealth Services, LLC7,460$735K0.14%013F-HRTimeline
Orgel Wealth Management, LLC6,843$675K0.01%-60513F-HRTimeline
Valmark Advisers, Inc.6,784$669K0.01%-3,13013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,630$654K<0.01%-41913F-HRTimelineGroup
Inscription Capital, LLC6,610$652K0.06%013F-HRTimeline
Stonehearth Capital Management, LLC6,326$624K0.21%-65413F-HRTimeline
World Investment Advisors5,851$575K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,564$548K0.02%+83413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,556$548K<0.01%-10,52213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC6,811$546K0.02%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,913$484K0.2%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,756$469K0.05%+1,76813F-HRTimeline
Global Retirement Partners, LLC4,519$445K0.01%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,340$428K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC4,339$428K0.12%+413F-HRTimeline
HRT FINANCIAL LP4,274$421K<0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,168$411K0.04%013F-HRTimeline
Linscomb Wealth, Inc.4,000$394K0.02%013F-HRTimeline
Sigma Planning Corp3,782$373K0.01%+46913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,670$362K0.08%+2,64013F-HRTimeline
ROCKLAND TRUST CO3,235$319K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,064$302K<0.01%-1,18713F-HRTimelineGroup
Regal Investment Advisors LLC2,990$295K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,877$284K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning2,858$282K<0.01%new13F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC2,778$274K0.09%-2013F-HRTimeline
Arax Advisory Partners2,587$255K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,487$245K0.01%+13113F-HRTimeline
Capital Investment Counsel, Inc2,360$233K0.03%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,157$213K+2,095Timeline
Advisory Services Network, LLC2,153$212K<0.01%-29913F-HRTimeline
Steward Partners Investment Advisory, L…1,839$181K<0.01%+1,20413F-HRTimeline
IFP Advisors, Inc1,414$139K<0.01%-44913F-HRTimeline
High Point Wealth Management, LLC1,021$101K0.08%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/879$86.6K<0.01%+3613F-HRTimelineGroup
Larson Financial Group LLC647$63.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC625$59.4K0.01%-113F-HRTimeline
IFG Advisory, LLC513$50.6K<0.01%new13F-HRTimeline
Regatta Research & Money Management446$44K0.04%13F-HRTimeline
Quest 10 Wealth Builders, Inc.429$42.3K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC300$29.6K<0.01%-56113F-HRTimeline
HARBOUR INVESTMENTS, INC.274$27K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC244$24.1K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…244$24.1K<0.01%-4113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL220$21.7K<0.01%+21413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC174$17.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC164$16.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC130$12.8K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC118$11.6K<0.01%013F-HRTimeline
GAMMA Investing LLC86$8.48K<0.01%+4513F-HRTimeline
UBS Group AGin group UBS Group AG83$8.18K<0.01%new13F-HRTimelineGroup
Community Financial Services Group, LLC80$7.72K<0.01%new13F-HRTimeline
SHP Wealth Management67$6.61K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.64$6.36K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC59$5.82K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57$5.61K<0.01%+3913F-HRTimelineGroup
SIGNATUREFD, LLC51$5.03K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC51$5.01K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.44$4.34K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39$3.84K<0.01%013F-HRTimelineGroup
Allworth Financial LP30$2.94K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22$2.17K<0.01%-10113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.20$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd15$1.48K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.14$1.38K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC13$1.28K<0.01%013F-HRTimelineGroup
Kings Path Partners LLC5$531<0.01%013F-HRTimeline