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Disclosery

FDMO FIDELITY COVINGTON TRUST

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MOMENTUM FACTR (fund)

87 managers (90 13F filers) reported a position in FDMO shares at 2025-12-31, 5,217,075 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
87
13F filers
90
New
20
Added
39
Reduced
13
Sold out
14
Shares held by filers
5,217,075

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,108,970$177M0.01%+302,05513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,338,514$112M+63,361Timeline
Great Lakes Retirement, Inc.229,207$19.2M2%+1,64513F-HRTimeline
Cetera Investment Advisers195,063$16.4M0.02%+19,22913F-HRTimeline
Portfolio Strategies, Inc.153,992$12.9M1.5%+5,91513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,954$11.9M<0.01%+9,68613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding134,692$11.3M-7,460Timeline
LPL Financial LLC106,798$8.97M<0.01%+49,79013F-HRTimeline
Cambridge Investment Research Advisors,…96,737$8.12M0.02%+45,86413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,352$7M0.01%+15,63813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC56,849$4.77M0.01%-76513F-HRTimelineGroup
Elevation Capital Advisory, LLC52,354$4.4M1.8%+29,12713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,658$3.25M<0.01%-4,90013F-HRTimelineGroup
Strategic Blueprint, LLC32,812$2.75M0.16%+8,89813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,723$2.33M<0.01%+41113F-HRTimelineGroup
NewEdge Advisors, LLC27,321$2.29M0.01%-27,61313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,113$2.28M<0.01%-6,21813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,407$2.05M<0.01%+3,02513F-HR/ATimelineGroup
Foundations Investment Advisors, LLC23,575$1.98M0.03%+1,27313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,835$1.92M<0.01%-21,13613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,343$1.68M<0.01%-25213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,538$1.47M<0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group17,153$1.44M0.08%-28513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,259$1.28M<0.01%+13,68513F-HRTimelineGroup
Nova Wealth Management, Inc.13,147$1.1M0.76%+3,73613F-HRTimeline
Bryant Woods Investment Advisors, LLC11,917$1M0.39%+1313F-HRTimeline
J.W. COLE ADVISORS, INC.11,012$925K0.02%+3,38113F-HRTimeline
AE Wealth Management LLC10,804$907K0.01%+3,31913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,540$801K0.01%+24013F-HRTimelineGroup
&PARTNERS9,225$776K<0.01%new13F-HRTimeline
Orgel Wealth Management, LLC8,961$752K0.02%-14713F-HRTimeline
Keystone Wealth Services, LLC7,375$619K0.13%+61613F-HRTimeline
Mosley Wealth Management7,394$618K0.28%13F-HRTimeline
Stonehearth Capital Management, LLC6,980$586K0.22%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,811$572K0.03%013F-HRTimeline
Inscription Capital, LLC6,610$555K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,470$543K<0.01%+98913F-HR/ATimelineGroup
World Investment Advisors5,884$494K0.01%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,372$451K<0.01%+1,61513F-HRTimelineGroup
Marks Group Wealth Management, Inc5,163$433K0.04%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,138$431K0.2%+1,22613F-HRTimeline
Valmark Advisers, Inc.5,046$424K0.01%new13F-HRTimeline
Sigma Planning Corp5,020$421K0.01%+1,38513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,857$408K0.01%+7413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.4,847$407K0.06%new13F-HRTimeline
Global Retirement Partners, LLC4,509$379K0.01%+513F-HRTimeline
Darwin Wealth Management, LLC4,331$364K0.11%+213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,331$364K0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC4,280$359K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc4,242$356K0.07%-63213F-HRTimeline
Retireful, LLC4,184$351K0.44%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,168$350K0.05%013F-HRTimeline
Farther Finance Advisors, LLC4,056$341K<0.01%+1,74613F-HRTimeline
Linscomb Wealth, Inc.4,000$336K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,765$316K<0.01%-8,76113F-HR/ATimelineGroup
Dentgroup LLC2,974$250K0.17%+10313F-HRTimeline
ShoreHaven Wealth Partners, LLC2,906$244K0.09%new13F-HRTimeline
FORONJY FINANCIAL LLC2,655$223K0.09%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,533$213K<0.01%+2,53113F-HRTimelineGroup
Capital Investment Counsel, Inc2,360$198K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.1,989$167K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,517$127K0.01%+23113F-HRTimeline
IFP Advisors, Inc1,412$119K<0.01%+39313F-HRTimeline
Arax Advisory Partners1,328$111K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC1,018$85.5K0.08%13F-HRTimeline
Cornerstone Planning Group LLC625$54.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC629$53K<0.01%+61513F-HRTimelineGroup
Larson Financial Group LLC605$50.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…441$37.1K<0.01%+10213F-HRTimeline
Quest 10 Wealth Builders, Inc.429$36K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.412$34.6K<0.01%-4813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…307$25.8K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC301$25.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management207$17.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC164$13.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC130$10.9K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC118$9.9K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/79$6.62K<0.01%013F-HRTimelineGroup
MAI Capital Management57$4.81K<0.01%013F-HRTimeline
SIGNATUREFD, LLC51$4.28K<0.01%013F-HRTimeline
SHP Wealth Management47$3.94K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.44$3.69K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.37$3.11K<0.01%013F-HRTimeline
Allworth Financial LP30$2.51K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6$528<0.01%new13F-HRTimeline
Kings Path Partners LLC5$453<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%-1713F-HRTimelineGroup