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Disclosery

FDMO FIDELITY COVINGTON TRUST

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MOMENTUM FACTR (fund)

94 managers (96 13F filers) reported a position in FDMO shares at 2026-03-31, 6,785,409 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
94
13F filers
96
New
15
Added
45
Reduced
18
Sold out
7
Shares held by filers
6,785,409

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC3,055,906$245M0.01%+946,93613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,437,449$115M+98,935Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding280,567$22.5M+145,875Timeline
Cetera Investment Advisers205,666$16.5M0.02%+10,60313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,948$13.7M<0.01%+28,99413F-HRTimelineGroup
Portfolio Strategies, Inc.151,115$12.1M1.49%-2,87713F-HRTimeline
LPL Financial LLC145,230$11.6M<0.01%+38,43213F-HRTimeline
Great Lakes Retirement, Inc.137,750$11M1.14%-91,45713F-HRTimeline
Cambridge Investment Research Advisors,…101,247$8.11M0.02%+4,51013F-HRTimeline
First Heartland Consultants, Inc.93,114$7.46M0.57%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,191$6.98M0.01%+3,83913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO89,011$6.86M<0.01%+61,89813F-HR/ATimelineGroup
Marks Group Wealth Management, Inc85,120$6.82M0.66%+79,95713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,971$5.04M<0.01%+59,20613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC57,042$4.57M0.01%+19313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,528$3.49M<0.01%+28,26913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,138$3.46M0.01%+18,73113F-HRTimelineGroup
Atria Investments, Inc37,429$3M0.03%new13F-HRTimeline
Strategic Blueprint, LLC33,701$2.7M0.16%+88913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,598$2.53M0.04%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,650$2.37M<0.01%+12,11213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,989$2.16M<0.01%-11,66913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,302$2.03M<0.01%-2,42113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY25,147$2.01M<0.01%+2,31213F-HRTimelineGroup
NewEdge Advisors, LLC22,727$1.82M0.01%-4,59413F-HR/ATimeline
Rehmann Capital Advisory Group17,154$1.37M0.07%+113F-HRTimeline
&PARTNERS16,828$1.31M0.01%+7,60313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,078$1.29M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,387$1.17M<0.01%-4,95613F-HRTimeline
Nova Wealth Management, Inc.14,248$1.14M0.74%+1,10113F-HRTimeline
AE Wealth Management LLC13,511$1.08M0.01%+2,70713F-HRTimeline
Bryant Woods Investment Advisors, LLC11,929$956K0.35%+1213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,900$873K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,344$829K0.01%+80413F-HRTimelineGroup
Farther Finance Advisors, LLC10,005$810K0.01%+5,94913F-HRTimeline
Valmark Advisers, Inc.9,914$794K0.01%+4,86813F-HRTimeline
RCS Financial Planning, LLC8,890$712K0.37%new13F-HRTimeline
Integrated Wealth Concepts LLC8,161$654K0.01%new13F-HRTimeline
Midwest Financial Network, LLC7,965$638K0.51%new13F-HRTimeline
Keystone Wealth Services, LLC7,460$598K0.13%+8513F-HRTimeline
Orgel Wealth Management, LLC7,448$597K0.01%-1,51313F-HRTimeline
SAX WEALTH ADVISORS, LLC6,811$572K0.03%013F-HRTimeline
Mosley Wealth Management6,806$566K0.26%-58813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,049$565K<0.01%+57913F-HRTimelineGroup
Stonehearth Capital Management, LLC6,980$559K0.22%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,637$557K<0.01%+1,26513F-HRTimelineGroup
Inscription Capital, LLC6,610$529K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,580$527K0.08%+1,73313F-HRTimeline
Worth Asset Management, LLC6,441$516K0.19%new13F-HRTimeline
World Investment Advisors5,851$469K0.01%-3313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,913$394K0.19%-22513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,730$379K0.01%-12713F-HRTimelineGroup
Darwin Wealth Management, LLC4,335$347K0.11%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC4,251$341K<0.01%-2913F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC4,168$339K0.04%013F-HRTimeline
Linscomb Wealth, Inc.4,000$320K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,900$312K<0.01%+3,27113F-HRTimelineGroup
Sigma Planning Corp3,313$265K0.01%-1,70713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,988$239K0.21%13F-HRTimeline
ShoreHaven Wealth Partners, LLC2,798$224K0.08%-10813F-HRTimeline
FORONJY FINANCIAL LLC2,661$213K0.09%+613F-HRTimeline
Advisory Services Network, LLC2,452$196K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc2,360$189K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,356$189K0.01%+83913F-HRTimeline
Sunbelt Securities, Inc.1,951$156K0.01%-3813F-HRTimeline
IFP Advisors, Inc1,863$149K<0.01%+45113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,030$82.5K0.02%new13F-HRTimeline
High Point Wealth Management, LLC1,020$81.7K0.08%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC861$69K<0.01%+56013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/843$67.5K<0.01%+76413F-HRTimelineGroup
Cornerstone Planning Group LLC626$57.1K0.01%+113F-HRTimeline
Larson Financial Group LLC647$51.8K<0.01%+4213F-HRTimeline
Steward Partners Investment Advisory, L…635$50.9K<0.01%+19413F-HRTimeline
Quest 10 Wealth Builders, Inc.429$34.4K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…285$22.8K<0.01%-2213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.274$21.9K<0.01%+23713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC174$13.9K<0.01%-2,35913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC164$13.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC130$10.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…123$9.85K<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC118$9.44K<0.01%013F-HRTimeline
SHP Wealth Management67$5.37K<0.01%+2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…62$4.97K<0.01%new13F-HRTimelineGroup
MAI Capital Management57$4.59K<0.01%013F-HRTimeline
HOWE & RUSLING INC55$4.38K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC51$4.08K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.44$3.52K<0.01%013F-HRTimeline
GAMMA Investing LLC41$3.28K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39$3.12K<0.01%-16813F-HRTimelineGroup
Allworth Financial LP30$2.39K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18$1.44K<0.01%+1713F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC13$1.04K<0.01%13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6$504<0.01%013F-HRTimeline
Kings Path Partners LLC5$432<0.01%013F-HR/ATimeline