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Disclosery

FMDE FIDELITY COVINGTON TRUST

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ETF (fund)

121 managers (122 13F filers) reported a position in FMDE shares at 2024-12-31, 16,676,973 shares in all. 28 filers opened a position and 4 filers sold out during the quarter.

Managers
121
13F filers
122
New
28
Added
44
Reduced
24
Sold out
4
Shares held by filers
16,676,973

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC9,554,800$314M0.02%+2,998,68913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC921,565$30.3M0.04%+281,26013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…489,366$16.1M0.01%+91,78013F-HRTimelineGroup
LPL Financial LLC435,996$14.3M0.01%-9,32613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC423,550$13.9M2.6%+95,56813F-HRTimeline
Parkside Investments, LLC410,323$13.5M2.02%+54,61313F-HRTimeline
Redhawk Wealth Advisors, Inc.405,829$13.3M1.8%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO321,923$10.6M<0.01%+112,35313F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.308,853$10.1M0.61%+69,28513F-HRTimelineGroup
Cetera Investment Advisers253,397$8.32M0.02%-30,91613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,538$8.26M<0.01%13F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC188,245$6.18M0.03%+113F-HRTimelineGroup
Cambridge Investment Research Advisors,…151,582$4.98M0.02%+19,35013F-HRTimeline
Proficio Capital Partners LLC130,785$4.3M0.35%new13F-HR/ATimeline
OneDigital Investment Advisors LLC105,334$3.46M0.04%new13F-HRTimeline
Noble Wealth Management PBC93,431$3.07M2.13%13F-HRTimeline
AdvisorNet Financial, Inc92,593$3.04M0.25%+27,34513F-HRTimeline
FMA Wealth Management, LLC87,243$2.87M2.13%-4113F-HRTimeline
LongView Wealth Management71,271$2.34M0.71%-1,77313F-HRTimeline
D.A. DAVIDSON & CO.69,176$2.27M0.02%+5,51713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,687$2.06M<0.01%-7,46313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,299$1.92M0.01%+18,27813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…53,666$1.76M0.04%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,622$1.73M0.01%+1,18513F-HRTimelineGroup
Private Advisor Group, LLC51,544$1.69M0.01%new13F-HRTimeline
HANCOCK WHITNEY CORP50,750$1.67M0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,870$1.61M<0.01%-6,08213F-HR/ATimelineGroup
PFG Advisors48,385$1.59M0.1%+15,12813F-HRTimeline
Gimbal Financial47,687$1.57M1.28%+2,91113F-HRTimeline
Janney Montgomery Scott LLC44,779$1.47M<0.01%+37,09713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,349$1.33M-1,168Timeline
OmniStar Financial Group, Inc.40,164$1.32M1.06%+4,78913F-HRTimeline
Certified Advisory Corp39,225$1.29M0.14%+9,91613F-HRTimeline
First Heartland Consultants, Inc.33,867$1.11M0.11%new13F-HRTimeline
TBH Global Asset Management, LLC31,563$1.09M0.26%+3,45613F-HRTimeline
Belpointe Asset Management LLC30,384$998K0.06%new13F-HRTimeline
Evergreen Private Wealth LLC28,982$952K0.45%+1,07513F-HRTimeline
BG Investment Services, LLC26,849$882K0.89%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,764$846K0.01%+1,72013F-HRTimeline
Dakota Wealth Management24,400$802K0.02%-7313F-HRTimeline
STALEY CAPITAL ADVISERS INC22,920$753K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,391$736K<0.01%-76,14613F-HRTimelineGroup
NWAM LLC21,691$713K0.04%+6113F-HRTimeline
Evanson Asset Management, LLC21,243$698K0.05%+6213F-HRTimeline
Sunbelt Securities, Inc.20,579$677K0.06%-1,99513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,469$640K<0.01%new13F-HRTimelineGroup
LYNCH & ASSOCIATES/IN17,345$570K0.12%+2,04013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC16,546$544K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,525$543K<0.01%+83213F-HRTimelineGroup
Traynor Capital Management, Inc.16,290$535K0.04%-80213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,798$486K<0.01%-113F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,517$444K0.01%-52,15013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,356$439K0.01%+213F-HRTimelineGroup
HighTower Advisors, LLC12,682$417K<0.01%-10,06713F-HRTimeline
Creative Planningin group Creative Planning12,207$401K<0.01%+3,82713F-HRTimelineGroup
Breakwater Capital Group12,049$396K0.08%-16013F-HRTimeline
Geneva Partners, LLC11,618$382K0.15%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,612$381K<0.01%-1813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,502$378K<0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC11,059$363K<0.01%+3213F-HRTimeline
J.W. COLE ADVISORS, INC.10,034$330K0.01%-9213F-HRTimeline
Benin Management CORP10,033$330K0.09%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,975$328K<0.01%new13F-HR/ATimeline
Dynamic Financial Group9,356$307K0.31%13F-HRTimeline
Sigma Planning Corp8,571$282K0.01%-1,22813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,136$267K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC8,093$266K<0.01%013F-HRTimeline
Modern Wealth Management, LLC8,042$264K0.01%+2413F-HR/ATimeline
Sequent Asset Management, LLC7,711$253K0.12%013F-HRTimeline
Global Retirement Partners, LLC7,626$251K0.01%+513F-HRTimeline
PINNACLE ASSOCIATES LTD6,963$229K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,773$222K<0.01%+2,70613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,723$221K<0.01%+4,22913F-HRTimelineGroup
Prospera Financial Services Inc6,680$219K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC6,676$219K0.02%013F-HRTimeline
Sound Income Strategies, LLC6,618$217K0.01%013F-HRTimeline
Veridan Wealth LLC6,140$210K0.1%13F-HRTimeline
Waverly Advisors, LLC6,218$204K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC6,182$203K0.13%13F-HRTimeline
Smithfield Trust Co5,550$182K0.01%013F-HRTimeline
IFP Advisors, Inc5,123$168K0.01%-1713F-HRTimeline
HBC Financial Services, PLLC4,914$161K0.1%+1413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,485$149K<0.01%+2,17513F-HRTimelineGroup
NewEdge Advisors, LLC4,104$135K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,922$129K0.05%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,912$129K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,841$126K0.01%+1213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,200$110K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,812$92.4K<0.01%+71813F-HRTimeline
MAI Capital Management2,784$91.5K<0.01%new13F-HRTimeline
COMERICA BANK2,675$87.9K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.2,119$69.6K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,797$59K0.02%-4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC1,495$49.1K<0.01%+213F-HRTimeline
Financial Freedom, LLC1,488$48.9K0.03%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,306$42.9K<0.01%-1213F-HRTimeline
Allworth Financial LP1,222$42.2K<0.01%-22513F-HRTimeline
AE Wealth Management LLC1,155$38K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,032$33.9K<0.01%-40013F-HRTimelineGroup
UBS Group AGin group UBS Group AG990$32.5K<0.01%new13F-HRTimelineGroup
Investors Research Corp928$30.5K0.01%013F-HRTimeline
Asset Dedication, LLC908$29.8K<0.01%013F-HRTimeline
Peoples Bank/KS898$29.5K0.02%-3113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC838$28K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC648$22.2K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…577$19K<0.01%new13F-HRTimeline
Continuum Advisory, LLC476$15.6K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners430$14.1K<0.01%+113F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC413$13.6K0.02%+113F-HRTimeline
Financial Perspectives, Inc409$13.4K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$13.1K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC332$10.9K0.01%+113F-HRTimeline
CKW FINANCIAL GROUP316$10K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.310$10K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC198$6.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/182$5.98K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC181$5.95K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.3$94<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC0$12<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC535,015$16.3K+518,34013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.