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Disclosery

FSMD FIDELITY COVINGTON TRUST

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SML MID MLTFCT (fund)

107 managers (110 13F filers) reported a position in FSMD shares at 2025-03-31, 22,316,806 shares in all. 24 filers opened a position and 6 filers sold out during the quarter.

Managers
107
13F filers
110
New
24
Added
52
Reduced
14
Sold out
6
Shares held by filers
22,316,806

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC9,062,831$355M0.02%+9,059,71313F-HRTimelineGroup
Retirement Planning Group, LLC3,478,053$136M6.39%+895,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,830,636$71.7M0.1%+79,78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/855,005$33.5M<0.01%+449,84613F-HRTimelineGroup
Advocacy Wealth Management, LLC719,447$28.2M1.92%new13F-HRTimeline
LPL Financial LLC620,790$24.3M0.01%+265,30113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding456,013$17.9M+58,140Timeline
Systelligence, LLC395,443$15.5M3.72%+1,35013F-HRTimeline
Cetera Investment Advisers375,075$14.7M0.03%+134,87213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC367,918$14.4M0.01%+8,90813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding362,167$14.2M+95,294Timeline
Parcion Private Wealth LLC349,831$13.7M1.12%-141,48513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325,129$12.7M0.01%+94,02213F-HRTimelineGroup
Cambridge Investment Research Advisors,…249,372$9.77M0.03%+92,76713F-HRTimeline
AssuredPartners Investment Advisors, LLC246,659$9.66M1.86%+20,81813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP222,263$8.7M0.01%-37,15113F-HRTimelineGroup
Steward Partners Investment Advisory, L…205,322$8.04M0.07%-14,54613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,194$7.33M0.02%+97,36313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC165,027$6.46M0.01%+87,54213F-HR/ATimelineGroup
Provident Wealth Management, LLC161,042$6.31M2.17%+7,20113F-HRTimeline
Fortitude Financial, LLC155,604$6.09M5.8%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding139,774$5.47M-91,622Timeline
Evergreen Private Wealth LLC117,890$4.62M2.16%+1,23213F-HRTimeline
Sterling Manor Financial, LLC114,526$4.48M3.2%-85,50113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…86,671$3.39M0.01%+52,78513F-HRTimelineGroup
Van Hulzen Asset Management, LLC71,412$2.8M0.26%new13F-HRTimeline
Advisory Services Network, LLC65,250$2.56M0.05%new13F-HRTimeline
AE Wealth Management LLC52,639$2.06M0.02%+5,10813F-HRTimeline
Trademark Financial Management, LLC49,705$1.95M1.49%-3,89413F-HRTimeline
Per Stirling Capital Management, LLC.48,056$1.88M0.27%new13F-HRTimeline
Laurel Wealth Planning LLC44,586$1.75M1.16%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.42,821$1.68M0.01%-10,91213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,957$1.64M<0.01%+21,45213F-HR/ATimelineGroup
Farther Finance Advisors, LLC34,175$1.34M0.03%+9,43713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,178$1.34M0.05%-11,28213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.32,052$1.26M0.08%new13F-HRTimelineGroup
Riverbend Wealth Management, LLC26,628$1.04M0.93%+1,58213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,646$965K0.01%+6,17813F-HRTimelineGroup
BG Investment Services, LLC24,194$947K1.02%+7,84013F-HRTimeline
Roxbury Financial LLC21,544$882K0.86%+1,50313F-HRTimeline
Foundations Investment Advisors, LLC19,412$760K0.01%+14,38013F-HRTimeline
Cedar Point Capital Partners, LLC19,152$750K0.5%+83013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…19,112$748K0.06%-9,05413F-HRTimelineGroup
Private Advisor Group, LLC18,669$731K<0.01%+12,65313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,651$730K<0.01%+4,39913F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,731$694K0.01%+1,10813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,996$666K0.02%+9,03513F-HRTimeline
Rehmann Capital Advisory Group16,961$664K0.04%013F-HRTimeline
MONTAG & CALDWELL, LLC16,818$659K0.15%new13F-HRTimeline
Chicago Partners Investment Group LLC16,450$645K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,115$631K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,076$590K0.01%+4,26013F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,177$516K0.01%+3,10613F-HRTimeline
Kuhn & Co Investment Counsel12,791$501K0.42%+4,17513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,864$464K0.03%013F-HRTimeline
Merit Financial Group, LLC11,732$459K0.01%+3813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,152$429K0.03%new13F-HRTimelineGroup
Faithward Advisors, LLC10,721$420K0.07%+1,87413F-HRTimeline
RFG Advisory, LLC10,570$414K0.01%new13F-HRTimeline
SWEENEY & MICHEL, LLC10,800$374K0.16%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,485$371K<0.01%+1,03113F-HRTimelineGroup
Diversified Portfolios, Inc.9,034$354K0.04%-2,30613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,515$330K0.03%+1,17913F-HR/ATimeline
Mariner, LLCin group Mariner, LLC8,395$329K<0.01%+1,51113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,144$319K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,726$303K<0.01%new13F-HRTimeline
PKS Advisory Services, LLC7,373$289K0.08%-11,40113F-HRTimeline
&PARTNERS7,127$277K<0.01%+28613F-HRTimeline
CLG LLC6,906$270K0.09%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,760$265K0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,650$260K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,237$244K<0.01%+4,26913F-HRTimelineGroup
UPTICK PARTNERS, LLC5,965$234K0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG5,963$234K<0.01%+26413F-HRTimelineGroup
New England Private Wealth Advisors LLC5,595$219K0.03%+2113F-HRTimeline
HighTower Advisors, LLC5,578$218K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,577$218K<0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.5,405$212K0.1%+15013F-HRTimeline
Sound Income Strategies, LLC5,210$204K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,519$138K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.3,088$121K0.1%+97013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,810$74.5K<0.01%013F-HRTimelineGroup
ZynergyRetirementPlanningLLC1,381$56.9K0.04%013F-HRTimeline
Noble Wealth Management PBC1,300$50.9K0.03%013F-HRTimeline
Sunbelt Securities, Inc.1,254$49.1K<0.01%+1,24013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,221$47.8K0.02%-89513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/820$32.1K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB689$27K<0.01%013F-HRTimeline
IFP Advisors, Inc528$20.7K<0.01%+46613F-HRTimeline
Iron Horse Wealth Management, LLC370$14.5K<0.01%new13F-HRTimeline
Allworth Financial LP378$14.4K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc315$13K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…257$10.1K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV253$9.89K<0.01%+113F-HRTimeline
Semmax Financial Advisors Inc.124$4.89K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83$3.27K<0.01%-113F-HRTimelineGroup
Abound Wealth Management50$1.97K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50$1.96K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.44$1.72K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA42$1.65K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC40$1.57K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$940<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC20$783<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13$509<0.01%-19813F-HRTimelineGroup
Sandy Spring Bank12$470<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.