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Disclosery

FSMD FIDELITY COVINGTON TRUST

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SML MID MLTFCT (fund)

158 managers (162 13F filers) reported a position in FSMD shares at 2025-12-31, 38,231,439 shares in all. 21 filers opened a position and 11 filers sold out during the quarter.

Managers
158
13F filers
162
New
21
Added
82
Reduced
34
Sold out
11
Shares held by filers
38,231,439

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 LLC16,180,537$714M0.04%+125,90413F-HRTimelineGroup
Retirement Planning Group, LLC4,020,613$177M5.83%+216,87913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,052,013$135M0.18%+480,48413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,973,573$87.1M+1,265,344Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,821,676$80.4M+1,326,943Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,135,774$50.1M<0.01%-100,45913F-HRTimelineGroup
LPL Financial LLC1,099,883$48.5M0.01%+86,76213F-HRTimeline
Cetera Investment Advisers604,170$26.7M0.03%+33,76513F-HRTimeline
Advocacy Wealth Management, LLC545,451$24.1M1.01%+35,05513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP522,532$23.1M0.02%+185,76413F-HRTimelineGroup
Sanctuary Advisors, LLC432,625$19.1M0.1%+5,85713F-HRTimeline
Atria Investments, Inc385,746$17M0.19%+3,77313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.370,228$16.3M0.02%+33,70913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…342,968$15.1M0.01%+17,26413F-HR/ATimelineGroup
Goldstone Financial Group, LLC335,403$14.8M1.65%+18,35713F-HRTimeline
GEN Financial Management, INC.298,664$13.2M8.3%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC259,983$11.5M3.27%+145,79913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC252,244$11.1M<0.01%-10,07113F-HRTimelineGroup
Cambridge Investment Research Advisors,…244,617$10.8M0.03%-27,28613F-HRTimeline
AssuredPartners Investment Advisors, LLC243,956$10.8M1.6%+6,96713F-HRTimeline
Steward Partners Investment Advisory, L…203,540$8.98M0.05%+3,09613F-HRTimeline
NOVEM GROUP202,922$8.95M1.04%+1,52413F-HRTimeline
Farther Finance Advisors, LLC194,891$8.6M0.09%+14,17313F-HRTimeline
Prasad Wealth Partners, LLC190,174$8.39M2.24%new13F-HRTimeline
OneDigital Investment Advisors LLC184,236$8.13M0.08%+67,61313F-HRTimeline
MML INVESTORS SERVICES, LLC170,255$7.51M0.02%+29,79913F-HRTimeline
Provident Wealth Management, LLC166,198$7.33M2.17%+3,45913F-HRTimeline
Advisory Services Network, LLC148,641$6.56M0.09%+6,32213F-HRTimeline
Evergreen Private Wealth LLC127,567$5.63M2.22%+6,81313F-HRTimeline
FSA WEALTH PARTNERS, INC.126,415$5.58M2%-17013F-HRTimeline
Bravera Wealth125,093$5.52M2.77%13F-HRTimeline
Sterling Manor Financial, LLC106,848$4.72M2.94%-1,95613F-HRTimeline
Fortitude Financial, LLC94,950$4.19M3.56%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,419$3.86M0.01%+5,97113F-HRTimelineGroup
Van Hulzen Asset Management, LLC79,981$3.53M0.26%+2,70213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,931$3.39M<0.01%+26,42313F-HRTimelineGroup
Presper Financial Architects, LLC70,673$3.12M1.76%+4,24913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,601$2.94M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV66,414$2.93M<0.01%-59,21613F-HRTimeline
Smartleaf Asset Management LLC59,975$2.68M0.1%-12,41313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP59,800$2.64M<0.01%new13F-HRTimelineGroup
Laurel Wealth Planning LLC52,195$2.3M1.28%+5,50313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,360$2.27M<0.01%+1,34413F-HRTimelineGroup
Golden State Wealth Management, LLC50,995$2.25M0.24%-1,41613F-HRTimeline
&PARTNERS45,837$2.02M0.01%+5,09613F-HRTimeline
AE Wealth Management LLC45,802$2.02M0.01%+37,25813F-HRTimeline
Trademark Financial Management, LLC43,055$1.9M1.05%+29,27213F-HRTimeline
J.W. COLE ADVISORS, INC.42,333$1.87M0.05%+9,68713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,998$1.72M<0.01%-54813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,444$1.7M0.03%+95813F-HRTimelineGroup
New Millennium Group LLC37,536$1.66M0.72%-61313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,490$1.65M0.01%+22813F-HRTimelineGroup
Foundations Investment Advisors, LLC37,210$1.64M0.02%+3,03813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,241$1.6M<0.01%+15,73013F-HR/ATimelineGroup
Visionary Wealth Advisors34,396$1.52M0.07%+3,70113F-HRTimeline
Strategic Blueprint, LLC34,075$1.5M0.09%+8,02813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,981$1.5M0.03%-4713F-HRTimelineGroup
IFP Advisors, Inc31,604$1.39M0.03%+29,35813F-HRTimeline
Kuhn & Co Investment Counsel31,584$1.39M0.93%+4,78613F-HRTimeline
Emerald Advisors, LLC30,720$1.36M0.18%+23,47013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC29,416$1.3M1.31%+4,07813F-HRTimeline
Riverbend Wealth Management, LLC28,829$1.27M0.8%+1,64113F-HRTimeline
Global Financial Private Client, LLC28,175$1.24M0.44%+11913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,912$1.23M0.07%-3,37313F-HRTimelineGroup
Faithward Advisors, LLC24,939$1.1M0.16%+6,24913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,299$984K0.03%+35213F-HRTimelineGroup
Roxbury Financial LLC21,975$970K0.87%+1,98513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,940$968K0.02%+67213F-HRTimeline
SHP Wealth Management21,136$933K0.07%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,827$919K<0.01%-3,95813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,820$875K0.01%+1,49713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding19,183$847K+240Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,508$841K<0.01%+5,60913F-HRTimeline
Mascagni Wealth Management, Inc.18,697$825K0.61%+76713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,446$814K0.05%new13F-HRTimeline
Cedar Point Capital Partners, LLC17,557$775K0.49%-80313F-HRTimeline
BG Investment Services, LLC17,417$769K0.68%+2,81613F-HRTimeline
Rehmann Capital Advisory Group16,961$748K0.04%013F-HRTimeline
Merit Financial Group, LLC16,911$746K0.01%+4,60313F-HRTimeline
Focus Financial Network, Inc.15,364$678K0.02%+4,12513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,207$658K0.02%+96613F-HRTimelineGroup
Breakwater Capital Group14,758$651K0.09%-12713F-HRTimeline
Private Advisor Group, LLC14,713$649K<0.01%-4,70613F-HRTimeline
Chicago Partners Investment Group LLC13,885$638K0.02%-56513F-HRTimeline
SWEENEY & MICHEL, LLC11,453$542K0.16%-16513F-HRTimeline
CoreCap Advisors, LLC11,043$487K0.02%+48813F-HRTimeline
Creative Planningin group Creative Planning10,798$477K<0.01%-12113F-HRTimelineGroup
Principle Wealth Partners LLC10,118$447K0.03%+2,52213F-HRTimeline
Foster Victor Wealth Advisors, LLC9,600$444K0.03%-1,07013F-HRTimeline
Balanced Rock Investment Advisors LLC9,766$431K0.31%+1,70313F-HRTimeline
World Investment Advisors9,562$422K0.01%+3,94013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC9,529$421K<0.01%+72013F-HRTimelineGroup
HighTower Advisors, LLC9,291$410K<0.01%+2,68813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,236$408K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,263$369K0.02%-11413F-HRTimeline
Vise Technologies, Inc.8,078$356K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,023$354K<0.01%+17713F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,410$327K<0.01%-67713F-HRTimelineGroup
CLG LLC7,229$319K0.08%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,015$310K0.01%+5,53813F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,924$306K<0.01%+26813F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC6,806$300K0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,443$284K0.02%-6,47713F-HRTimeline
Diversified Portfolios, Inc.6,314$279K0.02%-2,18213F-HRTimeline
Mayfair Advisory Group, LLC6,258$278K0.11%new13F-HRTimeline
Perigon Wealth Management, LLC6,158$272K<0.01%+20813F-HRTimeline
LaSalle St. Investment Advisors, LLC6,135$270K0.04%new13F-HRTimeline
New England Private Wealth Advisors LLC5,652$249K0.03%+1613F-HR/ATimeline
Dynamic Advisor Solutions LLC5,481$242K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,382$238K<0.01%-1,22213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC4,948$218K0.02%-85313F-HRTimeline
Global Retirement Partners, LLC4,782$211K<0.01%-30913F-HRTimeline
Investmark Advisory Group LLC4,615$204K0.09%new13F-HRTimeline
MAI Capital Management4,356$192K<0.01%+3,91713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,318$146K<0.01%-2613F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,067$135K<0.01%-2,64413F-HRTimelineGroup
Sound Income Strategies, LLC2,711$125K0.01%+10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,787$123K<0.01%+2,63913F-HRTimelineGroup
High Point Wealth Management, LLC2,688$119K0.11%13F-HRTimeline
FINANCIAL CONSULATE, INC2,390$105K0.01%013F-HRTimeline
Parallel Advisors, LLC1,809$79.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,254$55.3K<0.01%-9,24613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,143$50.4K<0.01%-1,25613F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,116$49.2K<0.01%013F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.1,104$48.7K0.05%13F-HRTimeline
Noble Wealth Management PBC1,000$44.1K0.02%-30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV975$43K<0.01%+72113F-HRTimeline
Arax Advisory Partners936$41.3K<0.01%+113F-HRTimeline
COMERICA BANK876$38.7K<0.01%013F-HRTimeline
Allworth Financial LP827$36.5K<0.01%+5513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…787$34.7K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP645$28.5K<0.01%new13F-HRTimeline
Root Financial Partners, LLC614$27.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc567$25K0.01%+213F-HRTimeline
SageView Advisory Group, LLC536$23.7K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…476$21K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/470$20.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.419$18.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL390$17.2K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.392$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.316$13.9K0.01%+2813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…269$11.9K<0.01%+15513F-HRTimelineGroup
IFC & Insurance Marketing, Inc.151$7K0.01%13F-HRTimeline
HOWE & RUSLING INC155$6.85K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.143$6.31K0.01%13F-HRTimeline
Clarity Asset Management, Inc.134$5.93K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC91$4.02K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC71$3.13K<0.01%-11513F-HRTimeline
Abound Wealth Management51$2.24K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC42$1.87K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA42$1.85K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23$1.02K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.22$974<0.01%new13F-HRTimeline
Kings Path Partners LLC20$884<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12$530<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd12$530<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$397<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.