Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / FUNDAMENTAL SMAL
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Number of holders
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26
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Total 13F shares, excl. options
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5.22M
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Shares change
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+4.22M
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Total reported value, excl. options
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$140M
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Value change
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+$113M
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Number of buys
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18
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Number of sells
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-10
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Price
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$26.88
Significant Holders of FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL (FFSM) as of Q4 2024
30 filings reported holding FFSM - FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL as of Q4 2024.
FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL (FFSM) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.22M shares
.
Largest 10 shareholders include FMR LLC (4.06M shares), Evernest Financial Advisors, LLC (355K shares), San Luis Wealth Advisors LLC (186K shares), COMMONWEALTH EQUITY SERVICES, LLC (181K shares), SK Wealth Management, LLC (84.4K shares), SAX WEALTH ADVISORS, LLC (53.7K shares), Dentgroup LLC (46.4K shares), JPMORGAN CHASE & CO (45.6K shares), GOLDMAN SACHS GROUP INC (41.7K shares), and Kestra Advisory Services, LLC (24.5K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.