Q1 2025 13F Holders as of 3/31/2025
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Type / Class
-
Equity / FUNDAMENTAL SMAL
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Number of holders
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37
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Total 13F shares, excl. options
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29.2M
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Shares change
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+23.9M
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Total reported value, excl. options
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$736M
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Value change
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+$604M
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Number of buys
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26
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Number of sells
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-9
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Price
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$25.24
Significant Holders of FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL (FFSM) as of Q1 2025
38 filings reported holding FFSM - FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL as of Q1 2025.
FIDELITY COVINGTON TRUST - FUNDAMENTAL SMAL (FFSM) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.2M shares
.
Largest 10 shareholders include FMR LLC (26.2M shares), JANE STREET GROUP, LLC (768K shares), Kerntke Otto McGlone Wealth Management Group (425K shares), Evernest Financial Advisors, LLC (395K shares), COMMONWEALTH EQUITY SERVICES, LLC (355K shares), MENORA MIVTACHIM HOLDINGS LTD. (146K shares), San Luis Wealth Advisors LLC (143K shares), Wealth Quarterback LLC (139K shares), SK Wealth Management, LLC (126K shares), and SAX WEALTH ADVISORS, LLC (102K shares).
This table shows the top 37 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.