Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SML MID MLTFCT
-
Number of holders
-
89
-
Total 13F shares, excl. options
-
9,878,359
-
Shares change
-
+2,296,026
-
Total reported value, excl. options
-
$406,767,163
-
Value change
-
+$94,585,488
-
Number of buys
-
67
-
Number of sells
-
-13
-
Price
-
$41.17
Significant Holders of FIDELITY COVINGTON TRUST - SML MID MLTFCT (FSMD) as of Q4 2024
97 filings reported holding FSMD - FIDELITY COVINGTON TRUST - SML MID MLTFCT as of Q4 2024.
FIDELITY COVINGTON TRUST - SML MID MLTFCT (FSMD) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,878,359 shares
.
Largest 10 shareholders include Retirement Planning Group, LLC (2,582,395 shares), COMMONWEALTH EQUITY SERVICES, LLC (1,750,856 shares), Parcion Private Wealth LLC (491,316 shares), BANK OF AMERICA CORP /DE/ (405,159 shares), Systelligence, LLC (394,093 shares), ENVESTNET ASSET MANAGEMENT INC (382,382 shares), RAYMOND JAMES FINANCIAL INC (359,010 shares), LPL Financial LLC (355,489 shares), STIFEL FINANCIAL CORP (259,414 shares), and Cetera Investment Advisers (240,203 shares).
This table shows the top 89 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.