Inst. Holders
50 funds
FE
FESM
FIDELITY COVINGTON TRUST
$45.87 ▲ +1.44%
Prev close $45.2223 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on FESM right now — valuation, ownership and activity at a glance.
Inst. Value
$3.8B
Inst. Activity
23 buys / 4 sells
SEC Reports
1
Price chart 30d -2.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: FESM — 65.5% short (0.5M / 0.8M)
Short: 512,089 | Exempt: 0 | TRF Vol: 782,141 | Short Ratio: 65.5% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
7,917,913 shares ($382.7M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Cetera Investment Advisers — ADD
2,763,133 shares ($133.4M)
Five institutions collectively added $38.5M in FESM during Q3 2025, with Wellington Management initiating a new $15.6M p
INST-CLUSTER — Impact 4/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: FESM — 65.5% short (0.5M / 0.8M)
Short: 512,089 | Exempt: 0 | TRF Vol: 782,141 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: FESM — 82.7% short (0.8M / 1.0M)
Short: 837,158 | Exempt: 0 | TRF Vol: 1,011,965 | Short Ratio: 82.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FESM — 67.1% short (0.4M / 0.7M)
Short: 446,205 | Exempt: 0 | TRF Vol: 665,273 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: FESM — 87.3% short (0.8M / 1.0M)
Short: 840,337 | Exempt: 0 | TRF Vol: 963,011 | Short Ratio: 87.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FESM — 68.5% short (0.4M / 0.6M)
Short: 385,287 | Exempt: 0 | TRF Vol: 562,283 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own FESM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.8B total value (78,377,716 shares) as of 2026-Q2. Top holders: FMR, AMERIPRISE, LPL. Net buying activity: 23 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 24,935,805 | $1.2B | 31.8% | — |
| AMERIPRISE FINANCIAL INC | 7,917,913 | $382.7M | 10.1% | ADD +31.2% |
| LPL Financial LLC | 6,191,824 | $299.0M | 7.9% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,448,956 | $214.8M | 5.7% | — |
| Prime Capital Investment Advisors, LLC | 2,890,540 | $139.6M | 3.7% | DOUBLED +746.5% |
| Cetera Investment Advisers | 2,763,133 | $133.4M | 3.5% | ADD +40.8% |
| RAYMOND JAMES FINANCIAL INC | 2,594,423 | $125.3M | 3.3% | — |
| FIFTH THIRD BANCORP | 2,584,876 | $124.8M | 3.3% | NEW |
| WELLS FARGO & COMPANY/MN | 2,510,828 | $121.2M | 3.2% | ADD +32.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,419,327 | $116.8M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 6,033,120 | 7,917,913 | +31.2% | $382.7M |
| Cetera Investment Advisers | ADD | 1,962,108 | 2,763,133 | +40.8% | $133.4M |
| MORGAN STANLEY | ADD | 1,321,302 | 2,061,259 | +56.0% | $99.5M |
| OSAIC HOLDINGS, INC. | ADD | 1,338,806 | 1,749,135 | +30.6% | $84.5M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 1,060,363 | 1,501,451 | +41.6% | $72.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 871,856 | 1,331,452 | +52.7% | $64.3M |
| MML INVESTORS SERVICES, LLC | ADD | 860,278 | 1,194,801 | +38.9% | $57.7M |
| Waverly Advisors, LLC | NEW | — | 947,267 | — | $45.7M |
| Equitable Holdings, Inc. | ADD | 145,081 | 260,147 | +79.3% | $12.6M |
| UBS Group AG | ADD | 154,009 | 226,814 | +47.3% | $11.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FESM.
Shares short
235,704
Settlement Sep 15, 2026
Change vs prior
-42.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All FESM filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026