Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,685,217
shares
|
$484 Million
0.03% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,228,360
shares
|
$311 Million
6.47% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,507,411
shares
|
$275 Million
4.53% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,892,574
shares
|
$144 Million
0.18% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,390,521
shares
|
$69.4 Million
0.0% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,157,513
shares
|
$57.8 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,134,480
shares
|
$56.6 Million
0.15% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,119,902
shares
|
$55.9 Million
0.0% of portfolio
|
Q1 2025
Added 41.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
933,006
shares
|
$46.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
851,538
shares
|
$42.5 Million
0.14% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
848,456
shares
|
$42.4 Million
12.73% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
748,753
shares
|
$37.4 Million
4.76% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
723,997
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
652,399
shares
|
$32.6 Million
0.01% of portfolio
|
Q1 2025
Added 47.13%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
641,680
shares
|
$32 Million
39.84% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$31.8 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
550,146
shares
|
$27.5 Million
18.91% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
526,249
shares
|
$26.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
512,913
shares
|
$25.6 Million
0.02% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
491,162
shares
|
$24.5 Million
0.03% of portfolio
|
Q1 2025
Added 169.49%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
459,691
shares
|
$23 Million
10.88% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
442,839
shares
|
$22.1 Million
0.06% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
439,551
shares
|
$21.9 Million
16.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
426,900
shares
|
$21.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
406,951
shares
|
$20.3 Million
4.8% of portfolio
|
Q2 2025
Reduced 5.43%
|