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 211 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 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
|
$515 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
|
$331 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
|
$293 Million
4.53% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,892,574
shares
|
$154 Million
0.18% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,592,192
shares
|
$84.7 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,523,298
shares
|
$81 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,158,247
shares
|
$61.6 Million
0.16% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
947,790
shares
|
$50.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
946,321
shares
|
$50.3 Million
0.15% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
938,001
shares
|
$49.9 Million
52.26% of portfolio
|
Q2 2025
Added 46.18%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
893,499
shares
|
$47.5 Million
13.83% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
874,474
shares
|
$46.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
748,753
shares
|
$39.8 Million
4.76% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
723,997
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
654,428
shares
|
$34.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$33.9 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
622,816
shares
|
$33.1 Million
0.02% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
622,700
shares
|
$33.1 Million
0.06% of portfolio
|
Q2 2025
Added 45.87%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
572,507
shares
|
$30.4 Million
19.59% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
445,094
shares
|
$23.7 Million
16.42% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
442,839
shares
|
$23.6 Million
0.06% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
426,266
shares
|
$22.7 Million
0.04% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
424,075
shares
|
$22.6 Million
3.34% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
420,506
shares
|
$22.4 Million
5.02% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
411,352
shares
|
$21.9 Million
9.61% of portfolio
|
Q3 2025
Reduced 10.52%
|