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 204 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 $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
108,888
shares
|
$4.95 Million
0.19% of portfolio
|
Q1 2025
Added 326.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
108,016
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
105,376
shares
|
$4.79 Million
0.14% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
102,764
shares
|
$4.68 Million
4.41% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$4.65 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
99,134
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Added 50.93%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
97,436
shares
|
$4.43 Million
0.29% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
90,682
shares
|
$4.13 Million
0.76% of portfolio
|
Q1 2025
Added 34.99%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
90,122
shares
|
$4.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
89,850
shares
|
$4.09 Million
3.09% of portfolio
|
Q1 2025
Added 43.54%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
87,540
shares
|
$3.98 Million
3.85% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
84,867
shares
|
$3.86 Million
0.41% of portfolio
|
Q1 2025
Added 82.85%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
83,273
shares
|
$3.79 Million
0.24% of portfolio
|
Q1 2025
Added 85.56%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
82,886
shares
|
$3.77 Million
0.58% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$3.7 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
70,957
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 716.91%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
70,527
shares
|
$3.21 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
70,077
shares
|
$3.19 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
69,450
shares
|
$3.16 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
68,490
shares
|
$3.12 Million
0.81% of portfolio
|
Q1 2025
Reduced 39.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,270
shares
|
$2.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
57,968
shares
|
$2.64 Million
0.8% of portfolio
|
Q1 2025
Added 146.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57,320
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Added 136.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
56,370
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
53,951
shares
|
$2.45 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.75%
|