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 212 institutions that hold shares in the stock, with a total of 50.3 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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
69,890
shares
|
$3.72 Million
2.64% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
69,382
shares
|
$3.69 Million
2.14% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,162
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
67,171
shares
|
$3.57 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
64,801
shares
|
$3.45 Million
0.24% of portfolio
|
Q3 2025
Added 374.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
61,195
shares
|
$3.25 Million
0.08% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
60,164
shares
|
$3.2 Million
1.34% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
59,768
shares
|
$3.18 Million
0.48% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
59,000
shares
|
$3.14 Million
0.06% of portfolio
|
Q2 2025
Added 1503.26%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
56,921
shares
|
$3.03 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,733
shares
|
$2.96 Million
0.28% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
52,875
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
47,207
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,060
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
43,461
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
43,193
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
38,935
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
37,155
shares
|
$1.98 Million
0.45% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
36,963
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
34,519
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
33,715
shares
|
$1.79 Million
1.39% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
31,817
shares
|
$1.69 Million
1.29% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
30,386
shares
|
$1.62 Million
0.37% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
30,107
shares
|
$1.6 Million
0.23% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
30,080
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Added 88.9%
|