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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
26,665
shares
|
$1.21 Million
0.87% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
25,658
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
25,545
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 61.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
25,195
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 45.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
23,104
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,034
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
21,774
shares
|
$990,717
1.17% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
20,948
shares
|
$953,134
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
19,548
shares
|
$889,434
0.08% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
18,576
shares
|
$845,208
0.19% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
18,055
shares
|
$821,502
0.72% of portfolio
|
Q1 2025
Added 44.3%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
18,029
shares
|
$820,319
0.51% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
17,940
shares
|
$816,270
0.06% of portfolio
|
Q1 2025
Added 35.74%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
17,905
shares
|
$814,677
0.25% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
17,206
shares
|
$782,873
0.46% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
16,355
shares
|
$744,152
0.4% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
16,067
shares
|
$731,048
0.12% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
15,924
shares
|
$724,542
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
14,762
shares
|
$671,671
0.34% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,118
shares
|
$642,369
0.0% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,365
shares
|
$562,607
0.02% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,277
shares
|
$558,603
0.04% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
11,627
shares
|
$529,028
0.04% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
11,546
shares
|
$525,343
0.3% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
11,009
shares
|
$500,909
0.39% of portfolio
|
Q1 2025
Added 107.76%
|