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 234 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
39,845
shares
|
$2.13 Million
0.2% of portfolio
|
Q4 2025
Added 12.06%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
35,064
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
34,224
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
32,747
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2025
Reduced 11.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
32,189
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 72.64%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
32,001
shares
|
$1.71 Million
0.71% of portfolio
|
Q4 2025
Added 76.73%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
31,817
shares
|
$1.7 Million
1.29% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
31,632
shares
|
$1.69 Million
1.33% of portfolio
|
Q4 2025
Reduced 6.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
31,434
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 91.03%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
30,706
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
30,589
shares
|
$1.64 Million
0.42% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
29,861
shares
|
$1.6 Million
0.59% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
29,780
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2025
Added 217.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
29,385
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Added 65.61%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
29,242
shares
|
$1.57 Million
0.36% of portfolio
|
Q4 2025
Reduced 3.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,082
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
October Effect LTD
Virginia Beach, VA |
Jan 20, 2026 Q4 2025 |
27,600
shares
|
$1.48 Million
1.67% of portfolio
|
Q4 2025
Added 88.07%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
24,994
shares
|
$1.34 Million
1.81% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
24,774
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
23,124
shares
|
$1.24 Million
0.46% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
20,330
shares
|
$1.09 Million
0.47% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,007
shares
|
$963,734
0.01% of portfolio
|
Q3 2025
Added 4401.75%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,910
shares
|
$958,543
0.27% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
17,427
shares
|
$932,693
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
17,400
shares
|
$931,248
0.0% of portfolio
|
Q3 2025
New holding
|
|