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 235 institutions that hold shares in the stock, with a total of 54.2 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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,609
shares
|
$86,113
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$67,435
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,240
shares
|
$66,364
0.0% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
988
shares
|
$52,877
0.06% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
756
shares
|
$40,461
0.0% of portfolio
|
Q2 2025
Added 221.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$34,252
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
568
shares
|
$30,399
0.0% of portfolio
|
Q3 2025
Reduced 47.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
545
shares
|
$29,168
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
511
shares
|
$27,348
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
496
shares
|
$26,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
485
shares
|
$25,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
476
shares
|
$25,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
417
shares
|
$22,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
365
shares
|
$19,534
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
355
shares
|
$18,999
0.0% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
350
shares
|
$18,732
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
333
shares
|
$17,822
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
329
shares
|
$17,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$15,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
240
shares
|
$12,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
202
shares
|
$10,811
0.0% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$10,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
174
shares
|
$9,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
155
shares
|
$8,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
115
shares
|
$6,154
0.0% of portfolio
|
Q3 2024
Reduced 82.36%
|
|