Institutional Ownership Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,350,385
shares
|
$296 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
2,706,109
shares
|
$184 Million
1.73% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,062,288
shares
|
$141 Million
0.47% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,254,117
shares
|
$85.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
654,982
shares
|
$44.6 Million
0.22% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
442,216
shares
|
$30.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
348,045
shares
|
$23.7 Million
1.93% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
295,874
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
260,183
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
242,959
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
226,641
shares
|
$15.4 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
199,798
shares
|
$13.6 Million
1.87% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
185,070
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
160,321
shares
|
$10.9 Million
3.47% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
160,182
shares
|
$10.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
151,386
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.22%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
148,557
shares
|
$10.1 Million
3.9% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
144,488
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
138,828
shares
|
$9.46 Million
0.0% of portfolio
|
Q3 2025
Added 181.25%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
125,591
shares
|
$8.56 Million
2.41% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$7.88 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
108,190
shares
|
$7.37 Million
0.01% of portfolio
|
Q3 2025
Added 49.27%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
104,786
shares
|
$7.14 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
94,759
shares
|
$6.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
89,595
shares
|
$6.11 Million
0.03% of portfolio
|
Q3 2025
Added 35.83%
|