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 149 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $683 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
4,706,703
shares
|
$258 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
1,854,946
shares
|
$102 Million
0.54% of portfolio
|
Q2 2024
Added 3.04%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,136,172
shares
|
$62.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
378,084
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2024
Added 3.52%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
371,542
shares
|
$20.4 Million
0.03% of portfolio
|
Q2 2024
Added 45.28%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
300,084
shares
|
$16.5 Million
0.09% of portfolio
|
Q2 2024
Added 18.37%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
264,007
shares
|
$14.5 Million
0.93% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
226,998
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
219,584
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Added 9.94%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
168,001
shares
|
$9.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
144,344
shares
|
$7.92 Million
0.04% of portfolio
|
Q2 2024
Added 41.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
131,149
shares
|
$7.2 Million
0.02% of portfolio
|
Q2 2024
Added 57.53%
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
122,091
shares
|
$6.7 Million
2.01% of portfolio
|
Q2 2024
Added 2.28%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
118,405
shares
|
$6.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.91%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
117,842
shares
|
$6.47 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
115,793
shares
|
$6.36 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$6.34 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
85,524
shares
|
$4.69 Million
0.05% of portfolio
|
Q2 2024
Added 10.53%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
84,873
shares
|
$4.66 Million
0.09% of portfolio
|
Q2 2024
Added 14.77%
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
82,482
shares
|
$4.53 Million
3.37% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
81,288
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2024
Added 10.71%
|
|
Southern Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
72,885
shares
|
$4 Million
2.36% of portfolio
|
Q2 2024
Added 2.89%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
66,264
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
63,884
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2024
Added 1.13%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
61,958
shares
|
$3.4 Million
1.64% of portfolio
|
Q1 2024
Added 38.95%
|