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 191 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,421,397
shares
|
$299 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,484,280
shares
|
$168 Million
1.84% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,867,729
shares
|
$126 Million
0.47% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,382,346
shares
|
$93.5 Million
0.07% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
632,275
shares
|
$42.7 Million
0.2% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
428,311
shares
|
$29 Million
0.0% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
289,689
shares
|
$19.6 Million
1.6% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
269,359
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
265,779
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
241,133
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2025
Added 32.54%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
234,794
shares
|
$15.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
194,911
shares
|
$13.2 Million
1.82% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
184,383
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
177,845
shares
|
$12 Million
0.01% of portfolio
|
Q2 2025
Added 282.78%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
164,073
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
146,682
shares
|
$9.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
146,441
shares
|
$9.9 Million
3.69% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
129,640
shares
|
$8.76 Million
3.97% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
123,933
shares
|
$8.38 Million
2.41% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
119,757
shares
|
$8.1 Million
0.07% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$7.81 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
106,462
shares
|
$7.2 Million
2.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
90,418
shares
|
$6.11 Million
0.02% of portfolio
|
Q2 2025
Added 35.7%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
77,730
shares
|
$5.26 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
76,265
shares
|
$5.16 Million
2.58% of portfolio
|
Q2 2025
Added 5.2%
|