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 193 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
79,709
shares
|
$4.27 Million
2.63% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
70,870
shares
|
$3.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
67,741
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
66,884
shares
|
$3.58 Million
2.17% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
64,496
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
61,958
shares
|
$3.32 Million
1.64% of portfolio
|
Q1 2024
Added 38.95%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
61,425
shares
|
$3.29 Million
0.46% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
58,047
shares
|
$3.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
56,907
shares
|
$3.05 Million
1.73% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
54,318
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
49,794
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,364
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
48,973
shares
|
$2.62 Million
0.07% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,236
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
46,395
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
35,660
shares
|
$1.91 Million
0.65% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
35,603
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,386
shares
|
$1.9 Million
0.42% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
34,737
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Added 24.38%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
34,089
shares
|
$1.83 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
31,184
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
30,769
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
30,764
shares
|
$1.65 Million
0.33% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
29,793
shares
|
$1.6 Million
0.85% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,867
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 0.65%
|