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 179 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $946 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
72,492
shares
|
$4.44 Million
2.3% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
72,151
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
66,637
shares
|
$4.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
66,633
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
66,153
shares
|
$4.05 Million
0.46% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
65,243
shares
|
$4 Million
0.0% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
61,958
shares
|
$3.8 Million
1.64% of portfolio
|
Q1 2024
Added 38.95%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
58,531
shares
|
$3.59 Million
0.23% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
57,994
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
56,907
shares
|
$3.49 Million
1.73% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
52,842
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 230.63%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
49,794
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,083
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,236
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
46,461
shares
|
$2.85 Million
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
45,543
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,386
shares
|
$2.17 Million
0.42% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34,515
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
32,954
shares
|
$2.02 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
31,553
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
31,460
shares
|
$1.93 Million
0.3% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,462
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Added 159.53%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,660
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,245
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
24,565
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.31%
|