Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 9.18 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
52,344
shares
|
$5.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
50,632
shares
|
$5.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
50,029
shares
|
$5.06 Million
3.42% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
46,351
shares
|
$4.69 Million
2.43% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
42,756
shares
|
$4.32 Million
2.7% of portfolio
|
Q2 2022
Added 6.19%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
42,187
shares
|
$4.27 Million
2.07% of portfolio
|
Q2 2025
Added 2.0%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
41,619
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.95%
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
40,462
shares
|
$4.09 Million
1.8% of portfolio
|
Q2 2025
Added 32.67%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
38,176
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2025
Added 2104.16%
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
34,586
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Added 25.53%
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
34,141
shares
|
$3.45 Million
1.79% of portfolio
|
Q2 2025
Added 2.89%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
32,439
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
32,417
shares
|
$3.28 Million
1.28% of portfolio
|
Q2 2025
Added 9.2%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,207
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
28,847
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Added 61.45%
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,357
shares
|
$2.87 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,042
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
27,955
shares
|
$2.83 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,900
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
24,831
shares
|
$2.51 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,309
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
24,237
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
24,153
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,022
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 2.47%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
23,195
shares
|
$2.35 Million
0.78% of portfolio
|
Q4 2022
Added 0.59%
|