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 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,449
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
12,080
shares
|
$1.12 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,387
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,356
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,252
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
10,817
shares
|
$999,274
0.0% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
10,599
shares
|
$979,135
0.17% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
10,569
shares
|
$976,364
0.2% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,309
shares
|
$952,345
0.02% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,047
shares
|
$928,141
0.03% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,833
shares
|
$908,372
0.0% of portfolio
|
Q1 2025
Reduced 62.83%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
9,569
shares
|
$883,984
0.07% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,360
shares
|
$864,676
0.04% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
8,730
shares
|
$806,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,716
shares
|
$805,184
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,669
shares
|
$800,842
0.07% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,532
shares
|
$788,186
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
8,497
shares
|
$784,952
0.0% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,412
shares
|
$777,100
0.34% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,335
shares
|
$769,987
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,124
shares
|
$750,495
0.0% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
8,036
shares
|
$742,365
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,900
shares
|
$729,802
0.02% of portfolio
|
Q1 2025
Reduced 58.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,898
shares
|
$729,617
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
7,811
shares
|
$721,580
0.06% of portfolio
|
Q1 2025
Added 12.05%
|