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 249 institutions that hold shares in the stock, with a total of 9.19 Million shares, which have been reported (via 13F filing form) to have a value of $930 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,194
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,790
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,192
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
10,068
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,972
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,999
shares
|
$910,158
0.04% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
8,730
shares
|
$882,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,710
shares
|
$880,929
0.36% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
8,516
shares
|
$861,308
0.07% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,391
shares
|
$848,665
0.03% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,335
shares
|
$843,001
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,323
shares
|
$841,788
0.07% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,277
shares
|
$837,135
0.02% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,124
shares
|
$821,661
0.0% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,927
shares
|
$801,736
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,850
shares
|
$793,949
0.01% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
7,778
shares
|
$786,666
0.13% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
7,685
shares
|
$777,260
0.58% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,464
shares
|
$754,908
0.17% of portfolio
|
Q2 2022
Reduced 0.27%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,269
shares
|
$735,186
0.01% of portfolio
|
Q2 2025
Reduced 84.71%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
7,108
shares
|
$718,903
0.5% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
7,077
shares
|
$715,767
0.22% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,038
shares
|
$711,823
0.04% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,891
shares
|
$696,955
0.05% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
6,869
shares
|
$694,730
0.05% of portfolio
|
Q2 2025
Reduced 28.22%
|