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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,836
shares
|
$691,393
0.05% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,827
shares
|
$690,482
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,701
shares
|
$677,739
0.05% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
6,440
shares
|
$651,341
0.01% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
6,377
shares
|
$644,969
0.33% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,300
shares
|
$637,182
0.05% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,975
shares
|
$604,311
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,725
shares
|
$579,026
0.04% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
5,536
shares
|
$559,911
0.03% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
5,407
shares
|
$546,863
0.22% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,361
shares
|
$542,211
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,259
shares
|
$531,895
0.0% of portfolio
|
Q2 2025
Reduced 74.78%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,249
shares
|
$530,883
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
5,157
shares
|
$521,578
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,705
shares
|
$475,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,694
shares
|
$474,751
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
4,664
shares
|
$471,716
0.15% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,658
shares
|
$471,110
0.01% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,625
shares
|
$467,772
0.18% of portfolio
|
Q2 2022
Added 2.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,564
shares
|
$461,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
4,503
shares
|
$455,433
0.16% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,216
shares
|
$426,406
0.12% of portfolio
|
Q2 2023
Reduced 7.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,113
shares
|
$415,988
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,033
shares
|
$407,897
0.01% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,003
shares
|
$404,863
0.03% of portfolio
|
Q1 2024
Reduced 34.89%
|