Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $439 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
73,927
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
73,282
shares
|
$4.81 Million
0.67% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
70,575
shares
|
$4.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
51,430
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
49,645
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
49,455
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 159.61%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,312
shares
|
$2.91 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,154
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
34,774
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33,953
shares
|
$2.23 Million
0.07% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
33,877
shares
|
$2.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.98 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
27,794
shares
|
$1.83 Million
0.48% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.76 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
26,095
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
25,113
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
22,759
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
22,710
shares
|
$1.49 Million
1.17% of portfolio
|
Q2 2021
Added 96.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,833
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
21,830
shares
|
$1.43 Million
0.3% of portfolio
|
Q2 2025
Reduced 31.72%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
19,688
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,987
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
15,777
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,034
shares
|
$987,433
0.0% of portfolio
|
Q2 2025
Added 4.82%
|