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 169 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
7,779
shares
|
$509,680
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
7,603
shares
|
$498,148
0.02% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
7,578
shares
|
$496,510
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,494
shares
|
$491,006
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,947
shares
|
$455,167
0.04% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,641
shares
|
$435,118
0.0% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,607
shares
|
$432,890
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,304
shares
|
$413,038
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
6,150
shares
|
$402,948
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,126
shares
|
$401,375
0.04% of portfolio
|
Q2 2025
Reduced 46.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,024
shares
|
$394,692
0.0% of portfolio
|
Q2 2025
Added 88.9%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
5,554
shares
|
$363,898
0.21% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,512
shares
|
$361,146
0.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,250
shares
|
$343,980
0.14% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,169
shares
|
$338,672
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,074
shares
|
$332,448
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,014
shares
|
$328,517
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,950
shares
|
$324,324
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
4,741
shares
|
$310,630
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,604
shares
|
$301,654
0.0% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,519
shares
|
$296,084
0.0% of portfolio
|
Q3 2025
Added 936.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$279,966
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,172
shares
|
$273,349
0.01% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,035
shares
|
$264,373
0.0% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,957
shares
|
$259,262
0.0% of portfolio
|
Q3 2025
Added 12.74%
|