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 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
783
shares
|
$51,302
0.0% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
772
shares
|
$50,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
722
shares
|
$47,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
529
shares
|
$34,660
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
394
shares
|
$25,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
387
shares
|
$25,356
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
374
shares
|
$24,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
360
shares
|
$23,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
291
shares
|
$19,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
291
shares
|
$19,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
284
shares
|
$18,607
0.0% of portfolio
|
Q3 2025
Reduced 73.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
278
shares
|
$18,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
245
shares
|
$16,052
0.0% of portfolio
|
Q3 2025
Added 2350.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
202
shares
|
$13,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
193
shares
|
$12,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
192
shares
|
$12,579
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
185
shares
|
$12,121
0.0% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
143
shares
|
$9,369
0.0% of portfolio
|
Q2 2025
Added 197.92%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
133
shares
|
$8,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
130
shares
|
$8,517
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
120
shares
|
$7,862
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
108
shares
|
$7,076
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
106
shares
|
$6,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
101
shares
|
$6,617
0.0% of portfolio
|
Q3 2025
Added 531.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
96
shares
|
$6,289
0.0% of portfolio
|
Q2 2025
Reduced 92.1%
|