Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 6.42 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,207,812
shares
|
$49.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,522,434
shares
|
$34.1 Million
0.18% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
295,439
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
279,968
shares
|
$6.27 Million
1.24% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
235,173
shares
|
$5.27 Million
1.75% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
204,588
shares
|
$4.58 Million
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
191,379
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
179,145
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
169,540
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Added 556.55%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
136,146
shares
|
$3.05 Million
0.13% of portfolio
|
Q2 2025
Added 32.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,072
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
95,494
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
94,600
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 622.14%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
89,268
shares
|
$2 Million
4.3% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
78,358
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 1851.63%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
56,344
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
53,485
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,723
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
43,184
shares
|
$967,753
0.03% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
31,708
shares
|
$710,576
0.0% of portfolio
|
Q2 2025
Added 114.32%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
26,600
shares
|
$596,106
0.04% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,555
shares
|
$438,227
0.01% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
19,464
shares
|
$436,188
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,414
shares
|
$412,657
0.01% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,635
shares
|
$395,200
0.01% of portfolio
|
Q2 2025
Added 83.2%
|