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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
16,570
shares
|
$371,333
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,050
shares
|
$359,680
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
15,687
shares
|
$351,545
0.0% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
14,781
shares
|
$331,242
0.14% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,529
shares
|
$325,594
0.01% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,846
shares
|
$265,468
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,400
shares
|
$255,474
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,965
shares
|
$245,725
0.01% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
10,477
shares
|
$234,789
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,335
shares
|
$231,607
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,056
shares
|
$225,354
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
9,407
shares
|
$210,810
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,103
shares
|
$203,998
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
9,000
shares
|
$201,690
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,256
shares
|
$185,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,978
shares
|
$178,786
0.07% of portfolio
|
Q2 2025
Reduced 25.34%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$156,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,558
shares
|
$79,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,945
shares
|
$65,997
0.0% of portfolio
|
Q3 2025
Added 248.52%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,099
shares
|
$47,038
0.02% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,597
shares
|
$35,788
0.01% of portfolio
|
Q3 2023
Added 130.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
599
shares
|
$13,423
0.0% of portfolio
|
Q2 2025
Reduced 97.1%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
550
shares
|
$12,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
448
shares
|
$10,039
0.0% of portfolio
|
Q2 2025
New holding
|