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 57 institutions that hold shares in the stock, with a total of 4.95 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,194
shares
|
$385,317
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
14,840
shares
|
$332,564
0.17% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,795
shares
|
$331,555
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,350
shares
|
$321,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
13,100
shares
|
$293,571
0.0% of portfolio
|
Q1 2025
Reduced 81.83%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,527
shares
|
$280,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,120
shares
|
$249,199
0.0% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,965
shares
|
$245,725
0.01% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,807
shares
|
$242,184
0.02% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,695
shares
|
$239,674
0.01% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
10,686
shares
|
$239,473
0.08% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
10,477
shares
|
$234,789
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,800
shares
|
$219,618
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,749
shares
|
$218,475
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,626
shares
|
$215,718
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,601
shares
|
$215,158
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,347
shares
|
$209,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,315
shares
|
$208,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,715
shares
|
$195,303
0.0% of portfolio
|
Q1 2025
Added 626.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,573
shares
|
$80,070
0.0% of portfolio
|
Q1 2025
Reduced 61.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,558
shares
|
$79,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,099
shares
|
$47,038
0.02% of portfolio
|
Q3 2024
Reduced 24.58%
|