Institutional Ownership Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
3,901
shares
|
$272,328
0.09% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,734
shares
|
$260,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,685
shares
|
$257,249
0.07% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
3,650
shares
|
$254,806
0.17% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,648
shares
|
$254,666
0.11% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,645
shares
|
$254,457
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,637
shares
|
$253,898
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,555
shares
|
$248,174
0.0% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
3,488
shares
|
$243,497
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,449
shares
|
$240,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,444
shares
|
$240,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,438
shares
|
$240,006
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,406
shares
|
$237,772
0.0% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,376
shares
|
$235,678
0.0% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,328
shares
|
$232,327
0.0% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,310
shares
|
$231,071
0.02% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,263
shares
|
$227,790
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,260
shares
|
$227,580
0.0% of portfolio
|
Q2 2025
Reduced 58.81%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
3,217
shares
|
$224,578
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,176
shares
|
$221,716
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,173
shares
|
$221,507
0.04% of portfolio
|
Q3 2025
Reduced 29.19%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,173
shares
|
$221,507
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,156
shares
|
$220,320
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,133
shares
|
$218,714
0.0% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,099
shares
|
$216,341
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|