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 370 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $972 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,894
shares
|
$184,608
0.0% of portfolio
|
Q2 2025
Added 1191.96%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,864
shares
|
$182,694
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,831
shares
|
$180,589
0.01% of portfolio
|
Q1 2020
Reduced 90.89%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,454
shares
|
$156,540
0.03% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,441
shares
|
$155,711
0.11% of portfolio
|
Q2 2025
Added 176.13%
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,208
shares
|
$140,848
0.03% of portfolio
|
Q2 2023
Added 0.05%
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,186
shares
|
$139,444
0.0% of portfolio
|
Q2 2025
Added 8.0%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,041
shares
|
$130,195
0.0% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,032
shares
|
$129,621
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,976
shares
|
$126,049
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,883
shares
|
$120,116
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,752
shares
|
$111,760
0.03% of portfolio
|
Q2 2025
Added 0.34%
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,691
shares
|
$107,868
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,673
shares
|
$106,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,662
shares
|
$106,018
0.01% of portfolio
|
Q4 2022
Added 0.36%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,595
shares
|
$101,745
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,437
shares
|
$91,666
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,400
shares
|
$89,306
0.02% of portfolio
|
Q1 2025
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,280
shares
|
$81,651
0.01% of portfolio
|
Q3 2024
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,040
shares
|
$66,341
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,013
shares
|
$64,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,004
shares
|
$64,045
0.03% of portfolio
|
Q2 2025
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,000
shares
|
$63,790
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
931
shares
|
$59,388
0.02% of portfolio
|
Q2 2025
Reduced 69.4%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
912
shares
|
$58,176
0.0% of portfolio
|
Q2 2025
Added 43.85%
|