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 377 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
523
shares
|
$36,510
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
518
shares
|
$36,161
0.02% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
500
shares
|
$34,905
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
500
shares
|
$34,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$34,905
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
500
shares
|
$34,905
0.01% of portfolio
|
Q3 2025
Reduced 50.64%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
465
shares
|
$32,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
451
shares
|
$31,484
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
433
shares
|
$30,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
419
shares
|
$29,250
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
413
shares
|
$28,831
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
408
shares
|
$28,482
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
406
shares
|
$28,342
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
400
shares
|
$27,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
381
shares
|
$26,597
0.01% of portfolio
|
Q2 2025
Reduced 47.01%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
378
shares
|
$26,388
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
338
shares
|
$23,595
0.0% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
331
shares
|
$23,107
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
325
shares
|
$22,688
0.0% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
303
shares
|
$21,152
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
300
shares
|
$20,943
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$20,943
0.01% of portfolio
|
Q1 2022
Reduced 47.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$20,943
0.0% of portfolio
|
Q4 2021
Reduced 46.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
287
shares
|
$20,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
277
shares
|
$19,337
0.01% of portfolio
|
Q4 2024
New holding
|