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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
75,591
shares
|
$5.28 Million
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
74,537
shares
|
$5.2 Million
1.86% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
69,157
shares
|
$4.83 Million
0.55% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
66,105
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
64,034
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
61,163
shares
|
$4.27 Million
0.53% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
57,448
shares
|
$4.01 Million
1.98% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
56,760
shares
|
$3.96 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
51,358
shares
|
$3.59 Million
0.05% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
49,599
shares
|
$3.46 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
47,493
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
47,324
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
45,836
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
45,814
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
45,502
shares
|
$3.18 Million
1.83% of portfolio
|
Q1 2025
Added 1132.78%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
45,063
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
43,475
shares
|
$3.03 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
40,109
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
38,785
shares
|
$2.71 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
38,748
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
37,214
shares
|
$2.6 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,568
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
35,264
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
35,216
shares
|
$2.46 Million
0.12% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
34,649
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2025
Added 2.8%
|