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 369 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
32,844
shares
|
$2.1 Million
1.39% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,978
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 747.77%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
31,851
shares
|
$2.03 Million
1.21% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
31,358
shares
|
$2 Million
0.06% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
30,724
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Added 48.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,574
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
30,089
shares
|
$1.92 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
29,559
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Added 1675.32%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
28,708
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Added 241.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
27,878
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2025
Added 155.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,445
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
27,150
shares
|
$1.73 Million
0.5% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
26,919
shares
|
$1.72 Million
1.68% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
26,568
shares
|
$1.69 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
26,434
shares
|
$1.69 Million
1.27% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
26,168
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,148
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,020
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,202
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.06%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
25,127
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
24,829
shares
|
$1.58 Million
0.56% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
24,363
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
24,028
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
23,753
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
23,342
shares
|
$1.49 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.91%
|