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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
34,115
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
33,847
shares
|
$2.36 Million
1.44% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
31,851
shares
|
$2.22 Million
1.21% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
31,358
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
30,724
shares
|
$2.14 Million
0.04% of portfolio
|
Q2 2025
Added 48.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,574
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
30,089
shares
|
$2.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,445
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
27,345
shares
|
$1.91 Million
1.25% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
27,150
shares
|
$1.9 Million
0.5% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
26,568
shares
|
$1.85 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
26,345
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,020
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,572
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,202
shares
|
$1.76 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
|
$1.75 Million
0.13% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25,105
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
25,068
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
24,913
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
24,748
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
24,539
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
24,499
shares
|
$1.71 Million
1.51% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
24,028
shares
|
$1.68 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
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
23,750
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 53.45%
|