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 381 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
21,610
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
21,114
shares
|
$1.47 Million
0.73% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
20,999
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
20,779
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,777
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 58.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,749
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
19,300
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
19,279
shares
|
$1.35 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
19,215
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
19,073
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,460
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,558
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
17,411
shares
|
$1.22 Million
0.47% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,960
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,593
shares
|
$1.16 Million
0.66% of portfolio
|
Q2 2022
Added 0.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,416
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,212
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,852
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.27%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,682
shares
|
$1.09 Million
0.77% of portfolio
|
Q2 2022
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
15,412
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
14,246
shares
|
$994,513
0.94% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,601
shares
|
$949,485
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,408
shares
|
$936,012
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,306
shares
|
$928,891
0.01% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,241
shares
|
$924,354
0.06% of portfolio
|
Q2 2025
Reduced 0.14%
|