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 370 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
21,351
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
20,911
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 65.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,777
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 58.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,749
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
20,684
shares
|
$1.32 Million
0.51% of portfolio
|
Q2 2025
Reduced 85.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
19,300
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
19,215
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
19,051
shares
|
$1.22 Million
0.69% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,558
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
17,411
shares
|
$1.11 Million
0.47% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
17,028
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,949
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,593
shares
|
$1.06 Million
0.66% of portfolio
|
Q2 2022
Added 0.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,416
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,212
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,852
shares
|
$1.01 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 Million
0.77% of portfolio
|
Q2 2022
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
15,412
shares
|
$983,131
0.27% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
15,307
shares
|
$976,433
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
14,869
shares
|
$948,493
1.14% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
14,357
shares
|
$915,833
0.53% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,182
shares
|
$904,669
0.04% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,056
shares
|
$896,632
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,601
shares
|
$867,607
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,241
shares
|
$844,643
0.06% of portfolio
|
Q2 2025
Reduced 0.14%
|