Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,582
shares
|
$367,758
0.01% of portfolio
|
Q3 2025
Added 48.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
14,036
shares
|
$353,987
0.0% of portfolio
|
Q4 2025
Added 15.62%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jan 23, 2026 Q4 2025 |
13,959
shares
|
$352,045
0.23% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,944
shares
|
$326,447
0.0% of portfolio
|
Q3 2025
Reduced 53.15%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
10,872
shares
|
$274,191
0.07% of portfolio
|
Q4 2025
Reduced 20.19%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,681
shares
|
$269,374
0.01% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
9,873
shares
|
$248,997
0.01% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
9,451
shares
|
$238,354
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,102
shares
|
$229,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$226,980
0.0% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,928
shares
|
$174,724
0.0% of portfolio
|
Q4 2025
Added 3.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,583
shares
|
$166,023
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,410
shares
|
$161,660
0.01% of portfolio
|
Q3 2025
Added 112.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,926
shares
|
$99,013
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,512
shares
|
$88,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,215
shares
|
$81,082
0.0% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,534
shares
|
$38,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
806
shares
|
$20,327
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
769
shares
|
$19,394
0.0% of portfolio
|
Q3 2025
Added 599.09%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
600
shares
|
$15,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
288
shares
|
$7,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
258
shares
|
$6,506
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
133
shares
|
$3,354
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
31
shares
|
$781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2025
New holding
|
|