Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,736,585
shares
|
$140 Million
0.45% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,051,799
shares
|
$84.9 Million
0.64% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
910,474
shares
|
$73.5 Million
0.05% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
404,939
shares
|
$32.7 Million
0.04% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
251,110
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2025
Added 38.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
211,959
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
161,332
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 5800.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
155,233
shares
|
$12.5 Million
0.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
144,193
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 49.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
140,841
shares
|
$11.4 Million
0.05% of portfolio
|
Q3 2025
Added 42.47%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
133,923
shares
|
$10.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
132,727
shares
|
$10.7 Million
3.31% of portfolio
|
Q3 2025
Added 58.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
122,253
shares
|
$9.87 Million
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
112,448
shares
|
$9.08 Million
0.04% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
111,604
shares
|
$9.01 Million
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
97,854
shares
|
$7.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
94,284
shares
|
$7.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
89,134
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
80,015
shares
|
$6.46 Million
1.97% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
77,390
shares
|
$6.25 Million
0.03% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
72,056
shares
|
$5.82 Million
2.79% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.79 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
69,011
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$5.14 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
63,129
shares
|
$5.1 Million
0.72% of portfolio
|
Q3 2025
Added 36.02%
|
|