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 195 institutions that hold shares in the stock, with a total of 7.68 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,579,278
shares
|
$119 Million
0.45% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
924,356
shares
|
$69.7 Million
0.61% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
754,700
shares
|
$56.9 Million
0.04% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
283,661
shares
|
$21.4 Million
0.11% of portfolio
|
Q1 2025
Added 107.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
274,562
shares
|
$20.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
254,610
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
178,344
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
155,233
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
138,427
shares
|
$10.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
132,997
shares
|
$10 Million
2.85% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
125,602
shares
|
$9.47 Million
0.0% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
122,003
shares
|
$9.19 Million
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
121,175
shares
|
$9.13 Million
0.0% of portfolio
|
Q1 2025
Added 33.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
92,845
shares
|
$7 Million
0.04% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
92,001
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.66%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
88,231
shares
|
$6.65 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
78,863
shares
|
$5.94 Million
0.01% of portfolio
|
Q1 2025
Added 295.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
76,258
shares
|
$5.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
74,938
shares
|
$5.65 Million
0.03% of portfolio
|
Q1 2025
Added 41.77%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.4 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
70,527
shares
|
$5.31 Million
0.02% of portfolio
|
Q1 2025
Added 487.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
70,328
shares
|
$5.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
68,966
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
65,066
shares
|
$4.9 Million
2.51% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$4.8 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|