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 207 institutions that hold shares in the stock, with a total of 7.85 Million shares, which have been reported (via 13F filing form) to have a value of $635 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,704,467
shares
|
$138 Million
0.51% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
934,788
shares
|
$75.6 Million
0.62% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
882,815
shares
|
$71.4 Million
0.05% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
327,871
shares
|
$26.5 Million
0.03% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
287,911
shares
|
$23.3 Million
0.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
198,915
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
181,712
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
155,233
shares
|
$12.6 Million
0.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
146,950
shares
|
$11.9 Million
0.67% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
138,329
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Added 75.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
111,840
shares
|
$9.05 Million
0.0% of portfolio
|
Q2 2025
Added 100.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,285
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
107,444
shares
|
$8.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
102,212
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
98,860
shares
|
$8 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.04%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
97,427
shares
|
$7.88 Million
2.06% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
90,793
shares
|
$7.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
83,950
shares
|
$6.79 Million
2.53% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
76,846
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,899
shares
|
$6.14 Million
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.8 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
70,451
shares
|
$5.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
69,564
shares
|
$5.63 Million
2.81% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
66,869
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2025
Added 48.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$5.15 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|