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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
60,427
shares
|
$4.87 Million
0.34% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
60,006
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
59,351
shares
|
$4.78 Million
1.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
52,981
shares
|
$4.27 Million
0.11% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
46,413
shares
|
$3.74 Million
0.56% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
43,295
shares
|
$3.49 Million
0.1% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
43,102
shares
|
$3.47 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$3.32 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
37,608
shares
|
$3.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,859
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
32,935
shares
|
$2.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
32,419
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
30,934
shares
|
$2.49 Million
0.15% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
30,506
shares
|
$2.46 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,156
shares
|
$2.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
30,012
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
29,376
shares
|
$2.37 Million
0.95% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
27,519
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
26,637
shares
|
$2.15 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
25,388
shares
|
$2.04 Million
0.4% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
22,508
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22,244
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2025
Added 47.97%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
21,379
shares
|
$1.72 Million
0.58% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
21,010
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,209
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|