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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
19,888
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,282
shares
|
$1.47 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
17,980
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,759
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,471
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,810
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.17%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
16,547
shares
|
$1.33 Million
0.56% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
15,690
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,473
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,185
shares
|
$1.22 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,045
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
14,677
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
14,660
shares
|
$1.18 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
14,214
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
13,146
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,136
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 220.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,076
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
13,000
shares
|
$1.05 Million
0.26% of portfolio
|
Q2 2023
Reduced 9.88%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
12,109
shares
|
$975,258
0.08% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,434
shares
|
$920,894
0.04% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
11,086
shares
|
$892,866
0.09% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,851
shares
|
$873,939
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,762
shares
|
$866,771
0.03% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,436
shares
|
$840,515
0.04% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,133
shares
|
$816,111
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|