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 |
|---|---|---|---|---|---|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
5,123
shares
|
$412,606
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,046
shares
|
$406,404
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
4,996
shares
|
$402,377
0.5% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,928
shares
|
$396,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,797
shares
|
$386,350
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,646
shares
|
$374,188
0.0% of portfolio
|
Q2 2025
Reduced 44.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,552
shares
|
$366,618
0.0% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,175
shares
|
$336,254
0.1% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,170
shares
|
$335,851
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,131
shares
|
$332,710
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
4,078
shares
|
$328,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$322,160
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,935
shares
|
$316,924
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
3,821
shares
|
$307,743
0.1% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
3,700
shares
|
$297,998
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
3,536
shares
|
$284,789
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,502
shares
|
$282,051
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,467
shares
|
$279,232
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
3,442
shares
|
$277,218
0.1% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
3,440
shares
|
$277,057
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
3,424
shares
|
$275,768
0.06% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,225
shares
|
$259,741
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,205
shares
|
$258,130
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,139
shares
|
$252,815
0.0% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
3,122
shares
|
$251,445
0.14% of portfolio
|
Q2 2025
New holding
|