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 |
|---|---|---|---|---|---|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
3,029
shares
|
$243,955
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,962
shares
|
$238,559
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,925
shares
|
$235,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,886
shares
|
$232,438
0.05% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,791
shares
|
$224,787
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
2,762
shares
|
$222,451
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,757
shares
|
$222,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$221,162
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,734
shares
|
$220,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
2,715
shares
|
$218,666
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
2,690
shares
|
$216,652
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,678
shares
|
$215,686
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,669
shares
|
$214,961
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
2,300
shares
|
$185,242
0.04% of portfolio
|
Q4 2023
Reduced 20.69%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,295
shares
|
$184,839
0.01% of portfolio
|
Q3 2023
Added 130.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,177
shares
|
$175,335
0.0% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,124
shares
|
$171,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,057
shares
|
$165,670
0.01% of portfolio
|
Q2 2025
Added 60.08%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,017
shares
|
$162,449
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,905
shares
|
$153,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,686
shares
|
$135,790
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,554
shares
|
$125,159
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,104
shares
|
$88,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
940
shares
|
$75,707
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$68,539
0.0% of portfolio
|
Q2 2025
New holding
|