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 210 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $645 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,280
shares
|
$104,691
0.0% of portfolio
|
Q3 2025
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,104
shares
|
$90,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
940
shares
|
$76,882
0.03% of portfolio
|
Q4 2022
New holding
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$69,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
761
shares
|
$62,242
0.01% of portfolio
|
Q2 2025
Added 48.92%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
633
shares
|
$51,773
0.0% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
578
shares
|
$47,274
0.0% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
559
shares
|
$45,720
0.01% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
554
shares
|
$45,311
0.02% of portfolio
|
Q2 2025
New holding
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
518
shares
|
$42,367
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
500
shares
|
$40,895
0.0% of portfolio
|
Q2 2025
Reduced 54.83%
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
484
shares
|
$39,586
0.0% of portfolio
|
Q2 2025
Added 63.51%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
479
shares
|
$39,177
0.01% of portfolio
|
Q2 2025
New holding
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
475
shares
|
$38,850
0.0% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
434
shares
|
$35,496
0.02% of portfolio
|
Q4 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
433
shares
|
$35,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
427
shares
|
$34,924
0.0% of portfolio
|
Q2 2025
Reduced 58.42%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
417
shares
|
$34,106
0.0% of portfolio
|
Q2 2025
Added 317.0%
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
390
shares
|
$31,898
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
378
shares
|
$30,916
0.0% of portfolio
|
Q2 2025
Added 51.2%
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
369
shares
|
$30,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
365
shares
|
$29,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
312
shares
|
$25,518
0.01% of portfolio
|
Q2 2025
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
300
shares
|
$24,537
0.01% of portfolio
|
Q4 2022
Reduced 17.81%
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
262
shares
|
$21,428
0.0% of portfolio
|
Q1 2025
Added 58.79%
|