Institutional Ownership Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $82.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,481,199
shares
|
$45.1 Million
0.06% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
234,833
shares
|
$7.15 Million
0.0% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
231,839
shares
|
$7.06 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
113,125
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Added 280.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
107,684
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 90.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
98,737
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
56,376
shares
|
$1.72 Million
0.55% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
48,365
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
35,825
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2020
Reduced 24.3%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
35,490
shares
|
$1.08 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
33,408
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
32,444
shares
|
$988,244
0.04% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,219
shares
|
$829,090
0.0% of portfolio
|
Q2 2025
Reduced 79.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
26,382
shares
|
$803,595
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
25,537
shares
|
$777,857
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,390
shares
|
$742,919
0.02% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,707
shares
|
$630,735
0.0% of portfolio
|
Q2 2025
Added 51.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
19,527
shares
|
$594,792
0.02% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
15,145
shares
|
$461,316
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,381
shares
|
$377,125
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,005
shares
|
$365,672
0.0% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,909
shares
|
$362,748
0.0% of portfolio
|
Q2 2025
Reduced 74.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,138
shares
|
$339,263
0.02% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
10,600
shares
|
$322,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
9,904
shares
|
$301,675
0.09% of portfolio
|
Q2 2025
Reduced 48.66%
|