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 54 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $87.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,072
shares
|
$318,375
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
9,904
shares
|
$313,065
0.09% of portfolio
|
Q2 2025
Reduced 48.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,016
shares
|
$284,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,232
shares
|
$228,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,983
shares
|
$220,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
6,586
shares
|
$208,183
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,845
shares
|
$184,760
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,019
shares
|
$158,650
0.0% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,505
shares
|
$142,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,240
shares
|
$102,416
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,238
shares
|
$102,353
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,124
shares
|
$67,139
0.0% of portfolio
|
Q3 2024
Added 112.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,273
shares
|
$40,239
0.0% of portfolio
|
Q3 2025
Reduced 27.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
434
shares
|
$13,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
371
shares
|
$11,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
208
shares
|
$6,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
206
shares
|
$6,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
97
shares
|
$3,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$2,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
76
shares
|
$2,402
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
46
shares
|
$1,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
45
shares
|
$1,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
37
shares
|
$1,169
0.0% of portfolio
|
Q2 2025
Added 117.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
32
shares
|
$1,011
0.0% of portfolio
|
Q2 2025
Added 255.56%
|