Institutional Ownership Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,531,499
shares
|
$58.1 Million
0.47% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
805,968
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
250,142
shares
|
$9.49 Million
0.02% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
233,929
shares
|
$8.88 Million
0.15% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
82,248
shares
|
$3.12 Million
0.98% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
52,331
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
48,318
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
44,325
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 135.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
43,400
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,387
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Added 2215.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
41,466
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
33,829
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
28,665
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 267.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,674
shares
|
$898,428
0.03% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
21,852
shares
|
$829,283
0.08% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,311
shares
|
$770,802
0.0% of portfolio
|
Q2 2025
Added 86.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,218
shares
|
$767,273
0.0% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,597
shares
|
$516,006
0.0% of portfolio
|
Q2 2025
Added 93.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,538
shares
|
$324,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,865
shares
|
$298,476
0.0% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,533
shares
|
$247,927
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,268
shares
|
$237,870
0.17% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
6,231
shares
|
$236,466
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,559
shares
|
$210,964
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$189,750
0.0% of portfolio
|
Q2 2025
New holding
|