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 37 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $125 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
|
$56.3 Million
0.47% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
836,351
shares
|
$30.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
250,142
shares
|
$9.19 Million
0.02% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
233,929
shares
|
$8.6 Million
0.15% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
79,585
shares
|
$2.92 Million
1.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
52,331
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
48,318
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
43,400
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,387
shares
|
$1.59 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
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
34,925
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
28,665
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 267.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,674
shares
|
$870,019
0.03% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
21,852
shares
|
$803,061
0.08% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,311
shares
|
$746,429
0.0% of portfolio
|
Q2 2025
Added 86.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,218
shares
|
$743,011
0.0% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,835
shares
|
$692,186
0.0% of portfolio
|
Q2 2025
Reduced 41.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,597
shares
|
$499,689
0.0% of portfolio
|
Q2 2025
Added 93.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,538
shares
|
$313,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,865
shares
|
$289,038
0.0% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,533
shares
|
$240,087
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
6,231
shares
|
$228,989
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,159
shares
|
$226,343
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$183,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,934
shares
|
$181,324
0.0% of portfolio
|
Q1 2025
New holding
|