Institutional Ownership Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
670,853
shares
|
$32.6 Million
0.37% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
550,087
shares
|
$26.8 Million
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
503,183
shares
|
$24.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
224,147
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
159,746
shares
|
$7.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
115,570
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
104,084
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
88,092
shares
|
$4.29 Million
0.1% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,319
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
68,465
shares
|
$3.33 Million
0.42% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
64,428
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Added 143.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
58,463
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
55,852
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
51,373
shares
|
$2.5 Million
0.83% of portfolio
|
Q3 2024
Reduced 65.59%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,028
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
43,047
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
39,289
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
37,659
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,092
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,526
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 36.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
32,076
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,609
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
30,077
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Added 12.45%
|