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 123 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,580
shares
|
$136,043
0.01% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,550
shares
|
$134,461
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,544
shares
|
$134,145
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
2,496
shares
|
$131,614
0.08% of portfolio
|
Q1 2025
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,422
shares
|
$127,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,220
shares
|
$117,060
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,976
shares
|
$104,194
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,964
shares
|
$103,561
0.0% of portfolio
|
Q2 2025
Added 205.92%
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,929
shares
|
$101,716
0.0% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,850
shares
|
$97,550
0.04% of portfolio
|
Q2 2025
Reduced 92.69%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,824
shares
|
$96,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,719
shares
|
$90,642
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,404
shares
|
$74,032
0.0% of portfolio
|
Q2 2025
Added 33.46%
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,006
shares
|
$53,046
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
820
shares
|
$43,238
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
723
shares
|
$38,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
700
shares
|
$36,911
0.01% of portfolio
|
Q2 2018
Added 40.0%
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
689
shares
|
$36,330
0.02% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
626
shares
|
$33,008
0.0% of portfolio
|
Q2 2023
Added 13.82%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
566
shares
|
$29,845
0.0% of portfolio
|
Q2 2020
Closed
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
443
shares
|
$23,359
0.01% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
374
shares
|
$19,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
370
shares
|
$19,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
333
shares
|
$17,559
0.0% of portfolio
|
Q2 2021
Reduced 81.68%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
320
shares
|
$16,873
0.0% of portfolio
|
Q1 2023
New holding
|