Institutional Ownership Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $908 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
32,989
shares
|
$2.43 Million
0.86% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
32,802
shares
|
$2.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
32,406
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Added 347.47%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
31,955
shares
|
$2.36 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
30,894
shares
|
$2.28 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
29,468
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
28,348
shares
|
$2.09 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,063
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
27,216
shares
|
$2.01 Million
0.6% of portfolio
|
Q2 2025
Reduced 44.14%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,101
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
26,103
shares
|
$1.92 Million
2.06% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,514
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
24,640
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,901
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
23,511
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,700
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 168.7%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
21,482
shares
|
$1.58 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
20,767
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
20,594
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,586
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
19,576
shares
|
$1.44 Million
0.82% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
18,810
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,459
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
18,033
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
17,756
shares
|
$1.31 Million
0.61% of portfolio
|
Q2 2025
New holding
|