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 261 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,002
shares
|
$893,497
0.03% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
12,839
shares
|
$882,296
0.08% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,709
shares
|
$873,362
0.0% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
12,700
shares
|
$872,744
0.0% of portfolio
|
Q4 2024
Added 36.56%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,661
shares
|
$870,063
0.0% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
12,479
shares
|
$857,556
0.26% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
12,479
shares
|
$857,556
0.28% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,664
shares
|
$801,550
0.01% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,803
shares
|
$742,382
0.07% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,071
shares
|
$692,079
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,040
shares
|
$689,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
9,776
shares
|
$671,806
0.21% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
9,415
shares
|
$646,998
0.1% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
9,369
shares
|
$643,837
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,099
shares
|
$625,283
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,584
shares
|
$589,892
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,450
shares
|
$580,684
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
8,237
shares
|
$566,046
0.18% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,049
shares
|
$553,127
0.0% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
7,800
shares
|
$536,016
0.14% of portfolio
|
Q1 2022
Added 228.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,798
shares
|
$535,878
0.02% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
7,692
shares
|
$528,594
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
7,589
shares
|
$521,516
0.27% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,546
shares
|
$518,561
0.07% of portfolio
|
Q3 2022
Added 6.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,486
shares
|
$514,437
0.0% of portfolio
|
Q4 2024
Reduced 62.1%
|