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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,711
shares
|
$715,797
0.08% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,708
shares
|
$715,576
0.2% of portfolio
|
Q2 2025
Reduced 18.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
9,694
shares
|
$714,544
0.11% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,636
shares
|
$710,269
0.02% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
9,519
shares
|
$701,645
0.17% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
9,471
shares
|
$698,107
0.14% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,219
shares
|
$679,532
0.01% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
8,801
shares
|
$648,721
0.06% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,756
shares
|
$645,404
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,506
shares
|
$626,977
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
8,340
shares
|
$614,741
0.2% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,287
shares
|
$610,834
0.34% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
8,016
shares
|
$590,859
0.0% of portfolio
|
Q2 2025
Reduced 44.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
7,944
shares
|
$585,552
0.57% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
7,751
shares
|
$571,326
0.6% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,739
shares
|
$570,441
0.0% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
7,562
shares
|
$557,395
0.17% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,546
shares
|
$556,215
0.07% of portfolio
|
Q3 2022
Added 6.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
7,430
shares
|
$547,665
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
7,261
shares
|
$535,208
0.29% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,218
shares
|
$532,038
0.04% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
7,110
shares
|
$524,078
0.09% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
7,045
shares
|
$519,286
0.22% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,955
shares
|
$512,653
0.22% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,782
shares
|
$499,901
0.02% of portfolio
|
Q2 2025
Added 46.48%
|