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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,994
shares
|
$294,397
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,962
shares
|
$292,039
0.0% of portfolio
|
Q2 2025
Reduced 80.11%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,913
shares
|
$288,427
0.05% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,900
shares
|
$287,469
0.18% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,890
shares
|
$286,731
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,868
shares
|
$285,110
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,859
shares
|
$284,446
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,762
shares
|
$277,297
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,695
shares
|
$272,358
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,693
shares
|
$272,211
0.09% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,578
shares
|
$263,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
3,575
shares
|
$263,513
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
3,479
shares
|
$256,437
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
3,475
shares
|
$256,142
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,462
shares
|
$255,184
0.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,405
shares
|
$250,982
0.07% of portfolio
|
Q2 2023
Reduced 74.99%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,405
shares
|
$250,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,400
shares
|
$250,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
3,325
shares
|
$245,085
0.21% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,272
shares
|
$241,179
0.0% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,237
shares
|
$238,599
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,224
shares
|
$237,641
0.01% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,137
shares
|
$231,228
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,112
shares
|
$229,385
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,098
shares
|
$228,353
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|