Institutional Ownership Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,101,814
shares
|
$79.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
951,038
shares
|
$68.3 Million
1.68% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
608,828
shares
|
$43.7 Million
0.22% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
294,508
shares
|
$21.2 Million
3.07% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
239,492
shares
|
$17.2 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
233,162
shares
|
$16.7 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
177,240
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 357.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
164,776
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
158,907
shares
|
$11.4 Million
1.23% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
119,494
shares
|
$8.58 Million
0.18% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
115,368
shares
|
$8.29 Million
0.01% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
99,855
shares
|
$7.17 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
74,392
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
63,787
shares
|
$4.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
56,071
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
54,644
shares
|
$3.93 Million
0.06% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
46,814
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
44,412
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
40,950
shares
|
$2.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
39,131
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
38,316
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
36,820
shares
|
$2.64 Million
0.88% of portfolio
|
Q1 2023
Reduced 11.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
36,125
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 70.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
35,716
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 337.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
32,903
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|