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 148 institutions that hold shares in the stock, with a total of 5.96 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,036
shares
|
$225,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,916
shares
|
$217,067
0.01% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
2,916
shares
|
$217,067
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,873
shares
|
$213,866
0.0% of portfolio
|
Q3 2025
Added 276.54%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
2,811
shares
|
$209,250
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,793
shares
|
$207,910
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,733
shares
|
$203,444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,328
shares
|
$173,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,248
shares
|
$167,341
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,093
shares
|
$155,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,092
shares
|
$155,728
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,061
shares
|
$153,420
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,870
shares
|
$139,202
0.0% of portfolio
|
Q3 2025
Added 61.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,624
shares
|
$120,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,424
shares
|
$106,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,349
shares
|
$100,419
0.0% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
890
shares
|
$66,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
834
shares
|
$62,082
0.0% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
808
shares
|
$60,147
0.0% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
800
shares
|
$59,552
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
696
shares
|
$51,810
0.0% of portfolio
|
Q3 2025
Reduced 66.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
617
shares
|
$45,929
0.0% of portfolio
|
Q3 2025
Added 32.69%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
527
shares
|
$39,229
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
509
shares
|
$37,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
426
shares
|
$31,711
0.0% of portfolio
|
Q3 2025
Added 6.23%
|
|