Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $544 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,260,071
shares
|
$114 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,399,498
shares
|
$70.8 Million
0.28% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
430,477
shares
|
$21.8 Million
0.04% of portfolio
|
Q2 2025
Added 40.59%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
424,991
shares
|
$21.5 Million
0.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
422,155
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
387,090
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
225,612
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
219,584
shares
|
$11.1 Million
1.19% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
218,431
shares
|
$11.1 Million
1.83% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
182,426
shares
|
$9.23 Million
0.38% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
174,604
shares
|
$8.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.77%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
158,272
shares
|
$8.01 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$7.98 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
144,677
shares
|
$7.32 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
133,958
shares
|
$6.78 Million
0.06% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
132,105
shares
|
$6.69 Million
1.25% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
122,003
shares
|
$6.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
119,747
shares
|
$6.06 Million
1.85% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
117,859
shares
|
$5.97 Million
0.03% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
111,090
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Added 926.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.6 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
102,810
shares
|
$5.2 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
102,810
shares
|
$5.2 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
98,934
shares
|
$5.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
98,888
shares
|
$5.01 Million
0.09% of portfolio
|
Q2 2025
Added 9.43%
|