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 215 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $553 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
|
$117 Million
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,399,498
shares
|
$72.7 Million
0.28% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
424,991
shares
|
$22.1 Million
0.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
422,155
shares
|
$21.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
387,090
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
306,188
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
225,612
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
219,584
shares
|
$11.4 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
|
$11.4 Million
1.83% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
182,426
shares
|
$9.48 Million
0.38% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
174,604
shares
|
$9.08 Million
0.04% of portfolio
|
Q2 2025
Added 196.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
158,272
shares
|
$8.23 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$8.2 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
145,094
shares
|
$7.54 Million
2.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
133,958
shares
|
$6.96 Million
0.06% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
122,003
shares
|
$6.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
119,747
shares
|
$6.22 Million
1.85% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
117,859
shares
|
$6.13 Million
0.03% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
111,090
shares
|
$5.77 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
|
$5.75 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
103,058
shares
|
$5.36 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
103,058
shares
|
$5.36 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
102,599
shares
|
$5.33 Million
1.05% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
98,934
shares
|
$5.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
98,888
shares
|
$5.14 Million
0.09% of portfolio
|
Q2 2025
Added 9.43%
|