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 195 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $709 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
98,114
shares
|
$4.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
97,267
shares
|
$4.9 Million
0.0% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
91,834
shares
|
$4.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
90,395
shares
|
$4.55 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
87,967
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.68 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
65,776
shares
|
$3.31 Million
0.3% of portfolio
|
Q4 2024
Reduced 84.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
64,792
shares
|
$3.26 Million
0.13% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
64,674
shares
|
$3.26 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
56,798
shares
|
$2.86 Million
2.92% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
52,597
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 463.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
52,006
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
47,764
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
42,806
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,466
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
39,753
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
38,894
shares
|
$1.96 Million
0.17% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,480
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
36,495
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 82.81%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
36,259
shares
|
$1.83 Million
1.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
35,872
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 26.73%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
35,640
shares
|
$1.8 Million
0.33% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
33,894
shares
|
$1.71 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
32,702
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,409
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|