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 209 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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
34,705
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
34,067
shares
|
$1.72 Million
0.91% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
32,285
shares
|
$1.63 Million
0.3% of portfolio
|
Q2 2025
Added 51.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
30,185
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
29,278
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,840
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,824
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
27,973
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,946
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
26,239
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
23,473
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,352
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 161.09%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
23,300
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,762
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 805.77%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
22,505
shares
|
$1.14 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,086
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
20,562
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
19,714
shares
|
$997,922
0.18% of portfolio
|
Q1 2025
Reduced 70.03%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
18,000
shares
|
$911,160
0.33% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
17,810
shares
|
$901,542
0.63% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,684
shares
|
$895,164
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,413
shares
|
$881,446
0.01% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
16,193
shares
|
$819,689
0.32% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,162
shares
|
$818,120
0.46% of portfolio
|
Q2 2022
Added 14.89%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
15,995
shares
|
$809,666
0.93% of portfolio
|
Q1 2025
Added 1.01%
|