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 206 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
32,965
shares
|
$1.73 Million
0.95% of portfolio
|
Q1 2025
Added 7.06%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,351
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
29,342
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,824
shares
|
$1.51 Million
0.55% of portfolio
|
Q3 2024
Added 22.41%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,852
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
27,842
shares
|
$1.46 Million
0.31% of portfolio
|
Q1 2025
Added 4.63%
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
27,626
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 0.5%
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
27,140
shares
|
$1.42 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
26,516
shares
|
$1.39 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,697
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.87%
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
23,582
shares
|
$1.24 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
23,527
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,522
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,768
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.62%
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
21,360
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
20,977
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
19,714
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 70.03%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
18,879
shares
|
$989,825
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
18,570
shares
|
$973,625
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
17,922
shares
|
$939,650
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,097
shares
|
$896,395
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
16,262
shares
|
$852,616
0.1% of portfolio
|
Q1 2025
Added 26.97%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,162
shares
|
$847,373
0.46% of portfolio
|
Q2 2022
Added 14.89%
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
15,995
shares
|
$838,617
0.93% of portfolio
|
Q1 2025
Added 1.01%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,918
shares
|
$782,150
0.0% of portfolio
|
Q1 2025
Added 3.42%
|