Institutional Ownership Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC). We have compiled data on the 593 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,051
shares
|
$221,109
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,049
shares
|
$220,688
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,047
shares
|
$220,267
0.05% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,045
shares
|
$219,847
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
1,036
shares
|
$217,953
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,035
shares
|
$217,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,028
shares
|
$216,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,025
shares
|
$215,639
0.16% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,020
shares
|
$214,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,020
shares
|
$214,587
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,014
shares
|
$213,325
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
979
shares
|
$205,962
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
975
shares
|
$205,120
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
970
shares
|
$204,068
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
924
shares
|
$194,391
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
915
shares
|
$192,497
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
901
shares
|
$189,552
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
900
shares
|
$189,342
0.04% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
890
shares
|
$187,238
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$184,503
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
837
shares
|
$176,088
0.07% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
787
shares
|
$165,569
0.01% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
775
shares
|
$163,044
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
760
shares
|
$159,888
0.01% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
753
shares
|
$158,416
0.03% of portfolio
|
Q2 2025
New holding
|