Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,308,010
shares
|
$498 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
7,176,954
shares
|
$384 Million
6.71% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
7,011,069
shares
|
$375 Million
5.02% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,839,435
shares
|
$152 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,555,385
shares
|
$83.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,231,651
shares
|
$65.9 Million
0.0% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,132,219
shares
|
$60.6 Million
0.02% of portfolio
|
Q3 2025
Added 56.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,125,665
shares
|
$60.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
961,780
shares
|
$51.5 Million
55.35% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
946,321
shares
|
$50.6 Million
0.15% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
893,499
shares
|
$47.8 Million
13.83% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
878,241
shares
|
$47 Million
0.06% of portfolio
|
Q3 2025
Added 106.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
785,824
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
766,290
shares
|
$41 Million
0.46% of portfolio
|
Q3 2025
Added 133.41%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
758,507
shares
|
$40.6 Million
4.83% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
681,161
shares
|
$36.5 Million
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
665,488
shares
|
$35.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$34.1 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
572,507
shares
|
$30.6 Million
19.59% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
528,175
shares
|
$28.3 Million
0.02% of portfolio
|
Q3 2025
Added 377.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
500,824
shares
|
$26.8 Million
0.07% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
445,094
shares
|
$23.8 Million
16.42% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
424,075
shares
|
$22.7 Million
3.34% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
420,506
shares
|
$22.5 Million
5.02% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
411,352
shares
|
$22 Million
9.61% of portfolio
|
Q3 2025
Reduced 10.52%
|
|