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 204 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,685,217
shares
|
$424 Million
0.03% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,679,781
shares
|
$292 Million
4.45% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,194,027
shares
|
$271 Million
6.25% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,662,363
shares
|
$116 Million
0.15% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,390,521
shares
|
$60.8 Million
0.0% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,157,513
shares
|
$50.6 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,134,480
shares
|
$49.6 Million
0.15% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,119,902
shares
|
$49 Million
0.0% of portfolio
|
Q1 2025
Added 41.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
933,006
shares
|
$40.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
836,341
shares
|
$36.6 Million
11.7% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
715,256
shares
|
$31.3 Million
0.11% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
674,125
shares
|
$29.5 Million
4.19% of portfolio
|
Q1 2025
Added 52.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
652,399
shares
|
$28.5 Million
0.01% of portfolio
|
Q1 2025
Added 47.13%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
641,680
shares
|
$28.1 Million
39.84% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$27.8 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
577,346
shares
|
$25.3 Million
0.01% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
526,249
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
512,913
shares
|
$22.4 Million
0.02% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
491,162
shares
|
$21.5 Million
0.03% of portfolio
|
Q1 2025
Added 169.49%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
477,084
shares
|
$20.9 Million
14.13% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
430,327
shares
|
$18.8 Million
3.32% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
427,111
shares
|
$18.7 Million
14.26% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
426,900
shares
|
$18.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
394,612
shares
|
$17.3 Million
0.05% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
386,543
shares
|
$16.9 Million
9.21% of portfolio
|
Q1 2025
Reduced 2.41%
|