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 210 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $2.63 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
|
$510 Million
0.03% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,228,360
shares
|
$328 Million
6.47% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,507,411
shares
|
$290 Million
4.53% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,892,574
shares
|
$152 Million
0.18% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,592,192
shares
|
$83.9 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,523,298
shares
|
$80.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,158,247
shares
|
$61 Million
0.16% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
947,790
shares
|
$49.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
938,001
shares
|
$49.4 Million
52.26% of portfolio
|
Q2 2025
Added 46.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
874,474
shares
|
$46.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
851,538
shares
|
$44.9 Million
0.14% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
848,456
shares
|
$44.7 Million
12.73% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
748,753
shares
|
$39.4 Million
4.76% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
723,997
shares
|
$38.1 Million
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
654,428
shares
|
$34.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$33.5 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
622,816
shares
|
$32.8 Million
0.02% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
622,700
shares
|
$32.8 Million
0.06% of portfolio
|
Q2 2025
Added 45.87%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
550,146
shares
|
$29 Million
18.91% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
459,691
shares
|
$24.2 Million
10.88% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
442,839
shares
|
$23.3 Million
0.06% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
439,551
shares
|
$23.2 Million
16.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
426,266
shares
|
$22.5 Million
0.04% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
408,846
shares
|
$21.5 Million
0.11% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
406,951
shares
|
$21.4 Million
4.8% of portfolio
|
Q2 2025
Reduced 5.43%
|