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 184 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,335,146
shares
|
$389 Million
0.03% of portfolio
|
Q4 2024
Added 172.66%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
5,580,016
shares
|
$260 Million
4.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,304,068
shares
|
$248 Million
6.48% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,233,085
shares
|
$104 Million
0.15% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,967,967
shares
|
$91.9 Million
0.18% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
1,681,966
shares
|
$78.5 Million
40.65% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,116,020
shares
|
$52.1 Million
0.18% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,068,213
shares
|
$49.9 Million
0.0% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
885,461
shares
|
$41.3 Million
0.01% of portfolio
|
Q4 2024
Added 64.17%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
850,263
shares
|
$39.7 Million
16.46% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
790,696
shares
|
$36.9 Million
0.0% of portfolio
|
Q4 2024
Added 72.71%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$29.7 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
533,784
shares
|
$24.9 Million
0.1% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
463,859
shares
|
$21.7 Million
0.02% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
448,604
shares
|
$20.9 Million
14.44% of portfolio
|
Q4 2024
Added 29.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
447,065
shares
|
$20.9 Million
0.01% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
443,402
shares
|
$20.7 Million
0.0% of portfolio
|
Q4 2024
Added 44.13%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
443,116
shares
|
$20.7 Million
2.92% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
436,600
shares
|
$20.4 Million
0.05% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
426,261
shares
|
$19.9 Million
15.78% of portfolio
|
Q4 2024
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
396,087
shares
|
$18.5 Million
10.75% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
396,060
shares
|
$18.5 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
358,104
shares
|
$16.7 Million
0.06% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
319,467
shares
|
$14.9 Million
0.26% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
309,702
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Added 13.72%
|