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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
369,737
shares
|
$19.5 Million
2.88% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
346,598
shares
|
$18.3 Million
1.22% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
344,333
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
328,306
shares
|
$17.3 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
300,369
shares
|
$15.8 Million
0.48% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
279,005
shares
|
$14.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
271,941
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$12.9 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
244,565
shares
|
$12.9 Million
0.26% of portfolio
|
Q2 2025
Added 47.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
239,964
shares
|
$12.6 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
220,412
shares
|
$11.6 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
216,821
shares
|
$11.4 Million
7.03% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
191,556
shares
|
$10.1 Million
0.91% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
187,820
shares
|
$9.89 Million
0.05% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
183,734
shares
|
$9.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
179,751
shares
|
$9.47 Million
4.27% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
170,546
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
158,537
shares
|
$8.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
157,832
shares
|
$8.31 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
151,318
shares
|
$7.97 Million
9.66% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
137,174
shares
|
$7.23 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
136,407
shares
|
$7.19 Million
1.53% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
127,860
shares
|
$6.74 Million
0.71% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
124,476
shares
|
$6.56 Million
0.78% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
119,094
shares
|
$6.27 Million
0.36% of portfolio
|
Q2 2025
Added 1.07%
|