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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
112,869
shares
|
$5.95 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
110,724
shares
|
$5.83 Million
0.0% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
110,479
shares
|
$5.82 Million
1.0% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
109,700
shares
|
$5.78 Million
1.2% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
108,710
shares
|
$5.73 Million
0.03% of portfolio
|
Q2 2025
Added 56.53%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
107,832
shares
|
$5.68 Million
4.05% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
106,797
shares
|
$5.63 Million
0.32% of portfolio
|
Q2 2025
Added 28.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
105,456
shares
|
$5.56 Million
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
103,467
shares
|
$5.45 Million
5.18% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
103,375
shares
|
$5.45 Million
0.0% of portfolio
|
Q2 2025
Added 110.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
103,044
shares
|
$5.43 Million
0.52% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
102,754
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2025
Added 302.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$5.39 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
94,383
shares
|
$4.97 Million
1.2% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
92,004
shares
|
$4.85 Million
0.0% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
90,514
shares
|
$4.77 Million
4.25% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
90,057
shares
|
$4.74 Million
1.36% of portfolio
|
Q2 2025
Added 55.36%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
82,590
shares
|
$4.35 Million
1.04% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$4.28 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
81,200
shares
|
$4.28 Million
2.79% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
76,357
shares
|
$4.02 Million
0.26% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
75,087
shares
|
$3.96 Million
2.11% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
71,547
shares
|
$3.77 Million
0.5% of portfolio
|
Q2 2025
Added 58.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
70,408
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Added 179.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
70,394
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Added 1935.1%
|