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 150 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
21,108
shares
|
$1.01 Million
1.18% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,057
shares
|
$955,515
0.03% of portfolio
|
Q3 2024
Added 2514.99%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
19,878
shares
|
$946,987
0.03% of portfolio
|
Q3 2024
Added 29.22%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
18,731
shares
|
$892,344
0.6% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
18,597
shares
|
$885,961
0.3% of portfolio
|
Q4 2024
Added 44.21%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
17,206
shares
|
$819,693
0.52% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
16,500
shares
|
$786,060
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,418
shares
|
$734,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,319
shares
|
$729,797
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
14,620
shares
|
$696,496
0.37% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
14,310
shares
|
$681,728
0.35% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
14,270
shares
|
$679,822
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,179
shares
|
$675,487
0.0% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,803
shares
|
$657,574
0.0% of portfolio
|
Q3 2024
Added 190.83%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,216
shares
|
$629,610
0.04% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,702
shares
|
$605,123
0.0% of portfolio
|
Q3 2024
Added 39.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,242
shares
|
$583,208
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,022
shares
|
$572,728
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,001
shares
|
$571,727
0.0% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,829
shares
|
$563,533
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,426
shares
|
$544,334
0.25% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,097
shares
|
$528,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
10,910
shares
|
$519,752
0.08% of portfolio
|
Q3 2024
Added 34.82%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,107
shares
|
$481,497
0.28% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,069
shares
|
$479,687
0.06% of portfolio
|
Q3 2024
Reduced 13.73%
|