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 |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
69,382
shares
|
$3.66 Million
2.14% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,162
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
68,529
shares
|
$3.61 Million
2.48% of portfolio
|
Q2 2025
Added 157.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
67,171
shares
|
$3.54 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
61,195
shares
|
$3.22 Million
0.08% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
59,000
shares
|
$3.11 Million
0.06% of portfolio
|
Q2 2025
Added 1503.26%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
58,202
shares
|
$3.07 Million
1.38% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
56,921
shares
|
$3 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,733
shares
|
$2.94 Million
0.28% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
52,896
shares
|
$2.79 Million
0.42% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
52,875
shares
|
$2.79 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
48,937
shares
|
$2.58 Million
0.07% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,060
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
43,461
shares
|
$2.29 Million
0.06% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
43,193
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
38,935
shares
|
$2.05 Million
0.12% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
36,848
shares
|
$1.94 Million
0.51% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
34,519
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
31,639
shares
|
$1.67 Million
1.22% of portfolio
|
Q2 2025
Added 75.24%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
31,019
shares
|
$1.63 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
30,347
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
30,080
shares
|
$1.58 Million
0.39% of portfolio
|
Q2 2025
Added 88.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
29,331
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,846
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.18%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
28,507
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2024
New holding
|