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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
28,316
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
26,701
shares
|
$1.41 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
25,493
shares
|
$1.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
24,291
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
23,422
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 78.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,181
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 405.25%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
22,284
shares
|
$1.17 Million
1.37% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
21,554
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,491
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
20,021
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,645
shares
|
$982,218
0.08% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,147
shares
|
$955,983
0.01% of portfolio
|
Q2 2025
Added 114.91%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
17,744
shares
|
$934,753
0.15% of portfolio
|
Q2 2025
Added 219.6%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
17,722
shares
|
$933,594
0.27% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
17,379
shares
|
$915,525
0.54% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
17,206
shares
|
$906,412
0.5% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
16,621
shares
|
$875,594
0.15% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,455
shares
|
$866,849
0.01% of portfolio
|
Q2 2025
Added 1027.05%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
16,195
shares
|
$853,152
0.44% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
14,465
shares
|
$762,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,337
shares
|
$755,273
0.06% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,118
shares
|
$743,736
0.0% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
13,683
shares
|
$720,820
0.15% of portfolio
|
Q2 2025
Reduced 26.34%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,646
shares
|
$718,871
0.05% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,472
shares
|
$709,704
0.0% of portfolio
|
Q2 2025
Reduced 89.82%
|