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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
12,668
shares
|
$667,350
0.49% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
12,630
shares
|
$665,348
0.06% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
11,623
shares
|
$612,299
0.47% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
11,546
shares
|
$608,243
0.3% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
11,300
shares
|
$595,284
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
11,189
shares
|
$589,436
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
11,145
shares
|
$587,118
0.43% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
11,000
shares
|
$579,480
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
10,878
shares
|
$573,053
0.11% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,426
shares
|
$549,241
0.11% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
10,001
shares
|
$526,852
0.35% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
9,761
shares
|
$514,209
0.19% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
9,596
shares
|
$505,517
0.08% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
9,388
shares
|
$494,559
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9,107
shares
|
$479,756
0.02% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,080
shares
|
$478,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,961
shares
|
$472,065
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,444
shares
|
$444,829
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,798
shares
|
$410,798
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,504
shares
|
$395,310
0.01% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
7,160
shares
|
$377,188
0.05% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$368,285
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,931
shares
|
$365,125
0.0% of portfolio
|
Q2 2025
Reduced 98.68%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
6,879
shares
|
$362,385
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,745
shares
|
$355,326
0.16% of portfolio
|
Q2 2025
Added 0.6%
|