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 204 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
11,000
shares
|
$490,930
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
10,918
shares
|
$487,270
0.38% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
10,830
shares
|
$483,342
0.05% of portfolio
|
Q1 2025
Added 58.57%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
10,061
shares
|
$449,022
0.18% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,929
shares
|
$443,131
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,596
shares
|
$428,269
0.08% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
9,388
shares
|
$418,986
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
9,198
shares
|
$410,506
0.08% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,080
shares
|
$405,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,482
shares
|
$378,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,444
shares
|
$376,855
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
7,947
shares
|
$354,674
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
7,716
shares
|
$344,365
0.12% of portfolio
|
Q1 2025
Reduced 42.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,546
shares
|
$336,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
7,503
shares
|
$334,858
0.0% of portfolio
|
Q1 2025
Added 59.13%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,365
shares
|
$328,699
0.01% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,189
shares
|
$320,845
0.01% of portfolio
|
Q1 2025
Added 961.89%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
7,151
shares
|
$319,149
0.17% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,054
shares
|
$314,820
0.01% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$312,008
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
6,879
shares
|
$307,009
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
6,850
shares
|
$305,715
0.02% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,762
shares
|
$301,788
0.0% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,705
shares
|
$299,244
0.15% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
6,430
shares
|
$286,970
0.04% of portfolio
|
Q1 2025
Added 25.34%
|