Institutional Ownership Fidelity Covington Tr Blue Chi (FBCV)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCV). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 853,968 shares, which have been reported (via 13F filing form) to have a value of $28.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
427,979
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
93,276
shares
|
$3.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
33,310
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 44.39%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
30,191
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
27,666
shares
|
$927,087
0.0% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25,988
shares
|
$870,857
0.0% of portfolio
|
Q2 2025
Added 141.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,755
shares
|
$695,500
0.0% of portfolio
|
Q2 2025
Added 47.72%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
20,385
shares
|
$683,101
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,934
shares
|
$634,478
0.01% of portfolio
|
Q2 2025
Reduced 61.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,438
shares
|
$550,837
0.0% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,452
shares
|
$517,796
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
12,614
shares
|
$422,695
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
11,768
shares
|
$394,345
0.0% of portfolio
|
Q1 2024
Added 30.39%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
10,351
shares
|
$346,862
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,095
shares
|
$338,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,619
shares
|
$322,332
0.0% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,987
shares
|
$301,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,385
shares
|
$280,981
0.0% of portfolio
|
Q2 2025
Reduced 56.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,026
shares
|
$268,951
0.0% of portfolio
|
Q2 2025
Reduced 15.04%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
6,921
shares
|
$231,922
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
6,921
shares
|
$231,922
0.16% of portfolio
|
Q2 2025
Reduced 26.36%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
6,344
shares
|
$212,587
0.13% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,470
shares
|
$183,299
0.02% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$170,699
0.01% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,132
shares
|
$138,463
0.13% of portfolio
|
Q2 2025
Added 11.89%
|