Institutional Ownership Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
4,709,322
shares
|
$246 Million
0.05% of portfolio
|
Q1 2024
Added 43.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
1,800,154
shares
|
$94 Million
0.53% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,139,893
shares
|
$59.5 Million
0.06% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
365,052
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
269,593
shares
|
$14.1 Million
0.93% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
255,745
shares
|
$13.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 13, 2024 Q1 2024 |
253,504
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2024
Added 26.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
230,653
shares
|
$12 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
199,729
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
191,751
shares
|
$10 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
149,712
shares
|
$7.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.48%
|
|
|
Crumly & Associates Inc.
|
May 01, 2024 Q1 2024 |
119,369
shares
|
$6.23 Million
1.73% of portfolio
|
Q1 2024
Added 863.43%
|
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
117,685
shares
|
$6.15 Million
0.97% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$6.04 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
102,213
shares
|
$5.34 Million
0.04% of portfolio
|
Q1 2024
Added 9.38%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 10, 2024 Q1 2024 |
85,340
shares
|
$4.46 Million
3.11% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
83,252
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.02%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
77,378
shares
|
$4.04 Million
0.05% of portfolio
|
Q1 2024
Reduced 68.33%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
73,953
shares
|
$3.86 Million
0.08% of portfolio
|
Q1 2024
Added 190.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
73,421
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2024
Added 9.35%
|
|
|
Southern Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
70,838
shares
|
$3.7 Million
2.14% of portfolio
|
Q1 2024
Added 41.76%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
66,623
shares
|
$3.48 Million
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
63,171
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
61,958
shares
|
$3.24 Million
1.64% of portfolio
|
Q1 2024
Added 38.95%
|
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
59,756
shares
|
$3.12 Million
1.3% of portfolio
|
Q1 2024
New holding
|
|