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 179 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
4,469,022
shares
|
$267 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,025,192
shares
|
$121 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,787,506
shares
|
$107 Million
0.42% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,263,294
shares
|
$75.5 Million
0.06% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
571,594
shares
|
$34.1 Million
0.18% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
406,162
shares
|
$24.3 Million
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
284,078
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
277,504
shares
|
$16.6 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
252,502
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
240,522
shares
|
$14.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
186,346
shares
|
$11.1 Million
1.75% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
182,689
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
181,932
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
174,231
shares
|
$10.4 Million
5.49% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
159,750
shares
|
$9.54 Million
3.42% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
155,013
shares
|
$9.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
150,696
shares
|
$9 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$6.9 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
111,635
shares
|
$6.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
111,477
shares
|
$6.66 Million
2.13% of portfolio
|
Q1 2025
Added 212.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
109,649
shares
|
$6.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
106,282
shares
|
$6.35 Million
1.93% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
94,473
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
90,458
shares
|
$5.4 Million
3.79% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
77,905
shares
|
$4.65 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.26%
|