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 152 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
60,349
shares
|
$3.57 Million
0.22% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
60,106
shares
|
$3.55 Million
1.99% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,982
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
57,005
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
54,343
shares
|
$3.21 Million
1.64% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
52,680
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
52,306
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 28.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
49,794
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
47,832
shares
|
$2.83 Million
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,236
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
44,714
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
44,671
shares
|
$2.64 Million
0.38% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
42,162
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
40,230
shares
|
$2.38 Million
0.7% of portfolio
|
Q3 2024
Reduced 67.05%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
35,987
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
35,987
shares
|
$2.13 Million
1.14% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,386
shares
|
$2.09 Million
0.42% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
35,132
shares
|
$2.08 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
31,337
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
28,274
shares
|
$1.67 Million
0.78% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
28,077
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
27,929
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
27,130
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
26,803
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,694
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 1.07%
|