Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
54,274
shares
|
$5.3 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.45%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
52,596
shares
|
$5.14 Million
3.43% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
52,522
shares
|
$5.13 Million
2.69% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
51,136
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
50,677
shares
|
$4.95 Million
0.16% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
47,548
shares
|
$4.64 Million
0.08% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
42,756
shares
|
$4.18 Million
2.7% of portfolio
|
Q2 2022
Added 6.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
42,187
shares
|
$4.12 Million
2.07% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,019
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Added 111.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,177
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,499
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
34,586
shares
|
$3.38 Million
0.11% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
34,164
shares
|
$3.34 Million
0.24% of portfolio
|
Q1 2025
Added 728.42%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
33,182
shares
|
$3.24 Million
1.52% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
31,190
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 69.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,013
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
30,498
shares
|
$2.98 Million
1.44% of portfolio
|
Q1 2025
Reduced 70.03%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
29,687
shares
|
$2.9 Million
1.25% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
28,579
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 61.25%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,357
shares
|
$2.77 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,042
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,816
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
27,518
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
25,951
shares
|
$2.53 Million
0.38% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
25,778
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 14.33%
|