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 247 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 $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
25,082
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Added 84.07%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
24,274
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,442
shares
|
$2.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
23,195
shares
|
$2.26 Million
0.78% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,347
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,852
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 149.75%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,752
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,279
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,518
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
18,996
shares
|
$1.85 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
18,755
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
18,262
shares
|
$1.78 Million
0.35% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
17,867
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17,646
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
Added 1944.73%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
17,240
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,237
shares
|
$1.68 Million
0.85% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,774
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
16,503
shares
|
$1.61 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,140
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
16,135
shares
|
$1.58 Million
0.47% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,865
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,766
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,573
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,449
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
12,080
shares
|
$1.18 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.47%
|