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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
11,902
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,387
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,356
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,194
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
10,599
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,309
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,047
shares
|
$981,089
0.03% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,833
shares
|
$960,192
0.0% of portfolio
|
Q1 2025
Reduced 62.83%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
9,569
shares
|
$934,412
0.07% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,360
shares
|
$914,004
0.04% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
8,730
shares
|
$852,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,716
shares
|
$851,117
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,669
shares
|
$846,527
0.07% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,532
shares
|
$833,149
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
8,516
shares
|
$831,587
0.07% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
8,497
shares
|
$829,732
0.0% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,412
shares
|
$821,431
0.34% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,349
shares
|
$815,279
0.02% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,335
shares
|
$813,912
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,124
shares
|
$793,308
0.0% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,900
shares
|
$771,435
0.02% of portfolio
|
Q1 2025
Reduced 58.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,898
shares
|
$771,239
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
7,811
shares
|
$762,744
0.06% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
7,778
shares
|
$759,521
0.13% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,744
shares
|
$756,201
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|