Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $439 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
14,750
shares
|
$968,780
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,634
shares
|
$961,161
0.0% of portfolio
|
Q2 2025
Reduced 67.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
14,494
shares
|
$951,965
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
14,128
shares
|
$927,927
0.04% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,986
shares
|
$852,920
0.02% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,509
shares
|
$821,591
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,253
shares
|
$739,097
0.0% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,103
shares
|
$729,245
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,004
shares
|
$722,742
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,881
shares
|
$714,664
0.0% of portfolio
|
Q2 2025
Added 2350.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,068
shares
|
$661,266
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
9,933
shares
|
$652,399
0.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
9,666
shares
|
$634,862
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
9,157
shares
|
$601,431
0.32% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
8,955
shares
|
$588,164
0.02% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,861
shares
|
$581,990
0.01% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,581
shares
|
$563,600
0.01% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
8,542
shares
|
$561,038
0.16% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
8,493
shares
|
$557,820
0.44% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,279
shares
|
$543,764
0.02% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,249
shares
|
$541,794
0.01% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,196
shares
|
$538,313
0.0% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,153
shares
|
$535,489
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,834
shares
|
$514,537
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
7,779
shares
|
$510,924
0.15% of portfolio
|
Q2 2025
New holding
|