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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
7,603
shares
|
$499,365
0.02% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
7,578
shares
|
$497,723
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,494
shares
|
$492,205
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,641
shares
|
$436,180
0.0% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,607
shares
|
$433,947
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,374
shares
|
$418,644
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,304
shares
|
$414,046
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,150
shares
|
$403,932
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,126
shares
|
$402,355
0.04% of portfolio
|
Q2 2025
Reduced 46.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,024
shares
|
$395,656
0.0% of portfolio
|
Q2 2025
Added 88.9%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
5,554
shares
|
$364,786
0.21% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
5,494
shares
|
$360,845
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,250
shares
|
$344,820
0.14% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,169
shares
|
$339,499
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,057
shares
|
$332,143
0.07% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,043
shares
|
$331,224
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,014
shares
|
$329,319
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,928
shares
|
$323,671
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
4,727
shares
|
$310,469
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
4,663
shares
|
$306,265
0.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,604
shares
|
$302,390
0.0% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$280,650
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,035
shares
|
$265,018
0.0% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,912
shares
|
$256,940
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,674
shares
|
$241,308
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|