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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
3,594
shares
|
$236,053
0.01% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,587
shares
|
$235,594
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,561
shares
|
$233,886
0.08% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
3,546
shares
|
$232,901
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
3,540
shares
|
$232,507
0.02% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,518
shares
|
$231,062
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,511
shares
|
$230,602
0.01% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,510
shares
|
$230,536
0.0% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,461
shares
|
$227,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,360
shares
|
$220,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,329
shares
|
$218,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,069
shares
|
$201,571
0.07% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,886
shares
|
$189,552
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,636
shares
|
$173,132
0.0% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,427
shares
|
$159,405
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,387
shares
|
$156,778
0.0% of portfolio
|
Q2 2025
Added 109.02%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
2,228
shares
|
$146,335
0.08% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,160
shares
|
$141,868
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,124
shares
|
$139,504
0.13% of portfolio
|
Q2 2025
Added 494.96%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,817
shares
|
$119,340
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,071
shares
|
$70,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,050
shares
|
$68,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
994
shares
|
$65,285
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
919
shares
|
$60,359
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
800
shares
|
$52,544
0.01% of portfolio
|
Q3 2024
New holding
|