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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
772
shares
|
$50,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
722
shares
|
$47,420
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
700
shares
|
$45,976
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
529
shares
|
$34,744
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
436
shares
|
$28,636
0.0% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
394
shares
|
$25,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
387
shares
|
$25,418
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
387
shares
|
$25,418
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
374
shares
|
$24,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
360
shares
|
$23,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
291
shares
|
$19,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
291
shares
|
$19,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
278
shares
|
$18,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
193
shares
|
$12,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
192
shares
|
$12,610
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
185
shares
|
$12,150
0.0% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
143
shares
|
$9,392
0.0% of portfolio
|
Q2 2025
Added 197.92%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
133
shares
|
$8,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
130
shares
|
$8,538
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
120
shares
|
$7,881
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
106
shares
|
$6,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
96
shares
|
$6,305
0.0% of portfolio
|
Q2 2025
Reduced 92.1%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
75
shares
|
$4,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
74
shares
|
$4,860
0.0% of portfolio
|
Q2 2025
Reduced 64.08%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$4,597
0.0% of portfolio
|
Q2 2025
New holding
|