Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,561,825
shares
|
$36.9 Million
0.14% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,421,526
shares
|
$33.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,222,648
shares
|
$28.9 Million
0.01% of portfolio
|
Q2 2025
Added 427.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
897,920
shares
|
$21.2 Million
0.1% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
774,486
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
745,905
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
711,695
shares
|
$16.8 Million
0.61% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
620,754
shares
|
$14.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
482,182
shares
|
$11.4 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
465,306
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
425,794
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Added 406.73%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
270,509
shares
|
$6.39 Million
3.3% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
267,576
shares
|
$6.33 Million
0.03% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
267,554
shares
|
$6.32 Million
0.11% of portfolio
|
Q2 2025
Added 392.17%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
255,728
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
252,077
shares
|
$5.96 Million
2.79% of portfolio
|
Q2 2025
Added 58.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
225,072
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
219,528
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
205,460
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
203,612
shares
|
$4.81 Million
0.12% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
174,591
shares
|
$4.13 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
173,293
shares
|
$4.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
171,746
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
168,655
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
165,951
shares
|
$3.92 Million
0.56% of portfolio
|
Q2 2025
Reduced 22.86%
|