Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,225,452
shares
|
$49.9 Million
0.08% of portfolio
|
Q2 2025
Added 133.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,522,434
shares
|
$34.1 Million
0.18% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
295,439
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
265,651
shares
|
$5.95 Million
1.26% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
212,891
shares
|
$4.77 Million
1.65% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
204,588
shares
|
$4.58 Million
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
191,379
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
186,237
shares
|
$4.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
169,540
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Added 556.55%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
136,146
shares
|
$3.05 Million
0.13% of portfolio
|
Q2 2025
Added 32.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,072
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
95,494
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
94,600
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 622.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
55,334
shares
|
$1.24 Million
0.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
53,485
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,723
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
43,184
shares
|
$967,753
0.03% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
31,708
shares
|
$710,576
0.0% of portfolio
|
Q2 2025
Added 114.32%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
26,600
shares
|
$596,106
0.04% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,555
shares
|
$438,227
0.01% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
19,518
shares
|
$437,398
0.01% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,000
shares
|
$425,790
0.0% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,414
shares
|
$412,657
0.01% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,635
shares
|
$395,200
0.01% of portfolio
|
Q2 2025
Added 83.2%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
16,570
shares
|
$371,333
2.09% of portfolio
|
Q2 2025
New holding
|