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 47 institutions that hold shares in the stock, with a total of 4.61 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,213,206
shares
|
$27.2 Million
0.16% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,128,408
shares
|
$25.3 Million
0.04% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
278,696
shares
|
$6.25 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
227,468
shares
|
$5.1 Million
1.22% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
214,809
shares
|
$4.81 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
193,372
shares
|
$4.33 Million
0.03% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
184,683
shares
|
$4.14 Million
1.5% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
171,789
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
147,049
shares
|
$3.3 Million
0.04% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
100,110
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
95,755
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
72,100
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 171.05%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
61,591
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
53,831
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
45,800
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
41,603
shares
|
$932,323
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,605
shares
|
$842,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
36,831
shares
|
$825,382
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
35,619
shares
|
$798,221
0.03% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
29,591
shares
|
$663,134
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
18,972
shares
|
$425,162
0.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,239
shares
|
$386,325
0.0% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,100
shares
|
$383,211
0.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
14,359
shares
|
$321,785
0.18% of portfolio
|
Q4 2024
Reduced 0.11%
|