Institutional Ownership Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
12,865
shares
|
$936,186
0.05% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,736
shares
|
$926,798
0.0% of portfolio
|
Q3 2023
Reduced 86.65%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
12,621
shares
|
$918,430
0.45% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
12,532
shares
|
$911,953
0.44% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
12,157
shares
|
$884,664
0.29% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
11,758
shares
|
$855,629
0.0% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,454
shares
|
$833,507
0.02% of portfolio
|
Q3 2025
Reduced 60.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,340
shares
|
$825,211
0.03% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
11,213
shares
|
$815,970
0.31% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,126
shares
|
$809,639
0.0% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,013
shares
|
$801,416
0.01% of portfolio
|
Q3 2024
Added 66.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
10,873
shares
|
$791,228
0.0% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
10,597
shares
|
$771,143
0.07% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
10,319
shares
|
$750,913
0.21% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,194
shares
|
$741,817
0.03% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
10,093
shares
|
$734,467
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
9,705
shares
|
$706,232
0.2% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
9,502
shares
|
$691,460
0.17% of portfolio
|
Q3 2025
Reduced 68.42%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,403
shares
|
$684,256
0.02% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
9,097
shares
|
$661,988
0.04% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,993
shares
|
$654,420
0.29% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
8,940
shares
|
$650,563
0.16% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
8,889
shares
|
$646,852
0.03% of portfolio
|
Q3 2025
Added 48.45%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,507
shares
|
$619,054
0.43% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,387
shares
|
$610,321
0.09% of portfolio
|
Q3 2025
Added 2.54%
|
|