Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
536,722
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
375,776
shares
|
$9.15 Million
3.64% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
86,162
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
85,540
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
66,575
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 78.6%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
62,135
shares
|
$1.51 Million
0.45% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
59,951
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
56,957
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
55,880
shares
|
$1.36 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
54,385
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
51,235
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
47,619
shares
|
$1.16 Million
0.83% of portfolio
|
Q2 2025
Added 92.4%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
37,059
shares
|
$902,757
0.41% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,724
shares
|
$675,356
0.0% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,629
shares
|
$673,042
0.0% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
26,237
shares
|
$639,133
0.5% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
18,593
shares
|
$452,925
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,408
shares
|
$448,418
0.0% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
16,769
shares
|
$408,492
0.01% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,026
shares
|
$390,393
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
15,483
shares
|
$377,165
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
14,599
shares
|
$355,631
0.0% of portfolio
|
Q2 2025
Added 201.94%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
14,088
shares
|
$343,183
0.02% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
13,622
shares
|
$331,831
0.09% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,711
shares
|
$285,279
0.0% of portfolio
|
Q2 2025
Added 13.56%
|