Institutional Ownership Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,210
shares
|
$182,015
0.01% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,505
shares
|
$132,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,387
shares
|
$128,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,788
shares
|
$111,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,398
shares
|
$99,595
0.0% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,124
shares
|
$62,254
0.0% of portfolio
|
Q3 2024
Added 112.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
694
shares
|
$20,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
371
shares
|
$10,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
97
shares
|
$2,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$2,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
76
shares
|
$2,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
32
shares
|
$937
0.0% of portfolio
|
Q2 2025
Added 255.56%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
30
shares
|
$879
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
17
shares
|
$498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6
shares
|
$175
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|