Institutional Ownership Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,319,340
shares
|
$45.3 Million
0.42% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
837,649
shares
|
$28.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
243,239
shares
|
$8.34 Million
0.02% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
194,893
shares
|
$6.68 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
74,512
shares
|
$2.56 Million
0.95% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
51,738
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
48,565
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 272.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,992
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
38,500
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,347
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,525
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,951
shares
|
$855,819
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,318
shares
|
$696,907
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
19,538
shares
|
$670,153
0.08% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,911
shares
|
$648,647
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,587
shares
|
$397,434
0.0% of portfolio
|
Q1 2025
Reduced 65.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,877
shares
|
$373,081
0.0% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,794
shares
|
$267,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,028
shares
|
$241,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,272
shares
|
$215,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,934
shares
|
$169,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,874
shares
|
$64,278
0.0% of portfolio
|
Q4 2024
Added 83.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
900
shares
|
$30,869
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
440
shares
|
$15,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
422
shares
|
$14,474
0.0% of portfolio
|
Q1 2025
New holding
|