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 23 institutions that hold shares in the stock, with a total of 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,146,986
shares
|
$39.2 Million
0.37% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
853,458
shares
|
$29.1 Million
0.04% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
69,595
shares
|
$2.38 Million
0.94% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
68,912
shares
|
$2.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
58,899
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
57,579
shares
|
$1.97 Million
0.61% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,213
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 49.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
33,122
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
25,934
shares
|
$885,386
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
20,500
shares
|
$699,870
0.02% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,006
shares
|
$683,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
19,409
shares
|
$662,623
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,307
shares
|
$659,140
0.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,033
shares
|
$444,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,568
shares
|
$292,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,760
shares
|
$94,226
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,874
shares
|
$63,978
0.0% of portfolio
|
Q4 2024
Added 83.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
896
shares
|
$30,589
0.0% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
440
shares
|
$15,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
287
shares
|
$9,798
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
161
shares
|
$5,496
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$68
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|