Institutional Ownership Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
915,330
shares
|
$48.3 Million
0.39% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
573,567
shares
|
$30.2 Million
0.11% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
174,962
shares
|
$9.23 Million
4.28% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
159,257
shares
|
$8.4 Million
0.04% of portfolio
|
Q2 2025
Added 91.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
92,662
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
78,126
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
73,989
shares
|
$3.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.94 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
55,263
shares
|
$2.91 Million
0.02% of portfolio
|
Q2 2025
Added 23823.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
55,051
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Added 159.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
49,548
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
48,569
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
40,759
shares
|
$2.15 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
38,406
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.86 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
34,585
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
32,778
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
32,288
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
32,076
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,862
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
30,991
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
30,665
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,409
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.97%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,968
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2022
Added 31.66%
|