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 125 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
909,549
shares
|
$44.2 Million
0.42% of portfolio
|
Q1 2025
Added 13.05%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
546,395
shares
|
$26.5 Million
0.11% of portfolio
|
Q1 2025
Added 3.82%
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
168,038
shares
|
$8.16 Million
4.84% of portfolio
|
Q1 2025
Added 6.0%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
136,241
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 76.25%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
131,000
shares
|
$6.36 Million
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
124,866
shares
|
$6.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
94,857
shares
|
$4.61 Million
0.53% of portfolio
|
Q1 2025
Added 12.08%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
88,902
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
83,179
shares
|
$4.04 Million
0.02% of portfolio
|
Q1 2025
Added 8.09%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
77,311
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.83%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
68,962
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.59%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
66,064
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
53,753
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 18.02%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
50,771
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
50,589
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,612
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2025
Added 8.46%
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
44,676
shares
|
$2.17 Million
0.65% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
38,406
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 10.65%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
36,465
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,092
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
33,142
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,272
shares
|
$1.57 Million
0.15% of portfolio
|
Q1 2025
Added 4.13%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
32,076
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|