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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,572
shares
|
$173,527
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,580
shares
|
$125,336
0.01% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,550
shares
|
$123,879
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,537
shares
|
$123,247
0.0% of portfolio
|
Q1 2025
Added 68.57%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,496
shares
|
$121,255
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,480
shares
|
$120,478
0.0% of portfolio
|
Q1 2025
Added 1778.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,422
shares
|
$117,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,308
shares
|
$112,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,195
shares
|
$106,633
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,962
shares
|
$95,313
0.0% of portfolio
|
Q1 2025
Added 185.59%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,839
shares
|
$89,338
0.01% of portfolio
|
Q1 2025
Added 60.89%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,719
shares
|
$83,509
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,052
shares
|
$51,106
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,024
shares
|
$49,745
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
813
shares
|
$39,495
0.0% of portfolio
|
Q4 2024
Added 497.79%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
700
shares
|
$34,006
0.01% of portfolio
|
Q2 2018
Added 40.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
689
shares
|
$33,471
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
626
shares
|
$30,411
0.0% of portfolio
|
Q2 2023
Added 13.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
566
shares
|
$27,496
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
500
shares
|
$24,290
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
486
shares
|
$23,609
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
439
shares
|
$21,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
400
shares
|
$19,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
374
shares
|
$18,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
370
shares
|
$17,974
0.0% of portfolio
|
Q1 2025
New holding
|