Institutional Ownership Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $915 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
9,600
shares
|
$714,624
0.0% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,166
shares
|
$682,317
0.0% of portfolio
|
Q1 2025
Added 22.44%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,137
shares
|
$680,158
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,686
shares
|
$646,585
0.0% of portfolio
|
Q1 2025
Added 23.73%
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
8,527
shares
|
$634,749
0.2% of portfolio
|
Q1 2025
Added 3.52%
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,506
shares
|
$633,186
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,450
shares
|
$629,018
0.41% of portfolio
|
Q4 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,448
shares
|
$628,869
0.0% of portfolio
|
Q1 2025
Reduced 77.84%
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
7,974
shares
|
$593,584
0.33% of portfolio
|
Q1 2025
Added 19.39%
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
7,944
shares
|
$591,351
0.57% of portfolio
|
Q2 2025
Added 3.84%
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
7,800
shares
|
$580,632
0.14% of portfolio
|
Q1 2022
Added 228.01%
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
7,724
shares
|
$574,974
0.58% of portfolio
|
Q1 2025
Added 0.42%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,638
shares
|
$568,572
0.02% of portfolio
|
Q1 2025
Added 80.52%
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
7,562
shares
|
$562,915
0.17% of portfolio
|
Q2 2025
Added 8.14%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,546
shares
|
$561,724
0.07% of portfolio
|
Q3 2022
Added 6.85%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,445
shares
|
$554,205
0.01% of portfolio
|
Q1 2025
Added 82.7%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
7,430
shares
|
$553,089
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,242
shares
|
$539,094
0.0% of portfolio
|
Q1 2025
Added 657.53%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
7,241
shares
|
$539,020
0.29% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,218
shares
|
$537,307
0.04% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,056
shares
|
$525,248
0.11% of portfolio
|
Q1 2025
Added 8.75%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,000
shares
|
$521,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,975
shares
|
$519,219
0.0% of portfolio
|
Q1 2025
Reduced 79.88%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,850
shares
|
$509,914
0.23% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,432
shares
|
$478,798
0.0% of portfolio
|
Q2 2025
Added 2.57%
|