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 290 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,999
shares
|
$296,965
0.02% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
3,900
shares
|
$289,614
0.17% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,880
shares
|
$288,128
0.0% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,866
shares
|
$287,089
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,835
shares
|
$284,787
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,762
shares
|
$279,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,727
shares
|
$276,767
0.0% of portfolio
|
Q3 2025
Added 30.04%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,698
shares
|
$274,613
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
3,696
shares
|
$274,464
0.02% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,603
shares
|
$267,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
3,582
shares
|
$265,999
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,519
shares
|
$261,320
0.08% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
3,479
shares
|
$258,350
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
3,475
shares
|
$258,053
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,405
shares
|
$252,855
0.07% of portfolio
|
Q2 2023
Reduced 74.99%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,405
shares
|
$252,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,389
shares
|
$251,667
0.0% of portfolio
|
Q3 2025
Reduced 36.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3,377
shares
|
$250,776
0.07% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,371
shares
|
$250,330
0.01% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
3,325
shares
|
$246,914
0.2% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,277
shares
|
$243,350
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,237
shares
|
$240,379
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,145
shares
|
$233,547
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
3,123
shares
|
$231,913
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
3,092
shares
|
$229,611
0.16% of portfolio
|
Q3 2025
New holding
|
|