Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,375,684
shares
|
$117 Million
0.02% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,339,030
shares
|
$65.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
492,473
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
468,321
shares
|
$23 Million
0.11% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
446,226
shares
|
$21.9 Million
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
386,485
shares
|
$19 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
363,019
shares
|
$17.8 Million
0.01% of portfolio
|
Q3 2025
Added 60.9%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
262,100
shares
|
$12.9 Million
1.96% of portfolio
|
Q3 2025
Added 19.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
225,123
shares
|
$11.1 Million
1.09% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
185,389
shares
|
$9.1 Million
0.34% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
172,291
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$7.74 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
146,068
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2025
Added 101.23%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
144,677
shares
|
$7.11 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
140,953
shares
|
$6.92 Million
0.05% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
135,187
shares
|
$6.64 Million
0.0% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
132,105
shares
|
$6.49 Million
1.25% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
130,100
shares
|
$6.39 Million
0.01% of portfolio
|
Q3 2025
Added 1658.11%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
122,768
shares
|
$6.03 Million
1.7% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
120,214
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
119,132
shares
|
$5.85 Million
0.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.44 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
100,794
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
95,118
shares
|
$4.67 Million
0.59% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
93,887
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|