Institutional Ownership Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC). We have compiled data on the 590 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,383,368
shares
|
$501 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,092,518
shares
|
$440 Million
1.59% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,474,021
shares
|
$310 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,406,475
shares
|
$296 Million
6.91% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
660,567
shares
|
$139 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
659,540
shares
|
$139 Million
0.04% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
617,076
shares
|
$130 Million
0.59% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
552,163
shares
|
$116 Million
0.04% of portfolio
|
Q2 2025
Added 36.74%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
365,197
shares
|
$76.8 Million
3.82% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
328,981
shares
|
$69.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
292,925
shares
|
$61.6 Million
0.04% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
242,337
shares
|
$51 Million
6.3% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
214,133
shares
|
$45 Million
1.32% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
205,306
shares
|
$43.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$33.1 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
148,846
shares
|
$31.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
132,249
shares
|
$27.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
121,591
shares
|
$25.6 Million
0.0% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
120,949
shares
|
$25.4 Million
2.09% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
117,420
shares
|
$24.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
113,572
shares
|
$23.9 Million
0.1% of portfolio
|
Q2 2025
Added 84.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
111,313
shares
|
$23.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
108,807
shares
|
$22.9 Million
0.0% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
108,759
shares
|
$22.9 Million
3.1% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
106,436
shares
|
$22.4 Million
0.34% of portfolio
|
Q1 2025
Added 10.58%
|