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 547 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,567,107
shares
|
$491 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,192,573
shares
|
$420 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,951,041
shares
|
$373 Million
1.66% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,562,379
shares
|
$299 Million
6.59% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
1,291,314
shares
|
$247 Million
2.63% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
781,459
shares
|
$150 Million
0.21% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
591,343
shares
|
$113 Million
0.58% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
567,041
shares
|
$109 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
392,495
shares
|
$75.1 Million
4.63% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
391,650
shares
|
$75 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
388,608
shares
|
$74.4 Million
0.03% of portfolio
|
Q4 2024
Added 47.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
328,495
shares
|
$62.9 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
287,134
shares
|
$55 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
252,169
shares
|
$48.3 Million
0.04% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
237,837
shares
|
$45.5 Million
6.27% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
216,721
shares
|
$41.5 Million
0.01% of portfolio
|
Q4 2024
Added 242.69%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
192,219
shares
|
$36.8 Million
1.4% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
188,788
shares
|
$36.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
188,676
shares
|
$36.1 Million
0.12% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
179,336
shares
|
$34.3 Million
0.12% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
164,734
shares
|
$31.5 Million
0.18% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$30.1 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
147,771
shares
|
$28.3 Million
0.39% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
120,345
shares
|
$23 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
114,245
shares
|
$21.9 Million
1.89% of portfolio
|
Q4 2024
Added 3.31%
|