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 635 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,175,204
shares
|
$490 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,095,600
shares
|
$472 Million
1.48% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,441,090
shares
|
$325 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,362,189
shares
|
$307 Million
8.71% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
718,643
shares
|
$162 Million
0.21% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
689,924
shares
|
$156 Million
0.72% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
678,339
shares
|
$153 Million
0.05% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
608,862
shares
|
$137 Million
0.04% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
479,401
shares
|
$108 Million
0.18% of portfolio
|
Q3 2025
Added 6087.42%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
352,480
shares
|
$79.5 Million
4.38% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
342,605
shares
|
$77.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
305,684
shares
|
$68.9 Million
0.05% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
301,134
shares
|
$67.9 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
295,078
shares
|
$66.5 Million
0.1% of portfolio
|
Q3 2025
Added 72.91%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
263,250
shares
|
$59.3 Million
1.57% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
238,731
shares
|
$53.8 Million
6.29% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
213,515
shares
|
$48.1 Million
0.13% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
170,761
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$35.5 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
143,336
shares
|
$32.3 Million
0.0% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
142,224
shares
|
$32.1 Million
0.13% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
116,810
shares
|
$26.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
111,313
shares
|
$25.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
110,357
shares
|
$24.9 Million
0.9% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
109,347
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|