Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,335,146
shares
|
$336 Million
0.03% of portfolio
|
Q4 2024
Added 172.66%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,679,781
shares
|
$269 Million
4.45% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,194,027
shares
|
$250 Million
6.25% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,233,085
shares
|
$90 Million
0.15% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,967,967
shares
|
$79.3 Million
0.18% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,116,020
shares
|
$45 Million
0.18% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,068,213
shares
|
$43 Million
0.0% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
885,461
shares
|
$35.7 Million
0.01% of portfolio
|
Q4 2024
Added 64.17%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
850,263
shares
|
$34.3 Million
16.46% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
790,696
shares
|
$31.9 Million
0.0% of portfolio
|
Q4 2024
Added 72.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
715,256
shares
|
$28.8 Million
0.11% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
674,125
shares
|
$27.2 Million
4.19% of portfolio
|
Q1 2025
Added 52.13%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
641,680
shares
|
$25.9 Million
39.84% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
636,549
shares
|
$25.6 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
577,346
shares
|
$23.3 Million
0.01% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
477,084
shares
|
$19.2 Million
14.13% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
463,859
shares
|
$18.7 Million
0.02% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
443,402
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Added 44.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
436,600
shares
|
$17.6 Million
0.05% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
430,327
shares
|
$17.3 Million
3.32% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
427,111
shares
|
$17.2 Million
14.26% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
394,612
shares
|
$15.9 Million
0.05% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
386,543
shares
|
$15.6 Million
9.21% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
379,159
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
337,245
shares
|
$13.6 Million
0.08% of portfolio
|
Q1 2025
Added 43.4%
|