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 184 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
17,206
shares
|
$803,176
0.52% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
16,395
shares
|
$765,318
0.45% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
15,971
shares
|
$745,526
0.18% of portfolio
|
Q4 2024
Added 110.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,804
shares
|
$737,730
0.0% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,319
shares
|
$715,090
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,083
shares
|
$704,074
0.0% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
14,620
shares
|
$682,461
0.37% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,118
shares
|
$659,028
0.0% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,000
shares
|
$653,520
0.01% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
13,492
shares
|
$629,806
0.28% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
13,243
shares
|
$618,183
0.05% of portfolio
|
Q4 2024
Added 121.86%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,216
shares
|
$616,922
0.04% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
12,512
shares
|
$584,060
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,242
shares
|
$571,456
0.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
12,128
shares
|
$566,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,022
shares
|
$561,186
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
11,020
shares
|
$514,413
0.33% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10,926
shares
|
$510,025
0.09% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
10,880
shares
|
$507,878
0.16% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,732
shares
|
$500,969
0.42% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
10,030
shares
|
$468,200
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,596
shares
|
$447,941
0.09% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,058
shares
|
$422,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
9,011
shares
|
$420,633
0.16% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
8,917
shares
|
$416,245
0.32% of portfolio
|
Q4 2024
Added 1.9%
|