Institutional Ownership Fidelity Covington Tr Cloud CO (FCLD)
This table provides information about the institutional ownership of Fidelity Covington Tr Cloud CO (FCLD). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 510,340 shares, which have been reported (via 13F filing form) to have a value of $15.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
176,506
shares
|
$5.4 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
130,699
shares
|
$4 Million
0.06% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
48,484
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
35,605
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
31,456
shares
|
$963,182
0.3% of portfolio
|
Q3 2025
Added 78.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,540
shares
|
$690,174
0.0% of portfolio
|
Q3 2025
Reduced 41.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,881
shares
|
$608,756
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
18,035
shares
|
$552,231
0.12% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
17,360
shares
|
$531,563
0.03% of portfolio
|
Q3 2025
Added 26.25%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
9,625
shares
|
$294,717
0.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
125
shares
|
$3,827
0.0% of portfolio
|
Q2 2025
Reduced 51.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18
shares
|
$551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6
shares
|
$183
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|