Institutional Ownership Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
4,609,045
shares
|
$256 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,025,192
shares
|
$112 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,708,690
shares
|
$94.9 Million
0.46% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,104,317
shares
|
$61.3 Million
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
559,196
shares
|
$31.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
381,564
shares
|
$21.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
290,147
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
280,445
shares
|
$15.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
277,504
shares
|
$15.4 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
250,856
shares
|
$13.9 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
220,125
shares
|
$12.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 98.3%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
186,346
shares
|
$10.4 Million
1.75% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
181,932
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
174,231
shares
|
$9.68 Million
5.49% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
173,955
shares
|
$9.66 Million
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
169,098
shares
|
$9.39 Million
0.06% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
165,997
shares
|
$9.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
159,750
shares
|
$8.87 Million
3.42% of portfolio
|
Q1 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$6.42 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
114,206
shares
|
$6.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
111,635
shares
|
$6.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
111,477
shares
|
$6.19 Million
2.13% of portfolio
|
Q1 2025
Added 212.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
109,649
shares
|
$6.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
106,282
shares
|
$5.9 Million
1.93% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
96,299
shares
|
$5.35 Million
4.36% of portfolio
|
Q4 2024
Added 5.83%
|