Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 6.93 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,207,812
shares
|
$49.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,604,280
shares
|
$36 Million
0.18% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
306,139
shares
|
$6.86 Million
4.78% of portfolio
|
Q3 2025
Added 1747.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
303,196
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2025
Added 58.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
290,693
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
279,968
shares
|
$6.27 Million
1.24% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
235,173
shares
|
$5.27 Million
1.75% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
204,588
shares
|
$4.58 Million
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
186,005
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
179,145
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
131,915
shares
|
$2.96 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
99,799
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
95,757
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 22.2%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
89,268
shares
|
$2 Million
4.3% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
83,383
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
61,946
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
56,344
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,628
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
35,869
shares
|
$803,824
0.0% of portfolio
|
Q3 2025
Reduced 31.97%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,832
shares
|
$690,945
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,703
shares
|
$688,054
0.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
28,216
shares
|
$632,320
0.0% of portfolio
|
Q3 2025
Added 241.76%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
27,310
shares
|
$612,017
0.04% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$448,200
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
19,643
shares
|
$440,199
0.15% of portfolio
|
Q3 2025
New holding
|
|