Institutional Ownership Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,036,294
shares
|
$148 Million
0.43% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,918,232
shares
|
$140 Million
0.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
907,336
shares
|
$66 Million
0.29% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
645,604
shares
|
$47 Million
0.01% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
473,459
shares
|
$34.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
443,742
shares
|
$32.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
327,741
shares
|
$23.8 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
290,045
shares
|
$21.1 Million
2.64% of portfolio
|
Q3 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
286,266
shares
|
$20.8 Million
1.6% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
278,946
shares
|
$20.3 Million
2.61% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
276,902
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
266,868
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2025
Added 5460.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
262,070
shares
|
$19.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
234,227
shares
|
$17 Million
0.02% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
216,343
shares
|
$15.7 Million
0.81% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
213,775
shares
|
$15.6 Million
5.11% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
205,435
shares
|
$14.9 Million
2.65% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
187,855
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
183,569
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2025
Added 59.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
181,791
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
175,539
shares
|
$12.8 Million
0.22% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
172,032
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
166,801
shares
|
$12.1 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
165,885
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
163,676
shares
|
$11.9 Million
2.49% of portfolio
|
Q3 2025
Added 1765.47%
|
|