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 369 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $955 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 |
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
143,971
shares
|
$9.18 Million
1.44% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
137,665
shares
|
$8.78 Million
0.04% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
134,650
shares
|
$8.59 Million
0.23% of portfolio
|
Q2 2025
Added 372.03%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
132,612
shares
|
$8.46 Million
4.16% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
131,076
shares
|
$8.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
127,939
shares
|
$8.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
124,050
shares
|
$7.91 Million
0.57% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
124,049
shares
|
$7.91 Million
3.36% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
116,482
shares
|
$7.43 Million
1.5% of portfolio
|
Q2 2025
Added 189.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
116,479
shares
|
$7.43 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
114,849
shares
|
$7.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
102,371
shares
|
$6.53 Million
0.04% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
99,441
shares
|
$6.34 Million
0.02% of portfolio
|
Q2 2025
Added 190.17%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
98,729
shares
|
$6.3 Million
3.45% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
97,311
shares
|
$6.21 Million
0.26% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
92,210
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
86,059
shares
|
$5.49 Million
0.33% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
85,160
shares
|
$5.43 Million
2.11% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
84,065
shares
|
$5.36 Million
0.79% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
80,327
shares
|
$5.12 Million
2.68% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
80,112
shares
|
$5.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
78,617
shares
|
$5.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
75,591
shares
|
$4.82 Million
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
71,816
shares
|
$4.58 Million
0.66% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
66,105
shares
|
$4.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|