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 |
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
12,959
shares
|
$826,654
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,736
shares
|
$812,429
0.0% of portfolio
|
Q3 2023
Reduced 86.65%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
12,679
shares
|
$808,793
0.07% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
12,532
shares
|
$799,416
0.46% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
12,529
shares
|
$799,224
0.31% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,519
shares
|
$798,587
0.03% of portfolio
|
Q1 2025
Added 130.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,291
shares
|
$784,042
0.02% of portfolio
|
Q1 2025
Reduced 62.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,105
shares
|
$772,177
0.02% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
11,998
shares
|
$765,352
0.29% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,292
shares
|
$720,316
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,126
shares
|
$709,727
0.0% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,013
shares
|
$702,519
0.01% of portfolio
|
Q3 2024
Added 66.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,990
shares
|
$701,052
0.03% of portfolio
|
Q1 2025
Reduced 76.85%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
10,896
shares
|
$695,055
0.28% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,602
shares
|
$676,301
0.0% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
10,410
shares
|
$664,053
0.07% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
10,345
shares
|
$659,907
0.02% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
10,235
shares
|
$652,890
0.0% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
10,155
shares
|
$647,787
0.21% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
10,087
shares
|
$643,449
0.19% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
9,946
shares
|
$634,455
0.24% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,662
shares
|
$616,338
0.0% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,958
shares
|
$571,430
0.3% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,940
shares
|
$570,282
0.15% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
8,847
shares
|
$564,350
0.17% of portfolio
|
Q2 2025
Added 52.56%
|