Institutional Ownership Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,188,331
shares
|
$31.3 Million
0.04% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
151,678
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Added 58.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,675
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 31.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,187
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 49.22%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
48,857
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
35,825
shares
|
$942,914
0.03% of portfolio
|
Q4 2020
Reduced 24.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,755
shares
|
$914,751
0.03% of portfolio
|
Q4 2024
Reduced 49.44%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
34,340
shares
|
$903,828
0.71% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
31,030
shares
|
$816,709
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,679
shares
|
$754,831
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
26,034
shares
|
$685,214
0.0% of portfolio
|
Q4 2024
Added 661.67%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,390
shares
|
$641,944
0.02% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
24,328
shares
|
$640,312
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
19,876
shares
|
$523,136
0.17% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,019
shares
|
$421,620
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,821
shares
|
$390,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,833
shares
|
$337,764
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,561
shares
|
$277,965
0.0% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,420
shares
|
$247,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,016
shares
|
$237,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,584
shares
|
$225,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,573
shares
|
$173,001
0.01% of portfolio
|
Q4 2024
Reduced 33.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,193
shares
|
$110,359
0.0% of portfolio
|
Q4 2024
Reduced 61.06%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,138
shares
|
$82,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,159
shares
|
$56,824
0.0% of portfolio
|
Q4 2024
Added 631.86%
|