Institutional Ownership Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 3.68 Million shares, which have been reported (via 13F filing form) to have a value of $175 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 |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
909,549
shares
|
$43.2 Million
0.42% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
526,287
shares
|
$25 Million
0.12% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
168,038
shares
|
$7.99 Million
4.84% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
151,864
shares
|
$7.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
136,241
shares
|
$6.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 76.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
131,000
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,680
shares
|
$5.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
84,635
shares
|
$4.02 Million
0.45% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
77,311
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.83%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
76,950
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.65 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
54,224
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
51,992
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,000
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
49,472
shares
|
$2.35 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
45,545
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
44,821
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,831
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Added 707.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
36,514
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,710
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
34,692
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,092
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
33,485
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,272
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Added 4.13%
|