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 135 institutions that hold shares in the stock, with a total of 3.48 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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,055,982
shares
|
$52.9 Million
0.41% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
623,248
shares
|
$31.2 Million
0.1% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
174,491
shares
|
$8.74 Million
3.98% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
102,997
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
75,266
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
75,026
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2025
Added 31.57%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
73,922
shares
|
$3.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
60,939
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
56,185
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.79 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
52,601
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
49,734
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 56.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
49,411
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
38,848
shares
|
$1.95 Million
0.28% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
36,742
shares
|
$1.84 Million
0.54% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.77 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,736
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 56.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
32,076
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
30,493
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,198
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
28,143
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,968
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2022
Added 31.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
27,737
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
26,145
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2025
Added 16.22%
|
|