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 114 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
564,648
shares
|
$30.1 Million
0.31% of portfolio
|
Q2 2024
Added 24.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
509,527
shares
|
$27.2 Million
0.14% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
464,127
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2024
Added 12.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
214,922
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2024
Added 13.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
166,888
shares
|
$8.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
116,710
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
115,570
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
88,092
shares
|
$4.7 Million
0.09% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
74,849
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
59,022
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2024
Added 6.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
56,198
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.97 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
51,373
shares
|
$2.74 Million
0.83% of portfolio
|
Q3 2024
Reduced 65.59%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,028
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
50,000
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
38,092
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
37,703
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.89 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,092
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
32,076
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,609
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
30,220
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,968
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2022
Added 31.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
27,216
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
26,746
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2024
Added 1.46%
|