Institutional Ownership Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 5.98 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,156,911
shares
|
$86.1 Million
0.03% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
909,586
shares
|
$67.7 Million
1.6% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
633,349
shares
|
$47.1 Million
0.23% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
303,348
shares
|
$22.6 Million
3.11% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
246,288
shares
|
$18.3 Million
0.0% of portfolio
|
Q3 2025
Added 38.96%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
245,828
shares
|
$18.3 Million
2.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
151,529
shares
|
$11.3 Million
1.19% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
148,374
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
147,378
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
135,375
shares
|
$10.1 Million
0.88% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
130,809
shares
|
$9.74 Million
0.01% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
119,490
shares
|
$8.89 Million
0.16% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
108,252
shares
|
$8.06 Million
0.63% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
78,993
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
62,519
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
56,936
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
55,303
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 11469.67%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
50,652
shares
|
$3.77 Million
0.91% of portfolio
|
Q3 2025
Added 804.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
46,587
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
43,276
shares
|
$3.22 Million
0.46% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,576
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
39,184
shares
|
$2.92 Million
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
38,828
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
37,838
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2025
Added 3.69%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
36,820
shares
|
$2.74 Million
0.88% of portfolio
|
Q1 2023
Reduced 11.39%
|
|