Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,310
shares
|
$408,104
0.03% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,234
shares
|
$404,371
0.2% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
8,186
shares
|
$402,014
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
8,021
shares
|
$393,911
0.13% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,749
shares
|
$380,553
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
7,673
shares
|
$376,821
0.07% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,612
shares
|
$373,825
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,599
shares
|
$373,186
0.03% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,588
shares
|
$372,646
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,117
shares
|
$349,515
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
6,949
shares
|
$341,265
0.08% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
6,949
shares
|
$341,265
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
6,729
shares
|
$330,461
0.23% of portfolio
|
Q4 2025
Added 4.44%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$326,434
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,542
shares
|
$321,277
0.08% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$304,973
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
6,157
shares
|
$302,370
0.08% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,156
shares
|
$302,321
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,008
shares
|
$295,052
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,431
shares
|
$266,716
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
5,393
shares
|
$264,850
0.0% of portfolio
|
Q4 2025
Added 426.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,264
shares
|
$258,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5,233
shares
|
$256,992
0.02% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,226
shares
|
$256,648
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
5,118
shares
|
$251,344
0.0% of portfolio
|
Q3 2025
Reduced 57.22%
|
|