Institutional Ownership Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
408,846
shares
|
$21.9 Million
0.11% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
385,369
shares
|
$20.6 Million
1.38% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
367,252
shares
|
$19.7 Million
0.58% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
354,617
shares
|
$19 Million
0.02% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
288,371
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 81.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
276,178
shares
|
$14.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
262,089
shares
|
$14 Million
0.52% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
259,279
shares
|
$13.9 Million
0.28% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
245,192
shares
|
$13.1 Million
0.15% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
240,478
shares
|
$12.9 Million
13.58% of portfolio
|
Q3 2025
Added 58.92%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
223,613
shares
|
$12 Million
0.31% of portfolio
|
Q3 2025
Added 63.01%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
222,744
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2025
Added 105465.88%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
220,412
shares
|
$11.8 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
201,098
shares
|
$10.8 Million
4.88% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
195,429
shares
|
$10.5 Million
6.47% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
183,403
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
178,600
shares
|
$9.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 71.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
174,541
shares
|
$9.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
158,506
shares
|
$8.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
150,133
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.79%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
146,205
shares
|
$7.82 Million
0.43% of portfolio
|
Q3 2025
Added 36.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
139,553
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2025
Added 35.81%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
136,876
shares
|
$7.33 Million
7.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
135,412
shares
|
$7.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 29.31%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
132,826
shares
|
$7.11 Million
1.94% of portfolio
|
Q3 2025
Added 47.49%
|
|