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 167 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
65,680
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 89.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
65,617
shares
|
$3.11 Million
0.47% of portfolio
|
Q3 2024
Added 420.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
64,302
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
62,594
shares
|
$2.97 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
59,662
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
57,936
shares
|
$2.75 Million
0.11% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57,855
shares
|
$2.74 Million
0.43% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,300
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
49,740
shares
|
$2.36 Million
0.23% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
47,478
shares
|
$2.25 Million
0.25% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
46,414
shares
|
$2.2 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
44,877
shares
|
$2.13 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
44,775
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,725
shares
|
$2.12 Million
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
40,569
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
38,743
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 94.9%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
35,319
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
35,101
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
33,621
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
32,582
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 49.16%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
31,390
shares
|
$1.49 Million
0.27% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,317
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
30,797
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
28,507
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,316
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
New holding
|