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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
130,975
shares
|
$7.01 Million
1.17% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
129,351
shares
|
$6.92 Million
0.7% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
124,248
shares
|
$6.65 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
124,239
shares
|
$6.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
123,820
shares
|
$6.63 Million
1.59% of portfolio
|
Q3 2025
Added 31.19%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
123,533
shares
|
$6.61 Million
0.03% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
121,315
shares
|
$6.49 Million
1.44% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
120,636
shares
|
$6.46 Million
0.38% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
120,047
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
117,810
shares
|
$6.31 Million
4.57% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
115,169
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Added 25.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
114,229
shares
|
$6.11 Million
0.18% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
112,869
shares
|
$6.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
110,612
shares
|
$5.92 Million
0.54% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
105,627
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
102,249
shares
|
$5.47 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
101,909
shares
|
$5.45 Million
5.05% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
99,361
shares
|
$5.32 Million
4.12% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
93,143
shares
|
$4.99 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
91,810
shares
|
$4.91 Million
1.03% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
85,776
shares
|
$4.59 Million
2.44% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
85,284
shares
|
$4.56 Million
4.23% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
82,590
shares
|
$4.42 Million
0.87% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
82,546
shares
|
$4.42 Million
3.13% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
82,306
shares
|
$4.41 Million
0.11% of portfolio
|
Q3 2025
Added 34.5%
|
|