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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
81,240
shares
|
$4.35 Million
0.07% of portfolio
|
Q1 2021
Reduced 98.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
75,087
shares
|
$4.02 Million
0.1% of portfolio
|
Q3 2025
Added 72.77%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
69,890
shares
|
$3.74 Million
2.64% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
69,773
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
69,581
shares
|
$3.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
69,382
shares
|
$3.71 Million
2.14% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
69,301
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
69,025
shares
|
$3.69 Million
0.56% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
64,981
shares
|
$3.48 Million
0.06% of portfolio
|
Q3 2025
Added 180.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
64,801
shares
|
$3.47 Million
0.24% of portfolio
|
Q3 2025
Added 374.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
63,841
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2025
Added 1420.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,074
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
60,164
shares
|
$3.22 Million
1.34% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
59,768
shares
|
$3.2 Million
0.48% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
59,738
shares
|
$3.2 Million
0.3% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
53,525
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
47,207
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
47,067
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
43,239
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
43,206
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
41,681
shares
|
$2.23 Million
3.66% of portfolio
|
Q3 2025
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
41,062
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
39,904
shares
|
$2.14 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
39,708
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2025
Added 63.47%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
37,155
shares
|
$1.99 Million
0.45% of portfolio
|
Q3 2025
Added 0.83%
|
|