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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
36,963
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
35,557
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
34,224
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
33,715
shares
|
$1.8 Million
1.39% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
32,189
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 72.64%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
31,817
shares
|
$1.7 Million
1.29% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
31,434
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 91.03%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
30,589
shares
|
$1.64 Million
0.42% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
30,386
shares
|
$1.63 Million
0.37% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
30,107
shares
|
$1.61 Million
0.23% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
29,861
shares
|
$1.6 Million
0.59% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
29,780
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2025
Added 217.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
29,385
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Added 65.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,082
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
24,994
shares
|
$1.34 Million
1.81% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
24,774
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
23,124
shares
|
$1.24 Million
0.46% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
20,021
shares
|
$1.07 Million
0.47% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
18,107
shares
|
$969,086
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,007
shares
|
$963,734
0.01% of portfolio
|
Q3 2025
Added 4401.75%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,910
shares
|
$958,543
0.27% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
17,427
shares
|
$932,693
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
17,400
shares
|
$931,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
17,387
shares
|
$930,552
0.11% of portfolio
|
Q3 2025
Reduced 75.7%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
17,379
shares
|
$930,124
0.53% of portfolio
|
Q2 2025
Reduced 3.61%
|
|