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 |
|---|---|---|---|---|---|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
17,208
shares
|
$920,972
0.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
17,202
shares
|
$920,651
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
16,495
shares
|
$882,812
0.46% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
16,441
shares
|
$879,922
0.15% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
15,784
shares
|
$844,759
0.46% of portfolio
|
Q3 2025
Added 36.71%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
14,675
shares
|
$785,406
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,337
shares
|
$767,316
0.06% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
14,217
shares
|
$760,893
0.58% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,118
shares
|
$755,595
0.0% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
13,654
shares
|
$730,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
13,555
shares
|
$725,463
0.15% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12,939
shares
|
$692,495
0.03% of portfolio
|
Q3 2025
Added 42.08%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
12,730
shares
|
$681,309
0.06% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,577
shares
|
$619,601
0.0% of portfolio
|
Q3 2025
Reduced 43.5%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
11,346
shares
|
$607,237
0.5% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,300
shares
|
$604,776
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
11,189
shares
|
$598,835
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
10,310
shares
|
$551,791
0.21% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,053
shares
|
$538,036
0.1% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
10,000
shares
|
$535,200
1.16% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
9,596
shares
|
$513,577
0.09% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,080
shares
|
$485,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
9,059
shares
|
$484,837
0.11% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,005
shares
|
$481,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,444
shares
|
$451,922
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|