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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
8,197
shares
|
$438,703
0.35% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,981
shares
|
$427,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,590
shares
|
$406,216
0.0% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
7,471
shares
|
$399,847
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,280
shares
|
$389,625
0.02% of portfolio
|
Q3 2025
Added 17.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
7,104
shares
|
$380,206
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,002
shares
|
$374,747
0.12% of portfolio
|
Q3 2025
Reduced 29.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,991
shares
|
$374,158
0.0% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
6,650
shares
|
$355,908
0.03% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,541
shares
|
$350,074
0.16% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,398
shares
|
$342,420
0.01% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
6,211
shares
|
$332,412
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,197
shares
|
$331,663
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,090
shares
|
$325,936
0.01% of portfolio
|
Q2 2025
Reduced 90.37%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,923
shares
|
$316,998
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,731
shares
|
$306,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
5,700
shares
|
$305,064
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
5,647
shares
|
$302,227
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,531
shares
|
$296,019
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
5,422
shares
|
$290,185
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,204
shares
|
$278,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,155
shares
|
$275,895
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,028
shares
|
$269,098
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
4,950
shares
|
$264,924
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,888
shares
|
$261,605
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|