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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
4,875
shares
|
$260,910
0.04% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
4,874
shares
|
$260,856
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,810
shares
|
$257,431
0.14% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,796
shares
|
$256,681
0.0% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,446
shares
|
$237,949
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,206
shares
|
$225,105
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,160
shares
|
$222,643
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,078
shares
|
$218,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,905
shares
|
$208,995
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
3,874
shares
|
$207,336
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,680
shares
|
$196,953
0.01% of portfolio
|
Q3 2025
Reduced 93.76%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,168
shares
|
$169,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,729
shares
|
$146,056
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,345
shares
|
$125,504
0.04% of portfolio
|
Q3 2025
Added 838.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
1,932
shares
|
$103,400
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,917
shares
|
$102,597
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,879
shares
|
$100,564
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,847
shares
|
$98,851
0.05% of portfolio
|
Q3 2025
Added 208.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,800
shares
|
$96,336
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,609
shares
|
$86,113
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,260
shares
|
$67,435
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,240
shares
|
$66,364
0.0% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
988
shares
|
$52,877
0.06% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
756
shares
|
$40,461
0.0% of portfolio
|
Q2 2025
Added 221.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
640
shares
|
$34,252
0.0% of portfolio
|
Q1 2023
Reduced 15.01%
|
|