Institutional Ownership Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,718,207
shares
|
$286 Million
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,675,095
shares
|
$101 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,099,239
shares
|
$66.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
673,999
shares
|
$40.8 Million
0.2% of portfolio
|
Q3 2024
Added 124.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
430,404
shares
|
$26.1 Million
0.0% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
304,775
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
259,022
shares
|
$15.7 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
209,617
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
193,500
shares
|
$11.7 Million
7.06% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
178,885
shares
|
$10.8 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,379
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
166,638
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
154,442
shares
|
$9.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
153,230
shares
|
$9.28 Million
0.05% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
150,480
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2024
Added 27.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
116,871
shares
|
$7.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$7 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
109,538
shares
|
$6.63 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
104,780
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
103,152
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
97,701
shares
|
$5.92 Million
0.06% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
90,997
shares
|
$5.51 Million
3.69% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
84,873
shares
|
$5.14 Million
0.1% of portfolio
|
Q2 2024
Added 14.77%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
79,709
shares
|
$4.83 Million
2.63% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
66,884
shares
|
$4.05 Million
2.17% of portfolio
|
Q4 2024
Added 11.28%
|