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 193 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
4,609,045
shares
|
$247 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,708,690
shares
|
$91.6 Million
0.46% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,104,317
shares
|
$59.2 Million
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
559,196
shares
|
$30 Million
0.17% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
381,564
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
290,147
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
280,445
shares
|
$15 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
250,856
shares
|
$13.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
220,125
shares
|
$11.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 98.3%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
193,500
shares
|
$10.4 Million
7.06% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
186,346
shares
|
$9.99 Million
1.75% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
178,861
shares
|
$9.59 Million
5.82% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
173,955
shares
|
$9.32 Million
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
169,098
shares
|
$9.06 Million
0.06% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
165,997
shares
|
$8.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
128,004
shares
|
$6.86 Million
0.0% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
116,090
shares
|
$6.22 Million
1.37% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
115,562
shares
|
$6.19 Million
0.13% of portfolio
|
Q1 2024
Added 122.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
114,206
shares
|
$6.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
113,094
shares
|
$6.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
112,349
shares
|
$6.02 Million
0.06% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Apr 11, 2025 Q4 2024 |
106,049
shares
|
$5.68 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
96,299
shares
|
$5.16 Million
4.36% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
92,245
shares
|
$4.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
87,555
shares
|
$4.69 Million
0.1% of portfolio
|
Q4 2024
Added 3.16%
|