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 212 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
88,867
shares
|
$6.06 Million
0.38% of portfolio
|
Q3 2025
Added 944.27%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
82,870
shares
|
$5.65 Million
2.78% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
76,777
shares
|
$5.23 Million
2.62% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
74,150
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
73,790
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
72,942
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
71,604
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
61,958
shares
|
$4.22 Million
1.64% of portfolio
|
Q1 2024
Added 38.95%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
58,453
shares
|
$3.98 Million
2.14% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
58,093
shares
|
$3.96 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
52,775
shares
|
$3.6 Million
0.02% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
49,794
shares
|
$3.39 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
48,474
shares
|
$3.3 Million
0.38% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,236
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
46,461
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
43,008
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
37,054
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,386
shares
|
$2.41 Million
0.42% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
32,047
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
31,981
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,879
shares
|
$2.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
25,602
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
24,876
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 46.04%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
24,855
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,609
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.15%
|
|