Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
54,274
shares
|
$5.15 Million
0.09% of portfolio
|
Q3 2022
Reduced 15.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
53,737
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
53,562
shares
|
$5.08 Million
3.7% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
50,677
shares
|
$4.81 Million
0.17% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
46,881
shares
|
$4.45 Million
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
46,015
shares
|
$4.37 Million
0.09% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
45,125
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
45,005
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Added 174.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,138
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
42,756
shares
|
$4.06 Million
2.7% of portfolio
|
Q2 2022
Added 6.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
39,834
shares
|
$3.78 Million
2.14% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
36,430
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
35,710
shares
|
$3.39 Million
1.6% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
33,057
shares
|
$3.14 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,193
shares
|
$2.96 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
29,705
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
29,648
shares
|
$2.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
27,251
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
27,123
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,679
shares
|
$2.53 Million
0.08% of portfolio
|
Q4 2024
Added 139.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
26,440
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
24,656
shares
|
$2.34 Million
0.45% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
23,781
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
23,195
shares
|
$2.2 Million
0.78% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,547
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 19.22%
|