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 255 institutions that hold shares in the stock, with a total of 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
10,068
shares
|
$991,798
0.11% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,039
shares
|
$988,941
0.02% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,865
shares
|
$971,801
0.03% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
8,730
shares
|
$859,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
8,667
shares
|
$853,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,643
shares
|
$851,421
0.03% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
8,489
shares
|
$836,251
0.07% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,337
shares
|
$821,277
0.05% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,335
shares
|
$821,080
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
8,279
shares
|
$815,564
0.0% of portfolio
|
Q3 2025
Reduced 88.39%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
8,230
shares
|
$810,737
0.05% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
8,219
shares
|
$809,653
0.33% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,124
shares
|
$800,295
0.0% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,934
shares
|
$781,578
0.04% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,890
shares
|
$777,243
0.03% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,850
shares
|
$773,303
0.01% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,827
shares
|
$771,037
0.0% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
7,734
shares
|
$761,876
0.38% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
7,685
shares
|
$757,049
0.61% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,667
shares
|
$755,276
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,464
shares
|
$735,278
0.17% of portfolio
|
Q2 2022
Reduced 0.27%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,184
shares
|
$707,695
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,109
shares
|
$700,307
0.06% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
7,077
shares
|
$697,155
0.22% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,815
shares
|
$671,345
0.06% of portfolio
|
Q3 2025
Reduced 1.1%
|
|