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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,171
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,818
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 335.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,498
shares
|
$996,575
0.03% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
10,462
shares
|
$993,157
0.2% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
10,346
shares
|
$982,145
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
10,134
shares
|
$962,020
0.18% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,669
shares
|
$917,878
0.21% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,101
shares
|
$863,957
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,927
shares
|
$847,440
0.04% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
8,927
shares
|
$847,440
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,920
shares
|
$846,775
0.01% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
8,548
shares
|
$811,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,349
shares
|
$792,570
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,335
shares
|
$791,241
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,323
shares
|
$790,102
0.08% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
8,312
shares
|
$789,058
0.38% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,124
shares
|
$771,211
0.0% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
8,090
shares
|
$767,983
0.33% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
7,948
shares
|
$754,503
0.06% of portfolio
|
Q4 2024
Added 491.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,877
shares
|
$747,763
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
7,855
shares
|
$745,675
0.07% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
7,841
shares
|
$744,346
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,796
shares
|
$740,074
0.06% of portfolio
|
Q4 2024
Reduced 88.43%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,685
shares
|
$729,537
0.59% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,584
shares
|
$719,949
0.0% of portfolio
|
Q4 2024
Added 8.54%
|