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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,730
shares
|
$367,442
0.02% of portfolio
|
Q3 2025
Reduced 99.44%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$362,418
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,552
shares
|
$349,907
0.01% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,530
shares
|
$347,740
0.03% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,455
shares
|
$340,352
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
3,400
shares
|
$334,934
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
3,337
shares
|
$328,727
0.07% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,310
shares
|
$326,068
0.0% of portfolio
|
Q2 2025
Reduced 73.41%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,291
shares
|
$324,196
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
3,291
shares
|
$324,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,078
shares
|
$303,213
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$295,530
0.0% of portfolio
|
Q2 2025
Reduced 34.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,959
shares
|
$291,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
2,891
shares
|
$284,792
0.11% of portfolio
|
Q3 2025
Reduced 92.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,812
shares
|
$277,010
0.0% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$275,828
0.27% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,752
shares
|
$271,099
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,647
shares
|
$260,755
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,623
shares
|
$258,391
0.0% of portfolio
|
Q3 2025
Reduced 59.27%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
2,566
shares
|
$252,776
0.02% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,534
shares
|
$249,624
0.01% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
2,503
shares
|
$246,570
0.1% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,445
shares
|
$240,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
2,434
shares
|
$239,773
0.05% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,391
shares
|
$235,537
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|