Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
733,056
shares
|
$48.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
512,684
shares
|
$33.9 Million
1.55% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
499,357
shares
|
$33 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
481,167
shares
|
$31.8 Million
0.0% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
365,714
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
Added 106.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
328,722
shares
|
$21.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
319,410
shares
|
$21.1 Million
18.79% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
224,377
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
214,541
shares
|
$14.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
202,006
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
175,181
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
174,050
shares
|
$11.5 Million
3.2% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
129,599
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
127,285
shares
|
$8.41 Million
0.0% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
124,883
shares
|
$8.25 Million
0.09% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
121,834
shares
|
$8.05 Million
2.9% of portfolio
|
Q1 2023
Reduced 14.6%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
118,446
shares
|
$7.83 Million
2.8% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
115,914
shares
|
$7.66 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
112,589
shares
|
$7.44 Million
0.51% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,844
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
85,450
shares
|
$5.65 Million
0.04% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
80,915
shares
|
$5.35 Million
0.09% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
80,645
shares
|
$5.33 Million
0.18% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
78,488
shares
|
$5.19 Million
0.74% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
77,900
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|