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 166 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 |
|---|---|---|---|---|---|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
15,538
shares
|
$1.03 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,002
shares
|
$991,632
0.01% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
14,430
shares
|
$953,822
0.04% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,221
shares
|
$873,908
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
12,820
shares
|
$847,401
0.13% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
12,791
shares
|
$845,485
0.04% of portfolio
|
Q3 2025
Added 68.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,739
shares
|
$842,047
0.02% of portfolio
|
Q3 2025
Added 152.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,509
shares
|
$826,844
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
12,249
shares
|
$809,658
0.15% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,842
shares
|
$782,756
0.02% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,275
shares
|
$745,277
0.0% of portfolio
|
Q3 2025
Reduced 28.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,253
shares
|
$743,823
0.0% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,636
shares
|
$703,039
0.01% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
9,933
shares
|
$656,571
0.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
9,563
shares
|
$632,114
0.03% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
9,439
shares
|
$623,917
0.01% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
9,210
shares
|
$608,781
0.4% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
9,082
shares
|
$600,320
0.37% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,016
shares
|
$595,957
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,861
shares
|
$585,712
0.01% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,565
shares
|
$566,146
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,257
shares
|
$545,787
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
8,223
shares
|
$543,540
0.15% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,165
shares
|
$539,706
0.02% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,162
shares
|
$539,508
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|