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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
7,817
shares
|
$516,703
0.13% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
7,578
shares
|
$500,905
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,525
shares
|
$497,402
0.0% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
7,289
shares
|
$481,802
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,195
shares
|
$475,589
0.02% of portfolio
|
Q3 2025
Added 116.13%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,193
shares
|
$475,457
0.0% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,130
shares
|
$471,292
0.0% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,947
shares
|
$459,196
0.04% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,304
shares
|
$416,694
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
6,250
shares
|
$413,124
0.16% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
6,150
shares
|
$406,514
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,750
shares
|
$380,074
0.0% of portfolio
|
Q3 2025
Added 42.5%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
5,660
shares
|
$374,125
0.21% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,512
shares
|
$364,343
0.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,169
shares
|
$341,670
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,074
shares
|
$335,391
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,950
shares
|
$327,195
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
4,741
shares
|
$313,380
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,701
shares
|
$310,736
0.0% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,688
shares
|
$309,876
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
4,600
shares
|
$304,060
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,519
shares
|
$298,705
0.0% of portfolio
|
Q3 2025
Added 936.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$282,445
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,172
shares
|
$275,769
0.01% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,151
shares
|
$274,381
0.0% of portfolio
|
Q3 2025
Reduced 91.61%
|
|