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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,127
shares
|
$272,794
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,088
shares
|
$270,216
0.0% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,957
shares
|
$261,557
0.0% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,912
shares
|
$258,583
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,602
shares
|
$238,092
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,561
shares
|
$235,382
0.08% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,546
shares
|
$234,390
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,526
shares
|
$233,068
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,461
shares
|
$228,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,289
shares
|
$217,402
0.0% of portfolio
|
Q3 2025
Reduced 45.4%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,225
shares
|
$213,172
0.02% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,200
shares
|
$211,519
0.01% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,122
shares
|
$206,364
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,075
shares
|
$203,257
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,886
shares
|
$190,764
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,876
shares
|
$190,103
0.0% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
2,453
shares
|
$162,143
0.15% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,427
shares
|
$160,424
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,322
shares
|
$153,484
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,236
shares
|
$147,799
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,166
shares
|
$143,172
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,046
shares
|
$135,240
0.01% of portfolio
|
Q3 2025
Reduced 66.6%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,050
shares
|
$69,405
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
998
shares
|
$65,967
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
919
shares
|
$60,745
0.02% of portfolio
|
Q2 2025
New holding
|
|