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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
800
shares
|
$52,879
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
783
shares
|
$51,756
0.0% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
688
shares
|
$45,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
529
shares
|
$34,966
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
419
shares
|
$27,695
0.0% of portfolio
|
Q3 2025
Added 126.49%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
415
shares
|
$27,431
0.0% of portfolio
|
Q3 2025
Added 460.81%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
394
shares
|
$26,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
387
shares
|
$25,580
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
360
shares
|
$23,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
291
shares
|
$19,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
291
shares
|
$19,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
284
shares
|
$18,772
0.0% of portfolio
|
Q3 2025
Reduced 73.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
278
shares
|
$18,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
245
shares
|
$16,194
0.0% of portfolio
|
Q3 2025
Added 2350.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
202
shares
|
$13,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
193
shares
|
$12,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
192
shares
|
$12,691
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
143
shares
|
$9,452
0.0% of portfolio
|
Q2 2025
Added 197.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
130
shares
|
$8,593
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
121
shares
|
$7,998
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
108
shares
|
$7,138
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
106
shares
|
$7,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
101
shares
|
$6,676
0.0% of portfolio
|
Q3 2025
Added 531.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
83
shares
|
$5,486
0.0% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
65
shares
|
$4,296
0.0% of portfolio
|
Q2 2024
Reduced 99.01%
|
|