Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 17.9 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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
37,715
shares
|
$959,092
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
36,596
shares
|
$930,636
0.02% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
36,485
shares
|
$927,813
0.01% of portfolio
|
Q3 2025
Reduced 64.44%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
34,307
shares
|
$872,427
0.57% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
33,559
shares
|
$853,405
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,221
shares
|
$844,810
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
33,122
shares
|
$842,292
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
33,016
shares
|
$839,596
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
31,244
shares
|
$794,534
0.06% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
31,242
shares
|
$794,484
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,610
shares
|
$752,982
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,601
shares
|
$752,753
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,367
shares
|
$746,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
29,049
shares
|
$738,716
0.41% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
28,183
shares
|
$716,693
0.35% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,710
shares
|
$704,665
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
27,682
shares
|
$703,953
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,684
shares
|
$678,574
0.0% of portfolio
|
Q3 2025
Added 88.55%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
26,249
shares
|
$667,512
0.48% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,073
shares
|
$663,036
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
25,813
shares
|
$656,424
0.0% of portfolio
|
Q3 2025
Added 394.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,429
shares
|
$646,659
0.02% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
25,004
shares
|
$635,851
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
24,589
shares
|
$625,298
0.62% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24,035
shares
|
$611,210
0.01% of portfolio
|
Q3 2025
Added 2.35%
|
|