Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 6.93 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,555
shares
|
$438,227
0.01% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
19,464
shares
|
$436,188
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,414
shares
|
$412,657
0.01% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
16,961
shares
|
$380,096
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,050
shares
|
$359,680
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
15,687
shares
|
$351,545
0.0% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
14,781
shares
|
$331,242
0.14% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,529
shares
|
$325,594
0.01% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
12,113
shares
|
$271,452
0.07% of portfolio
|
Q3 2025
Added 33.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,846
shares
|
$265,468
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
11,706
shares
|
$262,331
0.0% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,224
shares
|
$251,529
0.02% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
11,001
shares
|
$246,532
0.0% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,965
shares
|
$245,725
0.01% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
10,477
shares
|
$234,789
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,335
shares
|
$231,607
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$224,100
0.16% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
8,470
shares
|
$189,812
0.07% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,203
shares
|
$161,419
0.0% of portfolio
|
Q1 2025
Reduced 50.4%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$156,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
4,472
shares
|
$100,217
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,676
shares
|
$82,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,561
shares
|
$79,802
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,945
shares
|
$65,997
0.0% of portfolio
|
Q3 2025
Added 248.52%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,099
shares
|
$47,038
0.02% of portfolio
|
Q3 2024
Reduced 24.58%
|
|