Institutional Ownership Fidelity Covington Tr Msci Hea (FHLC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Hea (FHLC). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,039
shares
|
$221,148
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,035
shares
|
$220,856
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,894
shares
|
$210,596
0.0% of portfolio
|
Q2 2025
Added 1191.96%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
2,891
shares
|
$210,378
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,831
shares
|
$206,011
0.01% of portfolio
|
Q1 2020
Reduced 90.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,568
shares
|
$186,873
0.0% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,537
shares
|
$184,617
0.0% of portfolio
|
Q3 2025
Reduced 79.71%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,535
shares
|
$184,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,455
shares
|
$178,650
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,333
shares
|
$169,772
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,208
shares
|
$160,676
0.03% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,136
shares
|
$155,436
0.0% of portfolio
|
Q3 2025
Added 832.75%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,109
shares
|
$153,471
0.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,020
shares
|
$146,995
0.0% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,979
shares
|
$144,011
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,791
shares
|
$130,331
0.03% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,691
shares
|
$123,054
0.0% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,662
shares
|
$120,943
0.01% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,657
shares
|
$120,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,483
shares
|
$107,917
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
1,474
shares
|
$107,262
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,400
shares
|
$101,878
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,365
shares
|
$99,331
0.0% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,280
shares
|
$93,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,218
shares
|
$88,633
0.08% of portfolio
|
Q3 2025
Added 0.41%
|
|