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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,040
shares
|
$75,680
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,004
shares
|
$73,061
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$72,770
0.01% of portfolio
|
Q2 2021
Added 4.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
991
shares
|
$72,115
0.0% of portfolio
|
Q3 2025
Reduced 51.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
914
shares
|
$66,511
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
885
shares
|
$64,401
0.01% of portfolio
|
Q3 2025
Added 90.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
881
shares
|
$64,110
0.0% of portfolio
|
Q3 2025
Reduced 56.64%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
848
shares
|
$61,708
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
822
shares
|
$59,816
0.02% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
798
shares
|
$58,070
0.0% of portfolio
|
Q1 2023
Reduced 38.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
774
shares
|
$56,323
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
711
shares
|
$51,739
0.01% of portfolio
|
Q4 2022
Reduced 9.43%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
700
shares
|
$50,939
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
685
shares
|
$49,847
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
668
shares
|
$48,610
0.02% of portfolio
|
Q3 2025
Added 75.33%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
642
shares
|
$46,718
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
637
shares
|
$46,354
0.03% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
630
shares
|
$45,845
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
601
shares
|
$43,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$43,662
0.02% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$43,662
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
600
shares
|
$43,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
582
shares
|
$42,352
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
575
shares
|
$41,842
0.0% of portfolio
|
Q3 2025
New holding
|
|