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 385 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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
33,638
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,050
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
27,797
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2025
Added 5.51%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
27,345
shares
|
$1.99 Million
1.25% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
27,150
shares
|
$1.98 Million
0.5% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
26,391
shares
|
$1.92 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
26,286
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,020
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,572
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25,105
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
25,068
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
24,913
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
24,748
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
24,646
shares
|
$1.79 Million
1.64% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
24,539
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
24,435
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
24,028
shares
|
$1.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
23,906
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.84%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
23,750
shares
|
$1.73 Million
0.5% of portfolio
|
Q3 2025
Reduced 53.45%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
23,342
shares
|
$1.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
22,765
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,977
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 107.29%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
21,929
shares
|
$1.6 Million
1.26% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
21,610
shares
|
$1.57 Million
0.44% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
21,114
shares
|
$1.54 Million
0.73% of portfolio
|
Q3 2025
Added 10.83%
|
|