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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,777
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 58.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,749
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
20,217
shares
|
$1.47 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
19,416
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
19,279
shares
|
$1.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
19,230
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
19,073
shares
|
$1.39 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
18,895
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2025
Added 164.3%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,842
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,460
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,558
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
17,411
shares
|
$1.27 Million
0.47% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,960
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,593
shares
|
$1.21 Million
0.66% of portfolio
|
Q2 2022
Added 0.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
16,458
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,682
shares
|
$1.14 Million
0.77% of portfolio
|
Q2 2022
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
14,246
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
13,601
shares
|
$989,744
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,408
shares
|
$975,700
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
13,225
shares
|
$962,383
0.07% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,209
shares
|
$961,218
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
13,204
shares
|
$960,855
0.03% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
13,041
shares
|
$948,993
0.26% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
13,029
shares
|
$948,120
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
13,000
shares
|
$946,010
0.0% of portfolio
|
Q3 2025
Reduced 32.64%
|
|