Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
13,840
shares
|
$349,044
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
13,622
shares
|
$343,546
0.09% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,944
shares
|
$326,447
0.0% of portfolio
|
Q3 2025
Reduced 53.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,140
shares
|
$306,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,681
shares
|
$269,374
0.01% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
10,383
shares
|
$261,859
0.01% of portfolio
|
Q3 2025
Reduced 26.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
9,451
shares
|
$238,354
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,102
shares
|
$229,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$226,980
0.0% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,928
shares
|
$174,724
0.0% of portfolio
|
Q3 2025
Added 56.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,583
shares
|
$166,023
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,410
shares
|
$161,660
0.01% of portfolio
|
Q3 2025
Added 112.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,926
shares
|
$99,013
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,512
shares
|
$88,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,215
shares
|
$81,082
0.0% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,534
shares
|
$38,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
806
shares
|
$20,327
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
769
shares
|
$19,394
0.0% of portfolio
|
Q3 2025
Added 599.09%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
600
shares
|
$15,132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
288
shares
|
$7,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
258
shares
|
$6,506
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
75
shares
|
$1,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
31
shares
|
$781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|