Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 8.2 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
61,340
shares
|
$4.95 Million
0.27% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
60,587
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
57,360
shares
|
$4.63 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,213
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
42,173
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$3.33 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
37,608
shares
|
$3.04 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
34,875
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
34,619
shares
|
$2.8 Million
1.1% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
34,365
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
33,283
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
32,900
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,355
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
30,679
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,156
shares
|
$2.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
28,861
shares
|
$2.33 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
26,455
shares
|
$2.14 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
26,429
shares
|
$2.13 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
23,133
shares
|
$1.87 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
22,611
shares
|
$1.83 Million
0.55% of portfolio
|
Q3 2025
Added 23.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
21,378
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 59.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,135
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
19,888
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
18,853
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
18,283
shares
|
$1.48 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.39%
|
|