Institutional Ownership Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $88.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,356
shares
|
$303,040
0.02% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,016
shares
|
$292,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
8,465
shares
|
$274,181
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,225
shares
|
$266,407
0.02% of portfolio
|
Q3 2025
Added 40.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,708
shares
|
$249,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,617
shares
|
$246,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,232
shares
|
$234,244
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,195
shares
|
$233,046
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
6,797
shares
|
$220,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
6,586
shares
|
$213,320
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,345
shares
|
$173,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,505
shares
|
$145,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,271
shares
|
$105,947
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,240
shares
|
$104,943
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,124
shares
|
$68,796
0.0% of portfolio
|
Q3 2024
Added 112.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$58,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,526
shares
|
$49,427
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,273
shares
|
$41,232
0.0% of portfolio
|
Q3 2025
Reduced 27.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
600
shares
|
$19,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
504
shares
|
$16,324
0.0% of portfolio
|
Q3 2025
Reduced 96.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
500
shares
|
$16,195
0.0% of portfolio
|
Q3 2025
Reduced 90.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
488
shares
|
$15,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
434
shares
|
$14,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
371
shares
|
$12,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
255
shares
|
$8,259
0.0% of portfolio
|
Q3 2025
New holding
|
|