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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
206
shares
|
$6,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
97
shares
|
$3,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$2,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
84
shares
|
$2,720
0.0% of portfolio
|
Q3 2025
Added 8300.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$2,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
76
shares
|
$2,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
66
shares
|
$2,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
46
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
45
shares
|
$1,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
37
shares
|
$1,198
0.0% of portfolio
|
Q2 2025
Added 117.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
32
shares
|
$1,036
0.0% of portfolio
|
Q2 2025
Added 255.56%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
30
shares
|
$971
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25
shares
|
$809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4
shares
|
$129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
4
shares
|
$129
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|