Institutional Ownership Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
7,069
shares
|
$265,582
0.06% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,704
shares
|
$251,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,635
shares
|
$249,276
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,268
shares
|
$235,488
0.17% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,196
shares
|
$232,783
0.0% of portfolio
|
Q3 2025
Reduced 54.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,559
shares
|
$208,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$187,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,524
shares
|
$57,256
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,436
shares
|
$53,950
0.06% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,156
shares
|
$43,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
905
shares
|
$34,000
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
640
shares
|
$24,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
495
shares
|
$18,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
490
shares
|
$18,409
0.0% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
447
shares
|
$16,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
415
shares
|
$15,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
287
shares
|
$10,782
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
146
shares
|
$5,485
0.01% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
108
shares
|
$4,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
100
shares
|
$3,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q2 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
|
|