Institutional Ownership Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
804,547
shares
|
$39.8 Million
0.37% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
573,750
shares
|
$28.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
526,287
shares
|
$26 Million
0.12% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
240,297
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
158,528
shares
|
$7.85 Million
4.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
151,864
shares
|
$7.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,680
shares
|
$5.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
110,054
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
84,635
shares
|
$4.19 Million
0.45% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
76,950
shares
|
$3.81 Million
0.02% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,727
shares
|
$2.76 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
54,224
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
51,992
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,028
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,000
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
49,472
shares
|
$2.45 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
45,545
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
44,821
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,831
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 707.22%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,089
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
38,481
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
36,514
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
36,284
shares
|
$1.8 Million
0.69% of portfolio
|
Q4 2024
Added 5331.74%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,366
shares
|
$1.75 Million
0.37% of portfolio
|
Q3 2022
Reduced 32.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,710
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 28.85%
|