Institutional Ownership Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
210
shares
|
$15,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
208
shares
|
$15,446
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
190
shares
|
$14,109
0.0% of portfolio
|
Q3 2025
Reduced 41.54%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
184
shares
|
$13,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
169
shares
|
$12,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
167
shares
|
$12,401
0.01% of portfolio
|
Q2 2024
Reduced 40.36%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
150
shares
|
$11,139
0.0% of portfolio
|
Q2 2024
Reduced 65.83%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
138
shares
|
$10,247
0.0% of portfolio
|
Q4 2024
Added 961.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$7,426
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$7,426
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
87
shares
|
$6,460
0.0% of portfolio
|
Q1 2023
Reduced 88.83%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
75
shares
|
$5,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
73
shares
|
$5,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
65
shares
|
$4,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
51
shares
|
$3,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
48
shares
|
$3,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
47
shares
|
$3,490
0.0% of portfolio
|
Q2 2025
Reduced 67.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
44
shares
|
$3,267
0.0% of portfolio
|
Q2 2025
Reduced 88.83%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43
shares
|
$3,193
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
41
shares
|
$3,044
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
39
shares
|
$2,896
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
39
shares
|
$2,896
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$2,673
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
35
shares
|
$2,599
0.0% of portfolio
|
Q1 2025
New holding
|
|