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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
35,724
shares
|
$2.65 Million
0.54% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
32,802
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
31,955
shares
|
$2.37 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,892
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
29,920
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
29,556
shares
|
$2.19 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
29,169
shares
|
$2.17 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
28,642
shares
|
$2.13 Million
1.96% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,727
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,631
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26,429
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,946
shares
|
$1.93 Million
0.14% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,514
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
25,436
shares
|
$1.89 Million
1.97% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
25,056
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
24,640
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
22,582
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2025
Added 477.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
21,795
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
21,499
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 68.05%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
21,446
shares
|
$1.59 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
19,955
shares
|
$1.48 Million
0.79% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,586
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
18,642
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
18,621
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
18,103
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 1.98%
|
|