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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,080
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
18,044
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
17,949
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,878
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,875
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
17,852
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,319
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 34.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
16,997
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 57.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,273
shares
|
$1.21 Million
0.59% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,731
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,125
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
14,190
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
14,120
shares
|
$1.05 Million
0.76% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
14,100
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,762
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
13,271
shares
|
$985,504
0.0% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
13,125
shares
|
$974,662
0.02% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,617
shares
|
$936,938
0.01% of portfolio
|
Q3 2025
Reduced 16.63%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
12,479
shares
|
$926,690
0.25% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,365
shares
|
$918,224
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
12,052
shares
|
$894,981
0.17% of portfolio
|
Q3 2025
Added 27.25%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
11,112
shares
|
$825,177
0.31% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,895
shares
|
$809,062
0.0% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
10,882
shares
|
$808,097
0.09% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,973
shares
|
$740,594
0.21% of portfolio
|
Q3 2025
Added 31.88%
|
|