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 |
|---|---|---|---|---|---|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
7,110
shares
|
$527,988
0.09% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,956
shares
|
$516,552
0.22% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
6,760
shares
|
$501,997
0.04% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,740
shares
|
$500,512
0.01% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,689
shares
|
$496,725
0.01% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
6,677
shares
|
$495,834
0.02% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
6,671
shares
|
$495,388
0.0% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
6,500
shares
|
$482,690
0.16% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
6,312
shares
|
$468,729
0.1% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
5,966
shares
|
$443,035
0.07% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,704
shares
|
$423,579
0.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
5,673
shares
|
$421,276
0.28% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
5,510
shares
|
$409,172
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
5,234
shares
|
$388,676
0.05% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
4,938
shares
|
$366,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
4,850
shares
|
$360,161
0.11% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
4,496
shares
|
$333,872
0.23% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,313
shares
|
$320,283
0.04% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$313,674
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,223
shares
|
$313,599
0.15% of portfolio
|
Q3 2025
Added 47.66%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
4,160
shares
|
$308,921
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,138
shares
|
$307,287
0.01% of portfolio
|
Q3 2025
Reduced 31.84%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
4,120
shares
|
$305,951
0.04% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,059
shares
|
$301,421
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,035
shares
|
$299,639
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|