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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,088
shares
|
$229,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
3,059
shares
|
$227,161
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,043
shares
|
$225,973
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,037
shares
|
$225,527
0.02% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,026
shares
|
$224,710
0.01% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,015
shares
|
$223,893
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$222,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,993
shares
|
$222,260
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,967
shares
|
$220,329
0.02% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
2,928
shares
|
$217,433
0.05% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,845
shares
|
$211,269
0.0% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,778
shares
|
$206,294
0.01% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,667
shares
|
$198,051
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
2,635
shares
|
$195,675
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,596
shares
|
$192,778
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,467
shares
|
$183,199
0.0% of portfolio
|
Q2 2025
Added 406.57%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
2,458
shares
|
$182,531
0.04% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,456
shares
|
$182,382
0.01% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,407
shares
|
$178,743
0.0% of portfolio
|
Q3 2025
Added 183.84%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,272
shares
|
$168,718
0.0% of portfolio
|
Q3 2025
Added 5183.72%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,100
shares
|
$155,946
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,804
shares
|
$133,965
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,731
shares
|
$128,544
0.01% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,686
shares
|
$125,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,636
shares
|
$121,489
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|