Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $508 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
91,786
shares
|
$4.65 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
90,365
shares
|
$4.58 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.71 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
72,232
shares
|
$3.66 Million
0.58% of portfolio
|
Q2 2025
Added 91.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
71,369
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 49.42%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
65,318
shares
|
$3.31 Million
0.93% of portfolio
|
Q1 2025
Added 213.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,660
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Added 105.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
58,810
shares
|
$2.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
58,233
shares
|
$2.95 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
56,213
shares
|
$2.85 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
53,142
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
52,791
shares
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
50,342
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
48,204
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
47,423
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
44,353
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,466
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
40,724
shares
|
$2.06 Million
0.95% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
37,885
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
36,617
shares
|
$1.86 Million
0.13% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
34,705
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
34,067
shares
|
$1.73 Million
0.91% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
32,285
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Added 51.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,351
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
29,342
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.2%
|