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 213 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
89,947
shares
|
$4.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
88,627
shares
|
$4.35 Million
1.05% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
88,627
shares
|
$4.35 Million
0.89% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
81,180
shares
|
$3.99 Million
0.56% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
77,679
shares
|
$3.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
76,235
shares
|
$3.74 Million
0.21% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.59 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
66,436
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
58,370
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.57%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
58,233
shares
|
$2.86 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
57,982
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
56,381
shares
|
$2.77 Million
2.59% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
54,212
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
53,463
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
52,948
shares
|
$2.6 Million
0.07% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
52,791
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
47,897
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
36,476
shares
|
$1.79 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
36,355
shares
|
$1.79 Million
0.86% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
33,296
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,203
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
32,561
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,816
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
29,278
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,824
shares
|
$1.42 Million
0.55% of portfolio
|
Q3 2024
Added 22.41%
|
|