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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,310
shares
|
$408,104
0.03% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,234
shares
|
$404,371
0.2% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
8,186
shares
|
$402,014
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
8,026
shares
|
$394,156
0.14% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,749
shares
|
$380,553
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
7,673
shares
|
$376,821
0.07% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,612
shares
|
$373,825
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,599
shares
|
$373,186
0.03% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,588
shares
|
$372,646
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
7,578
shares
|
$372,155
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,117
shares
|
$349,515
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
6,949
shares
|
$341,265
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
6,949
shares
|
$341,265
0.08% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$326,434
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,542
shares
|
$321,277
0.08% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
6,443
shares
|
$316,415
0.26% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$304,973
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,156
shares
|
$302,321
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
6,141
shares
|
$301,584
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,008
shares
|
$295,052
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,431
shares
|
$266,716
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,264
shares
|
$258,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5,233
shares
|
$256,992
0.02% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,226
shares
|
$256,648
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
5,118
shares
|
$251,344
0.0% of portfolio
|
Q3 2025
Reduced 57.22%
|
|