Institutional Ownership Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $542 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$504,537
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,557
shares
|
$460,694
0.04% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,480
shares
|
$455,284
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
6,167
shares
|
$433,293
0.03% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,096
shares
|
$428,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
5,951
shares
|
$418,117
0.21% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,692
shares
|
$399,919
0.01% of portfolio
|
Q3 2025
Added 37.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,638
shares
|
$396,125
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,568
shares
|
$391,207
0.03% of portfolio
|
Q3 2025
Added 59.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,375
shares
|
$377,647
0.0% of portfolio
|
Q3 2025
Reduced 42.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,232
shares
|
$367,600
0.02% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,230
shares
|
$367,459
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$363,946
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,056
shares
|
$355,234
0.0% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$335,913
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
4,759
shares
|
$334,367
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,635
shares
|
$325,655
0.01% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,604
shares
|
$323,477
0.04% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
4,527
shares
|
$318,067
0.14% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,322
shares
|
$303,663
0.04% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,290
shares
|
$301,415
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,211
shares
|
$295,864
0.06% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,132
shares
|
$290,314
0.04% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
4,084
shares
|
$286,941
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,746
shares
|
$263,193
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|