Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Covington Trust - Fidelity International Multifactor ETF include Raymond James Financial Inc, Apex Wealth Management, LLC, Envestnet Asset Management Inc, High Falls Advisors, Inc, Dentgroup LLC, LPL Financial LLC, Nwam Llc, Ameritas Advisory Services, LLC, Clarity Asset Management, Inc., Twin Peaks Wealth Advisors, LLC, Briaud Financial Planning, Inc, AE Wealth Management LLC, and Allworth Financial LP .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 113,676 | 3,704 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 8,436 | 275 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 285 | 9 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17,336 | 565 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9,609 | 313 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,361 | 305 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 34 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 15,423 | 95.60 | 502 | 117.32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,065 | 35 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15,357 | 500 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,637 | 216 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34,109 | 2.24 | 1,111 | 13.37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20 | 1,900.00 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49,236 | 33.35 | 1,605 | 47.93 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 878 | 29 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29,455 | 374.77 | 960 | 426.92 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 243,088 | 7,920 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 36,303 | 21.69 | 1,183 | 34.93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6,583 | 210 |
