Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF include EdgeRock Capital LLC, Fortress Financial Group, Llc, Priebe Wealth Holdings LLC, Investmark Advisory Group LLC, Summit Wealth Group Llc / Co, Harbor Asset Planning, Inc., Orion Portfolio Solutions, LLC, Axis Wealth Partners, LLC, Sowell Financial Services LLC, Herbst Group, Llc, Change Path, LLC, Schmidt P J Investment Management Inc, D. E. Shaw & Co., Inc., Rolek Wealth Management LLC, Retirement Income Solutions, Inc, NWF Advisory Services Inc., Creekmur Asset Management LLC, Bfsg, Llc, Ameritas Advisory Services, LLC, and Beacon Capital Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 57,848 | 17.56 | 1,995 | 30.05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28,112 | 35.34 | 970 | 49.77 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1,887,103 | 65,146 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 14,014 | 91.66 | 483 | 111.84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,591 | 8.16 | 55 | 20.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32,665 | 0.27 | 1,127 | 10.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,184 | 192.91 | 282 | 224.14 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6,491 | 224 | ||||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 10,291 | 81.44 | 321 | 72.04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,954 | 277.27 | 102 | 304.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7,688 | 0.27 | 265 | 10.88 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6,329 | 218 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,014 | 0.23 | 345 | 10.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51 | 2 | ||||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 33 | 1 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 151,857 | 29.50 | 5,238 | 43.20 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7,981 | 275 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 587 | 20 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 63,100 | 221.94 | 2,176 | 256.14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 164,458 | 162.78 | 5,672 | 190.72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 230,866 | 2,583.86 | 8 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,871 | 18.24 | 858 | 30.64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,874 | 0.32 | 65 | 10.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 26,555 | 8.63 | 916 | 20.08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 368,414 | 4.71 | 12,707 | 15.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,129 | 39 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 437,534 | 5.19 | 15,091 | 16.32 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11,644 | 2.86 | 402 | 13.60 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 11,715 | 1.86 | 404 | 12.85 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 75,397 | 10.10 | 2,600 | 21.78 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22,636 | 2.13 | 803 | 16.06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 224,140 | 1,206.02 | 7,805 | 1,358.69 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10,832 | 20.24 | 374 | 33.21 | ||||
| 2025-08-08 | 13F | King Wealth | 6,789 | 0.22 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,459,228 | 19.06 | 50,329 | 31.66 | ||||
| 2025-08-08 | 13F | Creative Planning | 17,690 | 2.66 | 610 | 13.59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10,059 | 61.43 | 347 | 78.35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46,458 | 342.67 | 2 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12,862 | 444 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5,872 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,150 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,122 | 53.85 | 901 | 70.13 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 99 | 3 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 549,587 | 111.98 | 18,955 | 134.42 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 153,685 | 3.46 | 5,301 | 13.88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 35,019 | 30.84 | 1,208 | 37.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,274 | 24.13 | 1,320 | 37.36 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5,313 | 2.06 | 183 | 6.40 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6,053 | 209 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,226 | 0.33 | 42 | 10.53 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 141 | 5 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 31 | 1 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 2,224,321 | 9.19 | 76,717 | 20.75 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 20 | 33.33 | 1 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,577 | 0.25 | 54 | 10.20 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class | 283,455 | 83.38 | 8,841 | 73.67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,926 | 239 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 193,241 | 3,794.42 | 6,665 | 3,988.34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28,873 | 2.00 | 996 | 12.81 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 218,695 | 7,543 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 343 | 12 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 16,622 | 0.05 | 573 | 10.62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,537,702 | 1.14 | 122 | 11.93 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 152,601 | 0.89 | 5,263 | 11.58 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 34,555 | 28.00 | 1,192 | 41.45 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9,888 | 341 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,546 | 54.38 | 122 | 71.83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 516 | 18 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 76,580 | 42.35 | 2,699 | 70.71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32,253 | 3.20 | 1,132 | 16.22 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3,295,512 | 24.38 | 113,662 | 37.54 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 54,498 | 1,880 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,612 | 2.31 | 5 | 25.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 228 | 100.00 | 8 | 133.33 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Target Volatility Portfolio Service Class | 386,087 | 508.63 | 13,316 | 573.21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20,135 | 3.91 | 695 | 16.64 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16,781 | 35.57 | 579 | 49.74 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12,478 | 4.51 | 430 | 15.59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6,708 | 231 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29,108 | 61.24 | 1,004 | 78.15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,209 | 58.79 | 525 | 75.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,221 | 32.57 | 42 | 50.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57,143 | 25.37 | 1,971 | 38.63 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 7,664 | 130.63 | 239 | 119.27 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 5,926 | 204 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,800 | 47.06 | 62 | 63.16 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13,361 | 0.27 | 461 | 10.84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19,188 | 3.84 | 662 | 14.76 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2,485 | 0.28 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 94,814 | 9.63 | 3,278 | 34.25 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 32,206 | 1,111 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 14.29 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 370,885 | 7.61 | 12,792 | 19.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 859 | 0.23 | 30 | 11.54 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,026 | 173 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,389 | 48 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 238,410 | 8,223 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 129 | 0 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 6,852 | 4.83 | 236 | 16.26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15,283 | 0.74 | 527 | 11.42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,665 | 4.44 | 299 | 15.50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 54,656 | 1,557.75 | 1,885 | 1,748.04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 34,555 | 26.98 | 1,192 | 40.45 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 7,195 | 248 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20,768 | 4.44 | 727 | 17.10 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 142,783 | 69.00 | 4,925 | 86.87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,387 | 5.36 | 151 | 17.05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,812 | 56.74 | 97 | 95.92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,175 | 2.84 | 247 | 13.82 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 186,678 | 5.34 | 6,438 | 16.48 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 117 | 4 | ||||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 156,134 | 1.40 | 5,385 | 12.14 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65,932 | 23.80 | 2,274 | 36.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,370,421 | 406.33 | 47,266 | 459.95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,219 | 0.56 | 111 | 5.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,141,139 | 75.69 | 73,848 | 94.28 |
