FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 2020.00%0.00%0.01%Q4 2014Q3 202344
ROYAL BANK OF CANADA 3610.00%0.00%0.00%Q4 2013Q3 202338
BANK OF AMERICA CORP /DE/ 3710.00%0.00%0.00%Q4 2013Q3 202338
MORGAN STANLEY 38380.00%0.00%0.00%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.01%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.02%0.18%1.20%Q4 2014Q3 202335
ENVESTNET ASSET MANAGEMENT INC 3410.00%0.05%0.19%Q3 2014Q3 202335
LPL Financial LLC 24110.00%0.01%0.01%Q4 2014Q3 202335
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
Sigma Planning Corp 35350.03%0.10%0.41%Q1 2015Q3 202335
LYNCH & ASSOCIATES/IN 35350.11%0.20%0.30%Q2 2015Q4 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q1 2014Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.02%0.03%0.08%Q3 2014Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q4 2014Q3 202333
IFP Advisors, Inc 17140.00%0.02%0.18%Q4 2015Q3 202331
Beaumont Financial Partners, LLC 17130.05%1.75%4.09%Q3 2014Q1 202230
Creative Planning 1840.00%0.00%0.00%Q2 2014Q3 202330
JANE STREET GROUP, LLC 1010.00%0.00%0.02%Q2 2014Q3 202329
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.15%0.43%Q4 2016Q3 202328
Lido Advisors, LLC 28280.14%0.79%1.26%Q4 2016Q3 202328
Geneos Wealth Management Inc. 2610.00%0.01%0.02%Q1 2016Q3 202327
LINCOLN NATIONAL CORP 27270.01%0.05%0.24%Q1 2017Q3 202327
FMR LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
WHALEROCK POINT PARTNERS, LLC 26260.10%0.18%0.29%Q2 2017Q3 202326
JPMORGAN CHASE & CO 1840.00%0.00%0.00%Q4 2015Q3 202326
Exchange Capital Management, Inc. 25250.34%0.53%0.62%Q3 2017Q3 202325
Smith, Salley & Associates 24240.09%0.11%0.17%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.06%Q4 2017Q3 202324
SPINNAKER TRUST 23230.30%0.91%2.63%Q4 2014Q2 202023
CITIGROUP INC 2110.00%0.00%0.00%Q4 2015Q3 202323
HighTower Advisors, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q4 2013Q1 202323
Steward Partners Investment Advisory, LLC 1850.00%0.00%0.01%Q3 2017Q3 202323
VICUS CAPITAL 1210.17%0.74%1.36%Q4 2014Q3 202122
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.02%0.26%1.10%Q3 2014Q4 201922
Tower Research Capital LLC (TRC) 1110.00%0.03%0.11%Q1 2015Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.10%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1910.00%0.03%0.11%Q1 2017Q3 202320
Snowden Capital Advisors LLC 1020.01%0.04%0.11%Q3 2017Q3 202320
Ellis Investment Partners, LLC 20200.05%0.20%0.31%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.01%0.01%0.01%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.01%0.01%Q4 2018Q3 202320
FMA ADVISORY INC 1910.32%0.96%1.68%Q2 2015Q3 202120
Janney Montgomery Scott LLC 1820.00%0.01%0.01%Q2 2018Q3 202320
BECK CAPITAL MANAGEMENT, LLC 920.08%0.58%1.14%Q2 2015Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SIGNATUREFD, LLC 1810.00%0.00%0.00%Q4 2018Q3 202319
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
Raymond James Financial Services Advisors, Inc. 1440.00%0.01%0.02%Q1 2019Q3 202318
SVB WEALTH LLC 18180.01%0.02%0.13%Q2 2019Q3 202318
CWM, LLC 1110.00%0.00%0.00%Q4 2018Q3 202318
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q3 2018Q3 202318
Winslow, Evans & Crocker, Inc. 1350.00%0.00%0.01%Q2 2014Q2 202018
Investors Research Corp 17170.00%0.05%0.13%Q3 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.04%0.04%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 1330.00%0.00%0.00%Q3 2019Q3 202316
RAND WEALTH, LLC 16160.12%0.17%0.26%Q4 2014Q3 201816
American Portfolios Advisors 16160.00%0.00%0.02%Q4 2018Q3 202216
Element Wealth, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16161.20%1.49%1.91%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.03%0.08%Q2 2016Q4 201915
Patriot Financial Group Insurance Agency, LLC 1410.01%0.02%0.04%Q3 2018Q2 202215
55I, LLC 15150.09%0.54%1.90%Q1 2019Q3 202215
Soltis Investment Advisors LLC 1410.05%0.23%0.99%Q4 2019Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 1410.00%0.00%0.00%Q2 2019Q3 202315
Stonebridge Financial Planning Group, LLC 960.06%0.21%0.76%Q4 2019Q3 202315
DFPG INVESTMENTS, LLC 15150.04%0.19%0.32%Q2 2019Q4 202215
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.00%0.01%Q2 2015Q4 201815
Commonwealth Equity Services, Inc 15150.01%0.04%0.07%Q1 2014Q3 201715
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.09%0.12%Q1 2020Q3 202315
Crumly & Associates Inc. 15150.10%1.06%4.62%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.01%0.03%0.08%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Mutual Advisors, LLC 710.03%0.06%0.16%Q4 2017Q4 202114
RPg Family Wealth Advisory, LLC 14140.01%0.02%0.05%Q2 2016Q3 201914
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.11%1.51%1.70%Q3 2014Q4 201714
ATLAS CAPITAL ADVISORS LLC 14140.23%0.62%1.21%Q2 2020Q3 202314
Fisher Asset Management, LLC 1310.00%0.00%0.01%Q1 2020Q3 202314
Canton Hathaway, LLC 14140.09%0.23%0.37%Q3 2018Q4 202114
PROFFITT & GOODSON INC 14140.01%0.02%0.03%Q2 2020Q3 202314
Global Trust Asset Management, LLC 13130.01%0.22%0.51%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.07%0.19%Q3 2020Q3 202313
TBH Global Asset Management, LLC 13130.23%0.75%1.08%Q4 2019Q4 202213
Sandy Spring Bank 850.00%0.00%0.00%Q2 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.15%Q3 2020Q3 202313
Clearstead Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Newfound Research LLC 720.02%1.60%3.22%Q1 2017Q3 202013
Capital Investment Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
KINGS POINT CAPITAL MANAGEMENT 1030.00%0.02%0.02%Q4 2017Q1 202213
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q2 2015Q2 201813
Shamrock Asset Management LLC 820.00%0.34%1.00%Q2 2014Q3 201913
Global Retirement Partners, LLC 1120.00%0.15%0.32%Q1 2017Q2 202313
Parallel Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Mariner, LLC 910.01%0.01%0.03%Q3 2016Q3 202312
Certified Advisory Corp 1110.00%0.00%0.02%Q4 2017Q1 202112
NewEdge Advisors, LLC 840.01%0.02%0.03%Q3 2020Q3 202312
Colonial Trust Advisors 620.01%0.05%0.10%Q3 2018Q3 202312
Equitable Holdings, Inc. 12120.01%0.01%0.03%Q4 2019Q3 202212
Charter Oak Capital Management, LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
TRUIST FINANCIAL CORP 12120.00%0.02%0.03%Q4 2019Q3 202212
CENTAURUS FINANCIAL, INC. 1110.00%0.03%0.04%Q2 2018Q3 202312
NorthCoast Asset Management LLC 1110.02%0.17%0.32%Q3 2018Q3 202112
J.W. COLE ADVISORS, INC. 840.03%0.07%0.10%Q3 2020Q3 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.02%0.23%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.04%0.08%0.23%Q1 2019Q2 202212
ENTERPRISE FINANCIAL SERVICES CORP 12120.01%0.02%0.05%Q3 2018Q2 202112
MONUMENTAL FINANCIAL GROUP INC. 11110.61%5.03%7.24%Q1 2021Q3 202311
Arkadios Wealth Advisors 1010.00%0.01%0.03%Q4 2019Q3 202311
HALL CAPITAL MANAGEMENT CO INC 1010.16%0.33%0.53%Q4 2020Q3 202311
BlackRock Inc. 1010.00%0.00%0.00%Q4 2015Q1 201911
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2017Q3 201911
FormulaFolio Investments, LLC 310.09%0.62%1.20%Q2 2015Q2 202111
Integrated Advisors Network LLC 11110.01%0.05%0.09%Q4 2019Q2 202211
Krilogy Financial LLC 910.02%0.02%0.03%Q3 2015Q3 201811
WFG Advisors, LP 11110.00%0.01%0.03%Q4 2014Q2 201711
Birchcreek Wealth Management, LLC 11110.19%0.80%1.27%Q1 2021Q3 202311
Farmers & Merchants Trust Co of Chambersburg PA 11110.00%0.01%0.03%Q1 2021Q3 202311
Pensionmark Financial Group, LLC 11110.08%0.09%0.10%Q1 2021Q3 202311
AdvisorNet Financial, Inc 710.00%0.00%0.01%Q3 2018Q3 202311
Stratos Wealth Partners, LTD. 810.01%0.01%0.01%Q4 2017Q1 202211
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q3 2018Q3 202311
Advisory Alpha, LLC 310.00%0.02%0.06%Q1 2017Q2 202311
Spire Wealth Management 11110.03%0.03%0.04%Q1 2021Q3 202311
Cribstone Capital Management, LLC 11110.77%1.33%1.95%Q2 2020Q4 202211
Hilton Capital Management, LLC 420.03%0.64%2.77%Q2 2020Q3 202311
NWAM LLC 730.02%0.04%0.05%Q4 2020Q3 202310
SG Americas Securities, LLC 410.00%0.02%0.07%Q2 2014Q4 201710
Brookstone Capital Management 10100.05%0.15%0.74%Q2 2021Q3 202310
River Wealth Advisors LLC 410.02%0.04%0.04%Q2 2018Q2 202310
Demars Financial Group, LLC 10100.12%1.43%1.90%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.02%Q1 2021Q3 202310
Traynor Capital Management, Inc. 510.03%0.06%0.12%Q4 2017Q1 202210
SUNTRUST BANKS INC 10100.01%0.01%0.01%Q2 2017Q3 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Ameritas Investment Company, LLC 820.06%0.16%0.26%Q1 2019Q3 202110
NEXT Financial Group, Inc 640.00%0.00%0.00%Q2 2019Q4 202110
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Argentus Capital Management, LLC 990.11%0.24%0.47%Q3 2014Q3 20169
BENJAMIN F. EDWARDS & COMPANY, INC. 540.00%0.00%0.00%Q4 2018Q2 20239
AE Wealth Management LLC 990.01%0.03%0.06%Q3 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.01%0.02%Q4 2020Q3 20239
MSI Financial Services Inc 810.00%0.00%0.00%Q3 2014Q4 20169
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.01%Q1 2014Q1 20169
PFG Advisors 540.02%0.03%0.05%Q1 2021Q3 20239
Rockefeller Capital Management L.P. 810.00%0.00%0.01%Q2 2018Q3 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 720.00%0.00%0.00%Q2 2018Q1 20229
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
MAGNOLIA CAPITAL MANAGEMENT LTD 880.01%0.16%0.61%Q4 2021Q3 20238
Prostatis Group LLC 610.02%0.47%0.81%Q4 2019Q2 20238
Castleview Partners, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
Sheaff Brock Investment Advisors, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
MERCER GLOBAL ADVISORS INC /ADV 620.00%0.01%0.03%Q3 2020Q1 20238
Lifeworks Advisors, LLC 880.45%0.52%0.60%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.02%0.02%0.02%Q4 2019Q3 20218
Sowell Financial Services LLC 710.00%0.07%0.55%Q3 2018Q1 20218
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
US BANCORP \DE\ 620.00%0.00%0.00%Q4 2020Q4 20228
Baystate Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 620.01%0.02%0.03%Q2 2019Q1 20228
EPG Wealth Management LLC 530.00%0.00%0.00%Q3 2021Q3 20238
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2018Q1 20228
SOUTHERN CAPITAL ADVISORS, LLC 880.18%0.41%0.56%Q4 2021Q3 20238
Sunbelt Securities, Inc. 530.02%0.05%0.08%Q1 2021Q3 20238
Charles Schwab Investment Advisory, Inc. 880.17%0.24%0.26%Q1 2018Q4 20198
Ameritas Advisory Services, LLC 880.05%0.07%0.15%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 710.00%0.00%0.00%Q4 2018Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Addison Advisors LLC 710.00%0.02%0.02%Q4 2020Q3 20238
Risk Paradigm Group, LLC 880.46%0.81%1.59%Q2 2016Q1 20188
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 620.02%0.05%0.07%Q3 2019Q3 20218
LEVEL FOUR ADVISORY SERVICES, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
BDO Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Trail Ridge Investment Advisors, LLC 770.15%0.18%0.20%Q4 2021Q2 20237
Renaissance Technologies 610.00%0.00%0.00%Q3 2020Q2 20227
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
PENOBSCOT WEALTH MANAGEMENT 771.17%1.26%1.34%Q1 2022Q3 20237
Financial Partners Group, Inc 430.05%0.39%0.95%Q1 2018Q1 20227
Bedel Financial Consulting, Inc. 770.01%0.01%0.01%Q2 2018Q4 20197
FIFTH THIRD SECURITIES, INC. 610.03%0.11%0.55%Q2 2019Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.06%0.07%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.02%Q1 2022Q3 20237
FDx Advisors, Inc. 770.01%0.01%0.02%Q4 2016Q2 20187
Gradient Investments LLC 610.00%0.00%0.00%Q1 2021Q2 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2018Q2 20207
SRS Capital Advisors, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Thrive Capital Management, LLC 610.14%0.21%0.28%Q4 2020Q3 20227
KCM INVESTMENT ADVISORS LLC 610.02%0.14%0.21%Q4 2021Q3 20237
Sequent Asset Management, LLC 660.25%0.25%0.26%Q4 2020Q1 20226
Fernwood Investment Management, LLC 510.07%0.08%0.11%Q3 2018Q1 20226
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Pacific Center for Financial Services 660.04%0.04%0.04%Q4 2016Q1 20186
Connectus Wealth, LLC 330.02%0.12%0.27%Q1 2022Q3 20236
First Allied Advisory Services, Inc. 410.00%0.01%0.03%Q3 2016Q3 20196
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q2 2018Q1 20206
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 660.14%0.16%0.17%Q3 2020Q4 20216
Black Swift Group, LLC 660.01%0.01%0.03%Q4 2019Q1 20216
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q4 2013Q3 20236
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2020Q1 20226
Summit Place Financial Advisors, LLC 660.24%0.32%0.46%Q3 2020Q4 20216
Karp Capital Management Corp 661.20%1.42%1.55%Q4 2018Q1 20206
SHEETS SMITH WEALTH MANAGEMENT 660.15%0.48%0.56%Q4 2020Q1 20226
Psagot Value Holdings Ltd. 660.02%0.04%0.05%Q1 2017Q2 20186
Capital Asset Advisory Services LLC 660.01%0.07%0.14%Q2 2020Q3 20216
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.00%Q3 2019Q3 20236
STEPHENS INC /AR/ 660.05%0.06%0.06%Q3 2020Q4 20216
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Giralda Advisors, LLC 660.30%0.67%0.82%Q1 2015Q2 20166
SouthState Corp 550.01%0.01%0.01%Q1 2022Q1 20235
Concert Wealth Management Inc. 410.00%0.11%0.22%Q1 2015Q3 20165
MONEY CONCEPTS CAPITAL CORP 210.00%0.16%0.24%Q4 2020Q4 20225
City State Bank 550.00%0.00%0.01%Q1 2022Q1 20235
Prospera Financial Services Inc 410.00%0.04%0.09%Q3 2020Q1 20225
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 553.68%4.18%4.72%Q2 2018Q2 20195
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q1 2021Q1 20225
Foster Victor Wealth Advisors, LLC 550.22%0.31%0.37%Q4 2018Q4 20195
AllSquare Wealth Management LLC 550.00%0.00%0.00%Q1 2016Q1 20175
COBIZ WEALTH, LLC 550.08%0.13%0.18%Q4 2015Q4 20165
Belvedere Trading LLC 110.00%0.01%0.05%Q4 2020Q1 20235
Accel Wealth Management 550.01%0.03%0.05%Q3 2021Q3 20225
Grace Capital 410.08%0.12%0.14%Q2 2019Q3 20205
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q3 2021Q3 20235
Beaumont Capital Management, LLC 320.14%3.38%8.36%Q3 2021Q3 20235
FLOW TRADERS U.S. LLC 320.02%0.05%0.12%Q2 2020Q3 20225
Dakota Wealth Management 550.02%0.02%0.02%Q3 2022Q3 20235
MARSHALL WACE, LLP 320.00%0.00%0.01%Q1 2020Q3 20235
VALLEY NATIONAL ADVISERS INC 550.07%0.08%0.08%Q3 2022Q3 20235
OPPENHEIMER & CO INC 550.01%0.01%0.01%Q4 2018Q4 20195
Elk River Wealth Management, LLC 550.07%0.26%0.46%Q4 2020Q4 20215
Milestone Advisory Partners 410.74%1.18%1.47%Q3 2018Q4 20195
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q3 2022Q3 20235
IronBridge Private Wealth, LLC 550.00%0.02%0.08%Q4 2020Q4 20215
Providence Capital Advisors, LLC 440.00%0.01%0.01%Q2 2021Q1 20224
Rappaport Reiches Capital Management, LLC 440.16%0.27%0.32%Q2 2021Q1 20224
Virtu KCG Holdings LLC 310.01%0.01%0.01%Q3 2014Q2 20174
MARINO, STRAM & ASSOCIATES LLC 440.09%0.12%0.17%Q4 2017Q3 20184
Galvin, Gaustad & Stein, LLC 310.02%0.03%0.03%Q4 2020Q4 20214
J Arnold Wealth Management Co 440.09%0.18%0.30%Q4 2020Q3 20214
Charles Schwab Trust Co 440.18%0.22%0.26%Q3 2019Q2 20204
MIRSKY FINANCIAL MANAGEMENT CORP. 440.10%1.54%2.09%Q1 2021Q4 20214
Guidant Wealth Advisors 440.07%0.07%0.07%Q4 2018Q3 20194
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Fiduciary Trust Co International of Pennsylvania 440.01%0.01%0.02%Q2 2018Q1 20194
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q3 2020Q2 20224
SFI Advisors, LLC 442.46%3.14%3.62%Q4 2022Q3 20234
Eley Financial Management, Inc 440.15%0.18%0.21%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 440.02%0.02%0.02%Q4 2020Q3 20214
Q3 Asset Management 210.55%1.26%2.02%Q3 2020Q4 20214
AGF MANAGEMENT LTD 440.01%0.02%0.03%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
Foresight Wealth Management, LLC 440.14%0.17%0.19%Q2 2019Q1 20204
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Tyler-Stone Wealth Management 440.00%0.00%0.01%Q4 2021Q3 20224
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
PROFESSIONAL PLANNING 440.09%0.19%0.23%Q4 2020Q3 20214
Stone House Investment Management, LLC 210.01%0.07%0.11%Q4 2020Q3 20234
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q1 2021Q4 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Rehmann Capital Advisory Group 310.00%0.25%1.01%Q1 2018Q3 20194
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2018Q1 20194
Colonial Trust Co / SC 440.01%0.02%0.02%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
BB&T SECURITIES, LLC 310.01%0.03%0.08%Q1 2018Q3 20194
Court Place Advisors, LLC 440.06%0.07%0.07%Q1 2021Q4 20214
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q4 2021Q3 20224
Private Advisor Group, LLC 110.00%0.01%0.01%Q2 2015Q4 20203
Clarus Wealth Advisors 330.01%0.01%0.02%Q2 2018Q4 20183
Sheets Smith Investment Management 211.53%5.72%7.95%Q4 2020Q1 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAXTON ASSOCIATES LP 330.15%0.16%0.17%Q1 2023Q3 20233
Atria Investments, Inc 330.02%0.03%0.03%Q2 2019Q4 20193
BIVIN & ASSOCIATES, INC. 332.70%2.82%2.90%Q4 2021Q2 20223
AVIANCE CAPITAL MANAGEMENT, LLC 210.03%0.51%0.87%Q4 2014Q3 20153
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Destination Wealth Management 210.00%0.00%0.01%Q1 2018Q4 20183
Sound Income Strategies, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
EP Wealth Advisors, LLC 330.00%0.02%0.02%Q1 2023Q3 20233
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q4 2021Q2 20223
MKD WEALTH COACHES, LLC 330.64%0.67%0.75%Q2 2019Q4 20193
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Congress Wealth Management LLC / DE / 210.01%0.01%0.01%Q4 2021Q3 20223
Realta Investment Advisors 330.05%0.06%0.07%Q2 2021Q4 20213
Ahrens Investment Partners LLC 330.00%0.01%0.04%Q4 2021Q2 20223
SkyView Investment Advisors, LLC 330.16%0.17%0.17%Q4 2020Q2 20213
HBW ADVISORY SERVICES LLC 110.25%0.45%0.60%Q3 2020Q4 20213
Regal Investment Advisors LLC 210.01%0.02%0.05%Q2 2015Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Sound View Wealth Advisors Group, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q3 2021Q2 20223
BENJAMIN EDWARDS INC 330.25%0.42%0.52%Q2 2020Q4 20203
Yoder Wealth Management, Inc. 331.73%1.92%2.04%Q1 2023Q3 20233
High Falls Advisors, Inc 330.00%0.36%0.54%Q4 2015Q2 20163
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q2 2022Q4 20223
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q4 2019Q1 20213
Wealthcare Advisory Partners LLC 110.00%0.01%0.02%Q1 2020Q4 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q4 2014Q2 20213
RWA WEALTH PARTNERS, LLC 210.08%0.20%0.45%Q3 2021Q3 20233
Pinnacle Private Wealth, LLC 330.17%0.21%0.28%Q4 2021Q2 20223
GSA CAPITAL PARTNERS LLP 330.04%0.05%0.05%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 330.00%0.29%0.86%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q1 20182
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Penserra Capital Management LLC 110.02%0.08%0.15%Q3 2018Q2 20202
Stratos Wealth Advisors, LLC 110.00%0.01%0.02%Q1 2020Q3 20232
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Independence Bank of Kentucky 220.00%0.00%0.00%Q4 2021Q1 20222
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q1 20222
LEVEL FOUR FINANCIAL, LLC 220.16%0.16%0.16%Q2 2021Q3 20212
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q3 2017Q4 20172
SYNOVUS FINANCIAL CORP 110.00%0.01%0.01%Q2 2017Q1 20202
PERSONAL CFO SOLUTIONS, LLC 220.38%0.41%0.44%Q2 2023Q3 20232
WMG Financial Advisors, LLC 220.53%0.55%0.58%Q4 2021Q1 20222
CX Institutional 220.02%0.03%0.04%Q1 2023Q2 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.04%0.08%0.12%Q2 2023Q3 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
ProVise Management Group, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Parkside Financial Bank & Trust 110.00%0.03%0.05%Q3 2016Q2 20182
One Capital Management, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Kellett Wealth Advisors, LLC 220.17%0.20%0.22%Q4 2021Q1 20222
Belmont Capital, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
GRANDFIELD & DODD, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
Horan Securities, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Brinker Capital Investments, LLC 220.06%0.06%0.06%Q3 2020Q4 20202
Nauset Wealth Management. LLC 220.11%0.18%0.24%Q4 2021Q1 20222
Princeton Global Asset Management LLC 110.00%0.00%0.01%Q2 2021Q4 20222
CNB Bank 110.00%0.00%0.00%Q4 2017Q3 20222
Allegiant Private Advisors, LLC 220.17%0.41%0.65%Q1 2021Q2 20212
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Freedom Investment Management, Inc. 220.15%0.15%0.16%Q2 2023Q3 20232
Loveless Wealth Management LLC 220.18%0.19%0.20%Q1 2022Q2 20222
WEALTHSOURCE PARTNERS, LLC 220.32%0.36%0.40%Q1 2016Q2 20162
BOK Financial Private Wealth, Inc. 110.00%0.06%0.11%Q1 2020Q4 20222
Allegis Investment Advisors, LLC 110.06%0.08%0.10%Q4 2015Q2 20172
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
Cornerstone Financial Partners, LLC 220.16%0.25%0.34%Q4 2016Q1 20172
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Kovack Advisors, Inc. 110.02%0.11%0.20%Q4 2015Q1 20222
Aprio Wealth Management, LLC 221.98%2.08%2.19%Q1 2023Q2 20232
Ken Stern & Associates, Inc. 220.09%0.10%0.12%Q2 2018Q3 20182
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GRAND WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
Selective Wealth Management, Inc. 110.32%0.32%0.32%Q3 2019Q3 20191
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Smart Portfolios, LLC 113.92%3.92%3.92%Q1 2020Q1 20201
OLD MISSION CAPITAL LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
DOWLING & YAHNKE LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MCF Advisors LLC 110.01%0.01%0.01%Q3 2016Q3 20161
ROMAN BUTLER FULLERTON & CO 110.75%0.75%0.75%Q2 2020Q2 20201
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HOWE & RUSLING INC 110.01%0.01%0.01%Q4 2016Q4 20161
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q1 2021Q1 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Avitas Wealth Management LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Empirical Asset Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Fulcrum Equity Management 110.11%0.11%0.11%Q3 2021Q3 20211
WEST PACES ADVISORS INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Seven Springs Wealth Group, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2019Q4 20191
Cascadia Advisory Services, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2015Q4 20151
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Glass Jacobson Investment Advisors llc 110.16%0.16%0.16%Q4 2022Q4 20221
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Private Ocean, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ROPES WEALTH ADVISORS LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q2 2018Q2 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LVZ, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fragasso Group Inc. 110.08%0.08%0.08%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
CETERA INVESTMENT MANAGEMENT LLC 110.25%0.25%0.25%Q3 2016Q3 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Empowered Funds, LLC 111.50%1.50%1.50%Q3 2021Q3 20211
Investment Advisory Group, LLC 110.29%0.29%0.29%Q1 2022Q1 20221
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q4 2014Q4 20141
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2020Q2 20201
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Paradigm Financial Partners, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GeoWealth Management, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Argent Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
Reitz Capital Advisors LLC 110.04%0.04%0.04%Q2 2020Q2 20201
WIN ADVISORS, INC 113.09%3.09%3.09%Q2 2022Q2 20221
Covington Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
Jefferies Group LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Virtu Financial LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ACUTE INVESTMENT ADVISORY, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
STRATEGIC WEALTH MANAGEMENT INC 112.66%2.66%2.66%Q1 2020Q1 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BRINKER CAPITAL INC 110.05%0.05%0.05%Q2 2020Q2 20201
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
JFS WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
SMITH SHELLNUT WILSON LLC /ADV 110.56%0.56%0.56%Q4 2021Q4 20211
LS Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2015Q4 20151
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
External links

This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.