FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 39390.00%0.00%0.00%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202338
Advisory Services Network, LLC 27110.11%0.21%0.49%Q1 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 3420.00%0.04%0.18%Q2 2014Q3 202336
Sigma Planning Corp 36360.04%0.09%0.48%Q4 2014Q3 202336
LPL Financial LLC 26100.00%0.01%0.03%Q3 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BECK CAPITAL MANAGEMENT, LLC 36360.23%0.39%0.77%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.00%Q4 2014Q3 202336
LYNCH & ASSOCIATES/IN 36360.11%0.19%0.24%Q1 2015Q4 202336
GOLDMAN SACHS GROUP INC 1520.00%0.00%0.00%Q4 2013Q3 202335
Cambridge Investment Research Advisors, Inc. 3310.01%0.06%1.02%Q3 2014Q3 202334
Atlas Brown,Inc. 34340.09%0.48%0.79%Q2 2015Q3 202334
ROYAL BANK OF CANADA 2010.00%0.00%0.00%Q3 2014Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.04%Q4 2015Q3 202331
LINCOLN NATIONAL CORP 30300.01%0.04%0.08%Q2 2016Q3 202330
Beaumont Financial Partners, LLC 1510.02%1.52%3.31%Q2 2014Q3 202230
IFP Advisors, Inc 1710.00%0.00%0.03%Q4 2015Q3 202329
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.02%0.27%3.30%Q4 2016Q3 202328
Lido Advisors, LLC 28280.07%0.44%0.77%Q4 2016Q3 202328
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q1 2014Q3 202326
FMR LLC 2110.00%0.00%0.00%Q3 2016Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.00%0.00%Q2 2017Q3 202326
Exchange Capital Management, Inc. 25250.18%0.27%0.38%Q3 2017Q3 202325
Smith, Salley & Associates 24240.04%0.07%0.09%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.09%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 1420.00%0.01%0.02%Q2 2017Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.02%0.23%1.12%Q2 2014Q4 201923
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q2 2014Q3 202323
Global Retirement Partners, LLC 1150.00%0.09%0.38%Q1 2017Q3 202323
Snowden Capital Advisors LLC 1130.03%0.04%0.06%Q3 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.16%0.43%1.33%Q4 2018Q3 202320
Bray Capital Advisors 20200.13%0.30%0.39%Q4 2018Q3 202320
FMA ADVISORY INC 1910.07%0.16%0.20%Q2 2015Q3 202120
STIFEL FINANCIAL CORP 20200.00%0.00%0.01%Q4 2018Q3 202320
Brinker Capital Investments, LLC 1110.00%0.03%0.12%Q4 2014Q4 202219
HighTower Advisors, LLC 1210.00%0.01%0.04%Q3 2018Q3 202319
Citadel Advisors 310.00%0.00%0.00%Q1 2015Q3 202319
Tower Research Capital LLC (TRC) 610.00%0.01%0.06%Q1 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Canton Hathaway, LLC 19190.09%0.23%0.37%Q4 2018Q2 202319
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.01%0.18%0.54%Q4 2014Q1 201918
SVB WEALTH LLC 18180.00%0.02%0.12%Q2 2019Q3 202318
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.00%Q3 2019Q3 202317
ATLAS CAPITAL ADVISORS LLC 17170.08%0.45%0.78%Q3 2019Q3 202317
SPINNAKER TRUST 16160.19%0.29%0.41%Q3 2016Q2 202016
RAND WEALTH, LLC 16160.16%0.20%0.27%Q4 2014Q3 201816
SMITH CHAS P & ASSOCIATES PA CPAS 16160.12%0.79%1.00%Q3 2016Q2 202016
EPG Wealth Management LLC 16160.01%0.20%0.81%Q4 2019Q3 202316
CWM, LLC 1060.00%0.00%0.00%Q1 2019Q1 202316
Element Wealth, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Traynor Capital Management, Inc. 1240.03%0.19%0.43%Q4 2015Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.04%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.09%0.34%1.14%Q4 2019Q3 202316
McIlrath & Eck, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Sunbelt Securities, Inc. 1210.02%0.09%0.19%Q3 2019Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.01%0.02%0.06%Q1 2020Q3 202315
Belpointe Asset Management LLC 15150.02%0.03%0.04%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.04%0.06%0.13%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 1410.01%0.01%0.03%Q3 2018Q2 202215
Full Sail Capital, LLC 15150.45%0.69%1.18%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q1 2016Q3 202315
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.15%1.49%1.66%Q3 2014Q4 201714
Commonwealth Equity Services, Inc 14140.00%0.03%0.11%Q2 2014Q3 201714
55I, LLC 14140.08%0.29%0.95%Q2 2019Q3 202214
WFG Advisors, LP 14140.00%0.00%0.01%Q1 2014Q2 201714
Pensionmark Financial Group, LLC 1220.07%0.09%0.14%Q2 2019Q3 202314
Shamrock Asset Management LLC 510.00%0.27%0.62%Q2 2014Q3 201914
PROFFITT & GOODSON INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Independent Order of Foresters 14140.81%0.91%1.01%Q2 2020Q3 202314
Mutual Advisors, LLC 710.02%0.07%0.30%Q1 2018Q3 202314
Ellis Investment Partners, LLC 14140.01%0.02%0.04%Q2 2019Q3 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.00%0.00%0.01%Q2 2020Q3 202314
Advocacy Wealth Management Services, LLC 14140.01%2.19%4.12%Q2 2020Q3 202314
Robertson Stephens Wealth Management, LLC 13130.04%0.07%0.13%Q3 2020Q3 202313
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q2 2015Q3 202313
Creative Planning 710.00%0.00%0.00%Q2 2014Q3 202313
Kingsview Wealth Management, LLC 760.01%0.03%0.04%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
Morningstar Investment Services LLC 13130.14%0.30%0.47%Q3 2020Q3 202313
Global Wealth Management Investment Advisory, Inc. 720.00%0.00%0.01%Q4 2018Q3 202313
Kestra Advisory Services, LLC 13130.02%0.06%0.11%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 12120.00%0.17%0.50%Q2 2018Q1 202112
Birchcreek Wealth Management, LLC 12120.02%0.52%0.96%Q4 2020Q3 202312
Newfound Research LLC 620.27%1.40%3.11%Q1 2017Q3 202012
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.05%Q1 2019Q2 202212
Curran Financial Partners, LLC 12120.32%1.10%2.63%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.30%0.94%1.72%Q4 2020Q3 202312
Cetera Advisors LLC 910.00%0.01%0.04%Q2 2017Q2 202312
J.W. COLE ADVISORS, INC. 840.04%0.10%0.13%Q3 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.09%0.13%Q4 2018Q3 202112
Plante Moran Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.01%0.02%Q4 2017Q1 202112
FormulaFolio Investments, LLC 620.06%0.58%1.29%Q4 2015Q2 202112
Capital Analysts, LLC 11110.01%0.04%0.08%Q1 2021Q3 202311
Clarity Financial LLC 920.04%0.15%0.25%Q4 2020Q3 202311
Prostatis Group LLC 1010.07%0.47%1.78%Q1 2020Q2 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUE Private Wealth Advisors 510.00%1.00%3.41%Q4 2015Q4 202011
Mariner, LLC 1010.00%0.00%0.02%Q3 2016Q3 202311
Parallel Advisors, LLC 510.00%0.00%0.00%Q4 2016Q2 202211
WHITTIER TRUST CO 11110.00%0.00%0.00%Q1 2021Q3 202311
MIRSKY FINANCIAL MANAGEMENT CORP. 1010.09%2.08%2.76%Q1 2019Q4 202111
Farmers & Merchants Trust Co of Chambersburg PA 11110.00%0.00%0.01%Q1 2021Q3 202311
Krilogy Financial LLC 910.01%0.01%0.02%Q3 2015Q3 201811
FLC Capital Advisors 11110.06%0.07%0.07%Q4 2020Q2 202311
Hilton Capital Management, LLC 10100.04%0.05%0.05%Q3 2017Q4 201910
Accel Wealth Management 10100.02%0.03%0.05%Q4 2020Q1 202310
PERSONAL CFO SOLUTIONS, LLC 610.00%0.84%1.58%Q3 2019Q3 202310
SUNTRUST BANKS INC 10100.01%0.01%0.02%Q2 2017Q3 201910
NEXT Financial Group, Inc 730.00%0.01%0.03%Q1 2016Q4 202110
VALLEY NATIONAL ADVISERS INC 10100.00%0.01%0.02%Q4 2015Q1 201810
TAP Consulting, LLC 10100.14%0.32%0.45%Q3 2020Q4 202210
NorthCoast Asset Management LLC 610.02%0.07%0.16%Q3 2018Q3 202110
Argentus Capital Management, LLC 10100.01%0.19%0.47%Q2 2014Q3 201610
Brookstone Capital Management 10100.01%0.07%0.44%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
AE Wealth Management LLC 810.01%0.03%0.05%Q1 2020Q3 20239
WBI INVESTMENTS, LLC 610.09%0.33%0.75%Q2 2020Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q4 2015Q4 20179
Sowell Financial Services LLC 720.00%0.01%0.06%Q3 2019Q3 20239
Demars Financial Group, LLC 420.12%1.17%1.91%Q4 2019Q2 20239
BerganKDV Wealth Management, LLC 990.00%0.00%0.00%Q3 2018Q3 20209
American Portfolios Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
FIFTH THIRD SECURITIES, INC. 610.14%0.27%0.36%Q2 2019Q3 20239
ACG Wealth 810.01%0.07%0.14%Q2 2019Q2 20229
Ameritas Advisory Services, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.80%1.48%2.29%Q4 2021Q3 20238
Private Advisor Group, LLC 510.00%0.01%0.03%Q1 2020Q3 20238
Janney Montgomery Scott LLC 410.00%0.00%0.01%Q3 2019Q4 20228
SG Americas Securities, LLC 210.00%0.01%0.02%Q4 2014Q4 20188
Qube Research & Technologies Ltd 710.00%0.00%0.00%Q2 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.01%Q1 2021Q4 20228
Cetera Advisor Networks LLC 710.00%0.15%0.27%Q2 2020Q3 20238
Ranch Capital Advisors Inc. 880.02%0.02%0.02%Q4 2019Q3 20218
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.01%0.06%0.15%Q4 2020Q3 20238
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Dakota Wealth Management 530.03%0.05%0.05%Q3 2018Q3 20238
NewEdge Advisors, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
FRG Family Wealth Advisors LLC 880.13%0.20%0.28%Q4 2021Q3 20238
Inscription Capital, LLC 510.05%0.09%0.13%Q1 2020Q2 20228
HBW ADVISORY SERVICES LLC 880.10%0.78%1.39%Q2 2020Q1 20228
STEPHENS INC /AR/ 710.00%0.01%0.01%Q4 2019Q4 20218
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2018Q3 20237
Orion Portfolio Solutions, LLC 410.00%0.02%0.04%Q1 2020Q3 20237
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Professional Financial Advisors, LLC 770.00%0.00%0.01%Q3 2020Q1 20227
Atria Wealth Solutions, Inc. 770.04%0.06%0.06%Q1 2022Q3 20237
PACIFIC SUN FINANCIAL CORP 610.34%0.40%0.45%Q3 2021Q2 20237
Valeo Financial Advisors, LLC 610.00%0.00%0.00%Q4 2018Q1 20217
HOWE & RUSLING INC 520.00%0.00%0.00%Q4 2020Q3 20227
Stone House Investment Management, LLC 770.01%0.10%0.16%Q1 2022Q3 20237
AdvisorNet Financial, Inc 410.00%0.01%0.02%Q3 2019Q1 20237
Connectus Wealth, LLC 430.02%0.12%0.24%Q4 2021Q3 20237
Sound Income Strategies, LLC 520.00%0.00%0.00%Q3 2020Q3 20237
Walker Financial Services, Inc. 772.20%4.43%6.16%Q1 2022Q3 20237
STABLEFORD CAPITAL II LLC 770.22%0.41%0.66%Q1 2017Q3 20187
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q3 2020Q3 20227
Advisory Alpha, LLC 210.00%0.02%0.05%Q1 2017Q4 20197
Larson Financial Group LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Soltis Investment Advisors LLC 770.25%0.35%0.42%Q1 2022Q3 20237
Lifeworks Advisors, LLC 610.32%0.63%0.96%Q4 2021Q3 20237
Rockefeller Capital Management L.P. 310.00%0.01%0.01%Q2 2018Q3 20237
RFG Advisory, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Capital Asset Advisory Services LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Cetera Investment Advisers 420.00%0.01%0.02%Q3 2021Q3 20236
Pacific Center for Financial Services 660.03%0.04%0.04%Q4 2016Q1 20186
CENTAURUS FINANCIAL, INC. 510.01%0.01%0.02%Q1 2022Q3 20236
Stonebridge Financial Planning Group, LLC 660.36%0.61%0.79%Q2 2022Q3 20236
Focused Wealth Management, Inc 660.00%0.00%0.00%Q4 2020Q1 20226
Laurel Wealth Advisors, Inc. 510.26%0.38%0.50%Q2 2021Q4 20226
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2020Q1 20226
Giralda Advisors, LLC 660.27%0.62%0.81%Q1 2015Q2 20166
LWS Wealth Advisors, Inc. 661.46%2.79%3.57%Q4 2019Q1 20216
MSI Financial Services Inc 660.01%0.01%0.02%Q3 2015Q4 20166
LEUTHOLD GROUP, LLC 420.11%0.21%0.47%Q3 2020Q4 20226
CITIGROUP INC 210.00%0.00%0.01%Q4 2013Q3 20236
Ameritas Investment Company, LLC 330.01%0.02%0.03%Q3 2019Q3 20216
Hilltop Holdings Inc. 510.04%0.14%0.20%Q4 2019Q2 20216
Integrated Wealth Concepts LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
FLOW TRADERS U.S. LLC 110.00%0.03%0.07%Q4 2013Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Freedom Investment Management, Inc. 320.02%0.30%0.72%Q2 2022Q3 20235
MKD WEALTH COACHES, LLC 550.59%0.67%0.75%Q4 2018Q4 20195
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2014Q2 20175
Mascoma Wealth Management LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Silverleafe Capital Partners, LLC 551.22%1.35%1.56%Q4 2018Q4 20195
Disciplined Investments, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.01%Q3 2022Q3 20235
H&H Retirement Design & Management INC 551.09%1.23%1.42%Q4 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Fiduciary Trust Co International of Pennsylvania 410.01%0.02%0.02%Q1 2016Q1 20195
Charles Schwab Investment Advisory, Inc. 550.04%0.13%0.16%Q4 2018Q4 20195
VICUS CAPITAL 210.15%0.75%1.30%Q1 2016Q2 20235
Newbridge Financial Services Group, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
Prospera Financial Services Inc 310.00%0.05%0.10%Q4 2015Q1 20225
Grace Capital 410.06%0.09%0.12%Q2 2019Q3 20205
Loveless Wealth Management LLC 440.20%0.32%0.46%Q3 2021Q2 20224
Compass Financial Group, INC/SD 440.09%0.79%1.45%Q1 2023Q4 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2018Q1 20194
Maltin Wealth Management, Inc. 310.03%0.22%0.30%Q4 2019Q4 20204
Steward Partners Investment Advisory, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
First Personal Financial Services 440.00%0.00%0.00%Q1 2015Q4 20154
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MERCER GLOBAL ADVISORS INC /ADV 310.00%0.00%0.00%Q1 2022Q2 20234
Psagot Value Holdings Ltd. 440.02%0.02%0.02%Q1 2016Q4 20164
PARK AVENUE SECURITIES LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 310.00%0.05%0.08%Q4 2017Q1 20194
FDx Advisors, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q3 20204
Gradient Investments LLC 210.00%0.00%0.00%Q3 2020Q3 20234
Karp Capital Management Corp 311.77%1.99%2.39%Q4 2018Q4 20194
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Meridian Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 210.43%0.78%1.29%Q4 2018Q4 20214
Gilbert & Cook, Inc. 440.04%0.07%0.08%Q2 2021Q1 20224
Beaumont Financial Advisors, LLC 440.02%0.08%0.25%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.02%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 210.18%0.20%0.23%Q2 2022Q3 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.20%0.22%0.24%Q4 2021Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Financial Gravity Asset Management, Inc. 330.00%1.24%3.60%Q1 2023Q3 20233
Advisors Preferred, LLC 210.01%0.03%0.05%Q1 2022Q1 20233
Crumly & Associates Inc. 330.72%0.89%0.99%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 332.08%2.23%2.43%Q2 2022Q4 20223
Yoder Wealth Management, Inc. 330.65%0.68%0.71%Q1 2023Q3 20233
Systelligence, LLC 331.73%2.61%3.06%Q4 2022Q2 20233
LVZ, Inc. 330.08%0.08%0.09%Q2 2020Q4 20203
AGF MANAGEMENT LTD 330.01%0.02%0.03%Q1 2023Q3 20233
Family Asset Management, LLC 330.07%0.07%0.07%Q4 2022Q2 20233
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2017Q2 20183
NWAM LLC 330.04%0.05%0.06%Q1 2023Q3 20233
High Falls Advisors, Inc 330.34%0.47%0.73%Q4 2015Q2 20163
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2020Q4 20213
Sandy Spring Bank 330.00%0.00%0.00%Q4 2021Q2 20223
MEITAV INVESTMENT HOUSE LTD 330.02%0.02%0.02%Q2 2019Q4 20193
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Kore Private Wealth LLC 210.01%0.02%0.04%Q4 2018Q2 20203
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
GODSEY & GIBB, INC 330.00%0.00%0.00%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.30%0.32%0.34%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
WHALEROCK POINT PARTNERS, LLC 210.12%0.13%0.14%Q2 2017Q1 20183
Atria Investments, Inc 330.02%0.03%0.03%Q2 2019Q4 20193
Verity Asset Management, Inc. 110.12%0.18%0.26%Q1 2021Q2 20233
Allegis Investment Advisors, LLC 330.08%0.15%0.26%Q4 2015Q2 20163
NewSquare Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2021Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Marotta Asset Management 330.11%0.32%0.52%Q2 2023Q4 20233
Parisi Gray Wealth Management 330.00%0.00%0.00%Q2 2018Q4 20183
GSA CAPITAL PARTNERS LLP 330.06%0.07%0.08%Q1 2023Q3 20233
CX Institutional 330.02%0.04%0.05%Q1 2023Q3 20233
FourThought Financial, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q2 2017Q2 20203
Cornerstone Planning Group LLC 210.01%0.02%0.04%Q4 2022Q3 20233
Virtu Financial LLC 210.04%0.16%0.39%Q3 2018Q3 20193
Csenge Advisory Group 220.02%0.02%0.02%Q2 2023Q3 20232
Secure Asset Management, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
KMS FINANCIAL SERVICES, INC 220.07%0.07%0.07%Q2 2014Q3 20142
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q4 20202
SMITH SHELLNUT WILSON LLC /ADV 110.51%1.81%3.12%Q4 2018Q4 20212
BOK Financial Private Wealth, Inc. 110.00%0.01%0.02%Q4 2019Q4 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Princeton Global Asset Management LLC 110.00%0.00%0.01%Q2 2021Q4 20222
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 110.02%0.08%0.14%Q4 2018Q3 20192
Independent Advisor Alliance 220.02%0.02%0.02%Q2 2023Q3 20232
LEVEL FOUR FINANCIAL, LLC 220.11%0.12%0.12%Q4 2020Q1 20212
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Latitude Advisors, LLC 220.07%0.08%0.10%Q3 2021Q4 20212
Jefferies Group LLC 220.01%0.01%0.01%Q1 2014Q2 20142
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2019Q3 20192
ASSETMARK, INC 110.00%0.00%0.00%Q3 2020Q1 20212
Rehmann Capital Advisory Group 220.01%0.01%0.01%Q1 2019Q2 20192
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2020Q1 20232
Graves Light Lenhart Wealth, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
COBIZ WEALTH, LLC 110.07%0.15%0.22%Q4 2017Q4 20182
IHT Wealth Management, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Summit Place Financial Advisors, LLC 220.19%0.21%0.23%Q3 2020Q4 20202
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q2 20212
SOUTHERN CAPITAL ADVISORS, LLC 110.63%0.95%1.27%Q1 2022Q3 20232
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bell Investment Advisors, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Beaumont Capital Management, LLC 110.18%3.85%7.52%Q3 2021Q2 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cornerstone Wealth Group, LLC 220.44%0.47%0.49%Q2 2019Q3 20192
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TOTH FINANCIAL ADVISORY CORP 110.01%0.01%0.01%Q1 2021Q1 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
SWMG, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EXCHANGE TRADED CONCEPTS, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Cox Capital Mgt LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
B. Riley Wealth Advisors, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
SYM FINANCIAL Corp 110.02%0.02%0.02%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Madden Advisory Services, Inc. 110.35%0.35%0.35%Q1 2020Q1 20201
Atlas Financial Advisors, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2019Q3 20191
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2015Q4 20151
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
BB&T SECURITIES, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
Equitable Holdings, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Charles Schwab Trust Co 110.16%0.16%0.16%Q3 2019Q3 20191
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
PATTON ALBERTSON MILLER GROUP, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
HRT FINANCIAL LP 110.22%0.22%0.22%Q3 2015Q3 20151
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q1 2021Q1 20211
Blue Chip Partners, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
CAPITAL ONE FINANCIAL CORP 110.07%0.07%0.07%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Q3 Asset Management 110.86%0.86%0.86%Q2 2022Q2 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Renaissance Technologies 110.00%0.00%0.00%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Empirical Asset Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Tyler-Stone Wealth Management 110.11%0.11%0.11%Q4 2021Q4 20211
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MCF Advisors LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Seven Springs Wealth Group, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2018Q4 20181
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
AXXCESS WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2020Q3 20201
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IRONWOOD WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Reitz Capital Advisors LLC 110.08%0.08%0.08%Q2 2020Q2 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q1 2022Q1 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.19%0.19%0.19%Q1 2017Q1 20171
PLANNING DIRECTIONS INC 110.69%0.69%0.69%Q1 2020Q1 20201
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q1 2020Q1 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
External links

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