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
ROYAL BANK OF CANADA 2990.00%0.00%0.00%Q4 2013Q3 202338
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202338
LYNCH & ASSOCIATES/IN 36360.21%0.31%0.45%Q1 2015Q4 202336
Traynor Capital Management, Inc. 36360.32%0.43%0.71%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.00%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.00%0.12%0.38%Q4 2014Q3 202335
Cambridge Investment Research Advisors, Inc. 3310.01%0.02%0.06%Q3 2014Q3 202334
IFP Advisors, Inc 17140.00%0.01%0.09%Q4 2015Q3 202331
LPL Financial LLC 2710.00%0.00%0.01%Q1 2015Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q4 2013Q3 202328
Sigma Planning Corp 2610.01%0.07%0.22%Q4 2015Q3 202328
Lido Advisors, LLC 28280.10%0.69%1.20%Q4 2016Q3 202328
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q4 2013Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.02%0.13%Q2 2014Q3 202327
Beaumont Financial Partners, LLC 910.07%1.45%4.08%Q2 2014Q1 202226
FMR LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1780.01%0.06%0.15%Q2 2017Q3 202325
CWM, LLC 1070.00%0.00%0.00%Q2 2016Q3 202325
Exchange Capital Management, Inc. 25250.21%0.42%0.61%Q3 2017Q3 202325
WHALEROCK POINT PARTNERS, LLC 14110.11%0.14%0.26%Q2 2017Q3 202325
HighTower Advisors, LLC 2410.00%0.02%0.04%Q1 2017Q3 202325
Smith, Salley & Associates 24240.07%0.10%0.13%Q4 2017Q3 202324
Geneos Wealth Management Inc. 2220.00%0.00%0.01%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q2 2014Q1 202324
CITIGROUP INC 1410.00%0.00%0.00%Q3 2014Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.16%1.10%Q2 2014Q4 201923
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q4 2015Q3 202322
Mutual Advisors, LLC 1440.02%0.04%0.13%Q4 2017Q3 202322
SPINNAKER TRUST 1930.09%0.33%0.58%Q2 2016Q4 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 2010.00%0.03%0.08%Q4 2015Q1 202321
Raymond James Financial Services Advisors, Inc. 1290.00%0.00%0.01%Q4 2017Q3 202321
FMA ADVISORY INC 1910.04%0.24%0.37%Q2 2015Q3 202120
Bray Capital Advisors 20200.21%0.29%0.34%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.01%0.01%0.01%Q4 2018Q3 202320
Sunbelt Securities, Inc. 1430.02%0.13%0.25%Q3 2017Q3 202320
Full Sail Capital, LLC 20200.13%0.77%1.27%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.01%0.02%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1730.01%0.17%0.59%Q4 2016Q3 202320
SMITH CHAS P & ASSOCIATES PA CPAS 20200.07%0.32%0.49%Q2 2015Q1 202020
Citadel Advisors 710.00%0.00%0.00%Q1 2015Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
D'Orazio & Associates, Inc. 19190.07%0.09%0.11%Q2 2018Q4 202219
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
TRUE Private Wealth Advisors 1350.01%1.22%2.42%Q2 2016Q4 202018
Canton Hathaway, LLC 1260.04%0.09%0.42%Q3 2018Q3 202318
SVB WEALTH LLC 18180.01%0.04%0.21%Q2 2019Q3 202318
MML INVESTORS SERVICES, LLC 730.00%0.01%0.03%Q1 2018Q3 202318
Armor Investment Advisors, LLC 17170.00%0.30%0.68%Q3 2019Q3 202317
RAND WEALTH, LLC 17170.03%0.26%0.41%Q3 2014Q3 201817
Element Wealth, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 16160.00%0.00%0.00%Q2 2018Q1 202216
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
Crumly & Associates Inc. 15150.08%0.61%1.97%Q1 2020Q3 202315
EPG Wealth Management LLC 15150.60%0.76%1.04%Q1 2020Q3 202315
PERSONAL CFO SOLUTIONS, LLC 1320.98%1.19%2.18%Q3 2019Q3 202315
55I, LLC 15150.08%0.25%0.77%Q1 2019Q3 202215
Janney Montgomery Scott LLC 1320.00%0.00%0.01%Q1 2014Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Rosenberg Matthew Hamilton 15150.06%0.08%0.11%Q1 2020Q3 202315
Commonwealth Equity Services, Inc 15150.01%0.02%0.04%Q1 2014Q3 201715
ATLAS CAPITAL ADVISORS LLC 15150.07%0.23%0.42%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.03%Q1 2017Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 1040.00%0.00%0.00%Q4 2013Q3 202314
Patriot Financial Group Insurance Agency, LLC 910.00%0.01%0.01%Q3 2018Q2 202214
ENTERPRISE FINANCIAL SERVICES CORP 14140.00%0.52%0.85%Q1 2019Q2 202214
Ellis Investment Partners, LLC 14140.01%0.02%0.06%Q2 2019Q3 202214
RAYMOND JAMES & ASSOCIATES 1110.00%0.00%0.00%Q3 2019Q2 202314
Continuum Advisory, LLC 1310.06%0.10%0.18%Q1 2020Q3 202314
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.11%1.51%1.61%Q3 2014Q4 201714
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.06%0.07%Q3 2020Q3 202313
American Portfolios Advisors 850.00%0.01%0.02%Q4 2018Q3 202213
TRUST CO OF OKLAHOMA 13130.14%0.20%0.29%Q3 2020Q3 202313
Stratos Wealth Partners, LTD. 530.01%0.01%0.01%Q4 2017Q1 202213
BECK CAPITAL MANAGEMENT, LLC 630.09%0.16%0.18%Q1 2018Q1 202213
ARS Wealth Advisors, LLC 13130.07%0.43%1.02%Q4 2016Q4 201913
NORTHERN TRUST CORP 850.00%0.00%0.00%Q1 2017Q4 202213
Kestra Advisory Services, LLC 13130.01%0.05%0.13%Q3 2020Q3 202313
Global Retirement Partners, LLC 1120.00%0.28%0.51%Q1 2017Q3 202313
CENTAURUS FINANCIAL, INC. 1110.00%0.03%0.04%Q2 2018Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q3 2015Q2 201812
Newfound Research LLC 510.02%1.50%3.16%Q1 2017Q3 202012
NorthCoast Asset Management LLC 1010.04%0.22%0.46%Q3 2018Q3 202111
Farmers & Merchants Trust Co of Chambersburg PA 11110.00%0.01%0.02%Q1 2021Q3 202311
VICUS CAPITAL 610.05%0.66%1.20%Q4 2014Q4 202111
Shamrock Asset Management LLC 810.00%0.07%0.36%Q2 2014Q3 201811
Avior Wealth Management, LLC 11110.00%0.07%0.33%Q1 2021Q3 202311
Birchcreek Wealth Management, LLC 11110.15%0.71%0.94%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 510.01%0.04%0.08%Q4 2017Q3 202311
Krilogy Financial LLC 910.02%0.02%0.02%Q3 2015Q3 201811
SUNTRUST BANKS INC 10100.01%0.01%0.01%Q2 2017Q3 201910
Argentus Capital Management, LLC 10100.00%0.14%0.32%Q2 2014Q3 201610
Front Row Advisors LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
CSM Advisors, LLC 10100.07%0.08%0.10%Q2 2021Q3 202310
Capital Investment Counsel, Inc 710.01%0.01%0.01%Q1 2020Q3 202310
Hilton Capital Management, LLC 10100.04%0.05%0.05%Q3 2017Q4 201910
Plante Moran Financial Advisors, LLC 710.00%0.00%0.01%Q4 2019Q3 202310
BerganKDV Wealth Management, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
Stonebridge Financial Planning Group, LLC 10100.30%0.43%0.70%Q2 2021Q3 202310
HM PAYSON & CO 990.00%0.00%0.00%Q1 2021Q1 20239
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2018Q3 20219
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 540.02%0.04%0.10%Q1 2019Q3 20219
Rehmann Capital Advisory Group 420.00%0.05%0.13%Q3 2016Q2 20199
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.01%Q1 2014Q1 20169
Financial Partners Group, Inc 990.08%1.30%2.93%Q4 2017Q4 20199
SG Americas Securities, LLC 810.00%0.01%0.03%Q2 2015Q3 20189
Arkadios Wealth Advisors 880.02%0.09%0.18%Q4 2019Q3 20218
Lifeworks Advisors, LLC 880.75%0.85%1.00%Q4 2021Q3 20238
ACG Wealth 610.03%0.06%0.09%Q1 2020Q2 20228
Charles Schwab Investment Advisory, Inc. 880.04%0.08%0.26%Q1 2018Q4 20198
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q4 2021Q3 20238
Kovack Advisors, Inc. 880.06%0.08%0.10%Q1 2018Q4 20198
Rockefeller Capital Management L.P. 710.00%0.00%0.00%Q4 2019Q3 20228
Strengthening Families & Communities, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 880.25%0.27%0.33%Q2 2018Q1 20208
Missouri Trust & Investment Co 880.01%0.01%0.01%Q4 2021Q3 20238
Parallel Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.24%0.66%0.92%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.03%Q2 2019Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 770.00%0.01%0.01%Q4 2018Q2 20207
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.03%Q1 2022Q3 20237
Soltis Investment Advisors LLC 610.33%0.45%0.90%Q4 2019Q4 20217
Prospera Financial Services Inc 510.00%0.03%0.04%Q3 2017Q1 20227
Orion Portfolio Solutions, LLC 430.00%0.03%0.08%Q4 2019Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
Mariner, LLC 310.00%0.01%0.03%Q3 2016Q3 20237
Certified Advisory Corp 610.00%0.01%0.01%Q1 2019Q1 20217
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NewEdge Advisors, LLC 610.00%0.02%0.05%Q4 2021Q3 20237
Qube Research & Technologies Ltd 610.00%0.00%0.00%Q3 2021Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.02%Q3 2019Q1 20217
Ameritas Advisory Services, LLC 610.01%0.02%0.02%Q4 2021Q3 20237
Connectus Wealth, LLC 770.02%0.10%0.28%Q1 2022Q3 20237
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
MARINO, STRAM & ASSOCIATES LLC 660.01%0.07%0.13%Q4 2017Q1 20196
FDx Advisors, Inc. 660.01%0.01%0.02%Q4 2016Q1 20186
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Creative Planning 310.00%0.00%0.00%Q2 2014Q3 20236
B. Riley Wealth Advisors, Inc. 330.01%0.06%0.20%Q1 2018Q4 20216
COBIZ WEALTH, LLC 510.05%0.15%0.22%Q4 2015Q4 20186
Summit Place Financial Advisors, LLC 660.21%0.41%0.79%Q1 2020Q2 20216
DFPG INVESTMENTS, LLC 660.12%0.20%0.25%Q3 2019Q4 20206
Psagot Value Holdings Ltd. 660.01%0.02%0.06%Q2 2020Q3 20216
Wealthspire Advisors, L.P. 660.00%0.00%0.00%Q4 2017Q1 20196
Giralda Advisors, LLC 660.27%0.68%0.86%Q1 2015Q2 20166
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2020Q3 20236
GODSEY & GIBB, INC 660.00%0.01%0.01%Q2 2022Q3 20236
Ausdal Financial Partners, Inc. 660.08%0.11%0.13%Q1 2017Q2 20186
Worth Asset Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
HBW ADVISORY SERVICES LLC 660.12%0.64%1.97%Q3 2020Q4 20216
Essex Financial Services, Inc. 510.01%0.03%0.05%Q1 2022Q3 20236
WFG Advisors, LP 320.00%0.00%0.01%Q2 2014Q2 20175
Valley Brook Capital Group, Inc. 320.07%0.16%0.24%Q4 2020Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.05%0.05%0.06%Q4 2022Q4 20235
Allegis Investment Advisors, LLC 310.06%0.44%0.82%Q4 2015Q2 20175
Venturi Wealth Management, LLC 550.10%0.16%0.21%Q2 2020Q2 20215
TUCKER ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
LVZ, Inc. 552.49%2.66%2.75%Q1 2017Q1 20185
Advisory Alpha, LLC 210.00%0.02%0.06%Q2 2018Q4 20215
Q3 Asset Management 551.09%1.99%2.48%Q4 2020Q4 20215
Maltin Wealth Management, Inc. 410.20%0.58%1.89%Q4 2019Q3 20235
Private Advisor Group, LLC 410.00%0.01%0.01%Q2 2020Q4 20215
AE Wealth Management LLC 550.08%0.10%0.13%Q3 2022Q3 20235
Beaumont Capital Management, LLC 553.93%6.02%6.75%Q4 2020Q4 20215
WELCH CAPITAL PARTNERS LLC/NY 550.08%0.09%0.10%Q4 2021Q4 20225
WINTRUST INVESTMENTS LLC 550.38%0.42%0.47%Q1 2017Q1 20185
Clarus Wealth Advisors 550.01%0.02%0.03%Q2 2018Q2 20195
One Capital Management, LLC 550.01%0.02%0.03%Q4 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Portfolio Strategies, Inc. 445.10%5.72%6.44%Q4 2017Q3 20184
Ahrens Investment Partners LLC 310.00%0.01%0.04%Q4 2021Q1 20234
AVANTAX ADVISORY SERVICES, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Belpointe Asset Management LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
Independent Advisor Alliance 440.02%0.02%0.02%Q4 2020Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.15%0.17%0.18%Q4 2020Q3 20214
Dakota Wealth Management 310.04%0.04%0.05%Q3 2018Q3 20194
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
Brookstone Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
MKD WEALTH COACHES, LLC 440.62%0.66%0.73%Q1 2019Q4 20194
J.W. COLE ADVISORS, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.01%0.01%0.02%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 220.02%0.05%0.06%Q3 2021Q3 20224
Beaumont Financial Advisors, LLC 440.21%0.23%0.26%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2018Q3 20194
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Concord Wealth Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 310.00%0.01%0.03%Q3 2020Q1 20224
Larson Financial Group LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MIRSKY FINANCIAL MANAGEMENT CORP. 440.10%1.57%2.11%Q1 2021Q4 20214
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2021Q2 20224
NWAM LLC 440.02%0.03%0.05%Q3 2021Q2 20224
AGF MANAGEMENT LTD 440.01%0.02%0.02%Q4 2022Q3 20234
River Wealth Advisors LLC 310.02%0.02%0.04%Q2 2018Q2 20234
WEDBUSH SECURITIES INC 330.01%0.01%0.01%Q3 2021Q1 20223
Spearhead Capital Advisors, LLC 330.04%0.13%0.29%Q1 2022Q3 20223
BOK Financial Private Wealth, Inc. 210.02%0.07%0.15%Q4 2019Q4 20213
Advisors Capital Management, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
HL FINANCIAL SERVICES LLC 330.00%0.00%0.00%Q3 2018Q1 20193
INVESTMENT PARTNERS, LTD. 330.14%0.15%0.15%Q4 2020Q2 20213
Secure Asset Management, LLC 210.07%0.11%0.13%Q4 2020Q2 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Freedom Investment Management, Inc. 330.02%0.02%0.02%Q4 2021Q2 20223
Spire Wealth Management 210.00%0.00%0.00%Q1 2021Q2 20233
Atria Investments, Inc 330.03%0.03%0.03%Q2 2019Q4 20193
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2018Q2 20233
Cetera Investment Advisers 330.00%0.00%0.01%Q1 2023Q3 20233
IRONWOOD WEALTH MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2020Q2 20213
Retirement Group, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
Sound Income Strategies, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2017Q2 20183
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q4 2022Q3 20233
STEPHENS INC /AR/ 210.01%0.04%0.06%Q3 2020Q3 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kistler-Tiffany Companies, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Jaffetilchin Investment Partners, LLC 330.08%0.10%0.11%Q3 2017Q1 20183
Yoder Wealth Management, Inc. 332.70%2.87%2.98%Q1 2023Q3 20233
Virtu KCG Holdings LLC 210.01%0.02%0.02%Q3 2014Q3 20163
Baird Financial Group, Inc. 210.00%0.00%0.00%Q2 2018Q2 20193
PROFESSIONAL PLANNING 330.51%0.58%0.62%Q1 2021Q3 20213
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
FormulaFolio Investments, LLC 330.32%0.38%0.41%Q4 2017Q2 20183
Pinnacle Private Wealth, LLC 330.70%0.73%0.76%Q4 2021Q2 20223
Atria Wealth Solutions, Inc. 110.00%0.00%0.01%Q1 2022Q2 20233
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Gradient Investments LLC 110.00%0.00%0.00%Q2 2018Q2 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q1 20222
LBA Wealth Management, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Financial Architects, Inc 220.00%0.00%0.01%Q4 2017Q1 20182
Bogart Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Clearstead Trust, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Brinker Capital Investments, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
CX Institutional 220.02%0.05%0.08%Q1 2023Q2 20232
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q4 2021Q1 20222
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Live Oak Investment Partners 220.00%0.00%0.00%Q1 2023Q2 20232
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.05%0.06%0.07%Q4 2021Q3 20222
US BANCORP \DE\ 220.00%0.00%0.00%Q3 2022Q4 20222
KMS FINANCIAL SERVICES, INC 220.05%0.05%0.06%Q2 2014Q3 20142
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Kingdom Financial Group LLC. 220.21%0.22%0.22%Q2 2023Q3 20232
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Strategic Asset Management, LLC 220.01%0.06%0.10%Q3 2021Q4 20212
Quaker Wealth Management, LLC 220.28%0.40%0.51%Q1 2020Q2 20202
KCM INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Jefferies Group LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
LEUTHOLD GROUP, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Belmont Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
IBEX WEALTH ADVISORS 220.04%0.07%0.09%Q2 2021Q3 20212
Advisors Preferred, LLC 220.02%0.03%0.05%Q1 2023Q2 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Perigon Wealth Management, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Psagot Value Holdings Ltd. / (Israel) 110.06%0.06%0.06%Q3 2021Q3 20211
Seven Springs Wealth Group, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Harel Insurance Investments & Financial Services Ltd. 110.03%0.03%0.03%Q2 2016Q2 20161
Monte Financial Group, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q4 20141
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Nvest Financial, LLC 110.70%0.70%0.70%Q1 2023Q1 20231
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q2 2018Q2 20181
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Wolf Group Capital Advisors 110.24%0.24%0.24%Q4 2021Q4 20211
WIN ADVISORS, INC 111.20%1.20%1.20%Q4 2022Q4 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Align Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Peregrine Asset Advisers, Inc. 110.13%0.13%0.13%Q1 2020Q1 20201
B. Riley Wealth Management, Inc. 110.08%0.08%0.08%Q2 2015Q2 20151
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ASSETMARK, INC 110.00%0.00%0.00%Q2 2019Q2 20191
Silverleafe Capital Partners, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TWO SIGMA SECURITIES, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Clear Perspectives Financial Planning, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Demars Financial Group, LLC 110.44%0.44%0.44%Q1 2022Q1 20221
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ken Stern & Associates, Inc. 110.11%0.11%0.11%Q3 2018Q3 20181
Family Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Chip Partners, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Advisors Network LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Empowered Funds, LLC 110.30%0.30%0.30%Q2 2021Q2 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q1 2020Q1 20201
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
IronBridge Private Wealth, LLC 114.83%4.83%4.83%Q2 2022Q2 20221
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cribstone Capital Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Reitz Capital Advisors LLC 110.04%0.04%0.04%Q2 2020Q2 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20181
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q1 2022Q1 20221
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q2 2019Q2 20191
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2015Q4 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
West Branch Capital LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q1 20231
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Glassman Wealth Services 110.00%0.00%0.00%Q1 2022Q1 20221
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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