FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Ahrens Investment Partners LLC 26260.20%0.42%0.80%Q4 2016Q1 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.08%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.00%Q4 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2017Q3 202323
Brinker Capital Investments, LLC 23230.04%0.38%1.38%Q2 2017Q4 202223
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
ALTFEST L J & CO INC 20200.12%0.99%4.75%Q4 2018Q3 202320
Advisory Services Network, LLC 1350.00%0.05%0.23%Q2 2018Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.01%0.02%Q2 2019Q3 202318
ROYAL BANK OF CANADA 1310.00%0.00%0.00%Q4 2016Q3 202318
MML INVESTORS SERVICES, LLC 1160.00%0.02%0.04%Q2 2017Q3 202317
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
LPL Financial LLC 1420.00%0.00%0.01%Q3 2019Q3 202316
Halpern Financial, Inc. 16163.19%5.96%8.27%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.04%0.06%Q1 2020Q3 202315
LINCOLN NATIONAL CORP 730.01%0.03%0.08%Q2 2018Q3 202315
Citadel Advisors 410.00%0.00%0.00%Q2 2019Q2 202315
Allworth Financial LP 15150.00%0.01%0.02%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
IFP Advisors, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
CONDOR CAPITAL MANAGEMENT 14140.04%0.35%0.49%Q2 2020Q3 202314
Mutual Advisors, LLC 14140.06%0.09%0.14%Q2 2020Q3 202314
BlackRock Inc. 940.00%0.00%0.00%Q4 2016Q1 202013
Patriot Financial Group Insurance Agency, LLC 1210.01%0.29%0.43%Q3 2018Q3 202313
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.02%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.22%0.51%Q3 2020Q3 202313
Creative Planning 13130.01%0.01%0.01%Q3 2020Q3 202313
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.01%0.02%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.03%0.07%0.11%Q3 2020Q3 202313
LVZ, Inc. 610.08%0.32%0.56%Q2 2018Q2 202313
Samalin Investment Counsel, LLC 12120.15%0.33%0.58%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12120.97%1.21%1.37%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 830.02%0.03%0.03%Q4 2020Q3 202311
UBS Group AG 310.00%0.00%0.00%Q4 2016Q1 202311
Ameritas Investment Company, LLC 11110.00%0.13%0.33%Q1 2019Q3 202111
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.01%0.01%Q1 2021Q3 202311
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
Sunbelt Securities, Inc. 11110.05%0.06%0.08%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q4 2018Q3 202310
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q4 2016Q1 202010
CHILDRESS CAPITAL ADVISORS, LLC 10100.11%3.09%6.53%Q1 2021Q2 202310
BLAIR WILLIAM & CO/IL 910.00%0.00%0.00%Q2 2020Q2 202310
BDO Wealth Advisors, LLC 910.00%0.01%0.02%Q2 2017Q1 202010
Certified Advisory Corp 990.08%0.28%0.46%Q3 2021Q3 20239
Beaumont Financial Partners, LLC 510.02%0.06%0.14%Q2 2019Q1 20229
Americana Partners, LLC 990.18%0.35%0.58%Q3 2021Q3 20239
Rockefeller Capital Management L.P. 810.00%0.00%0.00%Q4 2020Q2 20239
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20239
Geneos Wealth Management Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 880.10%0.59%1.19%Q3 2021Q2 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 610.00%0.00%0.01%Q1 2021Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 881.33%1.79%2.25%Q4 2021Q3 20238
Cetera Investment Advisers 770.02%0.02%0.03%Q1 2022Q3 20237
Valmark Advisers, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
CITIGROUP INC 430.00%0.00%0.01%Q3 2020Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
VICUS CAPITAL 660.02%0.24%0.50%Q2 2022Q3 20236
Cetera Advisors LLC 660.01%0.01%0.01%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q2 2021Q4 20226
Darwin Wealth Management, LLC 660.22%0.31%0.36%Q2 2022Q3 20236
Strategic Blueprint, LLC 410.02%0.03%0.05%Q2 2021Q2 20236
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2019Q3 20236
ATLAS CAPITAL ADVISORS LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CWM, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Private Capital Group, LLC 410.00%0.00%0.00%Q1 2019Q2 20205
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2022Q2 20235
American Portfolios Advisors 550.00%0.00%0.01%Q3 2021Q3 20225
CoreCap Advisors, LLC 550.01%0.01%0.02%Q4 2021Q4 20225
MIRSKY FINANCIAL MANAGEMENT CORP. 550.17%0.19%0.22%Q4 2018Q4 20195
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Clarus Wealth Advisors 440.01%0.02%0.03%Q2 2018Q1 20194
Commonwealth Equity Services, Inc 440.01%0.01%0.02%Q4 2016Q3 20174
ASSETMARK, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Goodwin Investment Advisory 4416.52%17.89%19.24%Q4 2022Q3 20234
TOTAL INVESTMENT MANAGEMENT INC 310.41%0.49%0.53%Q3 2019Q1 20214
Dynamic Advisor Solutions LLC 440.10%0.25%0.37%Q4 2022Q3 20234
NewEdge Advisors, LLC 220.01%0.01%0.01%Q3 2021Q3 20234
Richard W. Paul & Associates, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Lineweaver Wealth Advisors, LLC 441.86%2.21%2.50%Q2 2020Q1 20214
Strengthening Families & Communities, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Arkadios Wealth Advisors 440.01%0.03%0.04%Q1 2021Q4 20214
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q3 2022Q2 20234
BMS Financial Advisors, LLC 210.23%0.98%1.71%Q1 2022Q2 20234
AVAII WEALTH MANAGEMENT, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 210.01%0.13%0.19%Q3 2020Q3 20224
AE Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2022Q1 20234
PFG Advisors 330.08%0.10%0.13%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.15%0.16%0.18%Q4 2021Q2 20223
Unison Advisors LLC 330.08%0.09%0.09%Q3 2020Q1 20213
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Steward Partners Investment Advisory, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.07%0.08%0.08%Q4 2022Q3 20233
SOA Wealth Advisors, LLC. 330.00%0.00%0.00%Q3 2022Q1 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2021Q4 20213
HARBOUR INVESTMENTS, INC. 330.02%0.02%0.02%Q1 2021Q3 20213
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.17%0.19%0.20%Q2 2022Q4 20223
Truadvice, LLC 330.09%0.29%0.53%Q1 2023Q3 20233
GeoWealth Management, LLC 210.00%0.01%0.01%Q3 2022Q2 20233
LANDAAS & CO /WI /ADV 330.10%0.10%0.10%Q1 2023Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Raymond James Financial Services Advisors, Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
FISCHER INVESTMENT STRATEGIES, LLC 220.23%0.24%0.25%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.10%0.10%0.11%Q1 2021Q2 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
VICTORY CAPITAL MANAGEMENT INC 220.00%0.01%0.01%Q3 2020Q4 20202
WFG Advisors, LP 220.05%0.06%0.07%Q1 2017Q2 20172
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2021Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Hoxton Planning & Management, LLC 220.26%0.26%0.27%Q2 2023Q3 20232
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q4 20222
CFO4Life Group, LLC 110.05%0.95%1.84%Q4 2022Q2 20232
3EDGE Asset Management, LP 110.06%0.06%0.06%Q2 2020Q2 20201
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Forbes Financial Planning, Inc. 113.01%3.01%3.01%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Scarborough Advisors, LLC 111.15%1.15%1.15%Q1 2022Q1 20221
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Executive Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Jefferies Group LLC 110.02%0.02%0.02%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Custos Family Office, LLC 116.22%6.22%6.22%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q1 2021Q1 20211
Golden State Wealth Management, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
Sigma Planning Corp 110.03%0.03%0.03%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Sterling Group Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q3 2023Q3 20231
RFG Advisory, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Empirical Asset Management, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Prism Advisors, Inc. 117.51%7.51%7.51%Q3 2023Q3 20231
HM PAYSON & CO 110.00%0.00%0.00%Q1 2021Q1 20211
CFO4Life, L.P. 111.84%1.84%1.84%Q4 2022Q4 20221
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q3 2021Q3 20211
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Paragon Wealth Strategies, LLC 116.91%6.91%6.91%Q1 2022Q1 20221
External links

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