FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Advisory Services Network, LLC 26260.00%0.04%0.26%Q2 2017Q3 202326
BANK OF AMERICA CORP /DE/ 26260.00%0.00%0.01%Q2 2017Q3 202326
Ahrens Investment Partners LLC 26260.37%1.92%3.39%Q4 2016Q1 202326
Darwin Wealth Management, LLC 24240.05%0.31%0.92%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.06%0.10%Q1 2018Q3 202323
Cambridge Investment Research Advisors, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1020.00%0.00%0.02%Q3 2016Q2 202320
LINCOLN NATIONAL CORP 20200.01%0.16%0.30%Q4 2018Q3 202320
UBS Group AG 1310.00%0.00%0.00%Q4 2016Q3 202320
Rehmann Capital Advisory Group 1520.00%0.12%0.18%Q1 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.01%0.01%Q4 2018Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q1 2017Q3 202319
Weaver Consulting Group 19190.49%1.17%1.45%Q1 2019Q3 202319
Lido Advisors, LLC 19190.06%0.24%0.70%Q1 2019Q3 202319
IFP Advisors, Inc 830.00%0.01%0.02%Q3 2017Q3 202318
MML INVESTORS SERVICES, LLC 1440.00%0.00%0.01%Q2 2017Q3 202318
MORGAN STANLEY 18180.00%0.00%0.00%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1620.00%0.00%0.00%Q1 2019Q3 202318
AllSquare Wealth Management LLC 18180.25%0.38%0.56%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
LPL Financial LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Capital Analysts, LLC 17170.01%0.19%0.54%Q3 2019Q3 202317
Abundance Wealth Counselors 912.40%4.96%10.60%Q2 2019Q3 202316
AE Wealth Management LLC 16160.00%0.01%0.07%Q4 2019Q3 202316
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q4 2019Q3 202316
Argent Trust Co 15150.05%0.08%0.10%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 15150.01%0.01%0.02%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 15150.01%0.01%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.00%0.03%0.16%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 15150.00%0.00%0.00%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 520.00%0.00%0.00%Q4 2018Q3 202315
EXENCIAL WEALTH ADVISORS, LLC 14140.15%0.20%0.28%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.01%0.01%0.01%Q1 2020Q3 202314
Brookstone Capital Management 14140.01%0.01%0.01%Q2 2020Q3 202314
American Portfolios Advisors 14140.01%0.01%0.02%Q2 2019Q3 202214
Ellis Investment Partners, LLC 14140.02%0.03%0.03%Q2 2019Q3 202214
Sunbelt Securities, Inc. 920.01%0.08%0.19%Q4 2018Q3 202314
Kestra Advisory Services, LLC 13130.11%0.15%0.17%Q3 2020Q3 202313
Stonebridge Financial Planning Group, LLC 13130.03%0.17%0.20%Q3 2020Q3 202313
Sigma Planning Corp 1210.01%0.01%0.01%Q2 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 720.01%0.01%0.02%Q1 2020Q3 202312
Sovereign Financial Group, Inc. 12120.08%0.11%0.15%Q4 2020Q3 202312
Cetera Advisor Networks LLC 710.00%0.01%0.02%Q1 2019Q3 202312
RAYMOND JAMES & ASSOCIATES 830.00%0.00%0.00%Q4 2019Q3 202311
Kalos Management, Inc. 11110.16%0.40%0.88%Q4 2020Q2 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.15%0.23%0.26%Q1 2019Q3 202111
Princeton Global Asset Management LLC 11110.00%0.09%0.40%Q2 2020Q4 202211
Clearview Wealth Advisors LLC 11110.01%0.04%0.11%Q4 2020Q2 202311
ROOSEVELT INVESTMENT GROUP LLC 11110.35%1.20%1.80%Q1 2020Q3 202211
Sequent Asset Management, LLC 11110.31%0.79%1.24%Q1 2021Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.03%0.07%Q2 2017Q4 201911
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Ameritas Investment Company, LLC 910.00%0.39%0.70%Q1 2019Q3 202110
Mechanics Bank Trust Department 10100.09%0.30%0.40%Q2 2021Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q2 2019Q4 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2016Q3 20189
Verity Asset Management, Inc. 540.17%0.28%0.53%Q1 2021Q3 20239
Integrated Wealth Concepts LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Private Advisor Group, LLC 810.00%0.01%0.02%Q2 2020Q3 20239
NewEdge Advisors, LLC 880.03%0.06%0.09%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.08%0.20%Q1 2019Q1 20218
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.02%0.08%0.17%Q3 2020Q2 20238
Destiny Wealth Partners, LLC 620.03%0.03%0.04%Q4 2020Q4 20228
Ameritas Advisory Services, LLC 880.47%0.61%0.73%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.01%0.10%0.30%Q2 2019Q1 20218
Bryant Woods Investment Advisors, LLC 880.28%2.33%10.64%Q4 2021Q3 20238
Prospera Financial Services Inc 310.00%0.03%0.07%Q2 2019Q3 20237
Tyler-Stone Wealth Management 520.13%0.25%0.47%Q4 2021Q3 20237
Cetera Advisors LLC 770.01%0.01%0.01%Q2 2020Q4 20217
PNC FINANCIAL SERVICES GROUP, INC. 770.00%0.00%0.00%Q3 2017Q1 20197
Newfound Research LLC 772.76%2.87%3.10%Q1 2021Q3 20227
Samalin Investment Counsel, LLC 430.18%0.25%0.31%Q4 2020Q3 20237
Qube Research & Technologies Ltd 520.00%0.00%0.00%Q2 2021Q2 20237
Financial Partners Group, Inc 770.08%0.15%0.23%Q3 2019Q1 20217
CWM, LLC 610.00%0.00%0.00%Q4 2018Q3 20237
JOHNSON INVESTMENT COUNSEL INC 410.00%0.00%0.00%Q3 2020Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.01%Q2 2020Q4 20217
Running Point Capital Advisors, LLC 660.31%1.05%1.34%Q2 2022Q3 20236
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.00%Q3 2021Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Asset Advisory Services LLC 660.01%0.02%0.02%Q2 2020Q3 20216
Integrated Advisors Network LLC 510.01%0.02%0.02%Q1 2021Q1 20236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
BlackRock Inc. 510.00%0.00%0.00%Q4 2016Q1 20236
Willingdon Wealth Management 550.20%0.54%0.64%Q1 2019Q1 20205
Empirical Asset Management, LLC 551.05%1.36%1.75%Q4 2021Q4 20225
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
Cornerstone Wealth Group, LLC 553.15%3.50%3.78%Q1 2019Q1 20205
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.01%0.01%Q4 2021Q3 20235
SOUTHERN CAPITAL ADVISORS, LLC 550.20%0.24%0.33%Q4 2021Q4 20225
Advisor Group, Inc. 550.00%0.00%0.01%Q4 2018Q4 20195
1834 INVESTMENT ADVISORS CO 550.01%0.01%0.02%Q2 2021Q2 20225
Global Financial Private Capital, Inc 550.02%0.03%0.07%Q3 2017Q3 20185
Barber Financial Group, Inc. 440.22%0.28%0.34%Q2 2022Q1 20234
Simplicity Solutions, LLC 310.00%0.04%0.10%Q4 2019Q4 20204
Atria Investments, Inc 440.03%0.03%0.04%Q1 2021Q4 20214
Cetera Investment Advisers 440.02%0.02%0.02%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Corient Private Wealth LLC 440.04%0.07%0.09%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2021Q3 20234
Winslow, Evans & Crocker, Inc. 440.01%0.01%0.01%Q1 2020Q4 20204
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q3 2019Q3 20234
CITIGROUP INC 440.00%0.01%0.01%Q3 2020Q2 20214
ACG Wealth 440.15%0.17%0.19%Q4 2021Q3 20224
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q4 2019Q3 20204
Kovack Advisors, Inc. 440.23%0.26%0.27%Q1 2019Q4 20194
BMS Financial Advisors, LLC 110.32%0.51%0.72%Q1 2022Q1 20233
Summit X, LLC 331.15%1.19%1.21%Q1 2023Q3 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
Capstone Financial Advisors, Inc. 210.03%0.03%0.04%Q3 2019Q2 20203
FLOW TRADERS U.S. LLC 210.00%0.02%0.04%Q1 2021Q2 20233
Geneos Wealth Management Inc. 330.01%0.01%0.01%Q1 2020Q3 20203
First Command Financial Services, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
First Command Bank 330.00%0.00%0.00%Q4 2022Q2 20233
Asset Allocation Strategies LLC 210.55%0.61%0.74%Q4 2022Q3 20233
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.18%0.19%0.20%Q3 2022Q3 20232
Pallas Capital Advisors LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2018Q1 20192
FIFTH THIRD SECURITIES, INC. 220.06%0.06%0.06%Q3 2021Q4 20212
Savior LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Paragon Wealth Strategies, LLC 228.92%9.10%9.27%Q3 2019Q4 20192
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
OmniStar Financial Group, Inc. 220.34%0.35%0.35%Q2 2023Q3 20232
VICUS CAPITAL 220.02%0.02%0.02%Q3 2022Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
HYA Advisors, Inc 220.12%0.13%0.13%Q1 2021Q2 20212
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Future Financial Wealth Managment LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Kowal Investment Group, LLC 220.14%0.14%0.15%Q2 2023Q3 20232
WFG Advisors, LP 220.00%0.00%0.00%Q1 2017Q2 20172
Gradient Investments LLC 110.00%0.00%0.00%Q3 2021Q4 20222
Provident Wealth Management, LLC 220.25%0.26%0.26%Q3 2020Q4 20202
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20232
GeoWealth Management, LLC 110.14%0.64%1.13%Q3 2021Q1 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2021Q4 20211
Advisors Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CX Institutional 110.01%0.01%0.01%Q1 2023Q1 20231
VitalStone Financial, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
PLANNING DIRECTIONS INC 116.70%6.70%6.70%Q1 2020Q1 20201
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Charter Oak Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
True Wealth Design, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sowa Financial Group, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Eaton Financial Holdings Company, LLC 111.18%1.18%1.18%Q4 2022Q4 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.30%0.30%0.30%Q4 2019Q4 20191
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
SILVER OAK SECURITIES, INCORPORATED 110.24%0.24%0.24%Q1 2022Q1 20221
Keystone Wealth Services, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
GFG Capital, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Portfolio Strategies, Inc. 114.80%4.80%4.80%Q1 2020Q1 20201
MSI Financial Services Inc 110.01%0.01%0.01%Q4 2016Q4 20161
Arete Wealth Advisors, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
Mariner, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
RMR Wealth Builders 110.11%0.11%0.11%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Arkadios Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Wealthcare Advisory Partners 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.