FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
Tortoise Investment Management, LLC 39390.01%0.05%0.18%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 2960.00%0.00%0.00%Q4 2014Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2013Q3 202335
ROYAL BANK OF CANADA 2910.00%0.00%0.00%Q1 2014Q3 202335
Cambridge Investment Research Advisors, Inc. 3210.00%0.02%0.08%Q3 2014Q3 202333
American Research & Management Co. 32320.01%0.01%0.01%Q4 2014Q3 202232
UBS Group AG 3010.00%0.00%0.00%Q4 2015Q3 202331
Advisory Services Network, LLC 1320.00%0.09%0.36%Q1 2015Q3 202331
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.00%Q1 2014Q3 202330
Sigma Planning Corp 15130.01%0.08%0.52%Q3 2016Q3 202328
LPL Financial LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
IFP Advisors, Inc 17110.00%0.01%0.05%Q2 2016Q3 202328
Citadel Advisors 1110.00%0.00%0.00%Q4 2014Q3 202327
Lido Advisors, LLC 27270.12%0.19%0.33%Q1 2017Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 1430.00%0.11%0.53%Q4 2016Q3 202326
Peak Financial Management, Inc. 26260.09%2.67%3.49%Q2 2017Q3 202326
Exchange Capital Management, Inc. 25250.17%0.21%0.26%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 1410.00%0.02%0.08%Q2 2014Q3 202324
Beaumont Financial Partners, LLC 810.16%1.53%4.07%Q2 2014Q4 202124
Broadview Financial Management, LLC 24240.40%1.52%3.34%Q4 2017Q3 202324
LYNCH & ASSOCIATES/IN 1590.07%0.08%0.09%Q4 2017Q4 202324
STIFEL FINANCIAL CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
HighTower Advisors, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
FMR LLC 2210.00%0.00%0.00%Q4 2017Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.14%0.81%Q2 2014Q4 201923
Snowden Capital Advisors LLC 1580.02%0.02%0.04%Q4 2017Q3 202323
Tower Research Capital LLC (TRC) 1020.00%0.02%0.04%Q4 2015Q3 202322
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q2 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Bray Capital Advisors 20200.05%0.10%0.15%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Geneos Wealth Management Inc. 1540.00%0.00%0.01%Q4 2016Q4 202119
Certified Advisory Corp 1140.04%0.16%0.38%Q4 2017Q3 202319
AdvisorNet Financial, Inc 18180.00%0.00%0.00%Q2 2019Q3 202318
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q4 2017Q3 202317
RAND WEALTH, LLC 16160.06%0.08%0.11%Q4 2014Q3 201816
Element Wealth, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Smith, Salley & Associates 16160.03%0.05%0.07%Q4 2019Q3 202316
Legacy Bridge, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Commonwealth Equity Services, Inc 15150.01%0.03%0.09%Q1 2014Q3 201715
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Rosenberg Matthew Hamilton 15150.05%0.07%0.09%Q1 2020Q3 202315
JPMORGAN CHASE & CO 920.00%0.00%0.00%Q4 2016Q3 202315
Beaumont Asset Management, L.L.C. 1410.16%0.26%0.31%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 910.00%0.01%0.01%Q3 2018Q2 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Global Retirement Partners, LLC 1130.00%0.18%0.38%Q1 2017Q3 202314
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.11%1.50%1.64%Q3 2014Q4 201714
Retirement Group, LLC 14140.01%0.06%0.27%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 1210.01%0.01%0.02%Q4 2019Q3 202313
J.W. COLE ADVISORS, INC. 810.04%0.04%0.06%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.07%Q3 2020Q3 202313
Shamrock Asset Management LLC 810.00%0.07%0.43%Q2 2014Q3 201913
FMA ADVISORY INC 410.03%0.13%0.39%Q2 2015Q3 202113
SPINNAKER TRUST 610.03%0.11%0.16%Q3 2015Q4 202113
55I, LLC 12120.02%0.06%0.31%Q4 2019Q3 202212
Sunbelt Securities, Inc. 11110.04%0.10%0.17%Q1 2021Q3 202311
Mutual Advisors, LLC 740.01%0.02%0.03%Q3 2020Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
PERSONAL CFO SOLUTIONS, LLC 520.05%0.43%1.13%Q3 2019Q3 202311
Krilogy Financial LLC 910.00%0.01%0.01%Q3 2015Q3 201811
Gradient Investments LLC 610.00%0.00%0.00%Q2 2020Q3 202311
NEXT Financial Group, Inc 610.00%0.00%0.01%Q3 2017Q4 202111
Farmers & Merchants Trust Co of Chambersburg PA 11110.00%0.00%0.01%Q1 2021Q3 202311
Pensionmark Financial Group, LLC 11110.06%0.07%0.08%Q2 2020Q4 202211
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Financial Partners Group, Inc 10100.05%0.11%0.14%Q2 2021Q3 202310
Accel Wealth Management 10100.03%0.04%0.06%Q4 2020Q1 202310
Argentus Capital Management, LLC 10100.00%0.11%0.20%Q2 2014Q3 201610
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Newfound Research LLC 520.03%1.46%3.16%Q1 2017Q3 202010
SG Americas Securities, LLC 510.00%0.01%0.01%Q2 2014Q3 201810
Brookstone Capital Management 10100.06%0.15%0.74%Q2 2021Q3 202310
HBW ADVISORY SERVICES LLC 610.14%0.28%0.75%Q2 2020Q2 20239
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2020Q3 20239
Private Ocean, LLC 510.00%0.01%0.01%Q3 2019Q3 20239
AE Wealth Management LLC 540.00%0.04%0.07%Q2 2021Q3 20239
TRUIST FINANCIAL CORP 990.00%0.01%0.02%Q3 2020Q3 20229
RAYMOND JAMES & ASSOCIATES 610.00%0.00%0.01%Q4 2017Q1 20239
SOUTHERN CAPITAL ADVISORS, LLC 880.50%0.59%0.69%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 880.00%0.01%0.02%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q4 2018Q3 20238
NORTHERN TRUST CORP 880.00%0.00%0.00%Q1 2017Q4 20188
Trail Ridge Investment Advisors, LLC 880.14%0.33%0.46%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 620.01%0.03%0.06%Q1 2021Q3 20238
Orion Portfolio Solutions, LLC 410.00%0.01%0.04%Q4 2019Q3 20238
180 WEALTH ADVISORS, LLC 880.10%0.19%0.27%Q4 2017Q3 20198
Heritage Wealth Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.01%0.06%0.13%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Secure Asset Management, LLC 610.08%0.11%0.14%Q4 2020Q4 20227
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Freedom Investment Management, Inc. 770.13%0.40%0.81%Q1 2022Q3 20237
Concord Wealth Partners 430.01%0.02%0.02%Q4 2021Q3 20237
Ellis Investment Partners, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
AVANTAX ADVISORY SERVICES, INC. 770.01%0.02%0.02%Q1 2022Q3 20237
COMERICA SECURITIES,INC. 610.03%0.04%0.06%Q1 2021Q3 20237
Advisory Alpha, LLC 310.00%0.01%0.02%Q2 2018Q3 20207
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q1 2015Q2 20177
Brinker Capital Investments, LLC 610.02%0.03%0.04%Q1 2021Q4 20227
FDx Advisors, Inc. 660.01%0.01%0.02%Q4 2016Q1 20186
CITIGROUP INC 410.00%0.00%0.00%Q1 2015Q3 20236
Joseph P. Lucia & Associates, LLC 510.09%0.14%0.16%Q2 2021Q4 20226
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q4 2016Q1 20186
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
MATHER GROUP, LLC. 660.02%0.03%0.05%Q2 2022Q3 20236
TBH Global Asset Management, LLC 660.06%0.08%0.09%Q2 2020Q3 20216
Mariner, LLC 510.00%0.00%0.02%Q3 2016Q3 20236
Bowling Portfolio Management LLC 660.37%0.45%0.54%Q2 2021Q3 20226
SUNTRUST BANKS INC 660.00%0.00%0.01%Q2 2017Q3 20186
SVB WEALTH LLC 660.00%0.04%0.12%Q2 2019Q3 20206
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.01%Q4 2014Q1 20166
MML INVESTORS SERVICES, LLC 310.00%0.00%0.01%Q2 2019Q1 20226
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
One Capital Management, LLC 550.01%0.02%0.03%Q4 2021Q4 20225
WealthShield Partners, LLC 320.00%0.00%0.00%Q1 2021Q3 20235
WHALEROCK POINT PARTNERS, LLC 550.10%0.14%0.24%Q2 2017Q2 20185
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.03%0.05%0.07%Q3 2020Q2 20235
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2019Q1 20225
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.02%0.03%Q1 2022Q1 20235
Perigon Wealth Management, LLC 410.01%0.08%0.14%Q3 2016Q1 20185
Cribstone Capital Management, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
FLOW TRADERS U.S. LLC 320.02%0.05%0.09%Q2 2021Q3 20225
WULFF, HANSEN & CO. 320.22%0.24%0.27%Q4 2021Q1 20235
Prostatis Group LLC 410.02%0.35%0.56%Q1 2021Q2 20235
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
Pinnacle Family Advisors, LLC 550.38%0.43%0.48%Q3 2017Q3 20185
Birchcreek Wealth Management, LLC 410.18%0.27%0.31%Q1 2021Q2 20225
Soltis Investment Advisors LLC 410.04%0.21%0.35%Q3 2020Q4 20215
Allegis Investment Advisors, LLC 210.06%0.61%1.40%Q4 2015Q2 20175
Almanack Investment Partners, LLC. 550.04%0.10%0.16%Q3 2021Q3 20225
AMERIPRISE FINANCIAL INC 410.00%0.00%0.00%Q4 2013Q2 20175
BLUESTEIN R H & CO LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Giralda Advisors, LLC 220.12%0.33%0.49%Q1 2015Q2 20164
Rehmann Capital Advisory Group 310.00%0.10%0.19%Q2 2014Q2 20194
Charter Oak Capital Management, LLC 440.00%0.00%0.01%Q3 2021Q2 20224
Cetera Investment Advisers 440.01%0.03%0.04%Q4 2022Q3 20234
Walleye Trading LLC 310.00%0.00%0.00%Q1 2016Q1 20174
Traynor Capital Management, Inc. 440.02%0.03%0.04%Q2 2021Q1 20224
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
Slow Capital, Inc. 440.21%0.26%0.28%Q4 2020Q3 20214
Karp Capital Management Corp 440.03%0.04%0.04%Q4 2014Q3 20154
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.01%0.01%Q1 2021Q4 20214
NorthCoast Asset Management LLC 310.06%0.14%0.17%Q3 2018Q3 20214
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.05%0.05%0.06%Q2 2021Q1 20224
Q3 Asset Management 310.35%1.19%2.62%Q1 2021Q4 20224
Essex Financial Services, Inc. 210.01%0.03%0.03%Q1 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
VICUS CAPITAL 210.23%0.95%1.25%Q4 2016Q1 20234
EPG Wealth Management LLC 310.01%0.02%0.02%Q3 2021Q3 20224
FormulaFolio Investments, LLC 210.04%0.80%1.38%Q3 2016Q2 20214
Virtu Financial LLC 210.02%0.03%0.05%Q3 2017Q4 20184
BNC WEALTH MANAGEMENT, LLC 440.14%0.16%0.18%Q3 2021Q2 20224
Connectus Wealth, LLC 220.02%0.04%0.12%Q1 2022Q3 20234
MIRSKY FINANCIAL MANAGEMENT CORP. 440.10%1.28%1.95%Q1 2021Q4 20214
MKD WEALTH COACHES, LLC 330.56%0.60%0.66%Q2 2019Q4 20193
Capital Analysts, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Atria Investments, Inc 330.03%0.03%0.03%Q2 2019Q4 20193
SWEENEY & MICHEL, LLC 330.20%0.23%0.26%Q1 2023Q3 20233
Permanens Capital L.P. 330.01%0.01%0.01%Q4 2020Q2 20213
Creative Planning 110.00%0.00%0.00%Q2 2014Q4 20163
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2017Q2 20183
Coppell Advisory Solutions LLC 210.02%0.02%0.02%Q4 2022Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
BB&T SECURITIES, LLC 210.05%0.09%0.11%Q2 2018Q1 20193
LEUTHOLD GROUP, LLC 330.08%0.08%0.09%Q1 2021Q3 20213
Yoder Wealth Management, Inc. 330.45%0.48%0.51%Q1 2023Q3 20233
Stone House Investment Management, LLC 110.02%0.04%0.07%Q1 2022Q3 20233
Canton Hathaway, LLC 210.02%0.13%0.35%Q3 2018Q4 20193
Amplius Wealth Advisors, LLC 210.00%0.03%0.04%Q4 2021Q1 20233
B.O.S.S. Retirement Advisors, LLC 330.05%0.05%0.06%Q4 2022Q2 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Beaumont Capital Management, LLC 110.18%1.62%4.50%Q3 2021Q4 20223
Lifeworks Advisors, LLC 330.40%0.49%0.55%Q3 2022Q1 20233
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LEVEL FOUR FINANCIAL, LLC 220.12%0.12%0.12%Q2 2021Q3 20212
Advisors Preferred, LLC 110.02%0.07%0.11%Q4 2020Q4 20212
Larson Financial Group LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Private Advisor Group, LLC 110.00%0.00%0.01%Q2 2020Q1 20212
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Gateway Advisory, LLC 220.09%0.11%0.14%Q4 2017Q1 20182
PRIMORIS WEALTH ADVISORS, LLC 220.18%0.18%0.19%Q4 2021Q1 20222
Financial Gravity Asset Management, Inc. 220.21%1.73%3.26%Q3 2022Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q1 2022Q2 20222
Belmont Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MARINO, STRAM & ASSOCIATES LLC 220.07%0.08%0.09%Q4 2017Q1 20182
BlackRock Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2015Q2 20152
PROFESSIONAL PLANNING 220.27%0.29%0.30%Q2 2021Q3 20212
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
WFG Advisors, LP 110.00%0.01%0.03%Q2 2015Q4 20162
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SMITH SHELLNUT WILSON LLC /ADV 110.89%2.53%4.17%Q2 2017Q2 20212
V Wealth Advisors LLC 220.22%0.23%0.24%Q1 2021Q2 20212
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
US BANCORP \DE\ 220.00%0.00%0.00%Q3 2022Q4 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.10%0.14%0.17%Q4 2017Q1 20182
Capital Asset Advisory Services LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Avestar Capital, LLC 220.62%0.73%0.85%Q4 2020Q1 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kingdom Financial Group LLC. 110.21%0.21%0.21%Q2 2023Q2 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Archer Investment Corp 110.00%0.00%0.00%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BEAM WEALTH ADVISORS, INC. 110.57%0.57%0.57%Q4 2019Q4 20191
Allworth Financial LP 110.00%0.00%0.00%Q3 2021Q3 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2019Q3 20191
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q3 2022Q3 20221
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2018Q1 20181
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stonebridge Financial Planning Group, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2014Q3 20141
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q2 2021Q2 20211
Sandy Spring Bank 110.00%0.00%0.00%Q2 2017Q2 20171
ASSETMARK, INC 110.00%0.00%0.00%Q2 2019Q2 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Seven Springs Wealth Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Nauset Wealth Management. LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q4 20141
Beaumont Financial Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EAGLE GLOBAL ADVISORS LLC 110.02%0.02%0.02%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paradigm Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Mine & Arao Wealth Creation & Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Maltin Wealth Management, Inc. 111.53%1.53%1.53%Q4 2019Q4 20191
Reitz Capital Advisors LLC 110.03%0.03%0.03%Q2 2020Q2 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.01%0.01%Q3 2021Q3 20211
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
City State Bank 110.00%0.00%0.00%Q1 2022Q1 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
ACUTE INVESTMENT ADVISORY, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2018Q4 20181
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
WEALTHSOURCE PARTNERS, LLC 110.12%0.12%0.12%Q2 2016Q2 20161
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q2 2019Q2 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
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
External links

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