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Disclosery

FCOM FIDELITY COVINGTON TRUST

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MSCI COMMNTN SVC (fund)

168 managers (170 13F filers) reported a position in FCOM shares at 2025-03-31, 15,361,193 shares in all. 19 filers opened a position and 35 filers sold out during the quarter.

Managers
168
13F filers
170
New
19
Added
65
Reduced
55
Sold out
35
Shares held by filers
15,361,193

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,469,022$251M0.05%-140,02313F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,025,192$114M1.49%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,787,506$101M0.59%+78,81613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,263,294$71.1M0.06%+158,97713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD571,594$32.2M0.17%+12,39813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY406,162$22.9M<0.01%+24,59813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN284,078$16M<0.01%-6,06913F-HRTimelineGroup
VICUS CAPITAL277,504$15.6M1.45%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC252,502$14.2M0.02%-27,94313F-HRTimeline
Full Sail Capital, LLC240,522$13.5M0.88%-10,33413F-HRTimeline
Destiny Wealth Partners, LLC186,346$10.5M1.66%+7,46113F-HRTimeline
HighTower Advisors, LLC182,689$10.3M0.01%+8,73413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding182,249$10.3M-17,618Timeline
LPL Financial LLC181,932$10.2M<0.01%+53,92813F-HRTimeline
Guerra Advisors Inc174,231$9.8M5.49%-4,63013F-HRTimeline
Independence Financial Advisors, LLC159,750$8.99M3.42%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP155,013$8.72M0.01%-10,98413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding113,767$6.4M-3,476Timeline
AE Wealth Management LLC111,635$6.28M0.05%-71413F-HRTimeline
Crumly & Associates Inc.111,477$6.27M1.73%+75,81713F-HRTimeline
Fischer Financial Services, Inc.106,282$5.98M1.93%+23313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,473$5.32M0.01%+37613F-HRTimelineGroup
Algorithmic Investment Models, LLC90,458$5.09M3.75%-5,84113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC77,905$4.38M2.43%-1,80413F-HRTimeline
Yoder Wealth Management, Inc.72,492$4.08M2.3%+5,60813F-HRTimeline
UBS Group AGin group UBS Group AG72,151$4.06M<0.01%+1,28113F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,633$3.75M0.01%-1,10813F-HRTimeline
Advisory Services Network, LLC66,637$3.75M0.07%-20,91813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.66,153$3.72M0.46%+4,72813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,243$3.67M<0.01%+10,92513F-HRTimelineGroup
Smith Salley Wealth Management58,531$3.29M0.22%+48413F-HRTimeline
Janney Montgomery Scott LLC57,994$3.26M0.01%-6,50213F-HRTimeline
Maltin Wealth Management, Inc.56,907$3.2M1.5%+2,57613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,842$2.97M<0.01%+36,86013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,083$2.76M<0.01%-28113F-HRTimelineGroup
Orion Porfolio Solutions, LLC46,461$2.61M0.03%+6613F-HRTimeline
Orion Portfolio Solutions, LLC46,461$2.61M0.03%+6613F-HR/ATimeline
NorthCoast Asset Management LLC45,543$2.56M0.01%-68,79313F-HR/ATimeline
CW Advisors, LLC34,515$1.94M0.02%-22213F-HRTimeline
Exchange Capital Management, Inc.32,954$1.85M0.3%-1,13513F-HRTimeline
Lifeworks Advisors, LLC31,460$1.77M0.29%+69613F-HRTimeline
Atria Wealth Solutions, Inc.29,462$1.66M0.02%+18,11013F-HRTimeline
Snowden Capital Advisors LLC26,660$1.5M0.05%-20713F-HRTimeline
Merit Financial Group, LLC25,245$1.42M0.02%013F-HRTimeline
Mechanics Bank Trust Department24,565$1.38M0.19%-1,37713F-HRTimeline
LYNCH & ASSOCIATES/IN24,381$1.37M0.3%+22213F-HRTimeline
Arkadios Wealth Advisors23,629$1.33M0.05%+19,21413F-HRTimeline
Beckerman Institutional, LLC23,252$1.31M0.95%-7113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP23,115$1.3M<0.01%+15,48313F-HRTimelineGroup
EPG Wealth Management LLC22,568$1.27M0.35%+28513F-HRTimeline
FMR LLCin group FMR LLC21,579$1.21M<0.01%+2,73413F-HRTimelineGroup
KDK Private Wealth Management, LLC21,115$1.19M1.35%-13313F-HRTimeline
Cetera Investment Advisers21,039$1.18M<0.01%+2,18413F-HRTimeline
Maxele Advisors, LLC20,030$1.13M1.09%+13813F-HRTimeline
VCI Wealth Management LLC19,934$1.12M0.47%-3,09713F-HRTimeline
Sigma Planning Corp19,191$1.08M0.03%+4,27313F-HRTimeline
Pacific Sun Financial Corp19,009$1.07M0.61%+1,26113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,502$1.04M<0.01%+8,78113F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT17,946$1.01M0.39%+11713F-HRTimeline
CX Institutional17,662$994K0.04%-9,94613F-HRTimeline
Birchcreek Wealth Management, LLC17,252$971K0.61%-68613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,788$944K0.08%+40513F-HRTimelineGroup
Court Place Advisors, LLC16,603$934K0.31%+49313F-HRTimeline
Stonebridge Financial Planning Group, L…15,624$879K0.4%+89513F-HRTimeline
Crossmark Global Holdings, Inc.15,283$860K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,127$851K0.02%-33,84613F-HRTimeline
Main Street Financial Solutions, LLC14,905$839K0.07%-7,41013F-HRTimeline
Live Oak Investment Partners14,443$813K0.64%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,596$765K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,632$764K<0.01%+2,65313F-HR/ATimelineGroup
AMERICAN NATIONAL BANK & TRUST13,100$737K0.08%+1,91913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,671$713K<0.01%-28813F-HR/ATimelineGroup
Meridian Wealth Management, LLC12,471$702K0.03%+43713F-HRTimeline
MML INVESTORS SERVICES, LLC11,787$663K<0.01%+81813F-HRTimeline
Integrated Advisors Network LLC11,687$657K0.03%+2,29613F-HRTimeline
Soltis Investment Advisors LLC11,610$653K0.06%-24713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,987$618K<0.01%-2,73513F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,704$602K<0.01%+3,26513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,515$592K<0.01%new13F-HRTimelineGroup
Atlas Brown,Inc.10,473$589K0.21%-44813F-HRTimeline
Ashton Thomas Private Wealth, LLC9,616$541K0.02%+1,50913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,489$534K<0.01%+37013F-HRTimeline
NewEdge Advisors, LLC9,354$526K<0.01%+5,25113F-HRTimeline
Mariner, LLCin group Mariner, LLC8,942$503K<0.01%-1,31013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,842$497K<0.01%-14,03413F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,108$456K0.01%+2413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,093$455K<0.01%+14313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC8,067$454K0.04%+1,47613F-HR/ATimeline
Charter Oak Capital Management, LLC7,839$441K0.04%-1,12813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,680$432K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning7,443$419K<0.01%+1,99613F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC7,302$411K0.01%-24213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,898$388K<0.01%+50013F-HRTimelineGroup
Elevated Capital Advisors, LLC5,919$333K0.09%-85313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,837$328K<0.01%-34013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,774$325K<0.01%-11113F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,316$299K0.01%-33513F-HRTimeline
Sovran Advisors, LLC5,656$298K0.04%+1,05013F-HRTimeline
LaSalle St. Investment Advisors, LLC4,953$278K0.07%013F-HRTimeline
Savvy Advisors, Inc.4,839$272K0.03%+13813F-HRTimeline
Williams & Novak Wealth Management, LLC4,738$268K0.26%-1,70013F-HRTimeline
Smithfield Trust Co4,710$265K0.01%+86013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,531$255K0.05%+48213F-HRTimeline
Capital Square, LLC4,374$246K0.14%-34613F-HRTimeline
Sanctuary Advisors, LLC4,348$245K<0.01%-18913F-HRTimeline
Trexquant Investment LP4,343$244K<0.01%new13F-HRTimeline
PUREfi Wealth, LLC4,233$238K0.24%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,229$238K<0.01%-9613F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC4,179$235K0.19%+42913F-HRTimeline
Private Advisor Group, LLC4,150$233K<0.01%-33213F-HRTimeline
Prairie Wealth Advisors, Inc.4,116$232K0.11%+11513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,887$219K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP3,800$214K<0.01%new13F-HRTimeline
Moment Partners, LLC3,707$209K0.04%-3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,605$203K<0.01%+2,43213F-HRTimeline
J.W. COLE ADVISORS, INC.3,587$202K0.01%+213F-HRTimeline
Retirement Planning Group, LLC3,580$201K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton3,110$175K0.04%013F-HRTimeline
COMERICA BANK2,814$158K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,431$137K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,359$133K0.01%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,215$125K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,394$78.4K<0.01%-28713F-HRTimeline
Sage Mountain Advisors LLC1,243$69.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,223$68.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,183$67K<0.01%-30813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors920$51.8K0.01%013F-HRTimelineGroup
Allworth Financial LP795$43.6K<0.01%+16413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC725$42.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc699$39.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc677$38.1K<0.01%+6713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.662$37.2K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC603$33.9K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.573$32.2K0.02%013F-HRTimeline
Sound Income Strategies, LLC546$30.7K<0.01%013F-HRTimeline
New Millennium Group LLC526$29.6K0.02%+113F-HRTimeline
Rossby Financial, LCC531$29.3K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL448$25.2K<0.01%+22413F-HRTimeline
Sandy Spring Bank400$22.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd323$18.2K<0.01%-4,85413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/322$18.1K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC305$17.2K0.01%new13F-HRTimeline
Bank of New Hampshire204$11.5K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC178$10K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.166$9.35K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\162$9.11K<0.01%-10113F-HRTimelineGroup
Independence Bank of Kentucky160$9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…149$8.38K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC132$7.43K<0.01%013F-HR/ATimeline
Copia Wealth Management125$7.03K0.01%013F-HRTimeline
Dunhill Financial, LLC109$6.16K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC100$6K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT100$5.63K<0.01%-3413F-HRTimeline
Pillar Financial Advisors, LLC97$5.46K<0.01%013F-HRTimeline
WPG Advisers, LLC79$4.45K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…74$4.16K<0.01%-5013F-HRTimeline
WOLFF WIESE MAGANA LLC69$3.88K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC66$3.71K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.64$3.24K<0.01%-48513F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$3.21K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.46$2.59K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.43$2.42K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC39$2.19K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…32$1.8K<0.01%-7613F-HRTimeline
Nemes Rush Group LLC26$1.47K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA19$1.07K<0.01%-8513F-HRTimeline
Creekmur Asset Management LLC1$42<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.