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Disclosery

FIDU FIDELITY COVINGTON TRUST

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MSCI INDL INDX (fund)

180 managers (182 13F filers) reported a position in FIDU shares at 2024-12-31, 6,794,527 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
180
13F filers
182
New
24
Added
68
Reduced
41
Sold out
16
Shares held by filers
6,794,527

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC1,530,243$108M0.67%+44,82813F-HRTimelineGroup
AE Wealth Management LLC835,822$58.8M0.5%+91,04613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…709,399$49.9M0.04%+25,48613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC272,813$19.2M0.03%+14,63513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY270,493$19M<0.01%+43,64713F-HR/ATimelineGroup
Sanctuary Advisors, LLC155,233$11.5M0.07%+2,69113F-HRTimeline
LPL Financial LLC148,168$10.4M<0.01%+53,81313F-HRTimeline
Full Sail Capital, LLC145,090$10.2M0.65%-5,14713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…134,621$9.64M0.02%+102,45813F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD136,786$9.62M0.05%-231,30113F-HRTimelineGroup
Buska Wealth Management, LLC130,988$9.21M2.95%+14,30413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA120,150$8.45M<0.01%-1,96913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC100,693$7.08M<0.01%+2,10213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,783$6.38M<0.01%+2,46413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP87,325$6.14M0.01%-1,05713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding80,977$5.69M+10,939Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,305$5.59M0.01%+6,56113F-HR/ATimelineGroup
NorthCoast Asset Management LLC70,155$4.95M0.02%-1,84213F-HR/ATimeline
NewEdge Advisors, LLC68,377$4.81M0.03%-11,44513F-HRTimeline
Yoder Wealth Management, Inc.63,241$4.45M2.46%+5,66013F-HRTimeline
Traynor Capital Management, Inc.60,315$4.24M0.33%-4,70313F-HRTimeline
Fischer Financial Services, Inc.59,260$4.17M1.31%13F-HRTimeline
FMR LLCin group FMR LLC57,354$4.03M<0.01%+4,16413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,748$3.92M<0.01%+1,92913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,529$3.55M0.01%+44,31513F-HRTimelineGroup
Modern Wealth Management, LLC49,166$3.46M0.13%new13F-HR/ATimeline
Lifeworks Advisors, LLC47,548$3.34M0.6%+12,92813F-HRTimeline
Grant/GrossMendelsohn, LLC46,306$3.26M1.7%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,835$3.22M<0.01%-29,68613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.39,251$2.76M0.35%-3,91713F-HRTimeline
Exchange Capital Management, Inc.31,164$2.19M0.35%-38013F-HRTimeline
Cetera Investment Advisers30,410$2.14M<0.01%+6,23813F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,377$2.14M0.07%+80613F-HRTimeline
Smith Salley Wealth Management30,333$2.13M0.14%-1,39513F-HRTimeline
EPG Wealth Management LLC30,054$2.11M0.56%-1,46713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…28,171$1.98M0.17%+1,18713F-HRTimelineGroup
KDK Private Wealth Management, LLC27,186$1.91M1.98%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC27,125$1.91M1.45%new13F-HRTimeline
Armor Investment Advisors, LLC24,899$1.75M0.72%-37213F-HRTimeline
Beaumont Financial Advisors, LLC23,838$1.68M0.13%+3,56613F-HRTimeline
LYNCH & ASSOCIATES/IN23,775$1.67M0.36%-77413F-HRTimeline
VCI Wealth Management LLC23,734$1.67M0.71%+9,85413F-HR/ATimeline
Trail Ridge Investment Advisors, LLC23,429$1.65M0.78%+27213F-HRTimeline
Sunbelt Securities, Inc.22,244$1.56M0.14%+7,21413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,433$1.51M<0.01%+3,77313F-HRTimelineGroup
MGO ONE SEVEN LLC19,959$1.4M0.05%-67413F-HRTimeline
HighTower Advisors, LLC19,946$1.4M<0.01%-2,95613F-HRTimeline
Mutual Advisors, LLC18,831$1.38M0.04%+89213F-HRTimeline
Cambridge Investment Research Advisors,…19,507$1.37M<0.01%-2,29213F-HRTimeline
Q3 Asset Management19,399$1.36M0.85%+3,97713F-HRTimeline
Elevated Capital Advisors, LLC19,336$1.36M0.37%+6,95013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,973$1.26M0.56%new13F-HRTimeline
Maxele Advisors, LLC17,227$1.21M1.16%13F-HRTimeline
Roxbury Financial LLC15,121$1.17M1.13%13F-HRTimeline
Snowden Capital Advisors LLC16,263$1.14M0.04%-30413F-HRTimeline
Mariner, LLCin group Mariner, LLC15,547$1.09M<0.01%-5113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…15,035$1.06M0.47%-29913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,889$1.05M0.48%+24813F-HRTimeline
TRUST CO OF OKLAHOMA14,779$1.04M0.33%-20513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,188$998K0.04%+41713F-HRTimelineGroup
Bray Capital Advisors13,000$914K0.25%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,997$844K<0.01%+89613F-HRTimeline
Advisory Services Network, LLC11,929$839K0.02%-49,47113F-HRTimeline
Heck Capital Advisors, LLC11,760$827K0.09%-3013F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,597$815K0.06%-3113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC11,020$775K0.04%+6213F-HRTimeline
TOWNSQUARE CAPITAL LLC10,424$733K0.01%+3,36513F-HRTimeline
Meridian Wealth Management, LLC10,119$711K0.03%-1,75413F-HRTimeline
CW Advisors, LLC10,070$708K0.01%+2,33513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,985$702K0.01%-39613F-HRTimelineGroup
Integrated Advisors Network LLC9,242$650K0.03%-42913F-HRTimeline
Nova Wealth Management, Inc.9,125$642K0.56%13F-HRTimeline
Continuum Advisory, LLC8,524$599K0.08%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,521$599K0.07%+6,30913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,390$590K+1,237Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,883$554K<0.01%13F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC7,017$493K0.05%new13F-HRTimeline
Maltin Wealth Management, Inc.6,913$486K0.24%+1913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,938$486K0.08%new13F-HRTimelineGroup
Summit Financial, LLC6,836$481K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,744$474K<0.01%+59113F-HRTimelineGroup
Prairie Wealth Advisors, Inc.6,727$473K0.23%-9013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,693$471K0.03%+18113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,368$448K0.08%+49813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,890$414K0.1%013F-HRTimeline
PKS Advisory Services, LLC5,645$397K0.1%13F-HRTimeline
Valley Brook Capital Group, Inc.5,567$391K0.29%+14013F-HRTimeline
Arete Wealth Advisors, LLC5,564$391K0.03%new13F-HRTimeline
PUREfi Wealth, LLC5,395$379K0.37%13F-HRTimeline
Centennial Wealth Advisory LLC5,120$360K0.14%+3513F-HRTimeline
One Wealth Management Investment & Advi…5,041$354K0.56%-2713F-HRTimeline
Orion Porfolio Solutions, LLC4,994$351K<0.01%+1,02213F-HRTimeline
Orion Portfolio Solutions, LLC4,994$351K<0.01%+1,02213F-HRTimeline
J.W. COLE ADVISORS, INC.4,828$339K0.01%+2513F-HRTimeline
Secure Asset Management, LLC4,794$337K0.05%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,714$331K0.06%13F-HRTimeline
Arkadios Wealth Advisors4,700$330K0.02%+1,83113F-HRTimeline
Creative Planningin group Creative Planning4,488$316K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,326$304K<0.01%-7813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,250$299K<0.01%+2,88313F-HRTimelineGroup
Crumly & Associates Inc.4,175$294K0.08%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,142$291K<0.01%-3,63413F-HRTimeline
Larson Financial Group LLC4,107$289K0.01%+2213F-HRTimeline
Sigma Planning Corp3,950$278K0.01%+20413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,799$267K<0.01%+7213F-HR/ATimeline
CWA Asset Management Group, LLC3,710$261K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC3,565$251K0.08%+4813F-HRTimeline
World Investment Advisors3,501$246K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.3,452$243K0.02%-413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,412$240K<0.01%+2,70813F-HRTimelineGroup
Integrated Wealth Concepts LLC3,325$234K<0.01%+40113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,327$233K0.01%-18713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,302$232K<0.01%+3513F-HRTimelineGroup
BIP Wealth, LLC3,206$225K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.3,107$218K<0.01%-44513F-HRTimeline
Fortitude Advisory Group L.L.C.3,084$217K0.13%+213F-HRTimeline
River Wealth Advisors LLC2,996$211K0.03%-21513F-HRTimeline
SVB WEALTH LLC2,962$208K<0.01%new13F-HRTimeline
Selective Wealth Management, Inc.2,842$204K0.08%-3413F-HRTimeline
Rosenberg Matthew Hamilton2,886$203K0.05%013F-HRTimeline
COMERICA BANK2,714$191K<0.01%+6313F-HR/ATimeline
Canton Hathaway, LLC2,300$162K0.04%013F-HRTimeline
Bogart Wealth, LLC2,295$161K0.01%013F-HRTimeline
Hurley Capital, LLC2,171$154K0.12%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,687$119K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,650$116K<0.01%+1,62213F-HRTimelineGroup
Global Retirement Partners, LLC1,561$110K<0.01%+1,55813F-HRTimeline
CoreCap Advisors, LLC1,258$88.5K<0.01%-7413F-HRTimeline
SIMPLEX TRADING, LLC1,136$79K<0.01%+79013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,107$77.8K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC1,104$77.6K0.01%013F-HRTimeline
IFP Advisors, Inc1,027$72.2K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors689$48.4K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV633$44.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC578$41K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC518$36.4K0.01%013F-HRTimeline
GODSEY & GIBB, INC511$35.9K<0.01%+10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC509$35.8K<0.01%+4513F-HRTimeline
Briaud Financial Planning Inc500$35K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.470$33.3K<0.01%+43013F-HRTimelineGroup
Decker Retirement Planning Inc.434$30.5K0.02%13F-HRTimeline
Aspetuck Financial Management LLC411$28.9K0.02%13F-HRTimeline
Hilltop National Bank390$27.4K0.01%013F-HRTimeline
Parallel Advisors, LLC302$21.3K<0.01%-1,50013F-HRTimeline
Missouri Trust & Investment Co300$21.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…250$17.6K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.245$17.2K0.01%013F-HRTimeline
Qube Research & Technologies Ltd236$16.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.227$16K<0.01%+113F-HRTimeline
Avior Wealth Management, LLC185$13K<0.01%013F-HRTimeline
Element Wealth, LLC175$12.3K0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175$12.3K<0.01%-3,04113F-HRTimelineGroup
Capital Investment Advisory Services, L…165$11.6K<0.01%013F-HRTimeline
Ridgewood Investments LLC132$9.28K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC132$9.28K0.02%13F-HRTimeline
Glen Eagle Advisors, LLC116$8.16K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC108$7.59K<0.01%013F-HRTimeline
Bank of New Hampshire108$7.59K<0.01%013F-HRTimeline
Blue Trust, Inc.104$7.32K<0.01%new13F-HR/ATimeline
Founders Financial Alliance, LLC101$7.07K<0.01%+113F-HRTimeline
Promus Capital, LLC99$6.96K0.01%13F-HR/ATimeline
Allworth Financial LP70$5.23K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC74$5.2K<0.01%+1513F-HRTimeline
Physician Wealth Advisors, Inc.68$4.78K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC65$4.56K<0.01%13F-HRTimeline
Clearstead Trust, LLC63$4.43K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.40$2.81K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…35$2.63K<0.01%-7113F-HRTimeline
Mainstream Capital Management LLC37$2.6K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC25$1.76K<0.01%013F-HRTimeline
Sound Income Strategies, LLC23$1.62K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC23$1.62K<0.01%13F-HRTimeline
MAI Capital Management18$1.27K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12$844<0.01%new13F-HRTimeline
HighMark Wealth Management LLC10$681<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC9$633<0.01%-813F-HRTimeline
DHJJ Financial Advisors, Ltd.4$285<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$70<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners9$00%013F-HRTimelineValue filed as zero, left out of ratios.