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Fidelity Covington Trust

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
NEW
Shares300
Change+300
Value$6.0K
Filed 2026-02-06
Citadel Advisors LLC
CLOSED
Shares0 from 19,100
Change-19,100 (-100%)
Value$0 (-$413.1K)
Filed 2026-02-17
UBS Group AG
CLOSED
Shares0 from 2,738
Change-2,738 (-100%)
Value$0 (-$59.2K)
Filed 2026-01-29
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 992
Change-992 (-100%)
Value$0 (-$21.5K)
Filed 2026-01-22
Morgan Stanley
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$13.0K)
Filed 2026-05-27
Blue Bell Private Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
IFP Advisors, Inc
NEW300—+300——$6.0K—2026-02-06
Citadel Advisors LLC
CLOSED019,100-19,100-100%$413.1K$0-$413.1K2026-02-17
UBS Group AG
CLOSED02,738-2,738-100%$59.2K$0-$59.2K2026-01-29
Glass Jacobson Investment Advisors llc
CLOSED0992-992-100%$21.5K$0-$21.5K2026-01-22
Morgan Stanley
CLOSED0601-601-100%$13.0K$0-$13.0K2026-05-27
Blue Bell Private Wealth Management, LLC
N/A—40-40-100%$865———
Showing 6 of 6 institutions