Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / MSCI FINLS IDX
-
Number of holders
-
189
-
Total 13F shares, excl. options
-
9.82M
-
Shares change
-
-162K
-
Total reported value, excl. options
-
$526M
-
Value change
-
-$6.94M
-
Number of buys
-
78
-
Number of sells
-
-79
-
Price
-
$53.55
Significant Holders of FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) as of Q4 2023
210 filings reported holding FNCL - FIDELITY COVINGTON TRUST - MSCI FINLS IDX as of Q4 2023.
FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) has 189 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.82M shares
.
Largest 10 shareholders include Lido Advisors, LLC (2.22M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.16M shares), BANK OF AMERICA CORP /DE/ (484K shares), COMMONWEALTH EQUITY SERVICES, LLC (425K shares), Congress Wealth Management LLC / DE / (307K shares), Full Sail Capital, LLC (298K shares), MORGAN STANLEY (216K shares), JPMORGAN CHASE & CO (179K shares), HighTower Advisors, LLC (178K shares), and Galvin, Gaustad & Stein, LLC (178K shares).
This table shows the top 189 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.