Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CONSMR STAPLES
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
27.7K
-
Shares change
-
-26.9K
-
Total reported value, excl. options
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$1.24M
-
Value change
-
-$1.2M
-
Number of sells
-
-1
-
Price
-
$44.63
Significant Holders of FIDELITY COVINGTON TRUST - CONSMR STAPLES (FSTA) as of Q4 2023
1 filings reported holding FSTA - FIDELITY COVINGTON TRUST - CONSMR STAPLES as of Q4 2023.
FIDELITY COVINGTON TRUST - CONSMR STAPLES (FSTA) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.7K shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.17M shares), Lido Advisors, LLC (1.02M shares), Morningstar Investment Services LLC (773K shares), COMMONWEALTH EQUITY SERVICES, LLC (498K shares), OSAIC HOLDINGS, INC. (466K shares), ENVESTNET ASSET MANAGEMENT INC (399K shares), LPL Financial LLC (245K shares), Kestra Advisory Services, LLC (181K shares), GOLDMAN SACHS GROUP INC (142K shares), and Advocacy Wealth Management Services, LLC (134K shares).
This table shows the top 1 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.