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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 316092121

FIDELITY COVINGTON TRUST

35 institutions · $12.8M total · 372,074 shares

#ManagerSharesValue% of TotalPeriod
1SFMG, LLC219,730$7.9M59.05%2025-12-31
2CITADEL ADVISORS LLC21,127$667.2K5.67%2024-12-31
3JANE STREET GROUP, LLC12,820$459.0K3.44%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC11,942$427.6K3.20%2025-12-31
5MFA Wealth Services11,691$418.6K3.14%2025-12-31
6Kovack Advisors, Inc.11,550$416.2K3.10%2025-12-31
7ZACKS INVESTMENT MANAGEMENT13,549$389.3K3.64%2024-03-31
8ADVISOR GROUP HOLDINGS, INC.10,153$363.8K2.72%2025-12-31
9Sequoia Financial Advisors, LLC8,415$301.3K2.26%2025-12-31
10Congress Wealth Management LLC / DE /8,698$293.5K2.33%2025-06-30
11CI Private Wealth, LLC9,217$272.7K2.47%2025-03-31
12SUSQUEHANNA INTERNATIONAL GROUP, LLP6,390$215.6K1.71%2025-06-30
13Farther Finance Advisors, LLC5,007$179.3K1.34%2025-12-31
14Parallel Advisors, LLC4,935$176.7K1.32%2025-12-31
15Kestra Advisory Services, LLC2,103$75.3K0.56%2025-12-31
16BANK OF MONTREAL /CAN/1,924$68.9K0.51%2025-12-31
17Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,827$52.5K0.49%2024-03-31
18Godfrey Financial Associates, Inc.1,000$35.8K0.26%2025-12-31
19JPMORGAN CHASE & CO831$24.6K0.22%2025-03-31
20Advisory Services Network, LLC535$19.0K0.14%2025-09-30
21Winch Advisory Services, LLC308$11.0K0.08%2025-12-31
22FMR LLC288$10.3K0.07%2025-12-31
23Larson Financial Group LLC232$8.3K0.06%2025-12-31
24TD Capital Management LLC183$6.5K0.04%2025-12-31
25Tower Research Capital LLC (TRC)193$6.1K0.05%2024-12-31
26UBS Group AG153$4.8K0.04%2024-12-31
27Activest Wealth Management79$2.6K0.02%2023-09-30
28MORGAN STANLEY72$2.6K0.01%2025-12-31
29LRI Investments, LLC56$2.0K0.01%2025-12-31
30Steward Partners Investment Advisory, LLC45$1.6K0.01%2025-12-31
31Clearview Wealth Advisors LLC29$7220.00%2023-09-30
32IFP Advisors, Inc10$2280.00%2023-12-31
33Cambridge Investment Research Advisors, Inc.6,966$2011.87%2024-06-30
34Royal Bank of Canada16$00.00%2024-09-30
35CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
FIDELITY COVINGTON TRUST (CUSIP 316092121) — 13F... | Cayman Journal | Cayman Journal