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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 316092253

FIDELITY COVINGTON TRUST

31 institutions · $4.2M total · 298,798 shares

#ManagerSharesValue% of TotalPeriod
1CITADEL ADVISORS LLC108,349$1.7M36.26%2025-06-30
2FORTE ASSET MANAGEMENT LLC67,078$1.4M22.44%2023-09-30
3Sunbelt Securities, Inc.11,581$235.2K3.87%2025-12-31
4MENORA MIVTACHIM HOLDINGS LTD.11,056$224.5K3.70%2025-12-31
5GOLDMAN SACHS GROUP INC15,682$211.1K5.24%2024-12-31
6JANE STREET GROUP, LLC13,448$209.7K4.50%2025-06-30
7First Pacific Financial3,767$76.5K1.26%2025-12-31
8Ritter Daniher Financial Advisory LLC / DE2,035$41.3K0.68%2025-12-31
9PNC Financial Services Group, Inc.1,500$30.5K0.50%2025-12-31
10OLD MISSION CAPITAL LLC1,069$23.3K0.35%2023-03-31
11Signature Resources Capital Management, LLC1,300$17.5K0.43%2024-12-31
12ADVISOR GROUP HOLDINGS, INC.698$14.2K0.23%2025-12-31
13Godfrey Financial Associates, Inc.329$13.7K0.11%2025-12-31
14JPMORGAN CHASE & CO518$11.6K0.17%2023-06-30
15BANK OF AMERICA CORP /DE/428$8.3K0.14%2025-12-31
16Farther Finance Advisors, LLC293$6.0K0.09%2025-12-31
17SIGNATUREFD, LLC265$5.4K0.08%2025-12-31
18Royal Bank of Canada355$5.0K0.11%2024-09-30
19NewEdge Advisors, LLC150$3.3K0.05%2023-03-31
20COMMONWEALTH EQUITY SERVICES, LLC44,754$60214.97%2024-12-31
21BARTLETT & CO. WEALTH MANAGEMENT LLC43$5790.01%2024-12-31
22Abound Wealth Management24$3920.00%2024-09-30
23UBS Group AG18$3660.00%2025-12-31
24Virtu Financial LLC13,164$2564.40%2025-09-30
25Tradewinds Capital Management, LLC10$2040.00%2025-12-31
26MORGAN STANLEY1$330.00%2025-09-30
27Capital Analysts, LLC776$150.25%2025-09-30
28FMR LLC1$130.00%2024-12-31
29CWM, LLC100$20.03%2025-12-31
30CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
31Briaud Financial Planning, Inc6$00.00%2025-06-30