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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 316092345

FIDELITY COVINGTON TRUST

69 institutions · $56.5M total · 1,482,882 shares

#ManagerSharesValue% of TotalPeriod
1COMMONWEALTH EQUITY SERVICES, LLC423,761$15.1M28.57%2025-12-31
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO189,281$13.4M12.76%2025-12-31
3LINCOLN NATIONAL CORP113,062$3.5M7.62%2024-03-31
4WILEY BROS.-AINTREE CAPITAL, LLC95,846$3.4M6.46%2025-12-31
5Traynor Capital Management, Inc.87,238$2.6M5.88%2024-06-30
6MORGAN STANLEY66,144$2.4M4.46%2025-12-31
7Savvy Advisors, Inc.58,682$2.1M3.95%2025-12-31
8ENVESTNET ASSET MANAGEMENT INC41,252$1.5M2.78%2025-12-31
9GTS SECURITIES LLC33,310$1.1M2.24%2025-06-30
10Cetera Investment Advisers27,216$970.9K1.83%2025-12-31
11AdvisorNet Financial, Inc26,350$940.0K1.77%2025-12-31
12LPL Financial LLC21,365$762.1K1.44%2025-12-31
13TRUIST FINANCIAL CORP18,166$648.0K1.22%2025-12-31
14Kestra Advisory Services, LLC17,265$615.9K1.16%2025-12-31
15KESTRA PRIVATE WEALTH SERVICES, LLC14,852$529.8K1.00%2025-12-31
16CULLEN/FROST BANKERS, INC.12,946$461.8K0.87%2025-12-31
17FMR LLC12,265$437.5K0.82%2025-12-31
18NATIONAL BANK OF CANADA /FI/12,000$425.2K0.80%2025-12-31
19CITADEL ADVISORS LLC11,895$424.3K0.80%2025-12-31
20HighTower Advisors, LLC11,768$419.8K0.79%2025-12-31
21Fifth Third Securities, Inc.11,193$399.3K0.75%2025-12-31
22Orion Portfolio Solutions, LLC12,035$380.4K0.81%2025-03-31
23SUMMIT WEALTH GROUP LLC / CO10,351$338.9K0.69%2025-06-30
24Brinker Capital Investments, LLC9,079$323.9K0.61%2025-12-31
25Atria Wealth Solutions, Inc.10,375$323.9K0.69%2024-03-31
26FLORIDA FINANCIAL ADVISORS, LLC8,820$314.6K0.59%2025-12-31
27CoreCap Advisors, LLC8,796$313.8K0.59%2025-12-31
28Private Advisor Group, LLC7,891$268.9K0.53%2025-09-30
29Sunbelt Securities, Inc.6,764$241.3K0.45%2025-12-31
30SUSQUEHANNA INTERNATIONAL GROUP, LLP6,530$232.9K0.44%2025-12-31
31MWA Asset Management6,444$229.9K0.43%2025-12-31
32Per Stirling Capital Management, LLC.6,085$217.1K0.41%2025-12-31
33TWO SIGMA SECURITIES, LLC7,023$210.8K0.47%2024-06-30
34Sigma Planning Corp7,608$209.3K0.51%2023-12-31
35Proficio Capital Partners LLC5,646$201.4K0.38%2025-12-31
36Roxbury Financial LLC4,203$149.9K0.28%2025-12-31
37ADVISOR GROUP HOLDINGS, INC.3,287$117.3K0.22%2025-12-31
38Elyxium Wealth, LLC854$30.5K0.05%2025-12-31
39Pacifica Partners Inc.1,000$30.0K0.06%2024-06-30
40UBS Group AG540$19.3K0.03%2025-12-31
41Royal Bank of Canada460$16.0K0.03%2025-12-31
42GPS Wealth Strategies Group, LLC562$15.7K0.03%2023-09-30
43MAI Capital Management400$14.3K0.02%2025-12-31
44American Portfolios Advisors450$13.2K0.03%2023-03-31
45JPMORGAN CHASE & CO400$13.1K0.02%2024-12-31
46CREATIVE FINANCIAL DESIGNS INC /ADV362$12.9K0.02%2025-12-31
47BANK OF AMERICA CORP /DE/403$12.9K0.02%2025-03-31
48Larson Financial Group LLC305$10.9K0.02%2025-12-31
49Advisory Services Network, LLC312$10.6K0.02%2025-09-30
50US BANCORP \DE\270$8.1K0.01%2024-06-30
51MONEY CONCEPTS CAPITAL CORP195$5.5K0.01%2023-03-31
52RAYMOND JAMES FINANCIAL INC151$4.9K0.01%2025-06-30
53Glen Eagle Advisors, LLC108$3.9K0.00%2025-12-31
54IFP Advisors, Inc103$3.7K0.00%2025-12-31
55Atlantic Union Bankshares Corp80$2.9K0.00%2025-12-31
56Sandy Spring Bank80$2.6K0.00%2025-03-31
57Sound Income Strategies, LLC69$2.3K0.00%2025-06-30
58COMERICA BANK56$2.0K0.00%2025-12-31
59Ameritas Advisory Services, LLC54$1.8K0.00%2025-09-30
60Allworth Financial LP32$1.1K0.00%2025-12-31
61Concord Wealth Partners38$1.0K0.00%2023-06-30
62CWM, LLC26,561$9471.79%2025-12-31
63Perkins Coie Trust Co26$8850.00%2025-09-30
64Cambridge Investment Research Advisors, Inc.22,159$7901.49%2025-12-31
65Mascoma Wealth Management LLC25$7160.00%2023-09-30
66Cape Investment Advisory, Inc.20$7130.00%2025-12-31
67Belpointe Asset Management LLC13$3660.00%2023-03-31
68ASSETMARK, INC0$160.00%2025-12-31
69CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
FIDELITY COVINGTON TRUST (CUSIP 316092345) — 13F... | Cayman Journal | Cayman Journal