13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FCOM

FIDELITY COVINGTON TRUST

218 institutions still hold FIDELITY COVINGTON TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316092873·218 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.2%
vs prior quarter
13F value held
$633M
70.0% inst. owned
of float
Holders
218
-70 QoQ
filers reporting
Activity
+8 / −63
+789 added · −675 reduced
this quarter
Concentration
25.49%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

218 institutions reported FCOM in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 25.5% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$161M2.4M0.02%Q1 202602
Lido Advisors, LLC
CIK 0001650150
$139M2.0M0.42%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$71M1.0M0.04%Q1 202604
AGF MANAGEMENT LTD
CIK 0001003518
$37M549K0.17%Q1 202605
MORGAN STANLEY
CIK 0000895421
$35M520K0.00%Q1 202606
VICUS CAPITAL
CIK 0001544806
$22M318K1.59%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M270K0.03%Q1 202608
Full Sail Capital, LLC
CIK 0001757617
$16M227K0.89%Q3 202509
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$16M228K0.02%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M209K0.00%Q1 202611
Destiny Wealth Partners, LLC
CIK 0001844369
$14M201K1.50%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$12M182K0.01%Q1 202613
LPL Financial LLC
CIK 0001403438
$12M176K0.00%Q1 202614
Independence Financial Advisors, LLC
CIK 0002066080
$12M170K3.48%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$11M166K0.04%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$10M144K0.01%Q1 202617
Crumly & Associates Inc.
CIK 0001759578
$9M136K1.94%Q1 202618
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$9M126K6.84%Q1 202619
AE Wealth Management LLC
CIK 0001697723
$7M108K0.04%Q1 202620
Fischer Financial Services, Inc.
CIK 0002064001
$7M106K2.44%Q1 2026
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