DOSSIER · 13F Holders · Q1 2026
FCOM

FIDELITY COVINGTON TRUST

230 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 316092873·230 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$877M
visible holders
Holders
230
filers reporting
Concentration
24.44%
Harel Insurance Investments & Financial Services Ltd. #1
top holder share
AI Holders Summary · Q1 2026

230 institutions reported FCOM in Q1 2026. Harel Insurance Investments & Financial Services Ltd. leads at 24.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$214M3.1M1.45%Q1 2026
02
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$172M2.5M0.02%Q2 2026
03
Lido Advisors, LLC
CIK 0001650150
$136M2.0M0.37%Q2 2026
04
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$75M1.1M0.04%Q2 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$48M684K0.01%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$43M626K0.00%Q2 2026
07
AGF MANAGEMENT LTD
CIK 0001003518
$39M558K0.15%Q2 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M239K0.02%Q2 2026
09
Full Sail Capital, LLC
CIK 0001757617
$16M227K0.89%Q3 2025
10
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$15M223K0.02%Q2 2026
11
Independence Financial Advisors, LLC
CIK 0002066080
$13M185K3.34%Q2 2026
12
Kestra Advisory Services, LLC
CIK 0001830819
$12M169K0.04%Q2 2026
13
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$12M167K7.56%Q2 2026
14
LPL Financial LLC
CIK 0001403438
$11M155K0.00%Q2 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$10M144K0.00%Q2 2026
16
STIFEL FINANCIAL CORP
CIK 0000720672
$10M141K0.01%Q2 2026
17
Crumly & Associates Inc.
CIK 0001759578
$10M141K1.87%Q2 2026
18
AE Wealth Management LLC
CIK 0001697723
$8M121K0.04%Q2 2026
19
CITIGROUP INC
CIK 0000831001
$8M118K0.00%Q2 2026
20
Yoder Wealth Management, Inc.
CIK 0001973967
$8M118K3.20%Q2 2026
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