DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

FDHY

FIDELITY COVINGTON TRUST

79 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 316092618·79 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.2%

vs prior quarter

13F value held

$108M

46.0% inst. owned

of float

Holders

79

+111 QoQ

filers reporting

Activity

+100 / −28

+912 added · −879 reduced

this quarter

Concentration

22.39%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

79 institutions reported FDHY in Q1 2026. LPL Financial LLC leads at 22.4% of the visible book. +111 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

$24M499K0.01%Q1 2026 02

GOLDMAN SACHS GROUP INC

$22M450K0.00%Q1 2026 03

Advisory Services Network, LLC

$9M179K0.12%Q1 2026 04

MOODY NATIONAL BANK TRUST DIVISION

$6M117K0.54%Q1 2026 05

Flavin Financial Services, Inc.

$5M111K3.63%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

$5M98K0.00%Q1 2026 07

BG Investment Services, Inc.

$5M96K3.89%Q1 2026 08

Geneva Partners, LLC

$3M70K1.63%Q1 2026 09

AXXCESS WEALTH MANAGEMENT, LLC

$3M70K0.11%Q1 2026 10

$3M65K0.00%Q1 2026 11

OmniStar Financial Group, Inc.

$3M60K1.51%Q1 2026 12

Mutual Advisors, LLC

$3M58K0.06%Q1 2026 13

Evergreen Private Wealth LLC

$3M54K1.07%Q1 2026 14

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$2M47K0.00%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

$2M46K0.00%Q1 2026 16

Kestra Advisory Services, LLC

$2M46K0.01%Q1 2026 17

$2M44K1.49%Q4 2025 18

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$2M44K0.00%Q1 2026 19

JPMORGAN CHASE & CO

$2M38K0.00%Q1 2026 20

Wise Wealth Partners

$2M37K2.40%Q1 2026

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