13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
FDLO

FIDELITY COVINGTON TRUST

174 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 316092824·174 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$874M
46.0% inst. owned
of float
Holders
174
-118 QoQ
filers reporting
Activity
+21 / −51
+831 added · −841 reduced
this quarter
Concentration
66.14%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

174 institutions reported FDLO in Q1 2026. FMR LLC leads at 66.1% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$578M8.9M0.03%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$46M713K0.06%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M525K0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$27M418K0.01%Q1 202605
Campbell Deegan Wealth Management, LLC
CIK 0002059743
$21M331K17.10%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M302K0.00%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$17M257K0.02%Q1 202608
Cerity Partners LLC
CIK 0001566475
$13M202K0.02%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$13M200K0.05%Q1 202610
Running Point Capital Advisors, LLC
CIK 0001840629
$13M192K3.49%Q4 202511
AE Wealth Management LLC
CIK 0001697723
$12M193K0.07%Q1 202612
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$12M192K0.18%Q1 202613
SYKON CAPITAL LLC
CIK 0001988408
$12M184K3.95%Q1 202614
MORGAN STANLEY
CIK 0000895421
$9M147K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M147K0.00%Q1 202616
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$8M123K0.01%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$8M119K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$7M116K0.03%Q1 202619
Lido Advisors, LLC
CIK 0001650150
$7M109K0.02%Q1 202620
Ameritas Advisory Services, LLC
CIK 0001901275
$7M107K0.27%Q1 2026
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