DOSSIER · 13F Holders · Q1 2026
FDRR

FIDELITY COVINGTON TRUST

119 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 316092832·119 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$174M
visible holders
Holders
119
filers reporting
Concentration
24.30%
Ameritas Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

119 institutions reported FDRR in Q1 2026. Ameritas Advisory Services, LLC leads at 24.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ameritas Advisory Services, LLC
CIK 0001901275
$42M717K1.64%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$18M310K0.00%Q1 2026
03
EP Wealth Advisors, LLC
CIK 0001540569
$18M302K0.09%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M246K0.00%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M145K0.01%Q2 2026
06
Charter Capital Management, LLC\DE
CIK 0002076040
$9M134K3.85%Q2 2026
07
CWM, LLC
CIK 0001535847
$7M119K0.02%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M104K0.00%Q1 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M92K0.01%Q1 2026
10
NewEdge Advisors, LLC
CIK 0001633516
$5M88K0.02%Q1 2026
11
Geneva Partners, LLC
CIK 0001712671
$5M84K2.37%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M82K0.01%Q1 2026
13
FMR LLC
CIK 0000315066
$5M78K0.00%Q1 2026
14
Cetera Investment Advisers
CIK 0001666741
$5M77K0.00%Q1 2026
15
MORGAN STANLEY
CIK 0000895421
$4M73K0.00%Q1 2026
16
UBS Group AG
CIK 0001610520
$4M64K0.00%Q1 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$3M54K0.01%Q2 2026
18
Sugar Maple Asset Management, LLC
CIK 0002012673
$3M52K2.16%Q2 2026
19
JPMORGAN CHASE & CO
CIK 0000019617
$3M48K0.00%Q1 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M44K0.00%Q1 2026
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