13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FDRR

FIDELITY COVINGTON TRUST

117 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 316092832·117 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$177M
54.0% inst. owned
of float
Holders
117
+99 QoQ
filers reporting
Activity
+19 / −116
+849 added · −810 reduced
this quarter
Concentration
23.81%
Ameritas Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported FDRR in Q1 2026. Ameritas Advisory Services, LLC leads at 23.8% of the visible book. +99 net new institutions vs prior quarter — accumulation reading.

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 202602
LPL Financial LLC
CIK 0001403438
$18M310K0.00%Q1 202603
EP Wealth Advisors, LLC
CIK 0001540569
$18M302K0.09%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M246K0.00%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$10M169K0.05%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M152K0.01%Q1 202607
Charter Capital Management, LLC\DE
CIK 0002076040
$8M136K4.00%Q1 202608
CWM, LLC
CIK 0001535847
$7M119K0.02%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M104K0.00%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$5M88K0.02%Q1 202611
Geneva Partners, LLC
CIK 0001712671
$5M84K2.37%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M82K0.01%Q1 202613
FMR LLC
CIK 0000315066
$5M78K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$5M77K0.00%Q1 202615
MORGAN STANLEY
CIK 0000895421
$4M73K0.00%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$4M67K0.01%Q1 202617
UBS Group AG
CIK 0001610520
$4M64K0.00%Q1 202618
Sugar Maple Asset Management, LLC
CIK 0002012673
$3M54K1.91%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$3M48K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M44K0.00%Q1 2026
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