13F Insight
DOSSIER · 13F Holders · Q2 2026
FDRR

FIDELITY COVINGTON TRUST

125 institutions still hold FIDELITY COVINGTON TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316092832·125 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$216M
visible holders
Holders
125
filers reporting
Concentration
32.84%
Ameritas Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

125 institutions reported FDRR in Q2 2026. Ameritas Advisory Services, LLC leads at 32.8% 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
$71M1.1M1.43%Q2 202602
LPL Financial LLC
CIK 0001403438
$19M288K0.00%Q2 202603
EP Wealth Advisors, LLC
CIK 0001540569
$18M279K0.07%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M235K0.00%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M145K0.01%Q2 202606
Charter Capital Management, LLC\DE
CIK 0002076040
$9M134K3.85%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M130K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M118K0.01%Q2 202609
CWM, LLC
CIK 0001535847
$7M119K0.02%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$7M107K0.01%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$6M89K0.02%Q2 202612
FMR LLC
CIK 0000315066
$6M87K0.00%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M92K0.01%Q1 202614
Geneva Partners, LLC
CIK 0001712671
$5M83K1.43%Q2 202615
MORGAN STANLEY
CIK 0000895421
$5M73K0.00%Q2 202616
UBS Group AG
CIK 0001610520
$4M63K0.00%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$4M58K0.00%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$3M54K0.01%Q2 202619
Sugar Maple Asset Management, LLC
CIK 0002012673
$3M52K2.16%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M47K0.00%Q2 2026
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