13F Insight
DOSSIER · 13F Holders · Q1 2026
FDVV

FIDELITY COVINGTON TRUST

529 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 316092840·529 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
529
filers reporting
Concentration
16.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

529 institutions reported FDVV in Q1 2026. LPL Financial LLC leads at 16.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$376M6.8M0.10%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$180M3.0M0.23%Q2 202603
Retirement Planning Group, LLC
CIK 0001508195
$170M2.8M4.33%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$156M2.6M0.04%Q2 202605
MORGAN STANLEY
CIK 0000895421
$145M2.6M0.01%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$131M2.4M0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$116M2.1M0.04%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$111M2.0M0.12%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$110M2.0M0.01%Q1 202610
Dynasty Wealth Management, LLC
CIK 0001727599
$95M1.7M0.83%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$94M1.7M0.02%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$87M1.4M0.28%Q2 202613
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$84M1.4M1.30%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$79M1.4M0.12%Q1 202615
Independent Advisor Alliance
CIK 0001696899
$69M1.2M0.74%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$51M927K0.03%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$49M881K0.01%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$47M845K0.01%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$45M822K0.12%Q1 202620
Arkadios Wealth Advisors
CIK 0001800798
$42M760K0.68%Q1 2026
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