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

FIDELITY COVINGTON TRUST

505 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 316092840·505 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.7%
vs prior quarter
13F value held
$2.1B
50.0% inst. owned
of float
Holders
505
-7 QoQ
filers reporting
Activity
+89 / −58
+882 added · −770 reduced
this quarter
Concentration
17.65%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

505 institutions reported FDVV in Q1 2026. LPL Financial LLC leads at 17.7% of the visible book. -7 net institutions QoQ — distribution reading.

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
$164M3.0M0.23%Q1 202603
MORGAN STANLEY
CIK 0000895421
$145M2.6M0.01%Q1 202604
Retirement Planning Group, LLC
CIK 0001508195
$140M2.5M4.33%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$134M2.4M0.04%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
OSAIC HOLDINGS, INC.
CIK 0001677044
$79M1.4M0.12%Q1 202613
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$71M1.3M1.30%Q1 202614
Independent Advisor Alliance
CIK 0001696899
$69M1.2M0.74%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$60M1.1M0.23%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
Kestra Investment Management, LLC
CIK 0001962449
$44M801K0.76%Q1 202620
Arkadios Wealth Advisors
CIK 0001800798
$42M760K0.68%Q1 2026
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