DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

FFLC

FIDELITY COVINGTON TRUST

114 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 316092360·114 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.8%

vs prior quarter

13F value held

$416M

47.0% inst. owned

of float

Holders

114

+114 QoQ

filers reporting

Activity

+66 / −112

+981 added · −907 reduced

this quarter

Concentration

18.65%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

114 institutions reported FFLC in Q1 2026. LPL Financial LLC leads at 18.7% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$78M1.5M0.02%Q1 2026 02

COMMONWEALTH EQUITY SERVICES, LLC

$74M1.5M0.10%Q1 2026 03

$53M1.0M0.06%Q1 2026 04

Socha Financial Group, LLC

$30M586K15.25%Q1 2026 05

$23M455K2.67%Q1 2026 06

Kestra Advisory Services, LLC

$17M329K0.06%Q1 2026 07

DAHRING | CUSMANO LLC

$15M297K9.35%Q1 2026 08

ENVESTNET ASSET MANAGEMENT INC

$15M286K0.00%Q1 2026 09

Fiduciary Planning LLC

$14M269K4.16%Q1 2026 10

Prasad Wealth Partners, LLC

$13M261K3.65%Q1 2026 11

HUNTINGTON NATIONAL BANK

$13M258K0.07%Q1 2026 12

Tactive Advisors, LLC

$12M238K3.44%Q1 2026 13

Equitable Holdings, Inc.

$9M170K0.06%Q1 2026 14

KESTRA PRIVATE WEALTH SERVICES, LLC

$9M167K0.11%Q1 2026 15

Onyx Bridge Wealth Group LLC

$7M139K0.77%Q1 2026 16

RFG - Bristol Wealth Advisors, LLC

$7M139K1.92%Q1 2026 17

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$7M136K0.36%Q1 2026 18

MENORA MIVTACHIM HOLDINGS LTD.

$7M133K0.03%Q1 2026 19

Concurrent Investment Advisors, LLC

$6M126K0.07%Q1 2026 20

INSIGNEO ADVISORY SERVICES, LLC

$6M125K0.46%Q1 2026

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