13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FFSM

FIDELITY COVINGTON TRUST

80 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 316092295·80 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.5%
vs prior quarter
13F value held
$983M
65.0% inst. owned
of float
Holders
80
-57 QoQ
filers reporting
Activity
+79 / −62
+776 added · −758 reduced
this quarter
Concentration
83.28%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported FFSM in Q1 2026. FMR LLC leads at 83.3% of the visible book. -57 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$819M25.6M0.04%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$39M1.2M0.05%Q1 202603
RFG Advisory, LLC
CIK 0001633387
$27M843K0.49%Q1 202604
KOM Wealth Management Group, LLC
CIK 0001804116
$13M415K9.05%Q1 202605
Evernest Financial Advisors, LLC
CIK 0002009530
$10M272K1.99%Q1 202606
MAI Capital Management
CIK 0001040197
$10M300K0.05%Q1 202607
Keenan, LLC
CIK 0002111703
$9M290K7.80%Q1 202608
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$7M219K0.03%Q1 202609
Gaddis Premier Wealth Advisors LLC
CIK 0002087873
$7M215K5.06%Q1 202610
NOVEM GROUP
CIK 0001926783
$7M206K0.75%Q1 202611
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$6M193K0.29%Q1 202612
SK Wealth Management, LLC
CIK 0001867958
$6M172K1.57%Q4 202513
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M127K0.00%Q1 202614
Clarity Retirement & Wealth, LLC
CIK 0002103352
$4M110K2.83%Q1 202615
Retirement Planning Group, LLC
CIK 0001508195
$3M104K0.10%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$3M104K0.00%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M98K0.01%Q1 202618
Advyzon Investment Management, LLC
CIK 0002011872
$3M91K0.26%Q1 202619
Dentgroup LLC
CIK 0001867570
$2M79K1.65%Q4 202520
MFA Wealth Services
CIK 0001989379
$2M75K1.58%Q1 2026
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