DOSSIER · 13F Holders · Q1 2026
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
13F value held
$1000M
visible holders
Holders
80
filers reporting
Concentration
81.88%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported FFSM in Q1 2026. FMR LLC leads at 81.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$819M25.6M0.04%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$39M1.2M0.05%Q1 2026
03
RFG Advisory, LLC
CIK 0001633387
$29M759K0.45%Q2 2026
04
KOM Wealth Management Group, LLC
CIK 0001804116
$16M418K9.66%Q2 2026
05
Evernest Financial Advisors, LLC
CIK 0002009530
$10M272K1.99%Q1 2026
06
MAI Capital Management
CIK 0001040197
$10M300K0.05%Q1 2026
07
Keenan, LLC
CIK 0002111703
$9M290K7.80%Q1 2026
08
NOVEM GROUP
CIK 0001926783
$9M227K0.88%Q2 2026
09
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$8M217K1.38%Q2 2026
10
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$7M219K0.03%Q1 2026
11
Gaddis Premier Wealth Advisors LLC
CIK 0002087873
$7M215K5.06%Q1 2026
12
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$6M183K0.24%Q2 2026
13
SK Wealth Management, LLC
CIK 0001867958
$6M172K1.57%Q4 2025
14
Buska Wealth Management, LLC
CIK 0001910503
$5M127K1.75%Q2 2026
15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M132K0.01%Q2 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M127K0.00%Q1 2026
17
Clarity Retirement & Wealth, LLC
CIK 0002103352
$4M110K2.83%Q1 2026
18
Retirement Planning Group, LLC
CIK 0001508195
$3M104K0.10%Q1 2026
19
JPMORGAN CHASE & CO
CIK 0000019617
$3M104K0.00%Q1 2026
20
Advyzon Investment Management, LLC
CIK 0002011872
$3M91K0.26%Q1 2026
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