13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
FHLC

FIDELITY COVINGTON TRUST

391 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 316092600·Exchange Traded Fund·391 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.0%
vs prior quarter
13F value held
$863M
66.0% inst. owned
of float
Holders
391
-91 QoQ
filers reporting
Activity
+8 / −56
+1,005 added · −775 reduced
this quarter
Concentration
23.10%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

391 institutions reported FHLC in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 23.1% of the visible book. -91 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$199M2.8M0.03%Q1 202602
Lido Advisors, LLC
CIK 0001650150
$152M2.2M0.46%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$97M1.4M0.52%Q1 202604
LPL Financial LLC
CIK 0001403438
$66M938K0.02%Q1 202605
AGF MANAGEMENT LTD
CIK 0001003518
$66M938K0.30%Q1 202606
MORGAN STANLEY
CIK 0000895421
$37M527K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$29M408K0.04%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M334K0.01%Q1 202609
WEATHERLY ASSET MANAGEMENT L. P.
CIK 0000934745
$22M306K1.74%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$20M288K0.08%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M267K0.01%Q1 202612
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$16M234K0.02%Q1 202613
Investors Research Corp
CIK 0001730630
$15M218K2.93%Q1 202614
Apollon Wealth Management, LLC
CIK 0001764387
$15M216K0.25%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$15M215K0.02%Q1 202616
ALTFEST L J & CO INC
CIK 0000712050
$15M214K1.61%Q1 202617
Full Sail Capital, LLC
CIK 0001757617
$14M216K0.80%Q3 202518
Buttonwood Financial Advisors Inc.
CIK 0001904033
$14M202K4.76%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M193K0.02%Q1 202620
Aprio Wealth Management, LLC
CIK 0001803519
$13M186K0.72%Q1 2026
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