13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FIDU

FIDELITY COVINGTON TRUST

254 institutions still hold FIDELITY COVINGTON TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316092709·Exchange Traded Fund·254 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$720M
visible holders
Holders
254
filers reporting
Concentration
23.12%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

254 institutions reported FIDU in Q2 2026. Lido Advisors, LLC leads at 23.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$167M1.7M0.45%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$140M1.4M0.65%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$94M942K0.05%Q2 202604
AGF MANAGEMENT LTD
CIK 0001003518
$51M510K0.20%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M401K0.05%Q2 202606
LPL Financial LLC
CIK 0001403438
$28M286K0.01%Q2 202607
VICUS CAPITAL
CIK 0001544806
$26M260K1.67%Q2 202608
MORGAN STANLEY
CIK 0000895421
$22M219K0.00%Q2 202609
Sanctuary Advisors, LLC
CIK 0001777271
$18M184K0.09%Q2 202610
Kovitz Investment Group Partners, LLC
CIK 0001665198
$16M162K0.36%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M146K0.00%Q2 202612
Independence Financial Advisors, LLC
CIK 0002066080
$14M136K3.52%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M126K0.00%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$12M125K0.04%Q2 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$12M123K0.02%Q2 202616
Lifeworks Advisors, LLC
CIK 0001882132
$11M115K1.19%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$11M127K0.02%Q1 202618
Full Sail Capital, LLC
CIK 0001757617
$11M134K0.60%Q3 202519
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$10M100K0.11%Q2 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M100K0.00%Q2 2026
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