13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
FIDU

FIDELITY COVINGTON TRUST

233 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 316092709·Exchange Traded Fund·233 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$588M
78.0% inst. owned
of float
Holders
233
-126 QoQ
filers reporting
Activity
+32 / −88
+824 added · −802 reduced
this quarter
Concentration
25.57%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

233 institutions reported FIDU in Q1 2026. Lido Advisors, LLC leads at 25.6% of the visible book. -126 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$150M1.7M0.46%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$112M1.3M0.61%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$77M890K0.05%Q1 202604
AGF MANAGEMENT LTD
CIK 0001003518
$43M502K0.19%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$34M389K0.05%Q1 202606
LPL Financial LLC
CIK 0001403438
$24M275K0.01%Q1 202607
MORGAN STANLEY
CIK 0000895421
$19M214K0.00%Q1 202608
Sanctuary Advisors, LLC
CIK 0001777271
$16M182K0.09%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M142K0.00%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$11M131K0.02%Q1 202611
Independence Financial Advisors, LLC
CIK 0002066080
$11M130K3.38%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M130K0.00%Q1 202613
Full Sail Capital, LLC
CIK 0001757617
$11M134K0.60%Q3 202514
Lifeworks Advisors, LLC
CIK 0001882132
$10M112K1.25%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$9M105K0.03%Q1 202616
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$8M96K0.10%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$8M93K0.00%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M89K0.00%Q1 202619
FMR LLC
CIK 0000315066
$7M81K0.00%Q1 202620
Yoder Wealth Management, Inc.
CIK 0001973967
$7M76K3.00%Q1 2026
Page 1 of 12
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