13F Insight
DOSSIER · 13F Holders · Q2 2026
FMAT

FIDELITY COVINGTON TRUST

158 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 316092881·158 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$211M
visible holders
Holders
158
filers reporting
Concentration
46.59%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

158 institutions reported FMAT in Q2 2026. AE Wealth Management LLC leads at 46.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$99M1.7M0.46%Q2 202602
Lido Advisors, LLC
CIK 0001650150
$37M632K0.10%Q2 202603
Independence Financial Advisors, LLC
CIK 0002066080
$12M205K3.11%Q2 202604
AGF MANAGEMENT LTD
CIK 0001003518
$7M115K0.03%Q2 202605
Kovitz Investment Group Partners, LLC
CIK 0001665198
$5M93K0.12%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M89K0.01%Q2 202607
Certified Advisory Corp
CIK 0001731732
$5M82K0.39%Q2 202608
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4M76K0.02%Q2 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M75K0.00%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M74K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$4M68K0.00%Q2 202612
Creative Planning
CIK 0001540235
$4M66K0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$4M65K0.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M57K0.00%Q2 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M45K0.00%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M43K0.00%Q2 202617
Lifeworks Advisors, LLC
CIK 0001882132
$2M39K0.24%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$2M38K0.00%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$2M37K0.00%Q2 202620
Peak Financial Management, Inc.
CIK 0001669662
$2M33K0.44%Q2 2026
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