DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FMDE

Fidelity Covington Trust Enhan

270 institutions still hold Fidelity Covington Trust Enhan as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31609a503·270 13F holders·last filed Mar 31, 2026
Market cap
8.1%
vs prior quarter
13F value held
$3.1B
52.0% inst. owned
of float
Holders
270
+103 QoQ
filers reporting
Activity
+63 / −21
+956 added · −763 reduced
this quarter
Concentration
24.47%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

270 institutions reported FMDE in Q1 2026. WELLS FARGO & COMPANY/MN leads at 24.5% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$753M20.9M0.14%Q1 2026
02
AMERIPRISE FINANCIAL INC
CIK 0000820027
$438M12.2M0.10%Q1 2026
03
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$397M11.0M0.24%Q1 2026
04
FMR LLC
CIK 0000315066
$352M9.8M0.02%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$208M5.8M0.06%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$121M3.4M0.04%Q1 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$114M3.2M0.16%Q1 2026
08
HUNTINGTON NATIONAL BANK
CIK 0000049205
$105M2.9M0.58%Q1 2026
09
Cetera Investment Advisers
CIK 0001666741
$73M2.0M0.08%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$71M2.0M0.10%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$68M1.9M0.26%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$65M1.8M0.02%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$47M1.3M0.00%Q1 2026
14
Richard P Slaughter Associates Inc
CIK 0001811783
$47M1.3M10.10%Q1 2026
15
Madison Wealth Partners, Inc
CIK 0001844424
$44M1.2M7.03%Q1 2026
16
GW HENSSLER & ASSOCIATES LTD
CIK 0001080369
$42M1.2M2.00%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$38M1.1M0.01%Q1 2026
18
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$32M895K4.16%Q1 2026
19
MML INVESTORS SERVICES, LLC
CIK 0000701059
$30M846K0.08%Q1 2026
20
McNamara Financial Services, Inc.
CIK 0001622431
$28M769K5.23%Q1 2026
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