DOSSIER · 13F Holders · Q2 2026
FSMD

FIDELITY COVINGTON TRUST

200 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 316092527·200 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.0B
visible holders
Holders
200
filers reporting
Concentration
42.18%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

200 institutions reported FSMD in Q2 2026. FMR LLC leads at 42.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$851M16.1M0.04%Q2 2026
02
Retirement Planning Group, LLC
CIK 0001508195
$294M5.6M7.47%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$180M3.4M0.23%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$125M2.4M0.03%Q2 2026
05
Kestra Investment Management, LLC
CIK 0001962449
$76M1.4M1.47%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$72M1.4M0.02%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$72M1.4M0.00%Q2 2026
08
Sanctuary Advisors, LLC
CIK 0001777271
$46M867K0.21%Q2 2026
09
Atria Investments, Inc
CIK 0001535865
$39M747K0.40%Q2 2026
10
Advocacy Wealth Management, LLC
CIK 0001569452
$33M617K1.18%Q2 2026
11
STIFEL FINANCIAL CORP
CIK 0000720672
$31M595K0.03%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$30M566K0.03%Q2 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$26M485K0.08%Q2 2026
14
OneDigital Investment Advisors LLC
CIK 0001690370
$25M482K0.21%Q2 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M461K0.01%Q2 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M407K0.03%Q2 2026
17
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$19M357K4.49%Q2 2026
18
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M355K0.01%Q2 2026
19
Goldstone Financial Group, LLC
CIK 0002040021
$19M353K1.71%Q2 2026
20
GEN Financial Management, INC.
CIK 0002032497
$16M297K9.41%Q2 2026
Page 1 of 10
180 more holders available. Log in →