13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
FSMD

FIDELITY COVINGTON TRUST

186 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 316092527·186 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$1.7B
50.0% inst. owned
of float
Holders
186
-118 QoQ
filers reporting
Activity
+54 / −80
+852 added · −896 reduced
this quarter
Concentration
44.65%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

186 institutions reported FSMD in Q1 2026. FMR LLC leads at 44.6% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$754M16.9M0.04%Q1 202602
Retirement Planning Group, LLC
CIK 0001508195
$231M5.2M7.16%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$148M3.3M0.21%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$94M2.1M0.03%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$57M1.3M0.00%Q1 202606
Kestra Investment Management, LLC
CIK 0001962449
$55M1.2M0.95%Q1 202607
LPL Financial LLC
CIK 0001403438
$54M1.2M0.01%Q1 202608
Sanctuary Advisors, LLC
CIK 0001777271
$38M842K0.20%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$35M775K0.03%Q1 202610
Atria Investments, Inc
CIK 0001535865
$34M759K0.38%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$26M581K0.03%Q1 202612
Advocacy Wealth Management, LLC
CIK 0001569452
$25M569K1.13%Q1 202613
Kestra Advisory Services, LLC
CIK 0001830819
$25M558K0.09%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M434K0.01%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M414K0.01%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$18M410K0.18%Q1 202617
Goldstone Financial Group, LLC
CIK 0002040021
$16M358K1.74%Q1 202618
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$14M318K3.96%Q1 202619
GEN Financial Management, INC.
CIK 0002032497
$14M303K8.40%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M284K0.02%Q1 2026
Page 1 of 10
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