13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FTEC

FIDELITY COVINGTON TRUST

689 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 316092808·Exchange Traded Fund·689 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
689
filers reporting
Concentration
21.30%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

689 institutions reported FTEC in Q2 2026. Lido Advisors, LLC leads at 21.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$574M2.0M1.56%Q2 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$294M1.4M0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$219M768K0.05%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$204M981K0.01%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$191M670K0.05%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$191M668K0.24%Q2 202607
AGF MANAGEMENT LTD
CIK 0001003518
$141M678K0.63%Q1 202608
Richard Bernstein Advisors LLC
CIK 0001528214
$124M594K3.58%Q1 202609
Kestra Investment Management, LLC
CIK 0001962449
$92M323K1.79%Q2 202610
MORGAN STANLEY
CIK 0000895421
$84M402K0.01%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$79M380K0.12%Q1 202612
Full Sail Capital, LLC
CIK 0001757617
$78M352K4.32%Q3 202513
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$71M343K0.04%Q1 202614
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$57M199K0.68%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$56M270K0.08%Q1 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$54M258K0.14%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$51M180K0.17%Q2 202618
Portfolio Strategies, Inc.
CIK 0001753271
$48M232K5.96%Q1 202619
FMR LLC
CIK 0000315066
$45M217K0.00%Q1 202620
Independence Financial Advisors, LLC
CIK 0002066080
$40M141K10.46%Q2 2026
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