13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
FTEC

FIDELITY COVINGTON TRUST

646 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 316092808·Exchange Traded Fund·646 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$2.4B
60.0% inst. owned
of float
Holders
646
-122 QoQ
filers reporting
Activity
+52 / −81
+835 added · −685 reduced
this quarter
Concentration
19.21%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

646 institutions reported FTEC in Q1 2026. Lido Advisors, LLC leads at 19.2% of the visible book. -122 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$453M2.2M1.38%Q1 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$294M1.4M0.04%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$204M981K0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$146M703K0.04%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$143M687K0.04%Q1 202606
AGF MANAGEMENT LTD
CIK 0001003518
$141M678K0.63%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$139M667K0.19%Q1 202608
Richard Bernstein Advisors LLC
CIK 0001528214
$124M594K3.58%Q1 202609
Kestra Investment Management, LLC
CIK 0001962449
$114M547K1.96%Q1 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
OSAIC HOLDINGS, INC.
CIK 0001677044
$56M270K0.08%Q1 202615
Portfolio Strategies, Inc.
CIK 0001753271
$48M232K5.96%Q1 202616
FMR LLC
CIK 0000315066
$45M217K0.00%Q1 202617
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$44M213K0.65%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$38M183K0.14%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$31M153K0.00%Q1 202620
Morningstar Investment Management LLC
CIK 0001673385
$25M118K1.52%Q1 2026
Page 1 of 33
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