13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FVAL

FIDELITY COVINGTON TRUST

159 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 316092782·159 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.8%
vs prior quarter
13F value held
$507M
58.0% inst. owned
of float
Holders
159
+38 QoQ
filers reporting
Activity
+94 / −13
+953 added · −897 reduced
this quarter
Concentration
23.28%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

159 institutions reported FVAL in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 23.3% of the visible book. +38 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$118M1.7M0.03%Q1 202602
FMR LLC
CIK 0000315066
$117M1.7M0.01%Q1 202603
High Probability Advisors, LLC
CIK 0002039415
$29M425K3.77%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$21M301K0.00%Q1 202605
Dynamic Advisor Solutions LLC
CIK 0001599747
$20M295K0.65%Q1 202606
LPL Financial LLC
CIK 0001403438
$20M290K0.01%Q1 202607
MAI Capital Management
CIK 0001040197
$20M287K0.11%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$20M282K0.02%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M248K0.03%Q1 202610
Merit Financial Group, LLC
CIK 0001621225
$16M227K0.12%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M214K0.02%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$14M207K0.00%Q1 202613
BEACON ADVISORS HOLDINGS, LLC
CIK 0002114314
$13M194K7.19%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M173K0.00%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$10M147K0.04%Q1 202616
Custos Family Office, LLC
CIK 0001904423
$9M128K6.31%Q4 202517
MORGAN STANLEY
CIK 0000895421
$9M132K0.00%Q1 202618
Avidian Wealth Enterprises, LLC
CIK 0001471474
$9M127K0.28%Q1 202619
Vantage Financial Partners, LLC
CIK 0001911766
$9M121K1.78%Q4 202520
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$8M114K0.40%Q1 2026
Page 1 of 8
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