SEC 13F Intelligence

FIDELITY COVINGTON TRUST

CUSIP 316092162

Fidelity Covington Trust has 27 institutional holders in Filings Flow’s 13F database, together reporting 743.7K shares worth $32M as of Q1 2026. The largest reported holders are FMR LLC, Gts Securities LLC, and Jane Street Group, LLC.

Institutional Holders
27
Q1 2026
Reported Value
$32M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 20Q4 ’25Q1 ’26: 27Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $30MQ4 ’25Q1 ’26: $32MQ1 ’26Q2 ’26: $3,897Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BXM Wealth LLC$130M AUM0.18%$230,5055.4KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.17%$5M112.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.07%$203,1294.7KQ1 2026OLDER
Strategic Wealth Investment Group, LLC$788M AUM0.05%$359,5548.4KQ1 2026OLDER
Align Financial, LLC$176M AUM0.02%$43,0451.0KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.02%$27,850647Q1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.01%$39,214911Q1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$267,3405.6KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$279,6275.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$1M31.6KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.01%$18,983441Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.01%$18,983441Q1 2026OLDER
Networth Advisors, LLC$141M AUM0.01%$7,102165Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$704,90316.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$20M472.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$11,966278Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$51,6541.2KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$3,89778Q2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$274,3606.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M35.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,596130Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$899,33720.9KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$86120Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,15250Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$19,930463Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,00063Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.