SEC 13F Intelligence

FIDELITY COVINGTON TRUST

CUSIP 316092386

Fidelity Covington Trust has 52 institutional holders in Filings Flow’s 13F database, together reporting 999.8K shares worth $47M as of Q1 2026. The largest reported holders are Sanctuary Advisors, LLC, Lpl Financial LLC, and Wealth Enhancement Advisory Services, LLC.

Institutional Holders
52
Q1 2026
Reported Value
$47M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 8Q2 ’21Q4 ’21: 20Q4 ’21Q4 ’22: 41Q4 ’22Q4 ’25: 55Q4 ’25Q1 ’26: 52Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $4MQ2 ’21Q4 ’21: $340MQ4 ’21Q4 ’22: $29MQ4 ’22Q4 ’25: $58MQ4 ’25Q1 ’26: $47MQ1 ’26Q2 ’26: $255,465Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WEALTHGARDEN F.S. LLC$147M AUM0.36%$531,97610.8KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.29%$1M35.5KQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.14%$219,0264.0KQ2 2026
17 CAPITAL PARTNERS, LLC$194M AUM0.13%$235,9914.7KQ3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.08%$742,69215.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.05%$9M179.3KQ1 2026OLDER
NFSG Corp$608M AUM0.05%$287,3405.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.05%$85,2671.7KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.05%$1M20.6KQ4 2025OLDER
XML Financial, LLC$1.2B AUM0.02%$250,5595.1KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$221,2204.5KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.02%$121,7602.5KQ4 2025OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.01%$212,9374.1KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$360,2447.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$6M111.1KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$336,0266.8KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$906,51518.4KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.01%$12,290250Q1 2026OLDER
Archer Investment Corp$469M AUM0.01%$39,554805Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$128,4472.6KQ3 2025OLDER
Elyxium Wealth, LLC$312M AUM0.01%$25,899523Q4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$347,9996.9KQ3 2025OLDER
Triumph Capital Management$491M AUM0.00%$16,476335Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$151,5113.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M40.1KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$7,365147Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$146,9883.0KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$5,557101Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M27.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M137.8KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$214,5754.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M20.6KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$207,4704.2KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$685,76713.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$256,8825.2KQ1 2026OLDER
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.00%$34,270705Q1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$86017Q4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$591,65712.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$415,6328.4KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$30,852627Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M35.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$319,8526.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$404,5148.2KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$457,1709.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,111165Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M46.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M61.3KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$98720Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M42.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$36,673746Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M46.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$60,4521.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$798,31016.1KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$5,335106Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$1M25.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,15763Q3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$5,899120Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$17,108348Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$19,644397Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$5,309108Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$62,3351.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,22925Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4,08083Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$9,104184Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$180Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3346Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$301Q2 2026

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