Institutional Ownership
Fidelity Covington Trust
CUSIP 316092204MSCI CONSM DISFDISQ1 2026
Institutional Holders
225
13F filers
Shares Held
7.51M
Aggregate institutional
Institutional Value
$682.66M
Q1 2026
Net New Holders
-18
21 new · 39 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased68
Decreased80
Sold out39
Institutional Holders
225 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.50M | $140.24M | +19.7K | Added |
| 2 | Charles Schwab Investment Management Inc | 1.31M | $122.03M | +63.0K | Added |
| 3 | Ae Wealth Management LLC | 1.10M | $102.87M | +136.4K | Added |
| 4 | Agf Management Ltd | 300.7K | $28.04M | −1.9K | Reduced |
| 5 | Morgan Stanley | 248.0K | $23.13M | +44.0K | Added |
| 6 | Bank Of America Corp /De/ | 198.8K | $18.54M | −653.6K | Reduced |
| 7 | Assetmark, Inc | 186.2K | $17.37M | −25.9K | Reduced |
| 8 | Fischer Financial Services, Inc. | 141.2K | $13.17M | +4.0K | Added |
| 9 | Commonwealth Equity Services, LLC | 126.9K | $11.83M | −29.4K | Reduced |
| 10 | Lpl Financial LLC | 120.9K | $11.28M | −12.5K | Reduced |
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