Institutional Ownership
Fidelity Covington Trust
CUSIP 316092204MSCI CONSM DISFDISQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
225
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.50M | $140.24M |
| 2 | Charles Schwab Investment Management Inc | 1.31M | $122.03M |
| 3 | Ae Wealth Management LLC | 1.10M | $102.87M |
| 4 | Agf Management Ltd | 300.7K | $28.04M |
| 5 | Morgan Stanley | 248.0K | $23.13M |
| 6 | Bank Of America Corp /De/ | 198.8K | $18.54M |
| 7 | Assetmark, Inc | 186.2K | $17.37M |
| 8 | Fischer Financial Services, Inc. | 141.2K | $13.17M |
| 9 | Commonwealth Equity Services, LLC | 126.9K | $11.83M |
| 10 | Lpl Financial LLC | 120.9K | $11.28M |