Institutional Ownership
Fidelity Covington Trust
CUSIP 316092402MSCI ENERGY IDXFENYQ1 2026
Institutional Holders
257
13F filers
Shares Held
22.80M
Aggregate institutional
Institutional Value
$767.17M
Q1 2026
Net New Holders
+46
65 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions65
Increased87
Decreased61
Sold out19
Institutional Holders
257 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 2.40M | $81.77M | +2.40M | New |
| 2 | Lido Advisors, LLC | 1.76M | $59.74M | +38.9K | Added |
| 3 | Bnp Paribas Financial Markets | 1.50M | $50.90M | +1.15M | Added |
| 4 | Commonwealth Equity Services, LLC | 1.28M | $43.42M | −10.1K | Reduced |
| 5 | Hightower Advisors, LLC | 1.04M | $35.37M | +324.6K | Added |
| 6 | Lpl Financial LLC | 928.8K | $31.60M | +102.8K | Added |
| 7 | Northwestern Mutual Wealth Management Co | 894.4K | $30.43M | +355.0K | Added |
| 8 | Envestnet Asset Management Inc | 856.3K | $29.13M | +235.7K | Added |
| 9 | Marshall Wace, LLP | 809.1K | $27.53M | +809.1K | New |
| 10 | Vicus Capital | 803.4K | $27.33M | +774.6K | Added |
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