Institutional Ownership
Fidelity Covington Trust
CUSIP 316092600MSCI HLTH CARE IFHLCQ1 2026
Institutional Holders
359
13F filers
Shares Held
17.33M
Aggregate institutional
Institutional Value
$1.20B
Q1 2026
Net New Holders
+9
44 new · 35 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions44
Increased121
Decreased116
Sold out35
Institutional Holders
359 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 2.83M | $199.26M | +93.0K | Added |
| 2 | Lido Advisors, LLC | 2.16M | $151.98M | +127.3K | Added |
| 3 | Ae Wealth Management LLC | 1.38M | $97.04M | +1.21M | Added |
| 4 | Lpl Financial LLC | 938.1K | $66.00M | +263.0K | Added |
| 5 | Agf Management Ltd | 937.7K | $65.98M | +9.6K | Added |
| 6 | Morgan Stanley | 527.1K | $37.08M | +34.7K | Added |
| 7 | Commonwealth Equity Services, LLC | 407.9K | $28.70M | −20.1K | Reduced |
| 8 | Envestnet Asset Management Inc | 333.9K | $23.50M | +3.2K | Added |
| 9 | Weatherly Asset Management L. P. | 306.5K | $21.56M | +8.6K | Added |
| 10 | Kestra Advisory Services, LLC | 287.9K | $20.26M | +23.9K | Added |
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