Institutional Ownership
Fidelity Covington Trust
CUSIP 316092865MSCI UTILS INDEXFUTYQ1 2026
Institutional Holders
256
13F filers
Shares Held
20.41M
Aggregate institutional
Institutional Value
$1.17B
Q1 2026
Net New Holders
+8
46 new · 38 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions46
Increased105
Decreased70
Sold out38
Institutional Holders
256 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.17M | $541.72M | +77.7K | Added |
| 2 | Ae Wealth Management LLC | 1.69M | $99.76M | +317.5K | Added |
| 3 | Lpl Financial LLC | 845.1K | $49.92M | +92.3K | Added |
| 4 | Lido Advisors, LLC | 570.6K | $33.70M | −27.1K | Reduced |
| 5 | Kestra Advisory Services, LLC | 552.6K | $32.64M | +66.5K | Added |
| 6 | Osaic Holdings, Inc. | 478.4K | $28.27M | −233.4K | Reduced |
| 7 | Commonwealth Equity Services, LLC | 410.2K | $24.23M | −200 | Reduced |
| 8 | Traphagen Investment Advisors LLC | 397.3K | $23.47M | +328.8K | Added |
| 9 | Morgan Stanley | 367.0K | $21.68M | +5.1K | Added |
| 10 | Mariner, LLC | 364.7K | $21.54M | +10.8K | Added |
246 more institutional holders on Premium
See every fund holding Fidelity Covington Trust, with full quarter-over-quarter share changes.
Unlock all holders