15 institutions reported holding $5.0M of FIDELITY COVINGTON TRUST (FDCF) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($1.6M), Envestnet Portfolio Solutions, Inc. ($1.2M), POM Investment Strategies, LLC ($764,821), Strategic Wealth Investment Group, LLC ($489,048), BXM Wealth LLC ($267,530). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $1.6M | 31,464 | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.2M | 24,818 | Added |
| 3 | POM Investment Strategies, LLC | $764,821 | 15,309 | Added |
| 4 | Strategic Wealth Investment Group, LLC | $489,048 | 9,789 | Added |
| 5 | BXM Wealth LLC | $267,530 | 5,355 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $249,930 | 5,003 | Trimmed |
| 7 | Cape Investment Advisory, Inc. | $248,196 | 4,968 | Added |
| 8 | Align Financial, LLC | $49,959 | 1,000 | Hold |
| 9 | Raleigh Capital Management Inc. | $45,513 | 911 | Hold |
| 10 | Key Capital Management, INC | $39,268 | 786 | Added |
| 11 | Darwin Wealth Management, LLC | $24,979 | 500 | New |
| 12 | FLAGSHIP WEALTH ADVISORS, LLC | $9,742 | 195 | New |
| 13 | Networth Advisors, LLC | $8,243 | 165 | Hold |
| 14 | EverSource Wealth Advisors, LLC | $6,495 | 130 | Hold |
| 15 | Central Pacific Bank - Trust Division | $3,897 | 78 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30