Who Owns FIDELITY COVINGTON TRUST (FDLO)? -- Institutional Holders (2026-03-31)
179 institutions reported holding $946.8M of FIDELITY COVINGTON TRUST (FDLO) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($578.0M), COMMONWEALTH EQUITY SERVICES, LLC ($46.0M), ENVESTNET ASSET MANAGEMENT INC ($33.9M), LPL Financial LLC ($27.0M), Campbell Deegan Wealth Management, LLC ($21.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $578.0M | 8.9M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $46.0M | 712,806 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $33.9M | 524,517 | Added |
| 4 | LPL Financial LLC | $27.0M | 417,685 | Added |
| 5 | Campbell Deegan Wealth Management, LLC | $21.4M | 330,828 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $19.5M | 302,488 | Trimmed |
| 7 | Cetera Investment Advisers | $16.6M | 256,501 | Added |
| 8 | Cerity Partners LLC | $13.0M | 201,821 | Added |
| 9 | Kestra Advisory Services, LLC | $12.9M | 200,461 | Trimmed |
| 10 | AE Wealth Management LLC | $12.5M | 193,124 | Added |
| 11 | SEGALL BRYANT & HAMILL, LLC | $12.4M | 192,247 | Trimmed |
| 12 | SYKON CAPITAL LLC | $11.9M | 183,619 | Added |
| 13 | MORGAN STANLEY | $9.5M | 146,901 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $9.5M | 146,728 | Added |
| 15 | FIRST TRUST ADVISORS LP | $8.0M | 123,227 | New |
| 16 | Royal Bank of Canada | $7.7M | 118,595 | Trimmed |
| 17 | Lido Advisors, LLC | $7.1M | 109,339 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $6.9M | 106,641 | Trimmed |
| 19 | GFG Capital, LLC | $6.7M | 104,076 | Trimmed |
| 20 | Mechanics Bank Trust Department | $5.4M | 84,096 | Added |
| 21 | OSAIC HOLDINGS, INC. | $5.3M | 82,529 | Trimmed |
| 22 | EXENCIAL WEALTH ADVISORS, LLC | $4.9M | 76,254 | Trimmed |
| 23 | Abundance Wealth Counselors | $4.0M | 62,660 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $3.8M | 59,184 | Added |
| 25 | Weaver Consulting Group | $2.8M | 43,084 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31