Who Owns FIDELITY COVINGTON TRUST (FDRR)? -- Institutional Holders (2026-03-31)
117 institutions reported holding $211.1M of FIDELITY COVINGTON TRUST (FDRR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ameritas Advisory Services, LLC ($42.2M), LPL Financial LLC ($18.3M), EP Wealth Advisors, LLC ($17.7M), BANK OF AMERICA CORP /DE/ ($14.5M), Private Advisor Group, LLC ($10.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Ameritas Advisory Services, LLC | $42.2M | 717,397 | Trimmed |
| 2 | LPL Financial LLC | $18.3M | 310,464 | Trimmed |
| 3 | EP Wealth Advisors, LLC | $17.7M | 301,680 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $14.5M | 245,919 | Trimmed |
| 5 | Private Advisor Group, LLC | $10.0M | 169,275 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 152,092 | Trimmed |
| 7 | Charter Capital Management, LLC\DE | $8.0M | 135,730 | Trimmed |
| 8 | CWM, LLC | $7.0M | 119,354 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 103,928 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $5.4M | 91,961 | Added |
| 11 | Geneva Partners, LLC | $4.9M | 83,902 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $4.8M | 81,679 | Trimmed |
| 13 | FMR LLC | $4.6M | 78,497 | Added |
| 14 | Cetera Investment Advisers | $4.5M | 76,802 | Added |
| 15 | MORGAN STANLEY | $4.3M | 73,426 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $3.9M | 66,941 | Added |
| 17 | UBS Group AG | $3.7M | 63,621 | Trimmed |
| 18 | Sugar Maple Asset Management, LLC | $3.1M | 53,547 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $2.8M | 48,070 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $2.6M | 43,666 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $2.5M | 42,384 | Added |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.9M | 32,452 | Added |
| 23 | Lido Advisors, LLC | $1.8M | 29,765 | Trimmed |
| 24 | &PARTNERS | $1.4M | 24,617 | Added |
| 25 | PFG Advisors | $1.4M | 24,039 | Added |
Source: SEC Form 13F filings · as of 2026-03-31