FDRV — Fidelity Covington Trust Institutional Holders · Q2 2026
Who owns Fidelity Covington Trust (FDRV)? 11 institutions reported holding $84,083 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: EFG International AG ($38,529), Morgan Stanley ($18,294), Capital Analysts, LLC ($14,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EFG International AG | $38,529 | 1,985 | Hold |
| 2 | MORGAN STANLEY | $18,294 | 943 | Hold |
| 3 | Capital Analysts, LLC | $14,000 | 702 | Hold |
| 4 | Gould Capital, LLC | $9,694 | 500 | Hold |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1,532 | 79 | Hold |
| 6 | Royal Bank of Canada | $1,000 | 30 | New |
| 7 | OSAIC HOLDINGS, INC. | $627 | 32 | Hold |
| 8 | MCDONALD PARTNERS LLC | $407 | 21 | New |
| 9 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 10 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 11 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30