Who Owns FIDELITY COVINGTON TRUST (FDTX)? -- Institutional Holders (2026-06-30)

15 institutions reported holding $13.9M of FIDELITY COVINGTON TRUST (FDTX) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($8.0M), Cambridge Investment Research Advisors, Inc. ($2.5M), BXM Wealth LLC ($1.5M), ENVESTNET ASSET MANAGEMENT INC ($533,164), Kovack Advisors, Inc. ($518,252). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$8.0M137,370Added
2Cambridge Investment Research Advisors, Inc.$2.5M42,482Added
3BXM Wealth LLC$1.5M25,840Hold
4ENVESTNET ASSET MANAGEMENT INC$533,1649,209Added
5Kovack Advisors, Inc.$518,2529,215Hold
6NBC SECURITIES, INC.$364,2236,291Trimmed
7Buska Wealth Management, LLC$277,2064,788Trimmed
8Farther Finance Advisors, LLC$109,1341,885Added
9High Point Wealth Management, LLC$57,8991,000Hold
10Noble Wealth Management PBC$57,8961,000Hold
11IFP Advisors, Inc$55,928966Hold
12AE Wealth Management LLC$48,557839Added
13Central Pacific Bank - Trust Division$4,11171Hold
14EverSource Wealth Advisors, LLC$3,76365Hold
15Glass Jacobson Investment Advisors llc$00Exited

Source: SEC Form 13F filings · as of 2026-06-30