Who Owns FIDELITY COVINGTON TRUST (FDVV)? -- Institutional Holders (2026-03-31)

515 institutions reported holding $3.62B of FIDELITY COVINGTON TRUST (FDVV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($375.6M), COMMONWEALTH EQUITY SERVICES, LLC ($164.1M), MORGAN STANLEY ($145.2M), Retirement Planning Group, LLC ($139.9M), ENVESTNET ASSET MANAGEMENT INC ($134.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$375.6M6.8MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$164.1M3.0MTrimmed
3MORGAN STANLEY$145.2M2.6MAdded
4Retirement Planning Group, LLC$139.9M2.5MAdded
5ENVESTNET ASSET MANAGEMENT INC$134.4M2.4MAdded
6BANK OF AMERICA CORP /DE/$130.8M2.4MAdded
7RAYMOND JAMES FINANCIAL INC$116.3M2.1MAdded
8Cetera Investment Advisers$111.4M2.0MAdded
9JPMORGAN CHASE & CO$109.5M2.0MAdded
10Dynasty Wealth Management, LLC$95.3M1.7MAdded
11WELLS FARGO & COMPANY/MN$94.0M1.7MAdded
12OSAIC HOLDINGS, INC.$79.0M1.4MTrimmed
13SAGESPRING WEALTH PARTNERS, LLC$71.1M1.3MAdded
14Independent Advisor Alliance$68.7M1.2MNew
15Kestra Advisory Services, LLC$59.5M1.1MAdded
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.2M927,206Trimmed
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$48.7M881,076Added
18JANE STREET GROUP, LLC$46.7M845,384Added
19Cambridge Investment Research Advisors, Inc.$45.4M822,110Added
20Kestra Investment Management, LLC$44.3M801,268Added
21Arkadios Wealth Advisors$42.0M760,005Added
22McIlrath & Eck, LLC$40.7M736,989Added
23CHILDRESS CAPITAL ADVISORS, LLC$36.2M656,040Trimmed
24Allworth Financial LP$35.1M635,563Added
25MML INVESTORS SERVICES, LLC$34.6M625,954Added

Source: SEC Form 13F filings · as of 2026-03-31