Who Owns FIDELITY COVINGTON TRUST (FESM)? -- Institutional Holders (2026-03-31)
225 institutions reported holding $3.31B of FIDELITY COVINGTON TRUST (FESM) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($1.03B), AMERIPRISE FINANCIAL INC ($229.2M), LPL Financial LLC ($194.7M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($142.5M), Prime Capital Investment Advisors, LLC ($118.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $1.03B | 27.0M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $229.2M | 6.0M | Added |
| 3 | LPL Financial LLC | $194.7M | 5.1M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $142.5M | 3.7M | Added |
| 5 | Prime Capital Investment Advisors, LLC | $118.3M | 3.1M | Added |
| 6 | FIFTH THIRD BANCORP | $105.8M | 2.8M | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $88.6M | 2.3M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $85.3M | 2.2M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $81.0M | 2.1M | Added |
| 10 | Cetera Investment Advisers | $74.6M | 2.0M | Added |
| 11 | Dynasty Wealth Management, LLC | $68.8M | 1.8M | Added |
| 12 | JPMORGAN CHASE & CO | $67.5M | 1.8M | Trimmed |
| 13 | Quotient Wealth Partners, LLC | $66.5M | 1.8M | Trimmed |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $53.4M | 1.4M | Hold |
| 15 | OSAIC HOLDINGS, INC. | $50.9M | 1.3M | Added |
| 16 | MORGAN STANLEY | $50.2M | 1.3M | Added |
| 17 | Royal Bank of Canada | $46.4M | 1.2M | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1.1M | Added |
| 19 | Calamos Advisors LLC | $40.0M | 1.1M | Added |
| 20 | Calamos Wealth Management LLC | $38.4M | 1.0M | Added |
| 21 | TruWealth Advisors, LLC | $35.1M | 923,152 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $33.1M | 871,856 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $32.7M | 860,278 | Added |
| 24 | Capital Analysts, LLC | $32.0M | 841,857 | Added |
| 25 | Focus Financial Network, Inc. | $27.7M | 727,780 | Added |
Source: SEC Form 13F filings · as of 2026-03-31