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

33 institutions reported holding $200.4M of FIDELITY COVINGTON TRUST (FGRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($96.0M), Kestra Advisory Services, LLC ($64.8M), INVESTMENT ADVISORY SERVICES INC /TX /ADV ($9.7M), Traynor Capital Management, Inc. ($6.2M), KINGSWOOD WEALTH ADVISORS, LLC ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$96.0M2.8MAdded
2Kestra Advisory Services, LLC$64.8M1.9MTrimmed
3INVESTMENT ADVISORY SERVICES INC /TX /ADV$9.7M278,352Added
4Traynor Capital Management, Inc.$6.2M179,939Trimmed
5KINGSWOOD WEALTH ADVISORS, LLC$4.2M120,628New
6Cambridge Investment Research Advisors, Inc.$4.2M120,586Added
7Empire Life Investments Inc.$3.2M91,864Added
8HICKS CAPITAL MANAGEMENT LLC$3.1M88,301Trimmed
9McGlone Suttner Wealth Management, Inc.$2.0M56,276Added
10WADDELL & ASSOCIATES, LLC$693,56519,999Hold
11BENJAMIN EDWARDS INC$683,74919,716Trimmed
12Private Advisor Group, LLC$592,33417,080Added
13PRINCIPAL SECURITIES, INC.$564,63916,281Added
14Costello Asset Management, INC$558,97216,118Trimmed
15ENVESTNET ASSET MANAGEMENT INC$500,60214,435Trimmed
16PKS Advisory Services, LLC$490,43914,142Added
17J.W. COLE ADVISORS, INC.$468,93113,522New
18CLG LLC$418,04112,054Trimmed
19HERBST GROUP, LLC$416,16012,000Hold
20INDEPENDENT FINANCIAL GROUP, LLC$406,10311,710Trimmed
21MGO ONE SEVEN LLC$385,85011,126Added
22High Point Wealth Management, LLC$243,4147,019Added
23Crestwood Advisors Group, LLC$223,8596,455New
24DAVENPORT & Co LLC$208,0806,000New
25PRIVATE TRUST CO NA$110,1443,176Trimmed

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