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

31 institutions reported holding $57.1M of FIDELITY COVINGTON TRUST (FIDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($25.3M), David Kennon Inc ($9.3M), Kestra Advisory Services, LLC ($3.1M), BEAM WEALTH ADVISORS, INC. ($3.0M), ENVESTNET ASSET MANAGEMENT INC ($2.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$25.3M925,071Added
2David Kennon Inc$9.3M340,918Trimmed
3Kestra Advisory Services, LLC$3.1M112,284Added
4BEAM WEALTH ADVISORS, INC.$3.0M108,173Added
5ENVESTNET ASSET MANAGEMENT INC$2.3M85,056Trimmed
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M70,421Added
7Cambridge Investment Research Advisors, Inc.$1.6M57,414Added
8Fullerton Advisors, LLC$1.4M51,119Added
9Soltis Investment Advisors LLC$1.2M44,586Added
10IFP Advisors, Inc$1.1M41,123Added
11Concurrent Investment Advisors, LLC$863,05931,533Trimmed
12J.W. COLE ADVISORS, INC.$808,89529,554New
13Plus Group Wealth Advisors LLC$634,50823,183Added
14ARWA LLC$536,44618,916Added
15Cannon Advisors, Inc.$530,80418,850New
16BEACON FINANCIAL GROUP$498,64218,219Added
17OmniStar Financial Group, Inc.$450,34116,453Added
18Ball & Co Wealth Management Inc.$393,00014,361Trimmed
19Elm3 Financial Group, LLC$366,75813,400Trimmed
20Advocate Investing Services LLC$303,80711,100Hold
21HUB Investment Partners, LLC$292,33910,681Hold
22SAGESPRING WEALTH PARTNERS, LLC$291,76410,660New
23KWB Wealth$287,74610,513New
24PFG Investments, LLC$202,3607,394Added
25Farther Finance Advisors, LLC$183,2176,694Trimmed

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