Who Owns FIDELITY COVINGTON TRUST (FIDU)? -- Institutional Holders (2026-03-31)
236 institutions reported holding $748.2M of FIDELITY COVINGTON TRUST (FIDU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Lido Advisors, LLC ($150.4M), AE Wealth Management LLC ($112.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($77.0M), AGF MANAGEMENT LTD ($43.4M), COMMONWEALTH EQUITY SERVICES, LLC ($33.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $150.4M | 1.7M | Trimmed |
| 2 | AE Wealth Management LLC | $112.3M | 1.3M | Trimmed |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.0M | 889,710 | Added |
| 4 | AGF MANAGEMENT LTD | $43.4M | 501,729 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $33.7M | 389,110 | Trimmed |
| 6 | LPL Financial LLC | $23.8M | 275,115 | Added |
| 7 | MORGAN STANLEY | $18.5M | 213,925 | Added |
| 8 | Sanctuary Advisors, LLC | $15.8M | 182,270 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $12.3M | 142,307 | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $11.4M | 131,475 | Trimmed |
| 11 | Independence Financial Advisors, LLC | $11.3M | 130,313 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $11.2M | 129,886 | Trimmed |
| 13 | Thrivent Financial for Lutherans | $11.0M | 127,293 | Added |
| 14 | Lifeworks Advisors, LLC | $9.7M | 112,300 | Added |
| 15 | Kestra Advisory Services, LLC | $9.1M | 104,956 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.3M | 95,802 | Added |
| 17 | Royal Bank of Canada | $8.0M | 92,660 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $7.4M | 89,145 | Trimmed |
| 19 | FMR LLC | $7.0M | 80,949 | Added |
| 20 | Yoder Wealth Management, Inc. | $6.6M | 76,159 | Added |
| 21 | STIFEL FINANCIAL CORP | $6.3M | 72,680 | Added |
| 22 | Traynor Capital Management, Inc. | $5.3M | 62,979 | Added |
| 23 | Kovitz Investment Group Partners, LLC | $5.2M | 60,013 | Trimmed |
| 24 | Fischer Financial Services, Inc. | $5.1M | 59,042 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $5.0M | 58,118 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31