Who Owns Fidelity Covington Trust Msci Materials Index Etf (FMAT)? -- Institutional Holders (2026-03-31)
146 institutions reported holding $239.4M of Fidelity Covington Trust Msci Materials Index Etf (FMAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($87.9M), Lido Advisors, LLC ($37.7M), ENVESTNET ASSET MANAGEMENT INC ($13.1M), AGF MANAGEMENT LTD ($6.5M), Cetera Investment Advisers ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $87.9M | 1.5M | Added |
| 2 | Lido Advisors, LLC | $37.7M | 654,663 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 228,031 | Added |
| 4 | AGF MANAGEMENT LTD | $6.5M | 113,178 | Added |
| 5 | Cetera Investment Advisers | $5.8M | 100,986 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 87,480 | Added |
| 7 | Certified Advisory Corp | $4.7M | 81,285 | Added |
| 8 | LPL Financial LLC | $4.5M | 77,701 | Added |
| 9 | Creative Planning | $4.0M | 69,161 | New |
| 10 | Steward Partners Investment Advisory, LLC | $3.8M | 65,533 | Added |
| 11 | MORGAN STANLEY | $3.4M | 58,244 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $2.9M | 50,000 | Hold |
| 13 | Bank of New York Mellon Corp | $2.9M | 49,715 | New |
| 14 | OSAIC HOLDINGS, INC. | $2.5M | 42,921 | Trimmed |
| 15 | Kovitz Investment Group Partners, LLC | $2.4M | 42,057 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 41,153 | Trimmed |
| 17 | Lifeworks Advisors, LLC | $2.2M | 38,564 | Trimmed |
| 18 | Peak Financial Management, Inc. | $2.0M | 34,155 | Trimmed |
| 19 | MATHER GROUP, LLC. | $1.8M | 31,821 | Trimmed |
| 20 | Beaumont Financial Advisors, LLC | $1.8M | 30,951 | Added |
| 21 | Sunbelt Securities, Inc. | $1.8M | 30,509 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $1.7M | 29,804 | Trimmed |
| 23 | Wealth Alliance Advisory Group, LLC | $1.7M | 29,027 | Added |
| 24 | STIFEL FINANCIAL CORP | $1.7M | 28,741 | Trimmed |
| 25 | Elevated Capital Advisors, LLC | $1.6M | 27,682 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31