Who Owns FIDELITY COVINGTON TRUST (FTEC)? -- Institutional Holders (2026-03-31)

654 institutions reported holding $3.54B of FIDELITY COVINGTON TRUST (FTEC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Lido Advisors, LLC ($452.7M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($293.6M), BANK OF AMERICA CORP /DE/ ($204.1M), LPL Financial LLC ($146.2M), ENVESTNET ASSET MANAGEMENT INC ($143.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Lido Advisors, LLC$452.7M2.2MAdded
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$293.6M1.4MAdded
3BANK OF AMERICA CORP /DE/$204.1M981,242Trimmed
4LPL Financial LLC$146.2M702,831Added
5ENVESTNET ASSET MANAGEMENT INC$143.0M687,323Trimmed
6AGF MANAGEMENT LTD$141.1M678,442Added
7COMMONWEALTH EQUITY SERVICES, LLC$138.8M667,376Added
8Richard Bernstein Advisors LLC$123.6M594,003Trimmed
9Kestra Investment Management, LLC$113.9M547,277Added
10MORGAN STANLEY$83.7M402,494Added
11MERCER GLOBAL ADVISORS INC /ADV$79.0M379,870Trimmed
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$71.3M342,635Added
13OSAIC HOLDINGS, INC.$56.1M269,662Trimmed
14Cambridge Investment Research Advisors, Inc.$53.8M258,355Trimmed
15Portfolio Strategies, Inc.$48.3M232,265Trimmed
16FMR LLC$45.1M216,747Added
17PRINCIPAL SECURITIES, INC.$44.3M212,930Added
18Kestra Advisory Services, LLC$38.2M183,454Added
19JPMORGAN CHASE & CO$30.6M153,395Added
20Morningstar Investment Management LLC$24.5M117,953Added
21UBS Group AG$23.3M112,118Trimmed
22STIFEL FINANCIAL CORP$23.0M110,601Trimmed
23Prime Capital Investment Advisors, LLC$22.0M105,576Added
24Financial Partners Group, Inc$22.0M105,511Added
25PFG Advisors$21.3M102,299Added

Source: SEC Form 13F filings · as of 2026-03-31