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

359 institutions reported holding $1.38B of FIDELITY COVINGTON TRUST (FTEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($191.2M), COMMONWEALTH EQUITY SERVICES, LLC ($190.9M), Cambridge Investment Research Advisors, Inc. ($147.1M), PRINCIPAL SECURITIES, INC. ($56.8M), Kestra Advisory Services, LLC ($51.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$191.2M669,504Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$190.9M668,463Added
3Cambridge Investment Research Advisors, Inc.$147.1M515,110Added
4PRINCIPAL SECURITIES, INC.$56.8M198,769Trimmed
5Kestra Advisory Services, LLC$51.5M180,189Trimmed
6Independence Financial Advisors, LLC$40.3M141,263Added
7Financial Partners Group, Inc$30.2M105,746Added
8Yoder Wealth Management, Inc.$29.8M104,253Added
9PFG Advisors$29.4M102,879Added
10CITIGROUP INC$24.6M86,044Added
11Morningstar Investment Management LLC$24.5M117,953Hold
12Kraft, Davis & Associates, LLC$20.9M76,376Trimmed
13Marotta Asset Management$20.2M72,185Added
14Armor Investment Advisors, LLC$16.0M56,066Trimmed
15CX Institutional$13.2M46,147Added
16Smith Salley Wealth Management$12.9M45,191Trimmed
17Claro Advisors LLC$12.0M42,104Added
18PRIMORIS WEALTH ADVISORS, LLC$11.8M41,251Added
19Traynor Capital Management, Inc.$11.1M38,870Added
20GRIMES & Co WEALTH MANAGEMENT, LLC$10.6M37,112Trimmed
21ASSETMARK, INC$10.4M36,327Trimmed
22Sterling Investment Counsel, LLC$10.1M35,541Added
23J.W. COLE ADVISORS, INC.$10.0M35,007New
24Crumly & Associates Inc.$9.6M33,452Trimmed
25SOUTHERN CAPITAL ADVISORS, LLC$9.1M31,972Trimmed

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