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

72 institutions reported holding $362.5M of FIDELITY COVINGTON TRUST (FVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($138.2M), High Probability Advisors, LLC ($34.6M), Dynamic Advisor Solutions LLC ($25.9M), COMMONWEALTH EQUITY SERVICES, LLC ($22.6M), Merit Financial Group, LLC ($16.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$138.2M1.8MAdded
2High Probability Advisors, LLC$34.6M443,665Added
3Dynamic Advisor Solutions LLC$25.9M331,727Added
4COMMONWEALTH EQUITY SERVICES, LLC$22.6M290,288Added
5Merit Financial Group, LLC$16.5M211,220Trimmed
6BEACON ADVISORS HOLDINGS, LLC$14.3M183,209Trimmed
7Kestra Advisory Services, LLC$11.3M145,218Trimmed
8Avidian Wealth Enterprises, LLC$10.1M129,437Added
9KESTRA PRIVATE WEALTH SERVICES, LLC$10.0M128,094Added
10Cambridge Investment Research Advisors, Inc.$7.8M100,066Added
11SAX WEALTH ADVISORS, LLC$7.7M110,577Trimmed
12Cedar Point Capital Partners, LLC$5.1M65,137Added
13Certified Advisory Corp$3.9M50,093Added
14PRIMORIS WEALTH ADVISORS, LLC$3.6M46,798Added
15ALTFEST L J & CO INC$3.4M44,159Trimmed
16SteelPeak Wealth, LLC$3.3M42,247New
17Bouvel Investment Partners, LLC$3.1M39,349Trimmed
18Farther Finance Advisors, LLC$3.1M39,278Added
19Prism Advisors, Inc.$2.6M33,185Trimmed
20PFG Advisors$2.3M29,263Trimmed
21AXXCESS WEALTH MANAGEMENT, LLC$2.1M27,147New
22Darwin Wealth Management, LLC$2.1M27,146Added
23Strategic Blueprint, LLC$2.1M26,665Added
24B. Riley Wealth Advisors, Inc.$1.9M24,937Added
25Forbes Financial Planning, Inc.$1.9M24,627Trimmed

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