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

164 institutions reported holding $619.7M of FIDELITY COVINGTON TRUST (FVAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($118.0M), FMR LLC ($116.9M), High Probability Advisors, LLC ($29.5M), Royal Bank of Canada ($20.9M), Dynamic Advisor Solutions LLC ($20.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$118.0M1.7MAdded
2FMR LLC$116.9M1.7MAdded
3High Probability Advisors, LLC$29.5M424,713Trimmed
4Royal Bank of Canada$20.9M301,376Added
5Dynamic Advisor Solutions LLC$20.5M295,299Added
6LPL Financial LLC$20.1M290,288Trimmed
7MAI Capital Management$19.9M286,579Added
8Cetera Investment Advisers$19.5M281,544Added
9OSAIC HOLDINGS, INC.$17.2M247,916Trimmed
10Merit Financial Group, LLC$15.7M226,693Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$14.8M213,850Trimmed
12JPMORGAN CHASE & CO$13.9M206,534Trimmed
13BEACON ADVISORS HOLDINGS, LLC$13.4M193,688Added
14BANK OF AMERICA CORP /DE/$12.0M173,294Trimmed
15Kestra Advisory Services, LLC$10.2M147,059Trimmed
16MORGAN STANLEY$9.1M131,607Added
17Avidian Wealth Enterprises, LLC$8.8M126,784Added
18SAX WEALTH ADVISORS, LLC$8.2M113,798Hold
19KESTRA PRIVATE WEALTH SERVICES, LLC$8.1M117,112Added
20CONDOR CAPITAL MANAGEMENT$8.1M116,713Added
21JONES FINANCIAL COMPANIES LLLP$7.5M110,783Added
22Creative Planning$7.4M106,631Added
23Goodwin Investment Advisory$5.5M79,585Trimmed
24Thrivent Financial for Lutherans$5.3M75,817Trimmed
25Cedar Point Capital Partners, LLC$4.4M63,214Added

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