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

173 institutions reported holding $744.4M of FIDELITY COVINGTON (FVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($138.2M), FMR LLC ($127.6M), High Probability Advisors, LLC ($34.6M), Dynamic Advisor Solutions LLC ($25.9M), Cetera Investment Advisers ($25.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$138.2M1.8MAdded
2FMR LLC$127.6M1.6MTrimmed
3High Probability Advisors, LLC$34.6M443,665Added
4Dynamic Advisor Solutions LLC$25.9M331,727Added
5Cetera Investment Advisers$25.8M330,809Added
6LPL Financial LLC$23.9M307,043Added
7Royal Bank of Canada$23.9M306,081Added
8MAI Capital Management$23.0M294,572Added
9COMMONWEALTH EQUITY SERVICES, LLC$22.6M290,288Added
10OSAIC HOLDINGS, INC.$19.8M254,515Added
11JPMORGAN CHASE & CO$17.3M222,606Added
12Merit Financial Group, LLC$16.5M211,220Trimmed
13BEACON ADVISORS HOLDINGS, LLC$14.3M183,209Trimmed
14BANK OF AMERICA CORP /DE/$14.0M179,343Added
15Kestra Advisory Services, LLC$11.3M145,218Trimmed
16JONES FINANCIAL COMPANIES LLLP$10.6M136,513Added
17MORGAN STANLEY$10.2M131,305Trimmed
18Avidian Wealth Enterprises, LLC$10.1M129,437Added
19KESTRA PRIVATE WEALTH SERVICES, LLC$10.0M128,094Added
20Custos Family Office, LLC$9.6M123,100Added
21CONDOR CAPITAL MANAGEMENT$9.3M118,961Added
22Creative Planning$8.3M106,907Added
23SAX WEALTH ADVISORS, LLC$7.7M110,577Trimmed
24Goodwin Investment Advisory$7.0M89,747Added
25Thrivent Financial for Lutherans$6.0M76,964Added

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