Who Owns FIDELITY COVINGTON TRUST (FBOT)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $63.1M of FIDELITY COVINGTON TRUST (FBOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($22.8M), NATIONAL BANK OF CANADA /FI/ ($22.4M), JANE STREET GROUP, LLC ($3.2M), FSM Wealth Advisors, LLC ($1.9M), AE Wealth Management LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $22.8M | 575,281 | Trimmed |
| 2 | NATIONAL BANK OF CANADA /FI/ | $22.4M | 567,097 | Added |
| 3 | JANE STREET GROUP, LLC | $3.2M | 81,483 | Added |
| 4 | FSM Wealth Advisors, LLC | $1.9M | 48,088 | Trimmed |
| 5 | AE Wealth Management LLC | $1.7M | 41,682 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 36,479 | Trimmed |
| 7 | LPL Financial LLC | $1.4M | 36,333 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $1.4M | 34,199 | Trimmed |
| 9 | FLOW TRADERS U.S. LLC | $1.3M | 32,585 | Added |
| 10 | SteelPeak Wealth, LLC | $989,953 | 25,000 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $848,759 | 21,423 | Added |
| 12 | Cetera Investment Advisers | $735,039 | 18,562 | Added |
| 13 | POM Investment Strategies, LLC | $676,388 | 17,081 | Added |
| 14 | Farther Finance Advisors, LLC | $539,222 | 13,617 | Hold |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $466,980 | 11,793 | Added |
| 16 | Kingdom Financial Group LLC. | $463,021 | 11,693 | Added |
| 17 | Kovack Advisors, Inc. | $331,560 | 8,400 | Hold |
| 18 | MORGAN STANLEY | $179,063 | 4,522 | Hold |
| 19 | FIDUCIARY FINANCIAL ADVISORS | $70,683 | 1,785 | New |
| 20 | Raleigh Capital Management Inc. | $45,471 | 1,148 | Hold |
| 21 | Key Capital Management, INC | $39,677 | 1,002 | Added |
| 22 | EPG Wealth Management LLC | $33,521 | 847 | Hold |
| 23 | North Star Investment Management Corp. | $29,699 | 750 | New |
| 24 | Montgomery Financial Services LLC | $23,086 | 583 | New |
| 25 | Cape Investment Advisory, Inc. | $20,710 | 523 | New |
Source: SEC Form 13F filings · as of 2026-06-30