Who Owns FIDELITY COVINGTON (FCLD)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $20.8M of FIDELITY COVINGTON (FCLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Advisory Services Network, LLC ($4.8M), SFI Advisors, LLC ($3.4M), Cambridge Investment Research Advisors, Inc. ($1.7M), High Point Wealth Management, LLC ($1.7M), OSAIC HOLDINGS, INC. ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Advisory Services Network, LLC | $4.8M | 123,364 | Trimmed |
| 2 | SFI Advisors, LLC | $3.4M | 87,416 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.7M | 44,827 | Trimmed |
| 4 | High Point Wealth Management, LLC | $1.7M | 44,166 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $1.7M | 43,538 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 42,422 | Added |
| 7 | Rooted Wealth Advisors, Inc. | $1.2M | 29,900 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $941,870 | 24,250 | Added |
| 9 | Kestra Advisory Services, LLC | $853,356 | 21,971 | Added |
| 10 | CITADEL ADVISORS LLC | $741,844 | 19,100 | Trimmed |
| 11 | GWN SECURITIES INC. | $558,675 | 14,384 | Trimmed |
| 12 | LPL Financial LLC | $419,899 | 10,811 | Added |
| 13 | FMR LLC | $261,800 | 6,740 | Added |
| 14 | Kovack Advisors, Inc. | $238,510 | 6,100 | New |
| 15 | Cetera Investment Advisers | $208,200 | 5,360 | New |
| 16 | HighTower Advisors, LLC | $207,753 | 5,349 | New |
| 17 | TD Waterhouse Canada Inc. | $97,425 | 2,500 | Hold |
| 18 | BlackRock, Inc. | $53,988 | 1,390 | Hold |
| 19 | Darwin Wealth Management, LLC | $35,912 | 924 | New |
| 20 | MORGAN STANLEY | $12,639 | 325 | Trimmed |
| 21 | Allworth Financial LP | $9,498 | 245 | Added |
| 22 | Integrated Wealth Concepts LLC | $7,768 | 200 | New |
| 23 | Global Retirement Partners, LLC | $6,875 | 177 | New |
| 24 | Farther Finance Advisors, LLC | $5,826 | 150 | New |
| 25 | SHP Wealth Management | $2,719 | 70 | New |
Source: SEC Form 13F filings · as of 2026-06-30