Who Owns FIDELITY COVINGTON TRUST (FDIF)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $14.3M of FIDELITY COVINGTON TRUST (FDIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: SFMG, LLC ($10.3M), COMMONWEALTH EQUITY SERVICES, LLC ($564,130), OSAIC HOLDINGS, INC. ($543,793), MFA Wealth Services ($473,700), Kovack Advisors, Inc. ($455,716). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SFMG, LLC | $10.3M | 254,195 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $564,130 | 13,938 | Added |
| 3 | OSAIC HOLDINGS, INC. | $543,793 | 13,430 | Added |
| 4 | MFA Wealth Services | $473,700 | 11,704 | Added |
| 5 | Kovack Advisors, Inc. | $455,716 | 11,250 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $427,736 | 10,568 | Added |
| 7 | Sequoia Financial Advisors, LLC | $341,044 | 8,426 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $253,978 | 6,275 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $223,784 | 5,529 | Trimmed |
| 10 | Parallel Advisors, LLC | $187,242 | 4,626 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $180,837 | 4,468 | Trimmed |
| 12 | FMR LLC | $97,979 | 2,421 | Trimmed |
| 13 | BANK OF MONTREAL /CAN/ | $89,004 | 2,199 | Hold |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC | $54,512 | 1,347 | New |
| 15 | Godfrey Financial Associates, Inc. | $40,475 | 1,000 | Hold |
| 16 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $37,836 | 934 | Hold |
| 17 | Steward Partners Investment Advisory, LLC | $36,467 | 901 | Added |
| 18 | Winch Advisory Services, LLC | $12,466 | 308 | Hold |
| 19 | Larson Financial Group LLC | $9,396 | 232 | Hold |
| 20 | LRI Investments, LLC | $2,267 | 56 | Hold |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
| 22 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 23 | TD Capital Management LLC | $0 | 0 | Exited |
| 24 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30