Who Owns FIDELITY COVINGTON TRUST (FDLO)? -- Institutional Holders (2026-06-30)
187 institutions reported holding $989.2M of FIDELITY COVINGTON TRUST (FDLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($555.6M), COMMONWEALTH EQUITY SERVICES, LLC ($47.9M), ENVESTNET ASSET MANAGEMENT INC ($36.5M), LPL Financial LLC ($29.1M), Campbell Deegan Wealth Management, LLC ($23.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $555.6M | 8.1M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $47.9M | 701,383 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $36.5M | 534,296 | Added |
| 4 | LPL Financial LLC | $29.1M | 425,154 | Added |
| 5 | Campbell Deegan Wealth Management, LLC | $23.1M | 337,359 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $19.3M | 281,823 | Trimmed |
| 7 | Cetera Investment Advisers | $18.4M | 269,229 | Added |
| 8 | Ameritas Advisory Services, LLC | $17.4M | 254,114 | Added |
| 9 | AE Wealth Management LLC | $14.7M | 215,183 | Added |
| 10 | Corient Private Wealth LLC | $13.2M | 193,012 | Added |
| 11 | SEGALL BRYANT & HAMILL, LLC | $12.7M | 186,105 | Trimmed |
| 12 | Cerity Partners LLC | $12.4M | 182,143 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $11.8M | 172,164 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $9.9M | 145,468 | Trimmed |
| 15 | ALONGSIDE, LLC | $9.1M | 133,211 | Added |
| 16 | 49 WEALTH MANAGEMENT, LLC | $9.1M | 133,211 | New |
| 17 | NewEdge Advisors, LLC | $8.4M | 123,304 | Added |
| 18 | OSAIC HOLDINGS, INC. | $8.3M | 121,023 | Added |
| 19 | GOLDMAN SACHS GROUP INC | $8.0M | 116,662 | Added |
| 20 | Royal Bank of Canada | $7.7M | 112,946 | Trimmed |
| 21 | GFG Capital, LLC | $6.9M | 100,671 | Trimmed |
| 22 | Lido Advisors, LLC | $6.8M | 99,075 | Trimmed |
| 23 | KENNEDY INVESTMENT GROUP | $6.6M | 96,159 | New |
| 24 | Mechanics Bank Trust Department | $6.4M | 93,546 | Added |
| 25 | Abundance Wealth Counselors | $6.2M | 91,006 | Added |
Source: SEC Form 13F filings · as of 2026-06-30