Who Owns FIDELITY COVINGTON TRUST (FDRR)? -- Institutional Holders (2026-06-30)
121 institutions reported holding $251.2M of FIDELITY COVINGTON TRUST (FDRR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ameritas Advisory Services, LLC ($70.9M), LPL Financial LLC ($18.7M), EP Wealth Advisors, LLC ($18.1M), BANK OF AMERICA CORP /DE/ ($15.3M), COMMONWEALTH EQUITY SERVICES, LLC ($9.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Ameritas Advisory Services, LLC | $70.9M | 1.1M | Added |
| 2 | LPL Financial LLC | $18.7M | 287,988 | Trimmed |
| 3 | EP Wealth Advisors, LLC | $18.1M | 278,867 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $15.3M | 235,076 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 145,145 | Trimmed |
| 6 | Charter Capital Management, LLC\DE | $8.7M | 134,216 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 130,209 | Added |
| 8 | OSAIC HOLDINGS, INC. | $7.7M | 118,097 | Added |
| 9 | Cetera Investment Advisers | $7.0M | 107,187 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $6.0M | 92,175 | Added |
| 11 | NewEdge Advisors, LLC | $5.8M | 88,964 | Added |
| 12 | FMR LLC | $5.7M | 87,200 | Added |
| 13 | Geneva Partners, LLC | $5.4M | 82,906 | Trimmed |
| 14 | MORGAN STANLEY | $4.7M | 72,917 | Trimmed |
| 15 | UBS Group AG | $4.1M | 63,146 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $3.8M | 58,213 | Added |
| 17 | Kestra Advisory Services, LLC | $3.5M | 53,875 | Trimmed |
| 18 | Sugar Maple Asset Management, LLC | $3.4M | 51,720 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $3.1M | 47,062 | Added |
| 20 | CITADEL ADVISORS LLC | $2.8M | 42,450 | Added |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.5M | 38,607 | Added |
| 22 | Lido Advisors, LLC | $1.9M | 28,737 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $1.6M | 25,383 | Added |
| 24 | &PARTNERS | $1.6M | 25,275 | Added |
| 25 | PFG Advisors | $1.6M | 24,337 | Added |
Source: SEC Form 13F filings · as of 2026-06-30