12 institutions reported holding $37.0M of FIDELITY COVINGTON TRUST (FFGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beaumont Financial Advisors, LLC ($31.2M), 46 Peaks LLC ($3.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.0M), CITADEL ADVISORS LLC ($834,196), Elm3 Financial Group, LLC ($501,721). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | $31.2M | 896,663 | Added |
| 2 | 46 Peaks LLC | $3.2M | 92,369 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 29,339 | New |
| 4 | CITADEL ADVISORS LLC | $834,196 | 23,985 | Trimmed |
| 5 | Elm3 Financial Group, LLC | $501,721 | 14,426 | Added |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $210,574 | 6,054 | New |
| 7 | Regatta Research & Money Management | $22,260 | 640 | New |
| 8 | UBS Group AG | $10,434 | 300 | New |
| 9 | MORGAN STANLEY | $7,443 | 214 | Hold |
| 10 | LRI Investments, LLC | $2,435 | 70 | Hold |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30