Who Owns FIDELITY COVINGTON TRUST (FIDU)? -- Institutional Holders (2026-06-30)
257 institutions reported holding $932.8M of FIDELITY COVINGTON TRUST (FIDU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($166.5M), AE Wealth Management LLC ($139.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($93.8M), AGF MANAGEMENT LTD ($50.8M), COMMONWEALTH EQUITY SERVICES, LLC ($39.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $166.5M | 1.7M | Trimmed |
| 2 | AE Wealth Management LLC | $139.9M | 1.4M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.8M | 942,093 | Added |
| 4 | AGF MANAGEMENT LTD | $50.8M | 510,373 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 400,727 | Added |
| 6 | LPL Financial LLC | $28.5M | 285,843 | Added |
| 7 | VICUS CAPITAL | $25.9M | 259,849 | Added |
| 8 | MORGAN STANLEY | $21.9M | 219,372 | Added |
| 9 | Sanctuary Advisors, LLC | $18.4M | 184,436 | Added |
| 10 | Kovitz Investment Group Partners, LLC | $16.1M | 161,766 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $14.5M | 145,719 | Added |
| 12 | Independence Financial Advisors, LLC | $13.6M | 136,325 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $12.6M | 126,154 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $12.4M | 124,721 | Added |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 123,202 | Trimmed |
| 16 | Lifeworks Advisors, LLC | $11.4M | 114,531 | Added |
| 17 | Thrivent Financial for Lutherans | $10.6M | 106,256 | Trimmed |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 100,169 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $10.0M | 99,985 | Added |
| 20 | FMR LLC | $9.2M | 92,107 | Added |
| 21 | Yoder Wealth Management, Inc. | $7.9M | 79,748 | Added |
| 22 | Royal Bank of Canada | $7.8M | 78,645 | Trimmed |
| 23 | Arax Advisory Partners | $7.4M | 74,143 | Added |
| 24 | STIFEL FINANCIAL CORP | $7.3M | 73,519 | Added |
| 25 | NewEdge Advisors, LLC | $7.2M | 72,031 | Added |
Source: SEC Form 13F filings · as of 2026-06-30