Who Owns FIDELITY COVINGTON TRUST (FLRG)? -- Institutional Holders (2026-06-30)
51 institutions reported holding $171.1M of FIDELITY COVINGTON TRUST (FLRG) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($83.3M), COMMONWEALTH EQUITY SERVICES, LLC ($29.7M), Berman McAleer LLC ($13.6M), Advisory Services Network, LLC ($8.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($7.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $83.3M | 2.0M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 722,984 | Trimmed |
| 3 | Berman McAleer LLC | $13.6M | 331,532 | Added |
| 4 | Advisory Services Network, LLC | $8.9M | 217,760 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 180,687 | Added |
| 6 | Centennial Wealth Advisory LLC | $3.4M | 83,823 | Trimmed |
| 7 | Western Wealth Management, LLC | $3.2M | 77,080 | Added |
| 8 | Kestra Advisory Services, LLC | $2.1M | 50,855 | Trimmed |
| 9 | PRINCIPAL SECURITIES, INC. | $2.0M | 49,438 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $1.9M | 46,168 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 37,045 | Added |
| 12 | OSAIC HOLDINGS, INC. | $1.5M | 36,366 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.2M | 29,743 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $1.2M | 28,635 | New |
| 15 | Sovran Advisors, LLC | $1.2M | 28,254 | Added |
| 16 | World Investment Advisors | $1.2M | 31,348 | Hold |
| 17 | Cambridge Investment Research Advisors, Inc. | $965,000 | 23,535 | Added |
| 18 | FMR LLC | $944,246 | 23,017 | Added |
| 19 | LPL Financial LLC | $560,095 | 13,653 | Trimmed |
| 20 | MORGAN STANLEY | $520,631 | 12,691 | Added |
| 21 | CreativeOne Wealth, LLC | $485,828 | 11,843 | Trimmed |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $473,644 | 11,546 | Added |
| 23 | Williams & Novak, LLC | $424,245 | 10,341 | Added |
| 24 | Beacon Capital Management, LLC | $412,743 | 10,061 | Added |
| 25 | JPMORGAN CHASE & CO | $392,050 | 9,610 | Added |
Source: SEC Form 13F filings · as of 2026-06-30