Who Owns FIDELITY COVINGTON TRUST (FMAT)? -- Institutional Holders (2026-06-30)
160 institutions reported holding $264.6M of FIDELITY COVINGTON TRUST (FMAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($98.5M), Lido Advisors, LLC ($37.0M), Independence Financial Advisors, LLC ($12.0M), AGF MANAGEMENT LTD ($6.7M), Kovitz Investment Group Partners, LLC ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $98.5M | 1.7M | Added |
| 2 | Lido Advisors, LLC | $37.0M | 631,686 | Trimmed |
| 3 | Independence Financial Advisors, LLC | $12.0M | 204,631 | New |
| 4 | AGF MANAGEMENT LTD | $6.7M | 115,126 | Added |
| 5 | Kovitz Investment Group Partners, LLC | $5.4M | 92,538 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 88,766 | Added |
| 7 | Certified Advisory Corp | $4.8M | 82,086 | Added |
| 8 | Steward Partners Investment Advisory, LLC | $4.4M | 75,990 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $4.4M | 75,317 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 73,520 | Added |
| 11 | LPL Financial LLC | $4.0M | 67,611 | Trimmed |
| 12 | Creative Planning | $3.9M | 65,863 | Trimmed |
| 13 | MORGAN STANLEY | $3.8M | 64,835 | Added |
| 14 | OSAIC HOLDINGS, INC. | $3.4M | 57,387 | Added |
| 15 | TWO SIGMA INVESTMENTS, LP | $2.6M | 44,600 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 43,266 | Trimmed |
| 17 | Lifeworks Advisors, LLC | $2.3M | 39,081 | Added |
| 18 | JPMORGAN CHASE & CO | $2.2M | 37,941 | Added |
| 19 | Cetera Investment Advisers | $2.2M | 36,891 | Trimmed |
| 20 | Peak Financial Management, Inc. | $1.9M | 32,967 | Trimmed |
| 21 | MATHER GROUP, LLC. | $1.9M | 31,821 | Hold |
| 22 | STIFEL FINANCIAL CORP | $1.7M | 29,814 | Added |
| 23 | Richmond Brothers, Inc. | $1.7M | 29,593 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.7M | 28,470 | Added |
| 25 | Wealth Alliance Advisory Group, LLC | $1.7M | 28,337 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30