Who Owns FIDELITY COVINGTON TRUST (FNCL)? -- Institutional Holders (2026-06-30)
282 institutions reported holding $1.06B of FIDELITY COVINGTON TRUST (FNCL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($195.6M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($161.7M), Sixth Street Partners Management Company, L.P. ($161.7M), AGF MANAGEMENT LTD ($67.6M), MORGAN STANLEY ($34.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $195.6M | 2.6M | Trimmed |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $161.7M | 2.1M | Added |
| 3 | Sixth Street Partners Management Company, L.P. | $161.7M | 2.1M | New |
| 4 | AGF MANAGEMENT LTD | $67.6M | 882,402 | Added |
| 5 | MORGAN STANLEY | $34.4M | 449,724 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 370,196 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $28.3M | 369,981 | Added |
| 8 | LPL Financial LLC | $19.4M | 254,016 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $18.1M | 236,316 | Trimmed |
| 10 | Strategic Point Investment Advisors, LLC | $17.2M | 224,324 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $16.7M | 218,004 | Trimmed |
| 12 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $13.1M | 55,086 | Trimmed |
| 13 | Procyon Advisors, LLC | $13.0M | 169,501 | Added |
| 14 | Fischer Financial Services, Inc. | $11.0M | 143,173 | Added |
| 15 | AE Wealth Management LLC | $10.9M | 142,087 | Added |
| 16 | JPMORGAN CHASE & CO | $10.2M | 133,185 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $9.7M | 126,997 | Added |
| 18 | HighTower Advisors, LLC | $9.2M | 120,166 | Added |
| 19 | STIFEL FINANCIAL CORP | $9.1M | 118,630 | Added |
| 20 | Thrivent Financial for Lutherans | $8.8M | 115,295 | Added |
| 21 | FMR LLC | $8.2M | 106,746 | Added |
| 22 | Yoder Wealth Management, Inc. | $8.0M | 104,535 | Added |
| 23 | TWO SIGMA INVESTMENTS, LP | $7.6M | 98,700 | Trimmed |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.4M | 96,034 | Trimmed |
| 25 | CITIGROUP INC | $7.3M | 95,413 | Added |
Source: SEC Form 13F filings · as of 2026-06-30