Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Snapshot holdings

50 / 202 loaded

#		Instrument	quantity
1	Independence Financial Advisors, LLC	Shares	141.3KSH	$40.3M
2	Financial Partners Group, Inc	Shares	105.7KSH	$30.2M
3	Yoder Wealth Management, Inc.	Shares	104.3KSH	$29.8M
4	PFG Advisors	Shares	102.9KSH	$29.4M
5	Morningstar Investment Management LLC	Shares	118.0KSH	$24.5M
6	Kraft, Davis & Associates, LLC	Shares	76.4KSH	$20.9M
7	Marotta Asset Management	Shares	72.2KSH	$20.2M
8	Smith Salley Wealth Management	Shares	45.2KSH	$12.9M
9	Traynor Capital Management, Inc.	Shares	38.9KSH	$11.1M
10	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	37.1KSH	$10.6M
11	Sterling Investment Counsel, LLC	Shares	35.5KSH	$10.1M
12	J.W. COLE ADVISORS, INC.	Shares	35.0KSH	$10.0M
13	Crumly & Associates Inc.	Shares	33.5KSH	$9.6M
14	SOUTHERN CAPITAL ADVISORS, LLC	Shares	32.0KSH	$9.1M
15	High Point Wealth Management, LLC	Shares	29.4KSH	$8.4M
16	Financial Perspectives, Inc	Shares	29.2KSH	$8.3M
17	Capital Planning LLC	Shares	26.4KSH	$7.5M
18	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	24.4KSH	$7.0M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.5KSH	$6.6M
20	LYNCH & ASSOCIATES/IN	Shares	23.2KSH	$6.6M
21	Northwest Wealth Advisors, LLC	Shares	22.7KSH	$6.5M
22	Heck Capital Advisors, LLC	Shares	22.6KSH	$6.4M
23	Fingerlakes Wealth Management, Inc.	Shares	19.5KSH	$5.6M
24	Prospera Financial Services Inc	Shares	18.9KSH	$5.4M
25	Alliance Private Wealth, LLC	Shares	18.1KSH	$5.2M
26	AMERICAN NATIONAL BANK & TRUST	Shares	15.4KSH	$4.4M
27	Secure Asset Management, LLC	Shares	15.4KSH	$4.4M
28	EVERPAR ADVISORS LLC	Shares	14.8KSH	$4.2M
29	DAVENPORT & Co LLC	Shares	14.5KSH	$4.1M
30	Maltin Wealth Management, Inc.	Shares	13.7KSH	$3.9M
31	Nova Wealth Management, Inc.	Shares	13.1KSH	$3.7M
32	Farther Finance Advisors, LLC	Shares	12.9KSH	$3.7M
33	Certified Advisory Corp	Shares	12.2KSH	$3.5M
34	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	12.1KSH	$3.5M
35	Golden State Wealth Management, LLC	Shares	11.8KSH	$3.4M
36	BENJAMIN EDWARDS INC	Shares	11.7KSH	$3.4M
37	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	11.2KSH	$3.2M
38	SAX WEALTH ADVISORS, LLC	Shares	14.5KSH	$3.0M
39	Cooper Financial Group	Shares	10.5KSH	$3.0M
40	Atlas Brown,Inc.	Shares	10.5KSH	$3.0M
41	JBR Co Financial Management Inc	Shares	9.6KSH	$2.7M
42	RFG Advisory, LLC	Shares	9.5KSH	$2.7M
43	BridgePort Financial Solutions, LLC	Shares	9.3KSH	$2.6M
44	IFP Advisors, Inc	Shares	8.4KSH	$2.4M
45	Avior Wealth Management, LLC	Shares	8.3KSH	$2.4M
46	Focus Financial Network, Inc.	Shares	8.3KSH	$2.4M
47	Spire Wealth Management	Shares	8.2KSH	$2.3M
48	NWAM LLC	Shares	7.8KSH	$2.2M
49	Merit Financial Group, LLC	Shares	7.7KSH	$2.2M
50	Investors Research Corp	Shares	7.6KSH	$2.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 209 loaded

#		Instrument
1	Independence Financial Advisors, LLC added	Shares	+66.4K	+$24.8M	$40.3M
2	J.W. COLE ADVISORS, INC. new	Shares	+35.0K	+$10.0M	$10.0M
3	Yoder Wealth Management, Inc. added	Shares	+6.2K	+$9.4M	$29.8M
4	Financial Partners Group, Inc added	Shares	+235	+$8.2M	$30.2M
5	PFG Advisors added	Shares	+580	+$8.1M	$29.4M
6	Marotta Asset Management added	Shares	+4.0K	+$5.8M	$20.2M
7	Smith Salley Wealth Management trimmed	Shares	-656	+$3.4M	$12.9M
8	Traynor Capital Management, Inc. added	Shares	+55	+$3.4M	$11.1M
9	Sterling Investment Counsel, LLC added	Shares	+974	+$3.0M	$10.1M
10	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-380	+$2.8M	$10.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.0K	+$2.7M	$6.6M
12	Crumly & Associates Inc. trimmed	Shares	-820	+$2.4M	$9.6M
13	High Point Wealth Management, LLC added	Shares	+681	+$2.4M	$8.4M
14	SOUTHERN CAPITAL ADVISORS, LLC trimmed	Shares	-824	+$2.3M	$9.1M
15	Financial Perspectives, Inc added	Shares	+78	+$2.3M	$8.3M
16	Farther Finance Advisors, LLC added	Shares	+6.0K	+$2.2M	$3.7M
17	Northwest Wealth Advisors, LLC added	Shares	+1.3K	+$2.0M	$6.5M
18	EVERPAR ADVISORS LLC added	Shares	+4.0K	+$2.0M	$4.2M
19	Capital Planning LLC trimmed	Shares	-1.3K	+$1.8M	$7.5M
20	DAVENPORT & Co LLC added	Shares	+3.0K	+$1.7M	$4.1M
21	Kraft, Davis & Associates, LLC trimmed	Shares	-1.8K	+$1.7M	$20.9M
22	Fingerlakes Wealth Management, Inc. added	Shares	+440	+$1.6M	$5.6M
23	LYNCH & ASSOCIATES/IN trimmed	Shares	-1.1K	+$1.6M	$6.6M
24	Heck Capital Advisors, LLC trimmed	Shares	-1.2K	+$1.5M	$6.4M
25	AMERICAN NATIONAL BANK & TRUST added	Shares	+845	+$1.4M	$4.4M
26	Secure Asset Management, LLC added	Shares	+680	+$1.3M	$4.4M
27	Alliance Private Wealth, LLC trimmed	Shares	-368	+$1.3M	$5.2M
28	Certified Advisory Corp added	Shares	+1.8K	+$1.3M	$3.5M
29	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+1.9K	+$1.3M	$3.2M
30	BridgePort Financial Solutions, LLC added	Shares	+2.2K	+$1.2M	$2.6M
31	Prospera Financial Services Inc trimmed	Shares	-1.4K	+$1.2M	$5.4M
32	Golden State Wealth Management, LLC added	Shares	+1.1K	+$1.1M	$3.4M
33	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$1.1M	$3.4M
34	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+1.1K	+$967.3K	$3.5M
35	Nova Wealth Management, Inc. trimmed	Shares	-648	+$879.1K	$3.7M
36	RFG Advisory, LLC added	Shares	+666	+$876.0K	$2.7M
37	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed	Shares	-5.0K	+$855.5K	$7.0M
38	Cooper Financial Group trimmed	Shares	-37	+$809.3K	$3.0M
39	Merit Financial Group, LLC added	Shares	+998	+$803.7K	$2.2M
40	Atlas Brown,Inc. trimmed	Shares	-140	+$783.4K	$3.0M
41	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.4K	+$759.6K	$1.7M
42	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+2.3K	+$668.3K	$668.3K
43	Spire Wealth Management added	Shares	+124	+$659.6K	$2.3M
44	Maltin Wealth Management, Inc. trimmed	Shares	-2.0K	+$641.4K	$3.9M
45	Y-Intercept (Hong Kong) Ltd new	Shares	+2.2K	+$631.1K	$631.1K
46	Focus Financial Network, Inc. trimmed	Shares	-160	+$609.6K	$2.4M
47	Avior Wealth Management, LLC trimmed	Shares	-200	+$603.3K	$2.4M
48	Investors Research Corp added	Shares	+15	+$592.0K	$2.2M
49	Sequoia Financial Advisors, LLC added	Shares	+653	+$560.0K	$1.6M
50	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+2	+$555.9K	$2.0M

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