Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	Focus Financial Network, Inc.	Shares	771.5KSH	$37.3M
2	KFG WEALTH MANAGEMENT, LLC	Shares	452.0KSH	$21.8M
3	Systelligence, LLC	Shares	400.5KSH	$19.3M
4	Parkside Investments, LLC	Shares	382.4KSH	$18.5M
5	Summit Investment Advisory Services, LLC	Shares	309.9KSH	$15.0M
6	Aurdan Capital Management, LLC	Shares	234.7KSH	$11.3M
7	PETRA FINANCIAL ADVISORS INC	Shares	214.7KSH	$10.4M
8	First Heartland Consultants, Inc.	Shares	196.4KSH	$9.8M
9	RIVERSEDGE ADVISORS, LLC	Shares	159.6KSH	$7.7M
10	Holos Integrated Wealth LLC	Shares	141.9KSH	$6.7M
11	Merit Financial Group, LLC	Shares	133.8KSH	$6.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	134.8KSH	$6.4M
13	Breakwater Capital Group	Shares	117.1KSH	$5.7M
14	CLG LLC	Shares	113.4KSH	$5.5M
15	LINCOLN CAPITAL CORP	Shares	109.4KSH	$5.3M
16	Carolina Wealth Advisors, LLC	Shares	109.4KSH	$5.3M
17	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	102.7KSH	$5.0M
18	Envision Financial LLC	Shares	94.1KSH	$4.5M
19	FMA Wealth Management, LLC	Shares	86.8KSH	$4.2M
20	Clearwave Capital, LLC	Shares	73.1KSH	$3.5M
21	PFG Advisors	Shares	65.1KSH	$3.1M
22	HICKS CAPITAL MANAGEMENT LLC	Shares	60.2KSH	$2.9M
23	InTrack Investment Management Inc	Shares	56.2KSH	$2.7M
24	PENOBSCOT WEALTH MANAGEMENT	Shares	55.6KSH	$2.7M
25	Farther Finance Advisors, LLC	Shares	53.8KSH	$2.6M
26	Sowell Financial Services LLC	Shares	52.0KSH	$2.5M
27	Encompass More Asset Management	Shares	48.1KSH	$2.3M
28	DecisionMap Wealth Management, LLC	Shares	39.0KSH	$1.9M
29	LongView Wealth Management	Shares	37.1KSH	$1.8M
30	LYNCH & ASSOCIATES/IN	Shares	35.6KSH	$1.7M
31	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	34.5KSH	$1.7M
32	FCG Investment Co	Shares	32.8KSH	$1.6M
33	BLUEDOOR PRIVATE WEALTH, LLC	Shares	29.2KSH	$1.4M
34	FLAGSHIP HARBOR ADVISORS, LLC	Shares	24.5KSH	$1.2M
35	CRA Financial Services, LLC	Shares	22.7KSH	$1.1M
36	Spire Wealth Management	Shares	22.7KSH	$1.1M
37	Golden State Wealth Management, LLC	Shares	21.8KSH	$1.1M
38	IFP Advisors, Inc	Shares	19.0KSH	$916.8K
39	MFA Wealth Services	Shares	18.5KSH	$893.1K
40	Register Financial Advisors LLC	Shares	17.0KSH	$822.9K
41	MCRAE CAPITAL MANAGEMENT INC	Shares	16.6KSH	$800.1K
42	Worth Asset Management, LLC	Shares	15.2KSH	$733.5K
43	Allegheny Financial Group	Shares	15.1KSH	$731.3K
44	SFG Wealth Management, LLC.	Shares	14.2KSH	$686.5K
45	HBW ADVISORY SERVICES LLC	Shares	14.1KSH	$678.8K
46	Financial Perspectives, Inc	Shares	13.1KSH	$634.4K
47	BridgePort Financial Solutions, LLC	Shares	13.0KSH	$626.0K
48	Canvas Wealth Advisors, LLC	Shares	12.5KSH	$603.3K
49	Kastel Capital Advisors, LLC	Shares	14.3KSH	$543.8K
50	FIFTH THIRD SECURITIES, INC.	Shares	9.7KSH	$470.3K

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

50 / 73 loaded

#		Instrument
1	Systelligence, LLC new	Shares	+400.5K	+$19.3M	$19.3M
2	Aurdan Capital Management, LLC new	Shares	+234.7K	+$11.3M	$11.3M
3	Focus Financial Network, Inc. added	Shares	+43.8K	+$9.6M	$37.3M
4	PETRA FINANCIAL ADVISORS INC added	Shares	+170.7K	+$8.7M	$10.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+122.2K	+$5.9M	$6.4M
6	KFG WEALTH MANAGEMENT, LLC added	Shares	+22.3K	+$5.5M	$21.8M
7	Merit Financial Group, LLC added	Shares	+94.2K	+$5.0M	$6.5M
8	Parkside Investments, LLC added	Shares	+22.2K	+$4.8M	$18.5M
9	First Heartland Consultants, Inc. added	Shares	+58.7K	+$4.6M	$9.8M
10	Envision Financial LLC new	Shares	+94.1K	+$4.5M	$4.5M
11	CLG LLC added	Shares	+74.9K	+$4.0M	$5.5M
12	Breakwater Capital Group added	Shares	+59.7K	+$3.5M	$5.7M
13	HICKS CAPITAL MANAGEMENT LLC new	Shares	+60.2K	+$2.9M	$2.9M
14	Summit Investment Advisory Services, LLC trimmed	Shares	-11.5K	+$2.8M	$15.0M
15	InTrack Investment Management Inc added	Shares	+45.6K	+$2.3M	$2.7M
16	INVESTMENT ADVISORY SERVICES INC /TX /ADV added	Shares	+23.9K	+$2.0M	$5.0M
17	FCG Investment Co new	Shares	+32.8K	+$1.6M	$1.6M
18	LINCOLN CAPITAL CORP added	Shares	+5.8K	+$1.3M	$5.3M
19	RIVERSEDGE ADVISORS, LLC trimmed	Shares	-9.6K	+$1.3M	$7.7M
20	Carolina Wealth Advisors, LLC trimmed	Shares	-83	+$1.1M	$5.3M
21	Sowell Financial Services LLC added	Shares	+12.4K	+$1.0M	$2.5M
22	PFG Advisors added	Shares	+7.0K	+$937.3K	$3.1M
23	Clearwave Capital, LLC added	Shares	+4.8K	+$935.1K	$3.5M
24	FMA Wealth Management, LLC trimmed	Shares	-1.2K	+$847.9K	$4.2M
25	SFG Wealth Management, LLC. new	Shares	+14.2K	+$686.5K	$686.5K
26	Holos Integrated Wealth LLC trimmed	Shares	-15.3K	+$616.2K	$6.7M
27	PENOBSCOT WEALTH MANAGEMENT added	Shares	+1.0K	+$611.3K	$2.7M
28	Encompass More Asset Management added	Shares	+2.4K	+$587.6K	$2.3M
29	LYNCH & ASSOCIATES/IN added	Shares	+3.3K	+$489.6K	$1.7M
30	DecisionMap Wealth Management, LLC added	Shares	+1.7K	+$466.0K	$1.9M
31	Register Financial Advisors LLC added	Shares	+6.8K	+$433.4K	$822.9K
32	LongView Wealth Management added	Shares	+4.0K	+$430.1K	$1.8M
33	Allegheny Financial Group added	Shares	+7.0K	+$423.5K	$731.3K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.3K	+$403.4K	$1.7M
35	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.3K	+$299.6K	$1.2M
36	Golden State Wealth Management, LLC added	Shares	+1.9K	+$297.4K	$1.1M
37	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.8K	+$279.6K	$279.6K
38	CRA Financial Services, LLC added	Shares	+1.1K	+$276.2K	$1.1M
39	Ballew Advisors, Inc new	Shares	+5.6K	+$266.1K	$266.1K
40	BLUEDOOR PRIVATE WEALTH, LLC trimmed	Shares	-1.0K	+$262.4K	$1.4M
41	Dynamic Advisor Solutions LLC new	Shares	+5.2K	+$249.1K	$249.1K
42	Spire Wealth Management added	Shares	+303	+$245.4K	$1.1M
43	AdvisorNet Financial, Inc added	Shares	+3.8K	+$187.9K	$209.7K
44	MCRAE CAPITAL MANAGEMENT INC added	Shares	+110	+$174.7K	$800.1K
45	Financial Perspectives, Inc added	Shares	+1.0K	+$174.6K	$634.4K
46	IFP Advisors, Inc trimmed	Shares	-606	+$172.3K	$916.8K
47	MFA Wealth Services trimmed	Shares	-500	+$171.3K	$893.1K
48	FIFTH THIRD SECURITIES, INC. added	Shares	+1.8K	+$168.8K	$470.3K
49	Fairway Wealth LLC new	Shares	+3.2K	+$152.6K	$152.6K
50	HBW ADVISORY SERVICES LLC trimmed	Shares	-660	+$119.6K	$678.8K

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