Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Snapshot holdings

50 / 165 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	392.3KSH	$24.4M
2	AA Financial Advisors, LLC	Shares	321.2KSH	$19.4M
3	D.A. DAVIDSON & CO.	Shares	300.3KSH	$18.1M
4	IFP Advisors, Inc	Shares	263.3KSH	$15.9M
5	FIFTH THIRD SECURITIES, INC.	Shares	243.9KSH	$14.7M
6	Prentice Wealth Management LLC	Shares	243.8KSH	$14.7M
7	Independence Financial Advisors, LLC	Shares	228.0KSH	$13.7M
8	Lakeridge Wealth Management LLC	Shares	206.7KSH	$12.5M
9	Sculati Wealth Management, LLC	Shares	186.2KSH	$11.6M
10	Cyr Financial Inc.	Shares	167.8KSH	$10.1M
11	Base Wealth Management LLC	Shares	141.9KSH	$8.6M
12	UNIQUE WEALTH, LLC	Shares	140.0KSH	$8.4M
13	Strategic Blueprint, LLC	Shares	139.0KSH	$8.4M
14	Centerline Wealth Advisors, LLC	Shares	136.0KSH	$8.2M
15	Merit Financial Group, LLC	Shares	134.0KSH	$8.1M
16	AdvisorNet Financial, Inc	Shares	122.7KSH	$7.4M
17	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	121.8KSH	$7.3M
18	McGlone Suttner Wealth Management, Inc.	Shares	111.7KSH	$6.7M
19	High Point Wealth Management, LLC	Shares	108.4KSH	$6.5M
20	Lineweaver Wealth Advisors, LLC	Shares	108.1KSH	$6.5M
21	Marshall & Sterling Wealth Advisors Inc.	Shares	107.7KSH	$6.5M
22	SAPIENT CAPITAL LLC	Shares	106.9KSH	$6.4M
23	TOMPKINS FINANCIAL CORP	Shares	105.2KSH	$6.3M
24	Summit Financial Wealth Advisors, LLC	Shares	97.8KSH	$5.9M
25	FLAGSHIP HARBOR ADVISORS, LLC	Shares	91.2KSH	$5.5M
26	Patriot Financial Group Insurance Agency, LLC	Shares	88.3KSH	$5.3M
27	PFG Advisors	Shares	78.9KSH	$4.8M
28	FLAGSTAR SECURITIES, INC	Shares	75.1KSH	$4.5M
29	Farther Finance Advisors, LLC	Shares	74.4KSH	$4.5M
30	Storen Legacy Partners, LLC	Shares	73.5KSH	$4.4M
31	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	73.2KSH	$4.4M
32	Clearwave Capital, LLC	Shares	72.5KSH	$4.4M
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	72.1KSH	$4.3M
34	BENJAMIN EDWARDS INC	Shares	69.1KSH	$4.2M
35	KFG WEALTH MANAGEMENT, LLC	Shares	67.1KSH	$4.0M
36	Envestnet Portfolio Solutions, Inc.	Shares	62.9KSH	$3.8M
37	HBW ADVISORY SERVICES LLC	Shares	58.4KSH	$3.5M
38	Redhawk Wealth Advisors, Inc.	Shares	48.1KSH	$2.9M
39	Sowell Financial Services LLC	Shares	44.7KSH	$2.7M
40	PRECEDENT WEALTH PARTNERS, LLC	Shares	44.3KSH	$2.7M
41	DAVENPORT & Co LLC	Shares	43.8KSH	$2.6M
42	Mosley Wealth Management	Shares	40.7KSH	$2.5M
43	SHEETS SMITH WEALTH MANAGEMENT	Shares	38.7KSH	$2.3M
44	Cyndeo Wealth Partners, LLC	Shares	38.0KSH	$2.3M
45	J.W. COLE ADVISORS, INC.	Shares	37.0KSH	$2.2M
46	PFG Investments, LLC	Shares	36.8KSH	$2.2M
47	Barry Investment Advisors, LLC	Shares	34.4KSH	$2.1M
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	33.4KSH	$2.0M
49	ARWA LLC	Shares	30.9KSH	$1.9M
50	B. Riley Wealth Advisors, Inc.	Shares	31.9KSH	$1.9M

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

50 / 173 loaded

#		Instrument
1	AA Financial Advisors, LLC added	Shares	+193.7K	+$12.3M	$19.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.5K	+$3.1M	$24.4M
3	Mosley Wealth Management added	Shares	+38.4K	+$2.3M	$2.5M
4	J.W. COLE ADVISORS, INC. new	Shares	+37.0K	+$2.2M	$2.2M
5	FIFTH THIRD SECURITIES, INC. added	Shares	+12.5K	+$1.9M	$14.7M
6	Merit Financial Group, LLC added	Shares	+22.4K	+$1.9M	$8.1M
7	CLG LLC new	Shares	+31.6K	+$1.9M	$1.9M
8	IFP Advisors, Inc added	Shares	+5.6K	+$1.6M	$15.9M
9	Prentice Wealth Management LLC added	Shares	+7.2K	+$1.6M	$14.7M
10	RMR Wealth Builders new	Shares	+26.4K	+$1.6M	$1.6M
11	SAPIENT CAPITAL LLC added	Shares	+17.9K	+$1.5M	$6.4M
12	Cyr Financial Inc. added	Shares	+11.5K	+$1.5M	$10.1M
13	UNIQUE WEALTH, LLC added	Shares	+13.5K	+$1.5M	$8.4M
14	TOMPKINS FINANCIAL CORP added	Shares	+15.9K	+$1.4M	$6.3M
15	Sculati Wealth Management, LLC added	Shares	+1.1K	+$1.3M	$11.6M
16	Summit Financial Wealth Advisors, LLC added	Shares	+13.6K	+$1.2M	$5.9M
17	INVESTMENT ADVISORY SERVICES INC /TX /ADV added	Shares	+9.7K	+$1.2M	$7.3M
18	Base Wealth Management LLC added	Shares	+4.8K	+$980.9K	$8.6M
19	Centerline Wealth Advisors, LLC added	Shares	+5.1K	+$969.0K	$8.2M
20	Strategic Blueprint, LLC added	Shares	+3.1K	+$874.2K	$8.4M
21	KFG WEALTH MANAGEMENT, LLC added	Shares	+8.2K	+$789.5K	$4.0M
22	BENJAMIN EDWARDS INC added	Shares	+7.7K	+$776.0K	$4.2M
23	AdvisorNet Financial, Inc added	Shares	+1.7K	+$715.9K	$7.4M
24	D.A. DAVIDSON & CO. trimmed	Shares	-14.8K	+$696.6K	$18.1M
25	Marshall & Sterling Wealth Advisors Inc. added	Shares	+2.4K	+$679.4K	$6.5M
26	Cyndeo Wealth Partners, LLC added	Shares	+8.3K	+$653.1K	$2.3M
27	McGlone Suttner Wealth Management, Inc. added	Shares	+402	+$586.5K	$6.7M
28	XY Planning Network, Inc. new	Shares	+9.4K	+$566.8K	$566.8K
29	High Point Wealth Management, LLC added	Shares	+258	+$561.7K	$6.5M
30	Sound Income Strategies, LLC added	Shares	+8.2K	+$543.4K	$1.1M
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.1K	+$534.6K	$4.3M
32	Lineweaver Wealth Advisors, LLC trimmed	Shares	-393	+$524.0K	$6.5M
33	XML Financial, LLC added	Shares	+7.1K	+$516.4K	$1.5M
34	HBW ADVISORY SERVICES LLC added	Shares	+3.6K	+$494.6K	$3.5M
35	Envestnet Portfolio Solutions, Inc. added	Shares	+3.1K	+$486.4K	$3.8M
36	Storen Legacy Partners, LLC added	Shares	+1.6K	+$457.2K	$4.4M
37	Aprio Wealth Management, LLC new	Shares	+7.4K	+$448.4K	$448.4K
38	Farther Finance Advisors, LLC added	Shares	+1.0K	+$419.7K	$4.5M
39	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+896	+$419.3K	$4.4M
40	PFG Advisors added	Shares	+286	+$414.4K	$4.8M
41	DAVENPORT & Co LLC added	Shares	+3.4K	+$409.1K	$2.6M
42	Vision Retirement, LLC added	Shares	+6.5K	+$406.5K	$583.8K
43	PFG Investments, LLC added	Shares	+4.0K	+$404.5K	$2.2M
44	FLAGSTAR SECURITIES, INC trimmed	Shares	-220	+$367.1K	$4.5M
45	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+2.5K	+$362.6K	$2.7M
46	Redhawk Wealth Advisors, Inc. added	Shares	+1.8K	+$344.6K	$2.9M
47	ARWA LLC added	Shares	+3.1K	+$343.4K	$1.9M
48	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-2.2K	+$336.9K	$5.5M
49	Brookstone Capital Management added	Shares	+3.7K	+$292.9K	$1.0M
50	B. Riley Wealth Advisors, Inc. added	Shares	+1.5K	+$284.7K	$1.9M

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