Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Berman McAleer LLC	Shares	331.5KSH	$13.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	180.7KSH	$7.4M
3	Centennial Wealth Advisory LLC	Shares	83.8KSH	$3.4M
4	Williams & Novak, LLC	Shares	10.3KSH	$424.2K
5	High Point Wealth Management, LLC	Shares	6.2KSH	$256.1K
6	Alliance Wealth Advisors, LLC	Shares	5.1KSH	$207.9K
7	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.4KSH	$58.9K
8	Quest 10 Wealth Builders, Inc.	Shares	115SH	$4.7K
9	Raleigh Capital Management Inc.	Shares	1SH	$26

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

10 / 10 loaded

#		Instrument
1	Berman McAleer LLC added	Shares	+8.6K	+$1.7M	$13.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$790.1K	$7.4M
3	Centennial Wealth Advisory LLC trimmed	Shares	-653	+$330.9K	$3.4M
4	Alliance Wealth Advisors, LLC new	Shares	+5.1K	+$207.9K	$207.9K
5	Williams & Novak, LLC added	Shares	+312	+$53.0K	$424.2K
6	High Point Wealth Management, LLC added	Shares	+20	+$27.1K	$256.1K
7	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$6.1K	$58.9K
8	Raleigh Capital Management Inc. unchanged	Shares	0	+$3	$26
9	Quest 10 Wealth Builders, Inc. trimmed	Shares	-19	-$212	$4.7K
10	RFG Advisory, LLC exited	Shares	-5.5K	-$201.8K	$0

Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings