Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Independence Financial Advisors, LLC	Shares	185.4KSH	$12.9M
2	REDSTONE WEALTH MANAGEMENT, LLC	Shares	166.7KSH	$11.6M
3	Crumly & Associates Inc.	Shares	140.8KSH	$9.8M
4	Yoder Wealth Management, Inc.	Shares	117.8KSH	$8.2M
5	Vertex Investment Solutions Co., Ltd.	Shares	89.9KSH	$6.3M
6	SOUTHERN CAPITAL ADVISORS, LLC	Shares	71.8KSH	$5.0M
7	Smith Salley Wealth Management	Shares	57.8KSH	$4.0M
8	Maltin Wealth Management, Inc.	Shares	51.7KSH	$3.6M
9	Alliance Private Wealth, LLC	Shares	31.5KSH	$2.2M
10	LYNCH & ASSOCIATES/IN	Shares	27.3KSH	$1.9M
11	Mechanics Bank Trust Department	Shares	23.6KSH	$1.6M
12	AMERICAN NATIONAL BANK & TRUST	Shares	22.5KSH	$1.6M
13	Heck Capital Advisors, LLC	Shares	21.0KSH	$1.5M
14	Merit Financial Group, LLC	Shares	17.7KSH	$1.2M
15	FIFTH THIRD SECURITIES, INC.	Shares	16.7KSH	$1.2M
16	NOVEM GROUP	Shares	14.2KSH	$986.7K
17	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	12.6KSH	$876.2K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.9KSH	$718.9K
19	Atlas Brown,Inc.	Shares	10.3KSH	$717.7K
20	Bayshore Capital Advisors, LLC	Shares	8.1KSH	$565.3K
21	Apollon Wealth Management, LLC	Shares	4.9KSH	$338.5K
22	Williams & Novak, LLC	Shares	4.6KSH	$317.7K
23	J.W. COLE ADVISORS, INC.	Shares	4.3KSH	$297.0K
24	MISSION WEALTH MANAGEMENT, LP	Shares	4.0KSH	$279.3K
25	LongView Wealth Management	Shares	4.0KSH	$276.6K
26	Piscataqua Savings Bank	Shares	3.9KSH	$270.7K
27	NWAM LLC	Shares	3.9KSH	$270.6K
28	Elmwood Wealth Management, Inc.	Shares	3.8KSH	$263.1K
29	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	3.4KSH	$237.6K
30	SVB WEALTH LLC	Shares	3.4KSH	$232.9K
31	Rosenberg Matthew Hamilton	Shares	3.1KSH	$216.1K
32	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	3.1KSH	$215.3K
33	MCRAE CAPITAL MANAGEMENT INC	Shares	2.9KSH	$204.2K
34	Farther Finance Advisors, LLC	Shares	1.5KSH	$101.4K
35	IFP Advisors, Inc	Shares	769SH	$53.4K
36	Decker Retirement Planning Inc.	Shares	573SH	$39.8K
37	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	572SH	$39.7K
38	Signature Resources Capital Management, LLC	Shares	557SH	$38.7K
39	Allied Private Wealth LLC	Shares	419SH	$29.7K
40	GHP Investment Advisors, Inc.	Shares	300SH	$20.8K
41	AdvisorNet Financial, Inc	Shares	208SH	$14.5K
42	Physician Wealth Advisors, Inc.	Shares	167SH	$11.6K
43	GAMMA Investing LLC	Shares	132SH	$9.2K
44	Pillar Financial Advisors, LLC	Shares	97SH	$6.7K
45	Capital Investment Advisory Services, LLC	Shares	74SH	$5.1K
46	WOLFF WIESE MAGANA LLC	Shares	69SH	$4.8K
47	Quest 10 Wealth Builders, Inc.	Shares	25SH	$1.7K
48	CX Institutional	Shares	23.5KSH	$1.6K
49	BIRCHBROOK, INC.	Shares	23SH	$1.6K
50	Golden State Wealth Management, LLC	Shares	12SH	$842

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

50 / 55 loaded

#		Instrument
1	Vertex Investment Solutions Co., Ltd. new	Shares	+89.9K	+$6.3M	$6.3M
2	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+40.7K	+$3.0M	$11.6M
3	Independence Financial Advisors, LLC added	Shares	+15.0K	+$1.3M	$12.9M
4	Yoder Wealth Management, Inc. added	Shares	+12.0K	+$975.8K	$8.2M
5	Crumly & Associates Inc. added	Shares	+5.3K	+$555.7K	$9.8M
6	J.W. COLE ADVISORS, INC. new	Shares	+4.3K	+$297.0K	$297.0K
7	NOVEM GROUP added	Shares	+3.6K	+$262.1K	$986.7K
8	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+3.2K	+$235.5K	$876.2K
9	LYNCH & ASSOCIATES/IN added	Shares	+2.7K	+$223.5K	$1.9M
10	MCRAE CAPITAL MANAGEMENT INC new	Shares	+2.9K	+$204.2K	$204.2K
11	Maltin Wealth Management, Inc. added	Shares	+1.6K	+$177.7K	$3.6M
12	AMERICAN NATIONAL BANK & TRUST added	Shares	+1.8K	+$154.3K	$1.6M
13	Mechanics Bank Trust Department added	Shares	+1.6K	+$139.5K	$1.6M
14	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+576	+$136.9K	$5.0M
15	Alliance Private Wealth, LLC added	Shares	+1.3K	+$128.5K	$2.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+837	+$91.0K	$718.9K
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.0K	+$74.1K	$279.3K
18	NWAM LLC added	Shares	+657	+$50.1K	$270.6K
19	Merit Financial Group, LLC added	Shares	+207	+$38.2K	$1.2M
20	FIFTH THIRD SECURITIES, INC. added	Shares	+36	+$25.1K	$1.2M
21	Smith Salley Wealth Management trimmed	Shares	-984	+$11.5K	$4.0M
22	Bayshore Capital Advisors, LLC unchanged	Shares	0	+$11.1K	$565.3K
23	Apollon Wealth Management, LLC added	Shares	+33	+$8.9K	$338.5K
24	Heck Capital Advisors, LLC trimmed	Shares	-314	+$7.1K	$1.5M
25	Elmwood Wealth Management, Inc. unchanged	Shares	0	+$5.2K	$263.1K
26	BRANDYWINE OAK PRIVATE WEALTH LLC added	Shares	+7	+$4.8K	$215.3K
27	SVB WEALTH LLC added	Shares	+3	+$4.7K	$232.9K
28	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$4.7K	$237.6K
29	Rosenberg Matthew Hamilton unchanged	Shares	0	+$4.2K	$216.1K
30	Williams & Novak, LLC unchanged	Shares	0	+$3.8K	$317.7K
31	Quest 10 Wealth Builders, Inc. new	Shares	+25	+$1.7K	$1.7K
32	BIRCHBROOK, INC. new	Shares	+23	+$1.6K	$1.6K
33	Decker Retirement Planning Inc. unchanged	Shares	0	+$779	$39.8K
34	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$778	$39.7K
35	Signature Resources Capital Management, LLC unchanged	Shares	0	+$757	$38.7K
36	GHP Investment Advisors, Inc. unchanged	Shares	0	+$408	$20.8K
37	AdvisorNet Financial, Inc unchanged	Shares	0	+$319	$14.5K
38	Physician Wealth Advisors, Inc. added	Shares	+1	+$256	$11.6K
39	GAMMA Investing LLC unchanged	Shares	0	+$179	$9.2K
40	Pillar Financial Advisors, LLC unchanged	Shares	0	+$132	$6.7K
41	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$101	$5.1K
42	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$94	$4.8K
43	PARK AVENUE SECURITIES LLC added	Shares	+372	+$30	$240
44	Golden State Wealth Management, LLC unchanged	Shares	0	+$18	$842
45	SIGNATUREFD, LLC unchanged	Shares	0	+$2	$55
46	TSFG, LLC unchanged	Shares	0	$0	$6
47	CX Institutional trimmed	Shares	-2.9K	-$168	$1.6K
48	Atlas Brown,Inc. trimmed	Shares	-216	-$663	$717.7K
49	Farther Finance Advisors, LLC trimmed	Shares	-102	-$5.8K	$101.4K
50	Valued Wealth Advisors LLC exited	Shares	-167	-$11.4K	$0

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