Filing Research | FIDELITY COVINGTON TRUST Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	Independence Financial Advisors, LLC	Shares	1.3MSH	$58.7M
2	SENTINEL PENSION ADVISORS, LLC	Shares	481.3KSH	$20.6M
3	McGlone Suttner Wealth Management, Inc.	Shares	302.9KSH	$13.3M
4	Northwest Wealth Advisors, LLC	Shares	208.4KSH	$9.1M
5	Advisory Resource Group	Shares	179.3KSH	$7.8M
6	B. Riley Wealth Advisors, Inc.	Shares	178.1KSH	$7.7M
7	Farther Finance Advisors, LLC	Shares	125.1KSH	$5.5M
8	Merit Financial Group, LLC	Shares	123.9KSH	$5.4M
9	Baron Wealth Management LLC	Shares	57.9KSH	$2.5M
10	Sowell Financial Services LLC	Shares	47.0KSH	$2.1M
11	WARNER FINANCIAL, INC	Shares	38.8KSH	$1.7M
12	InTrack Investment Management Inc	Shares	38.4KSH	$1.7M
13	FLAGSHIP HARBOR ADVISORS, LLC	Shares	37.1KSH	$1.6M
14	Summit Financial Wealth Advisors, LLC	Shares	34.9KSH	$1.5M
15	Rolek Wealth Management LLC	Shares	34.7KSH	$1.5M
16	Infinity Wealth Counsel, LLC	Shares	30.9KSH	$1.4M
17	Nova Wealth Management, Inc.	Shares	30.6KSH	$1.3M
18	TrustWell Financial Advisors, LLC	Shares	20.7KSH	$907.1K
19	HICKS CAPITAL MANAGEMENT LLC	Shares	20.0KSH	$873.8K
20	Castleview Partners, LLC	Shares	19.9KSH	$868.5K
21	Bay Capital Advisors, LLC	Shares	19.5KSH	$852.4K
22	Financial Partners Group, Inc	Shares	19.0KSH	$831.7K
23	MISSION WEALTH MANAGEMENT, LP	Shares	18.9KSH	$825.7K
24	Prospera Financial Services Inc	Shares	17.8KSH	$778.1K
25	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	17.0KSH	$745.0K
26	Valeo Financial Advisors, LLC	Shares	16.6KSH	$724.3K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.9KSH	$701.3K
28	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.0KSH	$698.4K
29	Charter Capital Management, LLC\DE	Shares	15.5KSH	$676.2K
30	Sequoia Financial Advisors, LLC	Shares	13.8KSH	$602.9K
31	Wedmont Private Capital	Shares	13.6KSH	$601.7K
32	Perennial Advisors, LLC	Shares	12.7KSH	$554.5K
33	Madrona Financial Services, LLC	Shares	11.7KSH	$512.1K
34	FMA Wealth Management, LLC	Shares	11.6KSH	$507.8K
35	Security National Bank	Shares	11.1KSH	$483.7K
36	ACT WEALTH MANAGEMENT, LLC	Shares	10.7KSH	$468.4K
37	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	10.6KSH	$463.5K
38	Key FInancial Inc	Shares	10.1KSH	$441.1K
39	CLG LLC	Shares	10.0KSH	$436.7K
40	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	9.8KSH	$427.1K
41	Formidable Asset Management, LLC	Shares	11.0KSH	$412.4K
42	EverSource Wealth Advisors, LLC	Shares	9.3KSH	$409.0K
43	National Wealth Management Group, LLC	Shares	8.8KSH	$383.3K
44	Focus Financial Network, Inc.	Shares	8.6KSH	$376.3K
45	J.W. COLE ADVISORS, INC.	Shares	8.6KSH	$375.2K
46	FORONJY FINANCIAL LLC	Shares	8.3KSH	$364.9K
47	Sage Capital Management, LLC	Shares	8.3KSH	$362.3K
48	Financial Solutions Advisory Group, Inc.	Shares	7.9KSH	$344.6K
49	Wealthcare Advisory Partners LLC	Shares	7.4KSH	$324.9K
50	Bensler, LLC	Shares	6.6KSH	$287.2K

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

50 / 70 loaded

#		Instrument
1	Independence Financial Advisors, LLC added	Shares	+67.1K	+$10.9M	$58.7M
2	Advisory Resource Group new	Shares	+179.3K	+$7.8M	$7.8M
3	McGlone Suttner Wealth Management, Inc. added	Shares	+45.2K	+$3.6M	$13.3M
4	SENTINEL PENSION ADVISORS, LLC added	Shares	+25.2K	+$3.5M	$20.6M
5	Northwest Wealth Advisors, LLC added	Shares	+17.3K	+$2.0M	$9.1M
6	Sowell Financial Services LLC added	Shares	+39.3K	+$1.8M	$2.1M
7	B. Riley Wealth Advisors, Inc. added	Shares	+9.4K	+$1.6M	$7.7M
8	WARNER FINANCIAL, INC added	Shares	+30.3K	+$1.4M	$1.7M
9	Baron Wealth Management LLC added	Shares	+15.9K	+$959.9K	$2.5M
10	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+18.9K	+$942.8K	$1.6M
11	Summit Financial Wealth Advisors, LLC added	Shares	+16.8K	+$848.6K	$1.5M
12	Prospera Financial Services Inc new	Shares	+17.8K	+$778.1K	$778.1K
13	Farther Finance Advisors, LLC trimmed	Shares	-3.1K	+$618.4K	$5.5M
14	Wedmont Private Capital new	Shares	+13.6K	+$601.7K	$601.7K
15	MISSION WEALTH MANAGEMENT, LP added	Shares	+12.3K	+$577.8K	$825.7K
16	Merit Financial Group, LLC trimmed	Shares	-5.6K	+$565.7K	$5.4M
17	J.W. COLE ADVISORS, INC. new	Shares	+8.6K	+$375.2K	$375.2K
18	Infinity Wealth Counsel, LLC added	Shares	+3.5K	+$326.7K	$1.4M
19	LongView Wealth Management new	Shares	+6.2K	+$270.6K	$270.6K
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+3.5K	+$233.0K	$698.4K
21	Traynor Capital Management, Inc. new	Shares	+5.1K	+$222.8K	$222.8K
22	LVW Advisors, LLC new	Shares	+5.0K	+$220.6K	$220.6K
23	Rolek Wealth Management LLC trimmed	Shares	-97	+$213.4K	$1.5M
24	ELEVATION WEALTH PARTNERS, LLC new	Shares	+3.5K	+$153.3K	$153.3K
25	HICKS CAPITAL MANAGEMENT LLC added	Shares	+702	+$151.3K	$873.8K
26	InTrack Investment Management Inc trimmed	Shares	-2.6K	+$142.9K	$1.7M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+788	+$130.9K	$701.3K
28	TrustWell Financial Advisors, LLC unchanged	Shares	0	+$129.8K	$907.1K
29	Bay Capital Advisors, LLC added	Shares	+124	+$126.6K	$852.4K
30	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+18	+$107.3K	$745.0K
31	Focus Financial Network, Inc. added	Shares	+1.3K	+$104.4K	$376.3K
32	Valeo Financial Advisors, LLC added	Shares	+17	+$104.3K	$724.3K
33	Charter Capital Management, LLC\DE added	Shares	+1	+$96.8K	$676.2K
34	Sequoia Financial Advisors, LLC added	Shares	+277	+$96.7K	$602.9K
35	CLG LLC added	Shares	+842	+$94.1K	$436.7K
36	FORONJY FINANCIAL LLC added	Shares	+759	+$80.7K	$364.9K
37	Perennial Advisors, LLC unchanged	Shares	0	+$79.3K	$554.5K
38	Financial Partners Group, Inc trimmed	Shares	-1.2K	+$73.5K	$831.7K
39	Madrona Financial Services, LLC unchanged	Shares	0	+$73.3K	$512.1K
40	FMA Wealth Management, LLC added	Shares	+12	+$73.1K	$507.8K
41	Security National Bank unchanged	Shares	0	+$69.2K	$483.7K
42	ACT WEALTH MANAGEMENT, LLC added	Shares	+12	+$67.4K	$468.4K
43	EverSource Wealth Advisors, LLC added	Shares	+8	+$58.8K	$409.0K
44	National Wealth Management Group, LLC unchanged	Shares	0	+$54.9K	$383.3K
45	Sage Capital Management, LLC added	Shares	+6	+$52.1K	$362.3K
46	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-258	+$51.4K	$427.1K
47	Financial Solutions Advisory Group, Inc. unchanged	Shares	0	+$50.3K	$344.6K
48	Wealthcare Advisory Partners LLC trimmed	Shares	-74	+$43.7K	$324.9K
49	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$40.7K	$284.3K
50	Richardson Capital Management LLC unchanged	Shares	0	+$36.2K	$252.7K

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