FIDELITY COVINGTON TRUST (FBOT)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
36
Reporting holders
$61.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $22.8M | 575,281 | 0.00% | 13q | -3.5%-$835.1K |
| NATIONAL BANK OF CANADA /FI/ | $22.4M | 567,097 | 0.02% | 5q | +3.6%+$780.6K |
| JANE STREET GROUP, LLC | $3.2M | 81,483 | 0.00% | 6q | +902.6%+$2.9M |
| FSM Wealth Advisors, LLC | $1.9M | 48,088 | 0.20% | 5q | -4.1%-$81.5K |
| AE Wealth Management LLC | $1.7M | 41,682 | 0.01% | 7q | +10.8%+$161.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 36,479 | 0.00% | 6q | -4.2%-$63.8K |
| LPL Financial LLC | $1.4M | 36,333 | 0.00% | 4q | -3.1%-$46.1K |
| TRUIST FINANCIAL CORP | $1.4M | 34,199 | 0.00% | 6q | -4.4%-$62.2K |
| SteelPeak Wealth, LLC | $990.0K | 25,000 | 0.03% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $848.8K | 21,423 | 0.00% | 13q | +488.5%+$704.5K |
| Cetera Investment Advisers | $735.0K | 18,562 | 0.00% | 3q | +4.7%+$33.1K |
| POM Investment Strategies, LLC | $676.4K | 17,081 | 0.77% | 5q | +112.0%+$357.3K |
| Farther Finance Advisors, LLC | $539.2K | 13,617 | 0.00% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $467.0K | 11,793 | 0.00% | 10q | +6.5%+$28.4K |
| Kingdom Financial Group LLC. | $463.0K | 11,693 | 0.12% | 2q | +2257.5%+$443.4K |
| Kovack Advisors, Inc. | $331.6K | 8,400 | 0.02% | 11q | HELD |
| MORGAN STANLEY | $179.1K | 4,522 | 0.00% | 13q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $70.7K | 1,785 | 0.01% | new | NEW |
| Raleigh Capital Management Inc. | $45.5K | 1,148 | 0.01% | 3q | HELD |
| Key Capital Management, INC | $39.7K | 1,002 | 0.02% | 3q | +18.6%+$6.2K |
| EPG Wealth Management LLC | $33.5K | 847 | 0.01% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $31.1K | 786 | 0.00% | new | NEW |
| North Star Investment Management Corp. | $29.7K | 750 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $23.1K | 583 | 0.02% | new | FIRST |
| Cape Investment Advisory, Inc. | $20.7K | 523 | 0.01% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $19.9K | 502 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $15.3K | 386 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $11.0K | 290 | 0.00% | 2q | +31.2%+$2.6K |
| BANK OF MONTREAL /CAN/ | $9.9K | 250 | 0.00% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $9.3K | 235 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $8.9K | 226 | 0.00% | 4q | HELD |
| Networth Advisors, LLC | $8.3K | 209 | 0.00% | 3q | HELD |
| Allworth Financial LP | $7.8K | 197 | 0.00% | 6q | -51.8%-$8.4K |
| Strategic Advocates LLC | $3.0K | 76 | 0.01% | 2q | +2.7% |
| FLOW TRADERS U.S. LLC | $1.3K | 32,585 | 0.05% | 5q | +300.2% |
| HARBOUR INVESTMENTS, INC. | $158 | 4 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $22 | 0 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $61.9M | 1,562,532 | 5 | 11 | 6 | 0.0% |
| Q1 2026 | 34 | $48.1M | 1,451,031 | 8 | 10 | 9 | 0.0% |
| Q4 2025 | 31 | $50.7M | 1,522,710 | 6 | 7 | 6 | 0.0% |
| Q3 2025 | 25 | $51.6M | 1,574,628 | 6 | 4 | 6 | 0.0% |
| Q2 2025 | 20 | $42.4M | 1,415,719 | 7 | 5 | 4 | 0.0% |
| Q1 2025 | 16 | $22.4M | 863,531 | 6 | 2 | 4 | 0.0% |
| Q4 2024 | 11 | $19.7M | 699,004 | 2 | 2 | 4 | 0.0% |
| Q3 2024 | 11 | $23.2M | 856,642 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 12 | $21.0M | 792,161 | 1 | 2 | 5 | 0.0% |
| Q1 2024 | 13 | $22.4M | 840,936 | 2 | 3 | 6 | 0.0% |
| Q4 2023 | 13 | $22.1M | 878,183 | 4 | 3 | 3 | 0.0% |
| Q3 2023 | 11 | $17.5M | 787,664 | 5 | 1 | 3 | 0.0% |
| Q2 2023 | 8 | $22.2M | 863,249 | 8 | 0 | 0 | 0.0% |