HolderBook

FIDELITY COVINGTON TRUST (FDIG)

Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.

49
Reporting holders
$26.2M
Reported value
0.0%
Held as options
+7
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

FilerValueShares Their book Held Change
Financial Engines Advisors L.L.C.$3.8M89,7770.01%4q-10.9%-$469.2K
JANE STREET GROUP, LLC$3.8M88,4060.00%2q+10.0%+$343.8K
BANK OF AMERICA CORP /DE/$3.0M69,5370.00%5q-10.6%-$352.9K
CITADEL ADVISORS LLC$2.5M59,4000.00%5q+104.1%+$1.3M
AE Wealth Management LLC$2.0M46,4100.01%7q+63.7%+$771.5K
COMMONWEALTH EQUITY SERVICES, LLC$1.7M40,6900.00%10q+102.4%+$879.8K
Kestra Advisory Services, LLC$1.7M39,2940.01%4q-13.5%-$262.8K
Cyndeo Wealth Partners, LLC$1.1M26,3000.05%6qHELD
OLD MISSION CAPITAL LLC$772.6K18,0820.01%newNEW
Cerity Partners LLC$641.2K15,0060.00%newNEW
Prairie Wealth Advisors, Inc.$596.4K00.14%7qHELD
NewEdge Advisors, LLC$538.3K12,5980.00%3q+9.3%+$46.0K
Traynor Capital Management, Inc.$518.1K12,1260.02%4q-5.2%-$28.3K
Sanctuary Advisors, LLC$509.7K11,9280.00%newNEW
Sterling Investment Advisors, Ltd.$494.2K11,5650.08%3q+3.4%+$16.2K
Savvy Advisors, Inc.$432.5K10,1210.01%3q+1.0%+$4.3K
GWN SECURITIES INC.$340.0K7,9570.06%newNEW
SC&H Financial Advisors, Inc.$258.6K6,0520.03%newNEW
Arax Advisory Partners$251.6K5,8890.00%4q+4766.9%+$246.5K
Creative Planning$226.7K5,3050.00%newNEW
LPL Financial LLC$217.3K5,0870.00%5q-62.4%-$360.8K
FMR LLC$109.7K2,5660.00%12q+11.8%+$11.6K
Steward Partners Investment Advisory, LLC$91.8K2,1480.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$81.0K1,8960.00%newNEW
Glass Jacobson Investment Advisors llc$70.7K1,6540.02%14q-10.8%-$8.5K
Aptus Capital Advisors, LLC$64.7K1,5130.00%5qHELD
JPMORGAN CHASE & CO$61.3K1,4030.00%4q-20.1%-$15.5K
Allworth Financial LP$55.5K1,3000.00%3qHELD
Birchwood Financial Partners, Inc.$37.7K8830.03%3qHELD
FIDUCIARY FINANCIAL ADVISORS$25.2K5900.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$23.1K5400.00%2q+80.0%+$10.3K
Farther Finance Advisors, LLC$22.4K5230.00%8q+47.3%+$7.2K
Manchester Capital Management LLC$21.4K5000.00%6qHELD
BARRETT & COMPANY, INC.$19.2K4500.01%4qHELD
Global Retirement Partners, LLC$17.0K3990.00%2q+6.4%+$1.0K
US BANCORP \DE\$15.3K3580.00%newNEW
UBS Group AG$8.0K1880.00%3q-72.8%-$21.5K
MORGAN STANLEY$6.7K1560.00%12q-26.1%-$2.4K
SHP Wealth Management$6.6K1550.00%3qHELD
Darwin Wealth Management, LLC$6.3K1480.00%newNEW
JNBA Financial Advisors$5.2K1210.00%4qHELD
Roxbury Financial LLC$3.5K820.00%6qHELD
Rockefeller Capital Management L.P.$2.5K590.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$2.0K470.00%newNEW
Ashton Thomas Private Wealth, LLC$1.4K320.00%newNEW
HARBOUR INVESTMENTS, INC.$1.3K290.00%6qHELD
Larson Financial Group LLC$1.2K290.00%12qHELD
HRT FINANCIAL LP$58113,6150.00%newNEW
Qube Research & Technologies Ltd$427100.00%newNEW
WELLS FARGO & COMPANY/MN$5010.00%9q-75.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202649$26.2M599,3101512100.0%
Q1 202642$18.5M552,170512100.0%
Q4 202548$25.9M646,6781414101.9%
Q3 202535$20.8M414,77312751.2%
Q2 202532$18.5M521,39811470.0%
Q1 202524$12.3M505,5138530.0%
Q4 202424$24.5M753,72213620.0%
Q3 202415$3.7M137,3793510.0%
Q2 202415$6.9M223,6844353.9%
Q1 202412$13.1M446,6086410.0%
Q4 202313$1.4M37,83874127.6%
Q3 20238$3.4M215,1625200.0%
Q2 20234$507.1K26,1602000.0%
Q1 20233$6.3K4111010.0%
Q4 20226$2.3M215,0973110.0%
Q3 20225$1.7M123,3502110.0%
Q2 20224$2.2M177,8734000.0%