FIDELITY COVINGTON TRUST (FMDE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
271
Reporting holders
$5.0B
Reported value
0.0%
Held as options
+23
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $976.2M | 24,055,138 | 0.16% | 10q | -42.5%-$722.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $538.6M | 13,272,880 | 0.29% | 11q | +20.3%+$90.8M |
| AMERIPRISE FINANCIAL INC | $509.9M | 12,567,707 | 0.10% | 6q | -48.5%-$479.3M |
| FMR LLC | $416.9M | 10,273,201 | 0.02% | 11q | +4.8%+$19.3M |
| LPL Financial LLC | $260.2M | 6,411,057 | 0.06% | 11q | +11.1%+$25.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $156.2M | 3,848,941 | 0.20% | 11q | +21.4%+$27.5M |
| RAYMOND JAMES FINANCIAL INC | $155.6M | 3,835,022 | 0.04% | 7q | +13.6%+$18.6M |
| Advance Capital Management, Inc. | $132.0M | 3,252,118 | 4.27% | new | NEW |
| HUNTINGTON NATIONAL BANK | $123.1M | 3,033,026 | 0.60% | 10q | +4.1%+$4.9M |
| Cetera Investment Advisers | $119.3M | 2,938,701 | 0.11% | 11q | +43.8%+$36.3M |
| CITADEL ADVISORS LLC | $118.7M | 2,926,269 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $108.9M | 2,682,006 | 0.13% | 11q | +35.4%+$28.5M |
| ENVESTNET ASSET MANAGEMENT INC | $80.5M | 1,983,161 | 0.02% | 11q | +9.5%+$7.0M |
| MORGAN STANLEY | $76.4M | 1,882,695 | 0.00% | 11q | +43.1%+$23.0M |
| Kestra Advisory Services, LLC | $68.8M | 1,694,747 | 0.22% | 11q | -10.9%-$8.4M |
| Richard P Slaughter Associates Inc | $57.5M | 1,417,443 | 11.28% | 6q | +9.1%+$4.8M |
| ROYAL BANK OF CANADA | $52.8M | 1,300,223 | 0.01% | 11q | +22.1%+$9.6M |
| Madison Wealth Partners, Inc | $52.7M | 1,298,333 | 6.70% | 5q | +5.9%+$2.9M |
| GW HENSSLER & ASSOCIATES LTD | $49.1M | 1,211,113 | 2.19% | 3q | +2.7%+$1.3M |
| MML INVESTORS SERVICES, LLC | $44.0M | 1,083,146 | 0.09% | 11q | +28.1%+$9.6M |
| KFG WEALTH MANAGEMENT, LLC | $38.5M | 947,794 | 4.34% | 8q | +5.9%+$2.2M |
| Merit Financial Group, LLC | $35.3M | 870,538 | 0.11% | 3q | +122.6%+$19.5M |
| McNamara Financial Services, Inc. | $31.4M | 773,260 | 5.41% | 3q | +0.5%+$171.6K |
| BANK OF AMERICA CORP /DE/ | $30.0M | 740,187 | 0.00% | 5q | +17.2%+$4.4M |
| Lifelong Wealth Advisors, Inc. | $29.9M | 736,675 | 7.02% | 3q | -3.3%-$1.0M |
| Kendall Capital Management | $27.1M | 666,866 | 4.51% | 3q | +1981.2%+$25.8M |
| UBS Group AG | $26.9M | 662,335 | 0.00% | 4q | +16.6%+$3.8M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $25.4M | 625,634 | 4.79% | 4q | +4.0%+$979.8K |
| Summit Financial Wealth Advisors, LLC | $23.5M | 579,236 | 3.01% | 3q | +5.0%+$1.1M |
| Equitable Holdings, Inc. | $23.4M | 577,180 | 0.14% | 7q | +38.7%+$6.5M |
| Retirement Management Systems Inc. | $22.8M | 562,734 | 4.68% | 3q | +6.3%+$1.3M |
| Duncan Williams Asset Management, LLC | $21.7M | 533,933 | 4.88% | new | NEW |
| Tyche Wealth Partners LLC | $21.6M | 532,786 | 3.04% | 2q | -0.8%-$163.5K |
| TWO SIGMA INVESTMENTS, LP | $20.3M | 499,800 | 0.01% | new | NEW |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $18.1M | 446,041 | 4.57% | 2q | +4.7%+$808.0K |
| Mayfair Advisory Group, LLC | $17.5M | 430,650 | 5.27% | 5q | +8.9%+$1.4M |
| HighTower Advisors, LLC | $16.5M | 405,636 | 0.02% | 10q | +109.1%+$8.6M |
| Baird Financial Group, Inc. | $15.7M | 387,191 | 0.02% | 9q | +6.7%+$989.3K |
| Bank of New York Mellon Corp | $15.6M | 383,709 | 0.00% | 6q | +22.8%+$2.9M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $15.2M | 374,896 | 0.28% | new | NEW |
| Parkside Investments, LLC | $13.6M | 333,931 | 1.50% | 8q | -6.3%-$914.7K |
| STALEY CAPITAL ADVISERS INC | $12.7M | 313,865 | 0.50% | 7q | +1.3%+$162.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.1M | 298,529 | 0.02% | 7q | +83.4%+$5.5M |
| JPMORGAN CHASE & CO | $12.0M | 296,461 | 0.00% | 9q | +2.3%+$265.4K |
| Redhawk Wealth Advisors, Inc. | $11.4M | 281,464 | 1.13% | new | NEW |
| Private Advisor Group, LLC | $11.1M | 272,921 | 0.05% | 7q | -25.3%-$3.8M |
| Prosperity Consulting Group, LLC | $10.4M | 256,762 | 0.39% | 4q | -10.4%-$1.2M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $10.4M | 255,337 | 0.29% | 4q | +0.6%+$61.8K |
| Armor Investment Advisors, LLC | $9.8M | 241,066 | 3.14% | 5q | -11.5%-$1.3M |
| Base Wealth Management LLC | $9.1M | 225,308 | 4.25% | 3q | +2.5%+$224.4K |
| &PARTNERS | $9.1M | 224,605 | 0.04% | 5q | +19.5%+$1.5M |
| MGO ONE SEVEN LLC | $8.5M | 208,652 | 0.14% | 6q | +4.3%+$346.9K |
| AdvisorNet Financial, Inc | $8.4M | 206,776 | 0.38% | 11q | +13.2%+$978.9K |
| Waterway Wealth Management, LLC | $8.4M | 229,205 | 1.71% | 4q | -43.2%-$6.4M |
| STIFEL FINANCIAL CORP | $8.3M | 203,465 | 0.01% | 6q | +157.3%+$5.0M |
| Strata Wealth Advisors, LLC | $8.2M | 202,799 | 2.01% | 5q | +24.6%+$1.6M |
| Pathstone Holdings, LLC | $8.1M | 199,337 | 0.02% | 10q | +1.1%+$86.6K |
| Aspen Wealth Strategies, LLC | $8.0M | 196,721 | 3.86% | 6q | +2.1%+$165.4K |
| Provident Wealth Management, LLC | $7.9M | 195,648 | 2.04% | new | NEW |
| Broadway Wealth Solutions, Inc. | $7.6M | 188,440 | 3.57% | 5q | +4.4%+$325.4K |
| Sound Portfolio Advisors, LLC | $6.1M | 150,403 | 4.33% | 3q | +23.4%+$1.2M |
| First Heartland Consultants, Inc. | $5.9M | 145,203 | 0.38% | 7q | +6.4%+$354.5K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $5.4M | 133,390 | 1.47% | 2q | +117.5%+$2.9M |
| D.A. DAVIDSON & CO. | $5.4M | 132,196 | 0.03% | 9q | -15.1%-$951.2K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.4M | 132,122 | 1.68% | 3q | +36.8%+$1.4M |
| Cassilly Financial Group LLC | $5.1M | 125,370 | 1.85% | 3q | +105.5%+$2.6M |
| IAG Wealth Partners, LLC | $4.9M | 121,125 | 0.49% | 7q | -1.4%-$70.3K |
| Mutual Advisors, LLC | $4.6M | 114,544 | 0.09% | 3q | +8.4%+$360.6K |
| Integrated Wealth Concepts LLC | $4.3M | 106,412 | 0.02% | 4q | +42.6%+$1.3M |
| Founders Financial Alliance, LLC | $4.3M | 105,643 | 0.57% | 4q | +2.3%+$97.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 105,548 | 0.00% | 2q | +193.2%+$2.8M |
| VALLEY NATIONAL ADVISERS INC | $4.3M | 105,485 | 0.48% | 2q | -6.9%-$318.2K |
| GREATMARK INVESTMENT PARTNERS, INC. | $4.3M | 105,130 | 0.47% | new | NEW |
| HB Wealth Management, LLC | $4.2M | 103,823 | 0.02% | new | NEW |
| PFG Advisors | $4.2M | 103,348 | 0.21% | 9q | HELD |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | $4.1M | 101,609 | 1.19% | 5q | +36.6%+$1.1M |
| LYNCH & ASSOCIATES/IN | $4.1M | 101,115 | 0.72% | 11q | +9.8%+$365.5K |
| NewEdge Advisors, LLC | $4.0M | 98,480 | 0.01% | 11q | +982.2%+$3.6M |
| Andrews Advisory Associates, LLC | $3.9M | 95,034 | 1.85% | 2q | +27.9%+$840.8K |
| TD PRIVATE CLIENT WEALTH LLC | $3.8M | 92,938 | 0.07% | 4q | +169.1%+$2.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.8M | 92,557 | 0.04% | 5q | +1.2%+$45.7K |
| JONES FINANCIAL COMPANIES LLLP | $3.6M | 89,165 | 0.00% | 2q | +8087.8%+$3.6M |
| FMA Wealth Management, LLC | $3.5M | 87,461 | 2.27% | 8q | -1.2%-$44.3K |
| Pinnacle Financial Partners, Inc. | $3.5M | 86,876 | 0.02% | 3q | +10.0%+$321.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.4M | 84,867 | 0.06% | 3q | -6.4%-$236.1K |
| Cornerstone Wealth, LLC/TN | $3.4M | 83,929 | 1.72% | 2q | +10.3%+$318.5K |
| SUMMIT WEALTH GROUP LLC / CO | $3.4M | 82,725 | 0.28% | 3q | HELD |
| Cornell Pochily Investment Advisors, Inc. | $3.2M | 78,944 | 0.86% | 4q | +12.0%+$342.1K |
| FIFTH THIRD BANCORP | $3.2M | 78,839 | 0.01% | 9q | +1.8%+$57.2K |
| Tower Research Capital LLC (TRC) | $3.2M | 78,649 | 0.08% | 2q | +620.9%+$2.7M |
| Clearwave Capital, LLC | $3.0M | 74,620 | 1.67% | 3q | +18.1%+$464.4K |
| BG Investment Services, LLC | $2.9M | 70,861 | 2.07% | 7q | +10.5%+$272.9K |
| OneDigital Investment Advisors LLC | $2.8M | 69,958 | 0.02% | 7q | -1.8%-$53.2K |
| IHT Wealth Management, LLC | $2.8M | 68,826 | 0.06% | 3q | +19.2%+$449.3K |
| UPTICK PARTNERS, LLC | $2.8M | 68,290 | 0.43% | 3q | +7.8%+$201.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.7M | 67,319 | 0.04% | 3q | -4.5%-$130.1K |
| Farther Finance Advisors, LLC | $2.6M | 64,261 | 0.02% | 5q | -55.1%-$3.2M |
| LongView Wealth Management | $2.5M | 62,366 | 0.65% | 11q | -42.4%-$1.9M |
| Steward Partners Investment Advisory, LLC | $2.5M | 61,587 | 0.01% | 7q | +5.2%+$124.1K |
| IFG Advisory, LLC | $2.4M | 59,679 | 0.08% | new | NEW |
Showing the largest 100 of 285 reported holders.
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 | 271 | $5.0B | 123,787,865 | 45 | 128 | 48 | 0.0% |
| Q1 2026 | 248 | $4.9B | 135,587,350 | 44 | 114 | 31 | 0.0% |
| Q4 2025 | 227 | $2.5B | 69,496,469 | 43 | 88 | 34 | 0.0% |
| Q3 2025 | 178 | $1.7B | 46,384,989 | 38 | 79 | 20 | 0.0% |
| Q2 2025 | 149 | $1.0B | 29,411,246 | 35 | 51 | 18 | 0.0% |
| Q1 2025 | 124 | $813.5M | 25,946,557 | 22 | 44 | 13 | 0.0% |
| Q4 2024 | 112 | $491.5M | 14,958,608 | 28 | 22 | 21 | 0.0% |
| Q3 2024 | 87 | $346.4M | 10,770,227 | 12 | 26 | 17 | 0.0% |
| Q2 2024 | 83 | $201.4M | 6,838,999 | 14 | 24 | 12 | 0.0% |
| Q1 2024 | 79 | $65.5M | 2,144,706 | 22 | 12 | 17 | 0.0% |
| Q4 2023 | 64 | $48.3M | 1,768,150 | 61 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $890.1K | 24,467 | 0 | 0 | 0 | 0.0% |