FIDELITY COVINGTON TRUST (FPFD)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
21
Reporting holders
$6.6M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 120,565 | 0.00% | 16q | +0.7%+$18.9K |
| Apollon Financial, LLC | $661.5K | 30,860 | 0.08% | 2q | +45.7%+$207.4K |
| Prairie Wealth Advisors, Inc. | $537.1K | 0 | 0.13% | 10q | HELD |
| JANE STREET GROUP, LLC | $422.9K | 19,728 | 0.00% | 5q | -42.7%-$315.6K |
| Arkadios Wealth Advisors | $369.8K | 17,251 | 0.01% | 3q | -0.6%-$2.1K |
| Xcelsior Advisor Partners LLC | $281.3K | 15,731 | 0.04% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $278.4K | 12,986 | 0.10% | 3q | +4.8%+$12.7K |
| Advisory Services Network, LLC | $275.6K | 12,855 | 0.00% | 2q | HELD |
| LPL Financial LLC | $256.7K | 11,978 | 0.00% | 4q | -22.1%-$72.7K |
| FIFTH THIRD BANCORP | $243.4K | 11,355 | 0.00% | 2q | +2.3%+$5.4K |
| OSAIC HOLDINGS, INC. | $223.8K | 10,439 | 0.00% | 19q | +20.1%+$37.5K |
| Live Oak Investment Partners | $217.4K | 10,144 | 0.12% | 3q | -5.8%-$13.3K |
| IFP Advisors, Inc | $144.9K | 6,760 | 0.00% | 10q | -3.4%-$5.1K |
| SHP Wealth Management | $30.0K | 1,400 | 0.00% | new | NEW |
| Community Bank, N.A. | $21.4K | 1,000 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $15.7K | 734 | 0.00% | 12q | +8.7%+$1.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $13.8K | 644 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $11.0K | 531 | 0.00% | new | NEW |
| FMR LLC | $5.8K | 272 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.0K | 92,214 | 0.00% | 8q | +6.9% |
| Cambridge Investment Research Advisors, Inc. | $364 | 16,962 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $18 | 1 | 0.00% | 5q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $0 | 0 | 0.00% | new | NEW |
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 | 21 | $6.6M | 285,234 | 6 | 6 | 5 | 0.0% |
| Q1 2026 | 19 | $7.6M | 331,625 | 4 | 7 | 4 | 0.0% |
| Q4 2025 | 20 | $7.2M | 313,179 | 7 | 8 | 4 | 0.0% |
| Q3 2025 | 17 | $3.5M | 159,383 | 5 | 3 | 4 | 0.0% |
| Q2 2025 | 13 | $6.6M | 307,268 | 4 | 7 | 1 | 0.0% |
| Q1 2025 | 12 | $5.7M | 266,986 | 2 | 4 | 3 | 0.0% |
| Q4 2024 | 16 | $8.2M | 389,753 | 4 | 5 | 2 | 0.0% |
| Q3 2024 | 12 | $5.1M | 229,239 | 3 | 3 | 4 | 0.0% |
| Q2 2024 | 12 | $1.7M | 77,612 | 3 | 3 | 3 | 0.0% |
| Q1 2024 | 8 | $3.3M | 154,549 | 2 | 0 | 3 | 0.0% |
| Q4 2023 | 8 | $4.8M | 229,155 | 1 | 5 | 0 | 0.0% |
| Q3 2023 | 6 | $3.3M | 167,608 | 4 | 0 | 1 | 0.0% |
| Q2 2023 | 5 | $1.8M | 90,512 | 2 | 0 | 2 | 0.0% |
| Q1 2023 | 4 | $2.4M | 115,454 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 5 | $3.3M | 167,267 | 0 | 1 | 3 | 0.0% |
| Q3 2022 | 6 | $3.9M | 197,487 | 1 | 3 | 0 | 0.0% |
| Q2 2022 | 7 | $3.8M | 189,732 | 3 | 2 | 1 | 0.0% |
| Q1 2022 | 9 | $4.2M | 182,941 | 4 | 1 | 1 | 0.0% |
| Q4 2021 | 8 | $3.8M | 152,590 | 5 | 1 | 1 | 0.0% |
| Q3 2021 | 4 | $2.5M | 100,546 | 2 | 0 | 2 | 0.0% |
| Q2 2021 | 3 | $3.9M | 155,585 | 3 | 0 | 0 | 0.0% |