13F

Stock

Fidelity Covington Trust

Ticker not mapped · held by 35 managers

Reported value

$48.1M

Holders

35

+8 new · −4 exited

Holders’ est. mark

−$291K

Price effect on 26 books still in the name

Largest holder

$19.7M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity596.4K$19.7M−$136.6KCut−$134.7K
NATIONAL BANK OF CANADA /FI/547.4K$18.1M−$109.5KCut−$202.1K
FSM Wealth Advisors, LLC50.1K$1.66M−$11.4KAdded$1.93K
ENVESTNET ASSET MANAGEMENT INC38.1K$1.26M−$8.73KCut−$475.6K
AE Wealth Management LLC37.6K$1.25M−$7.53KAdded$150.1K
LPL Financial LLC37.5K$1.24M−$8.59KCut−$19.3K
TRUIST FINANCIAL CORP35.8K$1.18M−$8.21KCut−$454.4K
SteelPeak Wealth, LLC25K$827.7KNew
Cetera Investment Advisers17.7K$586.9K−$3.35KAdded$98.5K
Farther Finance Advisors, LLC13.6K$459.4K$5.48KAdded$5.48K
COMMONWEALTH EQUITY SERVICES, LLC11.1K$366.7K−$2.07KAdded$64.4K
Kovack Advisors, Inc.8.4K$283.4K$3.38KCut−$3.29K
JANE STREET GROUP, LLC8.13K$269.1K−$1.86KCut−$402.3K
POM Investment Strategies, LLC8.06K$266.8K−$78Added$255.3K
MORGAN STANLEY4.52K$149.7K−$119Added$132.3K
OSAIC HOLDINGS, INC.3.64K$120.6K−$862Cut−$564.8K
Raleigh Capital Management Inc.1.15K$38K−$262Cut−$229
Advisory Services Network, LLC1.14K$37.6KNew
EPG Wealth Management LLC847$28K−$194Cut−$194
Key Capital Management, INC845$28K−$183Added$1.31K
Glass Jacobson Investment Advisors llc780$25.8KNew
Lloyd Advisory Services, LLC.496$16.4KNew
Kingdom Financial Group LLC.496$16.4KNew
Allworth Financial LP409$13.5K−$41Added$6.94K
Rockefeller Capital Management L.P.386$12.8K−$88Cut−$88
BANK OF MONTREAL /CAN/250$8.28K−$57Cut−$7.09K
Sunbelt Securities, Inc.246$8.14K−$49Added$3.13K
Steward Partners Investment Advisory, LLC235$7.78K−$35Added$1.45K
Federation des caisses Desjardins du Quebec226$7.48K−$52Cut−$64.1K
ROYAL BANK OF CANADA221$7KNew
Networth Advisors, LLC209$6.92K−$48Cut−$48
Strategic Advocates LLC74$2.45KNew
FLOW TRADERS U.S. LLC8.14K$270−$1Cut−$1.6K
HARBOUR INVESTMENTS, INC.4$132New
JPMORGAN CHASE & CO0$18Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.