13F

Stock

Fidelity Covington Trust

Ticker not mapped · held by 78 managers

Reported value

$236.2M

Holders

78

+14 new · −7 exited

Holders’ est. mark

$1.37M

Price effect on 62 books still in the name

Largest holder

$31.8M

COMMONWEALTH EQUITY SERVICES, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
COMMONWEALTH EQUITY SERVICES, LLC1.01M$31.8M$666.3KAdded$2.45M
McAdam, LLC834.4K$26.4M$516.1KAdded$3.59M
JANE STREET GROUP, LLC565.6K$17.9M$54.4KAdded$15.5M
RAYMOND JAMES FINANCIAL INC559.7K$17.7M$177.4KAdded$9.85M
Storgate, LLC321.3K$10.1M$213.6KAdded$725.9K
Citadel301.3K$9.52M$127.9KAdded$3.88M
MAI Capital Management273.8K$8.65M$189.6KAdded$283.3K
Salus Financial Advisors, LLC257K$8.12M$179.9KCut−$638.5K
Clarity Retirement & Wealth, LLC244.9K$7.74M$141.4KAdded$1.5M
ENVESTNET ASSET MANAGEMENT INC238.6K$7.54M$130.2KAdded$1.79M
OSAIC HOLDINGS, INC.219.7K$6.94M$152KCut−$6.12M
Arkadios Wealth Advisors207.9K$6.56M$68.1KAdded$3.56M
Kestra Advisory Services, LLC207.7K$6.56M$131.8KAdded$744.2K
Advyzon Investment Management, LLC204.2K$6.45MNew
Sunbelt Securities, Inc.198.1K$6.25M$76.4KAdded$2.88M
Cetera Investment Advisers173.6K$5.48M$108.8KAdded$682.1K
Smartleaf Asset Management LLC160.4K$4.91M−$54.2KCut−$28.3K
Mayfair Advisory Group, LLC145.7K$4.6M−$2.29KAdded$2.8M
OLD MISSION CAPITAL LLC132.2K$4.18M$29.6KAdded$2.87M
MML INVESTORS SERVICES, LLC96.5K$3.05M$67.5KCut−$76.5K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO95.1K$3M$38Added$3M
PRINCIPAL SECURITIES, INC.91.1K$2.88M$47.9KAdded$766.2K
S Harris Financial Group, LLC88K$2.78M$55.9KAdded$310.5K
New Insight Wealth Advisors71.8K$2.27M$26.2KAdded$1.11M
Payne Capital LLC64.4K$2.03M$25.6KAdded$903.3K
GOLDMAN SACHS GROUP INC62.2K$1.96MNew
REDW Wealth LLC55.5K$1.75M$30.3KAdded$418.3K
RFG Advisory, LLC49.4K$1.56M$34.4KAdded$43.4K
JPMORGAN CHASE & CO46.9K$1.43M−$13.6KCut−$504.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC45.4K$1.43MNew
Farther Finance Advisors, LLC33.4K$1.07M$35.6KAdded$30.6K
SMITH, MOORE & CO.32.1K$1.01MNew
Stratos Wealth Advisors, LLC30.5K$962.7K$21.3KAdded$22.2K
Investmark Advisory Group LLC28K$884.8K$17.3KAdded$122.7K
Cassilly Financial Group LLC24.9K$784.9K$15.7KAdded$90.5K
BG Investment Services, LLC24.5K$774.5K$11.9KAdded$249.1K
Merit Financial Group, LLC24K$759K$8.89KAdded$366.8K
IFP Advisors, Inc23.8K$751.8K$14.4KAdded$114.5K
Ashton Thomas Private Wealth, LLC22.6K$712.5K$14.6KAdded$68K
Fidelity18.4K$581.3K$9.63KAdded$156.5K
AMERIPRISE FINANCIAL INC17.5K$553K$12.3KCut−$48.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP17K$536.5K$11.9KCut−$763.5K
Waverly Advisors, LLC15.9K$501.9KNew
DAHRING | CUSMANO LLC15.7K$496.2K$11KCut−$48.7K
Whipplewood Advisors, LLC14.4K$454.4K$10.1KCut−$8.83K
Forthright Family Wealth Advisory LLC18.2K$450.5KNew
Archer Investment Management, LLC13.7K$431.5K$9.57KCut−$4.14M
Cyndeo Wealth Partners, LLC11.4K$360.5K$7.99KAdded$6.42K
Tanager Wealth Management LLP10.7K$339K$7.51KAdded$7.51K
SCHMIDT P J INVESTMENT MANAGEMENT INC10.4K$327.2KNew
Arax Advisory Partners10.2K$321.7K$269Added$310.5K
Steward Partners Investment Advisory, LLC8.52K$269.2K$5.97KCut−$219.1K
Savvy Advisors, Inc.7.2K$227.5K$5.05KCut−$453.1K
Intergy Private Wealth, LLC7.1K$224.3K$4.97KAdded$4.97K
NATIONAL BANK OF CANADA /FI/6.79K$214.4K$177Added$206.5K
HARBOUR INVESTMENTS, INC.3.92K$123.7K$2.74KAdded$1.75K
Advisory Services Network, LLC3.23K$102.1KNew
Spire Wealth Management2.97K$93.9K$175Added$85.7K
NewEdge Advisors, LLC83.1K$83.1K−$2.06MCut−$2.04M
FIFTH THIRD BANCORP1.61K$50.8KNew
CONSULTIVA WEALTH MANAGEMENT, CORP.1.23K$38.8KNew
WELLS FARGO & COMPANY/MN1.04K$32.8K$710Added$742
AE Wealth Management LLC936$29.6K$665Added$760
MORGAN STANLEY839$26.5K$588Cut−$138.1K
Larson Financial Group LLC749$23.7K$511Added$637
Glass Jacobson Investment Advisors llc403$12.7K$201Added$4.09K
CoreCap Advisors, LLC366$11.6K$247Added$154
PNC Financial Services Group, Inc.330$10.4KNew
Merkkuri Wealth Advisors LLC280$8.86KNew
CWM, LLC253$7.99K$7.98KAdded$7.98K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC236$7.45K$165Added$165
VANGUARD ADVISERS INC212$6.7KHeld
Wayfinding Financial, LLC104.9K$3.31K$74Added$4
Cambridge Investment Research Advisors, Inc.92.3K$2.92K$14Added$2.3K
HOWE & RUSLING INC52$1.64K$37Added$37
HRT FINANCIAL LP19.9K$628New
Abound Wealth Management1$36New
Allworth Financial LP0$2Cut−$42

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.