13F

Stock

Fidelity Covington Trust

Ticker not mapped · held by 259 managers

Reported value

$3.69B

Holders

259

+44 new · −24 exited

Holders’ est. mark

−$15.5M

Price effect on 205 books still in the name

Largest holder

$752.7M

WELLS FARGO & COMPANY/MN

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
WELLS FARGO & COMPANY/MN20.9M$752.7M−$1.44MAdded$627.8M
AMERIPRISE FINANCIAL INC12.2M$438.5M−$3.93MAdded$94.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11M$396.8M−$3.86MAdded$62.5M
Fidelity9.8M$352.4M−$3.88MAdded$16.6M
LPL Financial LLC5.77M$207.6M−$2.08MAdded$27.6M
RAYMOND JAMES FINANCIAL INC3.38M$121.4M−$1.05MAdded$30.2M
COMMONWEALTH EQUITY SERVICES, LLC3.17M$114M−$967.8KAdded$30.2M
HUNTINGTON NATIONAL BANK2.91M$104.7M−$1.21MAdded$758
Cetera Investment Advisers2.04M$73.5M−$690.6KAdded$13.7M
OSAIC HOLDINGS, INC.1.98M$71.2M−$793.5KAdded$3.18M
Kestra Advisory Services, LLC1.9M$68.4M−$640.6KAdded$12.9M
ENVESTNET ASSET MANAGEMENT INC1.81M$65.1M−$677.8KAdded$6.43M
MORGAN STANLEY1.32M$47.3M−$255.4KAdded$25.2M
Richard P Slaughter Associates Inc1.3M$46.7M−$473.3KAdded$5.75M
Madison Wealth Partners, Inc1.23M$44.1M−$3.96KAdded$43.7M
GW HENSSLER & ASSOCIATES LTD1.18M$42.4M−$305KAdded$16M
ROYAL BANK OF CANADA1.06M$38.3M−$224.3KAdded$18.8M
KFG WEALTH MANAGEMENT, LLC894.6K$32.2M−$264.3KAdded$9.28M
MML INVESTORS SERVICES, LLC845.6K$30.4M−$311.2KAdded$3.45M
McNamara Financial Services, Inc.769K$27.7M−$323KCut−$329.6K
Lifelong Wealth Advisors, Inc.761.6K$27.4M−$314.1KAdded$177.1K
BANK OF AMERICA CORP /DE/631.5K$22.7M−$205.8KAdded$4.88M
ADAMSBROWN WEALTH CONSULTANTS LLC601.5K$21.6M−$235KAdded$1.27M
UBS Group AG568K$20.4M−$97.9KAdded$11.9M
Summit Financial Wealth Advisors, LLC551.8K$19.8M−$226.6KAdded$214.3K
Tyche Wealth Partners LLC536.8K$19.3MNew
Retirement Management Systems Inc.529.5K$19M−$125.2KAdded$8.2M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC426.1K$15.3MNew
Equitable Holdings, Inc.416K$15.1M−$73Added$2.11M
Mayfair Advisory Group, LLC395.6K$14.2M−$155.7KAdded$5.71M
Merit Financial Group, LLC391.2K$14.1M−$98.6KAdded$5.53M
Waterway Wealth Management, LLC403.8K$13.8M−$94.8KAdded$837.8K
Private Advisor Group, LLC365.4K$13.1M−$116.7KAdded$3.03M
Baird Financial Group, Inc.362.8K$13M−$132.9KAdded$1.54M
Parkside Investments, LLC356.5K$12.8M−$148.5KCut−$43.7K
Bank of New York Mellon Corp312.5K$11.2M−$102.9KAdded$2.32M
Serenity Investment Advisors286.1K$11.2MNew
STALEY CAPITAL ADVISERS INC309.9K$11.1M−$90.2KAdded$3.33M
CWM, LLC295.3K$10.6M$10.5MAdded$10.6M
Prosperity Consulting Group, LLC286.5K$10.3M−$119.2KCut−$16.4K
JPMORGAN CHASE & CO289.9K$10.1M−$359.8KAdded$853.7K
Armor Investment Advisors, LLC272.5K$9.8M−$114.4KCut−$9.4M
LEVEL FOUR ADVISORY SERVICES, LLC253.8K$9.13M−$48.7KAdded$4.91M
Base Wealth Management LLC219.8K$7.9M−$70.5KAdded$1.8M
MGO ONE SEVEN LLC200.1K$7.2M−$84KCut−$120.5K
Pathstone Holdings, LLC197.2K$7.09M−$80.7KAdded$98.1K
HighTower Advisors, LLC194K$6.98M−$60.7KAdded$1.72M
Aspen Wealth Strategies, LLC192.6K$6.93M−$80KCut−$2.89K
&PARTNERS188K$6.79M−$36.4KAdded$1.63M
AdvisorNet Financial, Inc182.7K$6.57M−$72.9KAdded$257.6K
Broadway Wealth Solutions, Inc.180.4K$6.49M−$71KAdded$335.1K
JANE STREET GROUP, LLC173.9K$6.25M−$35.3KAdded$3.19M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC162.7K$5.93M−$187.1KCut−$252.6K
Strata Wealth Advisors, LLC162.8K$5.85M−$41.5KAdded$2.26M
D.A. DAVIDSON & CO.155.6K$5.6M−$62.8KAdded$160.4K
Farther Finance Advisors, LLC143.2K$5.2M−$4.99KAdded$2.18M
First Heartland Consultants, Inc.136.5K$4.91M−$57.3KCut−$1.5M
IAG Wealth Partners, LLC122.9K$4.42M−$45.7KAdded$464.1K
Sound Portfolio Advisors, LLC121.9K$4.38M−$51.2KCut−$62.8K
Noble Wealth Management PBC116.4K$4.19M−$45.8KAdded$217.8K
LongView Wealth Management108.3K$4.09M$35.7KCut−$1.26M
MOTCO109.5K$3.94M−$32.7KAdded$1.1M
Mutual Advisors, LLC105.7K$3.8M−$2.38KAdded$3.59M
PFG Advisors103.4K$3.72M−$41.6KAdded$113.9K
Founders Financial Alliance, LLC103.2K$3.71M−$42KAdded$70.8K
BARNES PETTEY FINANCIAL ADVISORS, LLC96.6K$3.47M−$23.3KAdded$1.46M
LYNCH & ASSOCIATES/IN92.1K$3.31M−$29KAdded$802.3K
KESTRA PRIVATE WEALTH SERVICES, LLC91.4K$3.29M−$31.5KAdded$555.5K
INDEPENDENT FINANCIAL GROUP, LLC90.7K$3.26M−$6.67KAdded$2.68M
FMA Wealth Management, LLC88.6K$3.18M−$37.1KCut−$33.1K
SUMMIT WEALTH GROUP LLC / CO82.7K$2.97M−$34.7KCut−$128.4K
Cornerstone Wealth, LLC/TN76.1K$2.89MHeld
STIFEL FINANCIAL CORP79.1K$2.84M−$18.3KAdded$1.26M
Pinnacle Financial Partners, Inc.78.9K$2.84M−$28.4KAdded$372.9K
FIFTH THIRD BANCORP77.4K$2.78M−$31Added$2.78M
NewEdge Advisors, LLC9.1K$2.75M$2.41MAdded$419K
Snider Financial Group75.7K$2.72M−$29.6KAdded$159K
Integrated Wealth Concepts LLC74.6K$2.68M−$30.1KAdded$71.2K
INVESTMENT ADVISORY SERVICES INC /TX /ADV74.4K$2.68M−$18.3KAdded$1.09M
Andrews Advisory Associates, LLC74.3K$2.67MNew
OneDigital Investment Advisors LLC71.3K$2.56M−$29.9KCut−$40.5K
GREAT VALLEY ADVISOR GROUP, INC.70.5K$2.54M−$24.3KAdded$429.8K
Cornell Pochily Investment Advisors, Inc.70.5K$2.54M−$24.7KAdded$392.9K
BG Investment Services, LLC64.1K$2.31M−$22.3KAdded$372.7K
UPTICK PARTNERS, LLC63.3K$2.28M−$19KAdded$634.4K
Clearwave Capital, LLC63.2K$2.27M−$21.5KAdded$405.2K
FLYNN ZITO CAPITAL MANAGEMENT, LLC61.3K$2.2MNew
Cassilly Financial Group LLC61K$2.19M−$24.7KAdded$52.8K
InTrack Investment Management Inc60.4K$2.17M−$25.4KCut−$180.1K
Steward Partners Investment Advisory, LLC58.5K$2.1M−$22.4KAdded$166.2K
IHT Wealth Management, LLC57.8K$2.08M−$14.7KAdded$808.2K
Independent Advisor Alliance57.3K$2.06MNew
Worth Asset Management, LLC57.3K$2.06MNew
Wealthcare Advisory Partners LLC55.6K$2M−$22.6KAdded$37K
HANCOCK WHITNEY CORP50.8K$1.95M$107.1KAdded$107.1K
CREATIVE FINANCIAL DESIGNS INC /ADV54.1K$1.94M−$19.5KAdded$258.4K
GWN SECURITIES INC.53.8K$1.93M−$22.6KCut−$275.5K
Arkadios Wealth Advisors47.3K$1.7M−$3.82KAdded$1.37M
NorthRock Partners, LLC46.8K$1.68MNew
OmniStar Financial Group, Inc.46.4K$1.67M−$19KCut−$171.7K
Pathfinder Wealth Consulting, Inc.44.7K$1.61M−$17.9KAdded$60.2K
TBH Global Asset Management, LLC41.9K$1.51M−$60.8KCut−$621.9K
GENESIS PRIVATE WEALTH, LLC40.5K$1.46M−$13.8KAdded$260.8K
Certified Advisory Corp39.9K$1.43M−$20.2KCut−$23K
CRA Financial Services, LLC38.8K$1.4MNew
Essex Financial Services, Inc.38.5K$1.38M−$12.5KAdded$305.6K
Fifth Third Securities, Inc.38.3K$1.38M−$15.8KAdded$12.5K
Harbor Asset Planning, Inc.37.4K$1.35M−$14.3KAdded$109.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP36K$1.29MNew
Cornerstone Wealth Management, LLC35.3K$1.27M−$14.8KCut−$28K
MCRAE CAPITAL MANAGEMENT INC35.1K$1.26M−$12.8KAdded$156.1K
TD PRIVATE CLIENT WEALTH LLC34.5K$1.24M−$11.9KAdded$210.9K
Kendall Capital Management32K$1.15M−$4.58KAdded$755.6K
Evergreen Private Wealth LLC29.6K$1.06M−$12.2KAdded$8.39K
Regal Investment Advisors LLC27.9K$1M−$11.7KCut−$41K
Savvy Advisors, Inc.27.2K$977.9K−$11.4KCut−$541.9K
IFP Advisors, Inc25.4K$914.2K−$10.7KCut−$215.5K
Sunbelt Securities, Inc.25.2K$904.5K−$9.69KAdded$67.7K
Dakota Wealth Management24.9K$895.4K−$10.4KCut−$3.79K
PARSONS CAPITAL MANAGEMENT INC/RI23.1K$832.3K−$8.11KAdded$129.4K
Cyndeo Wealth Partners, LLC22.6K$814.2K−$9.08KAdded$27.4K
NWAM LLC22.2K$798.2K−$35.1KCut−$10.9K
Townsend Financial Planning, LLC21.8K$783.9K−$3.56KAdded$474.8K
Bleakley Financial Group, LLC21.4K$768.6KNew
Stratos Wealth Partners, LTD.21K$755K−$7.02KAdded$147.4K
STEPHENS INC /AR/20.9K$750.9K−$7.24KAdded$123.5K
Sovran Advisors, LLC19.4K$746KNew
PNC Financial Services Group, Inc.20.3K$731.2K−$2.99KAdded$473.4K
Golden State Wealth Management, LLC19.4K$696.7K−$2.63KAdded$468.7K
Vontobel Holding Ltd.19.2K$690.6KNew
FLAGSHIP HARBOR ADVISORS, LLC19K$682.2K−$6.17KAdded$148.7K
Creative Planning17.2K$618.5K−$6.77KAdded$31.3K
HARBOUR INVESTMENTS, INC.16.9K$606.5K−$5.58KAdded$123.3K
TWIN FOCUS CAPITAL PARTNERS, LLC16.5K$595K−$6.95KCut−$6.95K
Demars Financial Group, LLC16.5K$594.3K−$6.91KCut−$5.3K
Element Wealth, LLC16.4K$590.7KNew
1015 Capital Partners, LLC16.2K$583.8K−$5.72KAdded$88.6K
Geneva Partners, LLC15.7K$563.1K−$6.51KCut−$1.04K
Fermata Advisors, LLC15.5K$556K−$6.49KCut−$71.7K
PRINCIPAL SECURITIES, INC.15.2K$545.2K−$6.06KAdded$19.6K
KINGSWOOD WEALTH ADVISORS, LLC14.9K$534.4K−$5.69KAdded$41.1K
Summit Financial, LLC14.8K$534KNew
TRUIST FINANCIAL CORP14.7K$528.7K−$6.18KCut−$106.1K
Koshinski Asset Management, Inc.13.7K$494.1KNew
Patten Group, Inc.13.2K$473.4K−$4.47KAdded$86.1K
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV12.9K$465K−$4.79KAdded$49.2K
Heritage Wealth Management, Inc.12.5K$450.8K−$4.61KAdded$51.9K
B. Riley Wealth Advisors, Inc.12.7K$442.4KNew
WCG Wealth Advisors LLC12K$430.7KNew
Breakwater Capital Group12K$430.6K−$4.99KCut−$4.06K
CreativeOne Wealth, LLC11.4K$410.7K−$4.79KCut−$5.74K
J.W. COLE ADVISORS, INC.11.3K$406.2K$2.11KCut−$51.4K
Net Worth Advisory Group11.2K$402.4K−$4.68KCut−$3.17K
FIRST AMERICAN BANK11K$396.6KNew
Tower Research Capital LLC (TRC)10.9K$392.3KNew
Benin Management CORP10K$360.8K−$4.21KCut−$4.21K
RWA WEALTH PARTNERS, LLC9.93K$357.2K−$4.18KCut−$3.1K
Gladstone Institutional Advisory LLC9.79K$352K−$2.5KAdded$137.6K
Argent Trust Co9.66K$347.3K−$4.06KCut−$4.06K
SEI INVESTMENTS CO9.61K$345.7K−$4.04KCut−$4.04K
Traynor Capital Management, Inc.9.63K$336.6K−$13.6KCut−$93.8K
TrueWealth Advisors, LLC9.17K$329.8K−$3.86KCut−$3.75M
OPPENHEIMER & CO INC8.94K$321.3KNew
Dynamic Financial Group8.92K$320.8K−$3.75KCut−$9.43K
Proficio Capital Partners LLC8.88K$319.1K−$3.73KCut−$3.73K
KWB Wealth8.75K$318.2K$0Held
HBW ADVISORY SERVICES LLC8.81K$316.7KNew
BENJAMIN EDWARDS INC8.25K$296.9K−$2.46KAdded$84.6K
Modern Wealth Management, LLC8.17K$296.7K−$484Added$388
Sigma Planning Corp8.13K$292.5K−$3.41KCut−$2.58K
Rockefeller Capital Management L.P.8.13K$292.4K−$3.45KCut−$3.12K
Williams & Novak, LLC8.02K$291.3K−$435Added$27.3K
Clearstead Advisors, LLC8.04K$288.9K−$3.4KCut−$5.51K
Piscataqua Savings Bank8K$287.6K−$3.44KCut−$3.44K
Delta Investment Management, LLC7.89K$283.8KNew
Waverly Advisors, LLC7.61K$273.5K−$2.77KAdded$32.2K
TRANSCEND CAPITAL ADVISORS, LLC7.52K$270.4K−$3.16KCut−$3.16K
HERBST GROUP, LLC7.5K$269.7KNew
Henderson Brothers Financial Partners, LLC7.39K$265.8KNew
Vise Technologies, Inc.6.84K$248.8K$0Held
Sound Income Strategies, LLC6.62K$240.4K−$8.27KCut−$8.27K
Mariner, LLC6.66K$239.3K−$2.81KCut−$482.3K
Dynamic Advisor Solutions LLC6.51K$234KNew
Fulton Bank, N.A.6.5K$233.7K−$2.73KCut−$2.73K
Prospera Financial Services Inc6.34K$228K−$2.7KCut−$18.1K
HARBOR INVESTMENT ADVISORY, LLC6.31K$226.8KNew
COLDSTREAM CAPITAL MANAGEMENT INC6.27K$225.5KNew
Mayflower Financial Advisors, LLC6.24K$224.2KNew
MERCER GLOBAL ADVISORS INC /ADV6.09K$218.9KNew
RAM Investment Partners, LLC5.93K$213.1K−$2.49KCut−$2.49K
ARK & TLK INVESTMENTS, LLC5.86K$210.8K−$2.44KCut−$1.83K
Benchmark Financial, LLC5.73K$205.9K−$2.4KCut−$2.4K
Atria Investments, Inc5.65K$203.2K−$2.37KCut−$2.23K
MAI Capital Management5.63K$202.6K−$1.91KAdded$36.4K
Qube Research & Technologies Ltd5.15K$185.1K−$2.16KCut−$1.87M
Godfrey Financial Associates, Inc.4.95K$177.9K−$2.05KCut−$23.1K
Byrne Asset Management LLC4.33K$155.5K−$1.82KCut−$1.82K
FRANKLIN RESOURCES INC3.91K$140.7K−$1.64KCut−$1.64K
CLEAR INVESTMENT RESEARCH, LLC3.88K$139.4KNew
Holos Integrated Wealth LLC3.46K$126.4K−$286Added$10.1K
Advisory Services Network, LLC3.46K$124.3KNew
JFS WEALTH ADVISORS, LLC2.83K$102K−$1.17KCut−$886
Anfield Capital Management, LLC2.79K$100.4K−$1.17KCut−$1.17K
Portfolio Resources Advisor Group, Inc.2.66K$95.7KNew
Clarity Asset Management, Inc.2.51K$90.2KNew
Geneos Wealth Management Inc.2.36K$84.9K−$992Cut−$992
PRIVATE TRUST CO NA2.34K$84.2K−$788Added$15.9K
MARSHALL INVESTMENT MANAGEMENT, LLC2.13K$76.5K−$912Cut−$8.66M
CoreCap Advisors, LLC1.9K$68.4K−$763Cut−$799
Capital Analysts, LLC1.84M$66.2K−$755Added$531
Glass Jacobson Investment Advisors llc1.58K$57K−$675Cut−$495
Stone House Investment Management, LLC1.54K$55.2K−$659Cut−$479
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.53K$55K−$642Cut−$642
Root Financial Partners, LLC1.5K$53.9KNew
AE Wealth Management LLC1.38K$49.6K−$585Cut−$3.1K
Allworth Financial LP1.24K$44.7K−$536Cut−$392
Financial Freedom, LLC1.22K$43.7K−$524Cut−$380
Cornerstone Planning Group LLC1.1K$42.7K$901Added$18.5K
JONES FINANCIAL COMPANIES LLLP1.09K$38.4KNew
SJS Investment Consulting Inc.973$35K−$408Cut−$408
Asset Dedication, LLC908$32.7K−$381Cut−$381
Anchor Investment Management, LLC818$29.4K−$344Cut−$344
Creative Capital Management Investments LLC711$25.6K−$298Cut−$298
CVA Family Office, LLC658$23.7KNew
Western Wealth Management, LLC589$21.2KNew
Investors Research Corp578$20.8K−$243Cut−$13K
US BANCORP \DE\556$20K−$123Added$9.41K
GHP Investment Advisors, Inc.540$19.4KNew
NBT BANK N A /NY515$18.5KNew
Cambridge Investment Research Advisors, Inc.469.9K$16.9K−$196Cut−$80
Financial Perspectives, Inc413$14.9K−$174Cut−$174
MARK SHEPTOFF FINANCIAL PLANNING, LLC337$13.1K$810Added$849
Ancora Advisors LLC272$9.78KNew
VANGUARD ADVISERS INC247$8.88KHeld
Cornerstone Financial Management LLC197$7.09K−$83Cut−$83
BANK OF MONTREAL /CAN/182$6.54K−$76Cut−$76
McIlrath & Eck, LLC181$6.51K−$76Cut−$76
PARK AVENUE SECURITIES LLC146.4K$5.27K−$40Added$1.8K
ASSETMARK, INC141$5.07K−$59Cut−$7.12K
Miller Capital Partners, Inc.131$4.71K−$55Cut−$55
Legacy Wealth Managment, LLC/ID120$4.32KNew
VALLEY NATIONAL ADVISERS INC113.3K$4.08KNew
CENTAURUS FINANCIAL, INC.64.7K$2.33K−$27Cut−$548
HOEY INVESTMENTS, INC62$2.23K−$26Cut−$26
Trust Co54$1.96K−$6Cut−$22.5K
LRI Investments, LLC54$1.94K−$23Cut−$23
Janney Montgomery Scott LLC45.1K$1.62K−$19Cut−$839
Betterment LLC21K$756−$6Added$224
Russell Investments Group, Ltd.19$683−$8Cut−$3.83K
HighMark Wealth Management LLC14$516−$6Cut−$6

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.