FIDU institutional holders
FIDELITY COVINGTON TRUST · 13F, 2026Q2
| Managers holding | 239 |
|---|
| Shares held | 9,372,264 |
|---|
| Reported value | $934.0m |
|---|
| Quarter flows | 38 new, 95 added, 65 trimmed, 19 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| Lido Advisors, LLC | 1,672,011 | $166.5m | 0.5% |
| AE Wealth Management LLC | 1,404,619 | $139.9m | 0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 942,093 | $93.8m | 0.1% |
| AGF MANAGEMENT LTD | 510,373 | $50.8m | 0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 400,727 | $39.9m | 0.1% |
| LPL Financial LLC | 285,843 | $28.5m | 0.0% |
| VICUS CAPITAL | 259,849 | $25.9m | 1.7% |
| MORGAN STANLEY | 219,372 | $21.9m | 0.0% |
| Sanctuary Advisors, LLC | 184,436 | $18.4m | 0.1% |
| NorthCoast Asset Management LLC | 161,766 | $16.1m | 0.4% |
| BANK OF AMERICA CORP /DE/ | 145,719 | $14.5m | 0.0% |
| Independence Financial Advisors, LLC | 136,325 | $13.6m | 3.5% |
| WELLS FARGO & COMPANY/MN | 126,154 | $12.6m | 0.0% |
| Kestra Advisory Services, LLC | 124,721 | $12.4m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 123,202 | $12.3m | 0.0% |
| Lifeworks Advisors, LLC | 114,531 | $11.4m | 1.2% |
| Thrivent Financial for Lutherans | 106,256 | $10.6m | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 100,169 | $10.0m | 0.1% |
| AMERIPRISE FINANCIAL INC | 99,985 | $10.0m | 0.0% |
| FMR LLC | 92,107 | $9.2m | 0.0% |
| Yoder Wealth Management, Inc. | 79,748 | $7.9m | 3.1% |
| ROYAL BANK OF CANADA | 78,645 | $7.8m | 0.0% |
| Arax Advisory Partners | 74,143 | $7.4m | 0.0% |
| STIFEL FINANCIAL CORP | 73,519 | $7.3m | 0.0% |
| NewEdge Advisors, LLC | 72,031 | $7.2m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FIDU"). FIDU price history · All 13F data
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