FSMD institutional holders

FIDELITY COVINGTON TRUST · 13F, 2026Q2

Managers holding186
Shares held43,239,586
Reported value$2.3bn
Quarter flows31 new, 88 added, 48 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC16,109,104$851.4m0.0%
Retirement Planning Group, LLC5,565,941$294.2m7.5%
COMMONWEALTH EQUITY SERVICES, LLC3,396,903$179.5m0.2%
ENVESTNET ASSET MANAGEMENT INC2,369,532$125.2m0.0%
Kestra Investment Management, LLC1,439,993$76.1m1.5%
LPL Financial LLC1,367,259$72.3m0.0%
BANK OF AMERICA CORP /DE/1,355,242$71.6m0.0%
Sanctuary Advisors, LLC867,190$45.8m0.2%
Atria Investments, Inc746,717$39.5m0.4%
Advocacy Wealth Management, LLC616,638$32.6m1.2%
STIFEL FINANCIAL CORP595,405$31.5m0.0%
Cetera Investment Advisers565,584$29.9m0.0%
Kestra Advisory Services, LLC485,327$25.6m0.1%
OneDigital Investment Advisors LLC481,970$25.5m0.2%
RAYMOND JAMES FINANCIAL INC460,977$24.4m0.0%
OSAIC HOLDINGS, INC.406,742$21.5m0.0%
LIBERTY SQUARE WEALTH PARTNERS LLC356,575$18.8m4.5%
Cambridge Investment Research Advisors, Inc.355,308$18.8m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO354,956$18.8m0.0%
Goldstone Financial Group, LLC353,428$18.7m1.7%
GEN Financial Management, INC.297,441$15.7m9.4%
AssuredPartners Investment Advisors, LLC248,292$13.1m1.3%
Presper Financial Architects, LLC246,489$13.0m6.8%
Steward Partners Investment Advisory, LLC200,971$10.6m0.1%
Prasad Wealth Partners, LLC197,968$10.5m2.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FSMD"). FSMD price history · All 13F data

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