13FBOX
FIDELITY COVINGTON TRUST · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY COVINGTON TRUST

FDIG
Institutions
49
Combined AUM (Q2 2026)
$26.2M
Combined Shares (Q2 2026)
612,925
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+168,622
29 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-135,178
21 · 11 Exit · ≈
⚖️ Net
+33,444
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.2M
Institutions
49
New Buys
17
Adds
12
Reduces
10
Exits
11
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Financial Engines Advisors L.L.C.
0.01%0.01%#11$3.8M89,777$3.3M100,758-10,981-10.90%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#28$3.8M88,406$2.6M80,360+8,046+10.01%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#32$3.0M69,537$2.6M77,797-8,260-10.62%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#29$2.5M59,400$954,09529,106+30,294+104.08%Add
AE Wealth Management LLC
0.01%0.01%#9$2.0M46,410$929,47128,355+18,055+63.67%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#18$1.7M40,690$658,89920,101+20,589+102.43%Add
Kestra Advisory Services, LLC
0.01%0.01%#12$1.7M39,294$1.5M45,445-6,151-13.54%Reduce
Cyndeo Wealth Partners, LLC
0.05%0.05%#3$1.1M26,300$862,11426,30000.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%#8$772,63818,082$00+18,082New Buy
Cerity Partners LLC
<0.01%#23$641,20215,006$00+15,006New Buy
HRT FINANCIAL LP
<0.01%#22$581,76513,615$00+13,615New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#21$538,29312,598$377,70211,522+1,076+9.34%Add
Traynor Capital Management, Inc.
0.02%0.02%#6$518,12612,126$396,19712,789-663-5.18%Reduce
Sanctuary Advisors, LLC
<0.01%#17$509,68311,928$00+11,928New Buy
Sterling Investment Advisors, Ltd.
0.08%0.07%#1$494,16911,565$366,64411,185+380+3.40%Add
Savvy Advisors, Inc.
0.01%0.01%#10$432,46310,121$328,49310,021+100+1.00%Add
GWN SECURITIES INC.
0.06%#2$340,0057,957$00+7,957New Buy
SC&H Financial Advisors, Inc.
0.03%#4$258,6186,052$00+6,052New Buy
Arax Advisory Partners
<0.01%<0.01%#20$251,6355,889$3,966121+5,768+4,766.94%Add
Creative Planning
<0.01%#34$226,6765,305$00+5,305New Buy
LPL Financial LLC
<0.01%<0.01%#37$217,3455,087$443,53013,531-8,444-62.40%Reduce
FMR LLC
<0.01%<0.01%#43$109,6632,566$75,2372,295+271+11.81%Add
Steward Partners Investment Advisory, LLC
<0.01%#24$91,7672,148$00+2,148New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#35$81,0001,896$00+1,896New Buy
Glass Jacobson Investment Advisors llc
0.02%0.02%#7$70,6801,654$60,7681,854-200-10.79%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#26$64,6501,513$49,5961,51300.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#45$61,3471,403$54,4341,757-354-20.15%Reduce
Allworth Financial LP
<0.01%<0.01%#31$55,5491,300$42,6141,30000.00%Unchanged
Birchwood Financial Partners, Inc.
0.03%0.03%#5$37,733883$28,850880+3+0.34%Add
FIDUCIARY FINANCIAL ADVISORS
<0.01%#16$25,226590$00+590New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#42$23,074540$9,834300+240+80.00%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#33$22,350523$11,674355+168+47.32%Add
Manchester Capital Management LLC
<0.01%<0.01%#14$21,365500$16,39050000.00%Unchanged
BARRETT & COMPANY, INC.
0.01%0.01%#13$19,228450$14,75145000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#30$17,049399$00+399New Buy
US BANCORP \DE\
<0.01%#41$15,297358$00+358New Buy
UBS Group AG
<0.01%<0.01%#46$8,033188$22,684692-504-72.83%Reduce
MORGAN STANLEY
<0.01%<0.01%#48$6,675156$93,0071,895-1,739-91.77%Reduce
SHP Wealth Management
<0.01%<0.01%#25$6,623155$5,08115500.00%Unchanged
Darwin Wealth Management, LLC
<0.01%#19$6,324148$00+148New Buy
JNBA Financial Advisors
<0.01%<0.01%#27$5,171121$3,96712100.00%Unchanged
Roxbury Financial LLC
<0.01%<0.01%#15$3,50082$2,6858200.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%#44$2,52959$00+59New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#36$2,00847$00+47New Buy
Ashton Thomas Private Wealth, LLC
<0.01%#39$1,36732$00+32New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#40$1,25829$9622900.00%Unchanged
Larson Financial Group LLC
<0.01%<0.01%#38$1,22829$9392900.00%Unchanged
Qube Research & Technologies Ltd
<0.01%#47$42710$00+10New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$501$572-1-50.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow