FHLC: Fidelity Covington Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
388 institutions reported holding $1.45B of Fidelity Covington Trust on Form 13F (362 the quarter before). 52 opened a new position and 26 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,005,747 | $232.19M |
| Lido Advisors, LLC | 2,091,112 | $161.54M |
| AE Wealth Management LLC | 1,487,576 | $114.92M |
| AGF MANAGEMENT LTD | 953,891 | $73.69M |
| LPL Financial LLC | 882,513 | $68.17M |
| MORGAN STANLEY | 580,998 | $44.88M |
| ENVESTNET ASSET MANAGEMENT INC | 569,997 | $44.03M |
| COMMONWEALTH EQUITY SERVICES, LLC | 392,229 | $30.30M |
| WEATHERLY ASSET MANAGEMENT L. P. | 313,281 | $24.20M |
| RAYMOND JAMES FINANCIAL INC | 283,047 | $21.87M |
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