Who Owns FIDELITY COVINGTON TRUST (FBOT)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $63.1M of FIDELITY COVINGTON TRUST (FBOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($22.8M), NATIONAL BANK OF CANADA /FI/ ($22.4M), JANE STREET GROUP, LLC ($3.2M), FSM Wealth Advisors, LLC ($1.9M), AE Wealth Management LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$22.8M575,281Trimmed
2NATIONAL BANK OF CANADA /FI/$22.4M567,097Added
3JANE STREET GROUP, LLC$3.2M81,483Added
4FSM Wealth Advisors, LLC$1.9M48,088Trimmed
5AE Wealth Management LLC$1.7M41,682Added
6ENVESTNET ASSET MANAGEMENT INC$1.4M36,479Trimmed
7LPL Financial LLC$1.4M36,333Trimmed
8TRUIST FINANCIAL CORP$1.4M34,199Trimmed
9FLOW TRADERS U.S. LLC$1.3M32,585Added
10SteelPeak Wealth, LLC$989,95325,000Hold
11OSAIC HOLDINGS, INC.$848,75921,423Added
12Cetera Investment Advisers$735,03918,562Added
13POM Investment Strategies, LLC$676,38817,081Added
14Farther Finance Advisors, LLC$539,22213,617Hold
15COMMONWEALTH EQUITY SERVICES, LLC$466,98011,793Added
16Kingdom Financial Group LLC.$463,02111,693Added
17Kovack Advisors, Inc.$331,5608,400Hold
18MORGAN STANLEY$179,0634,522Hold
19ACTION POINT FINANCIAL PLANNING, LLC$70,6831,785New
20Raleigh Capital Management Inc.$45,4711,148Hold
21Key Capital Management, INC$39,6771,002Added
22EPG Wealth Management LLC$33,521847Hold
23North Star Investment Management Corp.$29,699750New
24Montgomery Financial Services LLC$23,086583New
25Cape Investment Advisory, Inc.$20,710523New

Source: SEC Form 13F filings · as of 2026-06-30