Skip to content
Disclosery

FDLO FIDELITY COVINGTON TRUST

Follow

SHS (fund)

160 managers (165 13F filers) reported a position in FDLO shares at 2026-03-31, 14,790,020 shares in all. 19 filers opened a position and 17 filers sold out during the quarter.

Managers
160
13F filers
165
New
19
Added
61
Reduced
48
Sold out
17
Shares held by filers
14,790,020

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC8,949,504$578M0.03%-1,129,99413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC712,806$46M0.06%+1,16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding539,396$34.8M+20,452Timeline
LPL Financial LLC417,685$27M0.01%+13,58613F-HRTimeline
Campbell Deegan Wealth Management, LLC330,828$21.4M17.17%+46813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,488$19.5M<0.01%-18,01213F-HRTimelineGroup
Cetera Investment Advisers256,501$16.6M0.02%+15,33513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding232,269$15M-46,753Timeline
Cerity Partners LLCin group Cerity Partners LLC201,821$13M0.02%+194,93313F-HRTimelineGroup
AE Wealth Management LLC193,124$12.5M0.07%+75,91013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC192,247$12.4M0.18%-11,50613F-HR/ATimeline
SYKON CAPITAL LLC183,619$11.9M3.95%+8,14813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146,901$9.49M<0.01%+30,73113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,728$9.48M<0.01%+5,21413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP123,227$7.96M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,595$7.66M<0.01%-36,58613F-HRTimelineGroup
NewEdge Advisors, LLC116,064$7.5M0.03%-9,57213F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC109,339$7.06M0.03%-6,57413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding107,646$6.95M-5,393Timeline
GFG Capital, LLC104,076$6.72M2.15%-10,97513F-HRTimeline
Mechanics Bank Trust Department84,096$5.43M0.75%+4,65213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,529$5.33M0.01%-47,58713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC76,254$4.93M0.15%-2,97113F-HRTimeline
Abundance Wealth Counselors62,660$4.05M0.58%-86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,184$3.82M<0.01%+1,65213F-HRTimelineGroup
Weaver Consulting Group43,084$2.78M0.66%-7513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,402$2.48M<0.01%+19,04213F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,064$2.46M0.01%-1,35413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,702$2.37M<0.01%+13,37213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,690$2.2M<0.01%+96413F-HR/ATimelineGroup
Advisors Capital Management, LLC32,624$2.11M0.02%-2,48513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,173$2.08M0.05%-1,55913F-HRTimelineGroup
Strategic Blueprint, LLC25,975$1.68M0.1%+58713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,648$1.59M<0.01%-15,45513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,083$1.49M<0.01%-47013F-HRTimelineGroup
Tempus Wealth Planning, LLC22,094$1.43M0.33%-3,60013F-HRTimeline
Argent Trust Co22,008$1.42M0.05%013F-HRTimeline
Rehmann Capital Advisory Group20,877$1.35M0.07%-12013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,510$1.32M<0.01%-4,87413F-HRTimelineGroup
Hershey Financial Advisers, LLC18,727$1.21M1.04%new13F-HRTimeline
Sequent Asset Management, LLC17,010$1.1M0.53%-1,50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,270$1.05M0.01%+6213F-HRTimeline
Roxbury Financial LLC14,737$952K0.86%+66613F-HRTimeline
Asset Allocation Strategies LLC14,232$919K0.16%-1,81913F-HRTimeline
Security Financial Services, INC.14,101$911K0.14%+1,15813F-HRTimeline
Pallas Capital Advisors LLC13,957$901K0.03%-73613F-HRTimeline
Smart Money Group LLC13,630$880K0.26%-2,08313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,825$764K0.01%+113F-HRTimelineGroup
Integrated Advisors Network LLC11,748$759K0.04%-98313F-HRTimeline
Creative Planningin group Creative Planning11,136$719K<0.01%+1,29313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,649$694K<0.01%-5,23413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,541$681K<0.01%-203,01713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,396$672K0.01%-2413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,295$665K0.01%+70913F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,785$632K<0.01%+4,09213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC9,783$632K0.02%+25313F-HRTimeline
Westside Investment Management, Inc.9,685$626K0.1%-19013F-HRTimeline
Advisory Services Network, LLC9,652$623K0.01%-94213F-HRTimeline
Sigma Planning Corp9,577$619K0.02%+60113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,526$551K-123Timeline
Steward Partners Investment Advisory, L…8,515$550K<0.01%+73313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,417$544K0.01%-15413F-HRTimelineGroup
Buttonwood Financial Group, LLC8,398$542K0.33%+52213F-HRTimeline
Integrated Wealth Concepts LLC8,187$529K<0.01%+1513F-HRTimeline
Betterment LLC7,722$499K<0.01%+66213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.7,288$471K0.22%+94913F-HRTimeline
Strategic Advocates LLC7,228$467K2.07%-68913F-HRTimeline
Savvy Advisors, Inc.7,061$456K0.01%+68413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,861$443K<0.01%+56413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,663$430K<0.01%-1,21013F-HRTimelineGroup
Cresset Asset Management, LLC6,304$407K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,250$404K0.15%013F-HRTimeline
UBS Group AGgroup of 2 filers holding6,210$401K+2,805Timeline
Unified Investment Management6,150$397K0.41%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,066$392K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,025$389K<0.01%-1,28513F-HRTimeline
Snider Financial Group5,760$372K0.11%013F-HRTimeline
Valley Financial Group, Inc.5,558$359K0.19%-24413F-HRTimeline
Samalin Investment Counsel, LLC5,517$356K0.13%+313F-HRTimeline
RFG Advisory, LLC5,480$354K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,384$348K0.02%+13013F-HRTimeline
Sovereign Financial Group, Inc.5,113$330K0.06%+2213F-HRTimeline
Almanack Investment Partners, LLC.4,859$314K0.05%+20013F-HRTimeline
MML INVESTORS SERVICES, LLC4,783$309K<0.01%+13913F-HRTimeline
ARS Wealth Advisors Group, LLC4,775$308K0.03%+1913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,569$305K<0.01%+33013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC4,681$302K0.01%+8213F-HRTimelineGroup
World Investment Advisors4,586$296K<0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,516$292K<0.01%-213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,497$290K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,168$271K<0.01%-1,73213F-HRTimeline
Private Advisor Group, LLC4,152$268K<0.01%-56813F-HRTimeline
Independent Advisor Alliance4,115$266K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,856$249K<0.01%+3,77313F-HRTimeline
JB Capital LLC3,622$234K0.01%+1113F-HRTimeline
Aviance Capital Partners, LLC3,546$229K0.03%013F-HRTimeline
AMG National Trust Bank3,542$229K<0.01%+913F-HRTimeline
GDS Wealth Management3,506$226K0.01%new13F-HRTimeline
Sovran Advisors, LLC3,122$216K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC3,304$213K<0.01%+813F-HRTimeline
IFP Advisors, Inc3,291$213K<0.01%+2913F-HRTimeline
RMR Wealth Builders3,224$208K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,219$208K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,109$201K<0.01%-11113F-HRTimelineGroup
Darwin Wealth Management, LLC3,095$200K0.06%+1313F-HRTimeline
Larson Financial Group LLC3,088$199K0.01%+1313F-HRTimeline
Provident Wealth Management, LLC2,886$186K0.06%013F-HRTimeline
Arax Advisory Partners2,490$161K<0.01%-3613F-HRTimeline
Key Financial Inc2,427$157K0.03%013F-HRTimeline
Clarity Asset Management, Inc.2,253$146K0.07%+1013F-HRTimeline
Allworth Financial LP2,056$133K<0.01%+1,51613F-HRTimeline
Sunbelt Securities, Inc.2,027$131K0.01%-2013F-HRTimeline
Destiny Wealth Partners, LLC1,904$123K0.01%-3,26513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,561$101K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,202$77.6K<0.01%-97113F-HR/ATimelineGroup
Private Wealth Asset Management, LLC1,050$67.8K0.01%013F-HRTimeline
MTM Investment Management, LLC919$59.4K0.02%013F-HRTimeline
Truvestments Capital LLC800$51.7K0.01%013F-HRTimeline
Parallel Advisors, LLC688$44.4K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…658$42.5K<0.01%+39413F-HRTimelineGroup
MAI Capital Management613$39.6K<0.01%013F-HRTimeline
Abound Wealth Management529$34.2K0.01%013F-HRTimeline
Ankerstar Wealth, LLC475$30.7K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…469$30.3K0.02%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC393$25.4K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC391$25.3K<0.01%13F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.355$24.3K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB360$23.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…329$21.2K<0.01%+5113F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp291$18.8K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV283$18.3K<0.01%+20513F-HRTimeline
GAMMA Investing LLC268$17.3K<0.01%+7613F-HRTimeline
Capital Advisors, Ltd. LLC245$16K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…233$15K<0.01%+6413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC177$11.4K<0.01%-413F-HRTimelineGroup
SHP Wealth Management172$11.1K<0.01%013F-HRTimeline
Atomic Invest LLC157$9.95K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150$9.69K<0.01%+213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149$9.46K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…108$6.97K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc106$6.85K<0.01%013F-HRTimeline
Root Financial Partners, LLC102$6.59K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management101$6.54K<0.01%013F-HRTimelineGroup
NVWM, LLC95$6.14K<0.01%-19,44713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73$4.69K<0.01%+813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$3.27K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc39$2.52K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.35$2.26K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.34$2.17K<0.01%013F-HRTimeline
BAYBAN30$1.94K<0.01%013F-HRTimeline
Sound Income Strategies, LLC26$1.71K<0.01%+1213F-HRTimeline
JPL Wealth Management, LLC23$1.51K<0.01%new13F-HR/ATimeline
Mosley Wealth Management22$1.45K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL18$1.17K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC13$844<0.01%new13F-HRTimeline
Triumph Capital Management8$517<0.01%013F-HRTimeline
Smartleaf Asset Management LLC8$508<0.01%013F-HRTimeline
Networth Advisors, LLC2$129<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$66<0.01%new13F-HRTimeline
Blue Trust, Inc.1$60<0.01%new13F-HRTimeline