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Disclosery

FDRR FIDELITY COVINGTON TRUST

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DIVID ETF RISI (fund)

113 managers (113 13F filers) reported a position in FDRR shares at 2025-12-31, 3,694,294 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
113
13F filers
113
New
16
Added
38
Reduced
30
Sold out
4
Shares held by filers
3,694,294

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…742,252$45.3M1.69%+741,20413F-HRTimelineGroup
LPL Financial LLC347,319$21.2M0.01%+80,36013F-HRTimeline
EP Wealth Advisors, LLC310,577$19M0.1%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/247,128$15.1M<0.01%+15,82213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC170,727$10.4M0.01%-22,45013F-HRTimeline
Private Advisor Group, LLC166,291$10.1M0.05%-12,76113F-HRTimeline
Charter Capital Management, LLC\DE136,136$8.31M4.29%+1,38813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,878$7.26M0.01%+3,30413F-HRTimelineGroup
CWM, LLCin group CWM, LLC92,308$5.63M0.02%+16,63313F-HRTimelineGroup
Geneva Partners, LLC90,742$5.54M1.97%+1,63913F-HRTimeline
NewEdge Advisors, LLC86,452$5.28M0.02%-2,71913F-HRTimeline
Cambridge Investment Research Advisors,…85,238$5.2M0.01%-1,49113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY79,803$4.87M<0.01%-2,74413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,316$4.6M<0.01%+26,18613F-HRTimelineGroup
FMR LLCin group FMR LLC69,686$4.25M<0.01%+5,51113F-HRTimelineGroup
UBS Group AGin group UBS Group AG66,334$4.05M<0.01%-2,89013F-HRTimelineGroup
Cetera Investment Advisers61,997$3.78M<0.01%+7,95413F-HRTimeline
Sugar Maple Asset Management, LLC55,181$3.37M2.26%-11813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,724$3.1M0.01%+16,61213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,842$2.74M<0.01%+2,27713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV31,086$1.9M0.12%+7,32113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,186$1.83M0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,355$1.55M<0.01%+12,07613F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV23,991$1.46M0.93%new13F-HRTimeline
FLOW TRADERS U.S. LLC23,790$1.45M0.05%new13F-HRTimeline
PFG Advisors21,768$1.33M0.06%+12,86613F-HRTimeline
MML INVESTORS SERVICES, LLC20,782$1.27M<0.01%+2,85713F-HRTimeline
Stonebridge Financial Planning Group, L…18,366$1.12M0.4%-7913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC16,267$993K0.29%-4,17813F-HRTimeline
Arax Advisory Partners16,061$980K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,865$968K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,795$903K0.05%+5,52513F-HRTimeline
Gladstone Institutional Advisory LLC14,601$891K0.03%013F-HRTimeline
&PARTNERS12,813$844K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC13,150$802K0.04%013F-HRTimeline
Herold Advisors, Inc.12,320$752K0.17%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10,975$670K0.16%013F-HRTimeline
Creative Planningin group Creative Planning10,823$660K<0.01%+6,22613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,067$614K0.01%-10013F-HRTimelineGroup
PKS Advisory Services, LLC9,840$600K0.14%+12713F-HRTimeline
Integrated Wealth Concepts LLC9,174$560K0.01%-21913F-HRTimeline
Beck Bode, LLC9,014$550K0.09%-40413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,750$540K<0.01%+1913F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.8,100$494K0.46%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,938$484K<0.01%-75813F-HR/ATimelineGroup
Arkadios Wealth Advisors7,699$470K0.01%+3513F-HRTimeline
Mutual Advisors, LLC7,613$465K0.01%+3913F-HRTimeline
J.W. COLE ADVISORS, INC.9,362$433K0.01%-58913F-HRTimeline
LJI Wealth Management, LLC6,678$407K0.06%-19713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,473$395K<0.01%+1,67113F-HRTimelineGroup
Sigma Planning Corp6,429$392K0.01%-6913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,371$389K<0.01%+2,70113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC6,336$387K0.01%013F-HR/ATimeline
Snider Financial Group6,245$381K0.1%-68713F-HRTimeline
High Falls Advisors, Inc6,077$371K0.08%+1,66913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,787$353K0.02%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,562$339K0.03%013F-HRTimeline
Sunbelt Securities, Inc.5,474$334K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,374$328K<0.01%+4913F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,320$325K0.01%+52913F-HRTimeline
Farther Finance Advisors, LLC4,864$297K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,764$291K0.04%13F-HRTimeline
CoreCap Advisors, LLC4,606$281K0.01%-20013F-HRTimeline
HBW ADVISORY SERVICES LLC4,489$274K0.03%-12313F-HRTimeline
Mascoma Wealth Management LLC4,438$271K0.06%-23913F-HRTimeline
Csenge Advisory Group4,392$268K0.01%-8513F-HRTimeline
Glass Jacobson Investment Advisors llc4,219$257K0.09%+3813F-HRTimeline
Dentgroup LLC4,169$254K0.17%new13F-HRTimeline
NWAM LLC4,004$247K0.01%-1,07213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,040$247K<0.01%-2413F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC3,912$239K0.09%new13F-HRTimeline
MFA Wealth Services3,777$230K0.16%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,713$227K0.01%013F-HRTimelineGroup
LANDAAS & CO /WI /ADV3,660$223K0.05%-2,40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,640$222K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,591$219K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,421$209K<0.01%+1813F-HRTimelineGroup
WEDBUSH SECURITIES INC3,302$201K0.01%-57513F-HRTimeline
WealthShield Partners, LLC3,206$196K0.02%013F-HRTimeline
Larson Financial Group LLC2,766$169K0.01%+1,23613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,029$124K<0.01%-4,52513F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,846$114K0.15%+913F-HR/ATimeline
Darwin Wealth Management, LLC1,758$107K0.03%+913F-HRTimeline
IFP Advisors, Inc1,644$100K<0.01%+7213F-HRTimeline
Allworth Financial LP1,557$95K<0.01%-2213F-HRTimeline
AdvisorNet Financial, Inc1,475$90K<0.01%+213F-HRTimeline
CX Institutional1,409$86K<0.01%+2313F-HRTimeline
Monetary Solutions, Ltd1,191$72.7K0.07%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,101$67.2K<0.01%+1,00013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,046$63.8K<0.01%013F-HRTimelineGroup
SHP Wealth Management1,000$61K<0.01%13F-HRTimeline
COMERICA BANK901$55K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC820$50.9K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC804$49.1K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.800$48.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.529$32.3K<0.01%+213F-HRTimeline
AE Wealth Management LLC468$28.6K<0.01%-2013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors451$27.5K<0.01%-6513F-HRTimelineGroup
Birchwood Financial Partners, Inc.429$26.2K0.03%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC416$25.4K<0.01%new13F-HRTimeline
GAMMA Investing LLC403$24.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.379$23.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC314$19.2K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners266$16.2K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA232$14.2K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd84$5.13K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …90$5K<0.01%-9013F-HRTimelineGroup
Glen Eagle Advisors, LLC80$4.88K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75$4.58K<0.01%013F-HRTimelineGroup
Triumph Capital Management52$3.17K<0.01%new13F-HRTimeline
Fairway Wealth LLC40$2.44K<0.01%new13F-HRTimeline
Roxbury Financial LLC14$856<0.01%013F-HRTimeline
Signature Equity Partners, LLC10$610<0.01%13F-HRTimeline