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Disclosery

FSTA FIDELITY COVINGTON TRUST

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CONSMR STAPLES (fund)

206 managers (208 13F filers) reported a position in FSTA shares at 2026-03-31, 10,813,685 shares in all. 24 filers opened a position and 25 filers sold out during the quarter.

Managers
206
13F filers
208
New
24
Added
78
Reduced
57
Sold out
25
Shares held by filers
10,813,685

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,646,303$138M0.02%+102,74813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,358,767$71.1M0.28%+16,87613F-HRTimelineGroup
LPL Financial LLC510,287$26.7M0.01%-14,15113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD505,327$26.4M0.12%-95,54713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC408,617$21.4M0.03%+4,75913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.366,620$19.2M0.03%+42,83613F-HRTimelineGroup
Compass Financial Group, INC/SD325,949$17.1M2.39%+31,99513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY216,998$11.4M<0.01%+63613F-HRTimelineGroup
Certified Advisory Corp215,780$11.3M1.01%-8,41713F-HRTimeline
Larson Financial Group LLC197,003$10.3M0.33%+8,84213F-HRTimeline
Marotta Asset Management195,107$10.2M1.87%-6,78913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding150,484$7.87M+13,675Timeline
Fischer Financial Services, Inc.143,702$7.52M2.53%+1,69213F-HRTimeline
Financial Perspectives, Inc135,678$7.1M1.98%+5,88913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC133,114$6.97M0.01%+1,60313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding127,541$6.67M-9,078Timeline
AE Wealth Management LLC127,017$6.65M0.04%-33,48913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC122,003$6.38M<0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC110,793$5.8M0.98%new13F-HRTimeline
CacheTech Inc.97,674$5.11M0.98%-12,93013F-HRTimeline
Adams Wealth Management93,828$4.91M1.08%-16,77613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,759$4.85M<0.01%+37,31613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.87,474$4.58M0.52%+26,15113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV82,272$4.31M0.01%+3,02913F-HRTimeline
UBS Group AGin group UBS Group AG82,131$4.3M<0.01%+13,46913F-HRTimelineGroup
Cambridge Investment Research Advisors,…81,222$4.25M0.01%+1,31313F-HRTimeline
NewEdge Advisors, LLC80,783$4.23M0.02%-1,77913F-HR/ATimeline
FMR LLCin group FMR LLC76,407$4M<0.01%+10,06313F-HRTimelineGroup
Arkadios Wealth Advisors70,811$3.71M0.06%+3,29313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,707$3.54M<0.01%+5,20513F-HRTimelineGroup
Lifeworks Advisors, LLC67,477$3.53M0.45%-11,30013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65,644$3.44M<0.01%+31,10013F-HRTimelineGroup
Advisory Services Network, LLC65,074$3.41M0.05%-13,50713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC63,603$3.33M1.56%+55,28413F-HRTimeline
Cetera Investment Advisers60,869$3.19M<0.01%+5,42213F-HRTimeline
Roxbury Financial LLC56,794$2.97M2.67%+23213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,564$2.95M<0.01%-18,76213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,509$2.59M<0.01%+12,93813F-HRTimelineGroup
Yoder Wealth Management, Inc.47,158$2.47M1.13%+2,52213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,270$2.32M<0.01%+18,73913F-HRTimelineGroup
Sigma Planning Corp38,929$2.04M0.06%+7,38013F-HRTimeline
HERBST GROUP, LLC38,003$1.99M1.23%new13F-HRTimeline
Beaumont Financial Advisors, LLC36,693$1.92M0.13%+31,81613F-HRTimeline
NorthCoast Asset Management LLC36,589$1.91M0.04%-17,03413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32,469$1.7M0.02%-20,12913F-HRTimelineGroup
Arax Advisory Partners31,635$1.66M0.05%+51513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,987$1.62M<0.01%-24613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,930$1.62M<0.01%+1,75113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,176$1.58M<0.01%-10,51113F-HR/ATimelineGroup
LYNCH & ASSOCIATES/IN29,771$1.56M0.29%-1,21613F-HRTimeline
Creative Planningin group Creative Planning28,949$1.51M<0.01%+16,48913F-HRTimelineGroup
Heck Capital Advisors, LLC26,792$1.4M0.1%-1,53913F-HRTimeline
Atlas Brown,Inc.26,058$1.36M0.41%-9213F-HRTimeline
FRG Family Wealth Advisors LLC25,210$1.32M0.22%013F-HRTimeline
Snowden Capital Advisors LLC24,862$1.3M0.03%-26013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,400$1.28M<0.01%new13F-HRTimelineGroup
Smith Salley Wealth Management23,714$1.24M0.06%+36713F-HRTimeline
KDK Private Wealth Management, LLC21,943$1.15M1.05%-21413F-HRTimeline
Beacon Pointe Advisors, LLC21,415$1.12M0.01%+8113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,723$1.08M<0.01%+1,43513F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,637$1.08M0.01%+2,03313F-HRTimeline
Independent Advisor Alliance20,634$1.08M0.01%+12,94413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,670$1.07M<0.01%+1,54913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,214$1.06M<0.01%-3,09513F-HRTimelineGroup
Jacobs Equity LLC19,551$1.05M0.94%+5,02513F-HRTimeline
MML INVESTORS SERVICES, LLC19,361$1.01M<0.01%-3,26913F-HRTimeline
SWEENEY & MICHEL, LLC18,234$953K0.28%+7613F-HRTimeline
Walker Financial Services, Inc.17,950$939K0.32%-7,56313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,266$851K0.05%+96213F-HRTimelineGroup
Nova Wealth Management, Inc.15,826$828K0.54%+1,03713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST15,605$816K0.08%-26113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC14,778$773K0.8%-9213F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC14,481$758K0.19%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,434$755K<0.01%+9,40813F-HRTimelineGroup
Belpointe Asset Management LLC13,728$718K0.03%+8,81613F-HRTimeline
Fortis Capital Advisors, LLC13,728$718K0.09%+8,81613F-HRTimeline
Curran Financial Partners, LLC13,122$687K0.12%+8813F-HRTimeline
Sage Investment Advisers LLC12,385$645K0.48%+3,28013F-HRTimeline
STOCK YARDS BANK & TRUST CO11,853$620K0.02%-41513F-HRTimeline
Meridian Wealth Management, LLC11,610$608K0.02%-18113F-HRTimeline
Demars Financial Group, LLC11,511$602K0.2%-38013F-HRTimeline
HighTower Advisors, LLC11,013$576K<0.01%-60013F-HRTimeline
Prairie Wealth Advisors, Inc.0$550K0.24%013F-HRTimelineAmount filed as zero, left out of ratios.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,491$549K<0.01%-8713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,163$532K<0.01%-10513F-HRTimelineGroup
Sunbelt Securities, Inc.9,616$503K0.03%+3213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,482$496K0.07%+61513F-HRTimeline
Stonebridge Financial Planning Group, L…9,200$481K0.18%-80013F-HRTimeline
Pacific Sun Financial Corp9,057$474K0.23%-19313F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,820$468K0.13%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,795$460K<0.01%new13F-HRTimelineGroup
Soltis Investment Advisors LLC8,790$460K0.03%+58813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,755$458K0.01%-4713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC8,669$454K0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…8,635$452K0.01%013F-HRTimeline
Fisher Asset Management, LLC8,632$452K<0.01%+29913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,548$447K0.02%-35213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,547$447K0.01%-613F-HRTimelineGroup
Buska Wealth Management, LLC8,198$429K0.17%-6,13113F-HRTimeline
TrueWealth Advisors, LLC8,021$420K0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,736$405K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.7,698$403K0.03%+9413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,513$393K<0.01%+30013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,425$389K<0.01%+1,56013F-HRTimelineGroup
Rothschild Wealth LLC7,409$388K0.04%-9913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,375$386K<0.01%+32313F-HRTimeline
CX Institutional7,046$369K0.01%-2,29713F-HRTimeline
RFG Advisory, LLC7,050$369K0.01%-91713F-HRTimeline
Castleview Partners, LLC6,785$355K0.18%+5613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,374$334K0.01%+4,24513F-HRTimeline
Grey Ledge Advisors, LLC6,318$331K0.07%+113F-HRTimeline
Farther Finance Advisors, LLC6,121$319K<0.01%+72813F-HRTimeline
Csenge Advisory Group6,073$318K0.01%+76013F-HRTimeline
LongView Wealth Management6,054$316K0.08%-10313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,011$315K0.01%+88513F-HRTimeline
Orion Porfolio Solutions, LLC5,916$310K<0.01%-6,68013F-HRTimeline
Quantinno Capital Management LP5,821$305K<0.01%+1,16213F-HRTimeline
Atria Investments, Inc5,748$301K<0.01%+13113F-HRTimeline
Cherry Tree Wealth Management, LLC5,532$289K0.06%013F-HRTimeline
Retirement Planning Group, LLC5,323$279K0.01%+1313F-HRTimeline
Patriot Financial Group Insurance Agenc…5,144$269K0.02%new13F-HRTimeline
FLC Capital Advisors5,001$262K0.05%013F-HRTimeline
Pathway Financial Advisers, LLC4,928$258K0.07%-7313F-HRTimeline
Talon Private Wealth, LLC4,715$247K0.03%13F-HRTimeline
Qube Research & Technologies Ltd4,637$243K<0.01%+2,85913F-HRTimeline
Summit Financial, LLC4,435$232K<0.01%-87813F-HRTimeline
Merit Financial Group, LLC4,381$229K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,223$221K<0.01%+25813F-HRTimeline
Westhampton Capital, LLC4,160$218K0.1%013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,117$218K0.02%013F-HRTimeline
Janney Montgomery Scott LLC4,144$217K<0.01%-24413F-HRTimeline
SWMG, LLC3,998$209K0.06%+3113F-HRTimeline
Private Advisor Group, LLC3,943$206K<0.01%-63413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,884$204K<0.01%-20013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,863$202K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,751$196K0.01%+15013F-HRTimeline
Piscataqua Savings Bank3,705$194K0.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,330$174K0.01%013F-HRTimeline
MAI Capital Management3,035$159K<0.01%+45113F-HRTimeline
Rosenberg Matthew Hamilton2,986$156K0.03%013F-HRTimeline
AlphaCore Capital LLC2,860$150K<0.01%013F-HRTimeline
Allworth Financial LP2,677$140K<0.01%+10613F-HRTimeline
CWM, LLCin group CWM, LLC1,954$102K<0.01%-2813F-HRTimelineGroup
HOWE & RUSLING INC1,723$90.2K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,610$84.3K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,535$80.3K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,416$74.1K<0.01%+613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,383$72.4K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,300$68K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,147$60K<0.01%-2413F-HRTimelineGroup
High Point Wealth Management, LLC1,061$55.5K0.05%+613F-HRTimeline
Asset Dedication, LLC1,055$55.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC991$51.9K0.01%+513F-HRTimeline
PRIVATE TRUST CO NA939$49.1K<0.01%-6213F-HRTimeline
TFC Financial Management, Inc.905$47.3K0.01%013F-HRTimeline
Sage Mountain Advisors LLC825$43.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC750$39.2K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/701$36.7K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC682$35.7K0.01%+313F-HRTimeline
Coston, McIsaac & Partners647$33K0.01%+4113F-HRTimeline
Smartleaf Asset Management LLC548$28.7K<0.01%+40713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC477$25K<0.01%+313F-HRTimelineGroup
Mascoma Wealth Management LLC424$22.2K<0.01%013F-HRTimeline
GODSEY & GIBB, INC400$20.9K<0.01%013F-HRTimeline
NFSG Corp343$17.9K<0.01%013F-HRTimeline
Rossby Financial, LCC336$17.5K<0.01%+5113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.308$16.1K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.275$14.4K0.01%new13F-HRTimeline
SHP Wealth Management240$12.6K<0.01%013F-HRTimeline
Abound Wealth Management238$12.5K<0.01%013F-HRTimeline
True Wealth Design, LLC235$12.3K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…213$11.1K<0.01%013F-HRTimelineGroup
Caldwell Trust Co200$10.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.200$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Wealth Advisors162$8.47K<0.01%013F-HRTimeline
Signature Resources Capital Management,…137$7.17K<0.01%-4213F-HRTimeline
BLAIR WILLIAM & CO/IL133$6.96K<0.01%-6513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources132$6.91K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.118$6.17K<0.01%013F-HRTimeline
Evergreen Advisors, LLC111$5.79K<0.01%new13F-HRTimeline
Root Financial Partners, LLC102$5.34K<0.01%-6113F-HRTimeline
HighMark Wealth Management LLC100$5.23K<0.01%013F-HRTimeline
Mosley Wealth Management100$4.98K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC93$4.87K<0.01%013F-HRTimeline
Operose Advisors LLC84$4.4K<0.01%new13F-HRTimeline
Triumph Capital Management82$4.29K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC81$4.24K<0.01%new13F-HRTimeline
Truvestments Capital LLC61$3.19K<0.01%new13F-HRTimeline
Tidemark, LLC60$3.14K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC59$3.07K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC57$2.98K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$2.62K<0.01%013F-HR/ATimelineGroup
Sankala Group LLC50$2.61K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.47$2.45K<0.01%+2513F-HRTimeline
Financial Freedom, LLC38$1.99K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC31$1.62K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27$1.43K<0.01%-5713F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.23$1.2K<0.01%013F-HRTimeline
LRI Investments, LLC21$1.1K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$523<0.01%new13F-HRTimelineGroup