FIDELITY COVINGTON TRUST - FBOT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 575,281 | 22,780 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 567,097 | 22,440 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 81,483 | 3,226 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 48,088 | 1,904 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 41,682 | 1,650 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 36,479 | 1,444 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 36,333 | 1,438 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 34,199 | 1,354 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 32,585 | 1,290 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 25,000 | 968 | 0.02% | 0.03% | 10 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,423 | 848 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 18,562 | 735 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| POM Investment Strategies, LLC | History | No change | 17,081 | 676 | 0.77% | 0.77% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,796 | 534 | 0.0% | 0.0% | 14 | +179 | 1.31% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,793 | 466 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 11,693 | 463 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,400 | 331 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 4,522 | 179 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,785 | 70 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1,148 | 45 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | No change | 1,002 | 39 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EPG Wealth Management LLC | History | No change | 847 | 33 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 750 | 29 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Montgomery Financial Services LLC | History | No change | 583 | 23 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 523 | 20 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 502 | 19 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 386 | 15 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 290 | 11 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 250 | 9 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 235 | 9 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 226 | 8 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 209 | 8 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 197 | 7 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Advocates LLC | History | No change | 76 | 3 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |