FIDELITY COVINGTON TRUST - FSYD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | History | Added to | 39,271 | 1,881 | 0.12% | 0.1% | 1 | +8,885 | 29.24% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,869 | 664 | 0.04% | 0.02% | 2 | +5,634 | 68.42% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,166 | 343 | 0.0% | — | 3 | +7,166 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,747 | 323 | 0.0% | — | 4 | +6,747 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,339 | 303 | 0.0% | 0.0% | 5 | -11,681 | -64.82% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,051 | 289 | 0.0% | 0.0% | 6 | +4,514 | 293.69% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,676 | 271 | 0.0% | 0.0% | 7 | -288 | -4.83% | Q1 2026 | May 04, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 4,990 | 241 | 0.37% | 0.37% | 8 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,390 | 66 | 0.0% | 0.0% | 9 | -11 | -0.79% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 589 | 28 | 0.01% | — | 10 | +589 | New | Q1 2026 | May 04, 2026 |
| Abound Wealth Management | History | Added to | 104 | 5 | 0.0% | 0.0% | 12 | +1 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | No change | 104 | 5 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 18 | 0 | — | 0.0% | — | -16 | -47.06% | Q1 2026 | May 15, 2026 |