FIDELITY COVINGTON TRUST - FSYD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 2,862 | 1.21% | 1.1% | 1 | -55,086 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 30,386 | 1,471 | 0.1% | 0.09% | 2 | +2,728 | 9.86% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 18,020 | 872 | 0.0% | 0.0% | 3 | +13,387 | 288.95% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 8,235 | 398 | 0.02% | — | 4 | +8,235 | New | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,964 | 288 | 0.0% | — | 5 | +5,964 | New | Q4 2025 | Feb 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 4,990 | 241 | 0.37% | — | 6 | +4,990 | New | Q4 2025 | Feb 25, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,537 | 74 | 0.0% | — | 7 | +1,537 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,401 | 67 | 0.0% | 0.0% | 8 | +9 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 104 | 5 | 0.0% | — | 9 | +104 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | New | 103 | 4 | 0.0% | — | 10 | +103 | New | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Added to | 34 | 1 | 0.0% | — | 11 | +28 | 466.67% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,582 | -100.0% | Q3 2025 | Nov 12, 2025 |