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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 26,796 | 1,248 | 0.06% | 0.04% | 1 | +8,756 | 48.54% | Q3 2026 | Nov 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,131 | 1,077 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 19,284 | 938 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,677 | 860 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 12,484 | 581 | 0.45% | — | 5 | +12,484 | New | Q3 2026 | Oct 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,440 | 486 | 0.01% | 0.01% | 6 | -191 | -1.8% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,169 | 333 | 0.0% | 0.0% | 7 | +710 | 10.99% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,903 | 88 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | New | 1,755 | 81 | 0.0% | — | 9 | +1,755 | New | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,121 | 54 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | New | 370 | 17 | 0.0% | — | 11 | +370 | New | Q3 2026 | Oct 30, 2026 |
| Abound Wealth Management | History | Added to | 108 | 5 | 0.0% | 0.0% | 12 | +2 | 1.89% | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | No change | 104 | 4 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 21 | 1 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |