FIDELITY COVINGTON TRUST - Exchange Traded Funds (FELG) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / Exchange Traded Funds
Symbol
FELG
Shares outstanding
108,303,553
Price per share
$41.70
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
39,172,496
Total reported value
$1,610,315,755
% of total 13F portfolios
0.01%
Share change
+10,367,193
Value change
+$426,925,560
Number of holders
184
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIDELITY COVINGTON TRUST - Exchange Traded Funds (FELG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
International City Management Association Retirement Corp 7.6% $338,459,129 8,231,070 International City Management Association Retirement Corp 21 Aug 2025

As of 30 Sep 2025, 184 institutional investors reported holding 39,172,496 shares of FIDELITY COVINGTON TRUST - Exchange Traded Funds (FELG). This represents 36% of the company’s total 108,303,553 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIDELITY COVINGTON TRUST - Exchange Traded Funds (FELG) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANTAGEPOINT INVESTMENT ADVISERS LLC 7.6% 8,231,070 2.8% $338,461,598
ENVESTNET ASSET MANAGEMENT INC 5.7% 6,140,391 +3.3% 0.07% $252,492,876
MML INVESTORS SERVICES, LLC 5.6% 6,057,861 +1.3% 0.66% $249,099,246
COMMONWEALTH EQUITY SERVICES, LLC 2.9% 3,109,974 -12% 0.17% $127,882,000
LPL Financial LLC 1.8% 1,902,784 +3.6% 0.02% $78,242,483
Equitable Holdings, Inc. 0.88% 956,887 +0.84% 0.29% $39,347,193
RAYMOND JAMES FINANCIAL INC 0.83% 902,979 +9.5% 0.01% $37,130,504
Independence Financial Advisors, LLC 0.72% 774,768 -6.7% 9.7% $31,858,465
Spectrum Investment Advisors, Inc. 0.63% 677,029 -1.9% 15% $27,839,415
OSAIC HOLDINGS, INC. 0.62% 666,330 -7.7% 0.04% $26,847,360
Kestra Advisory Services, LLC 0.58% 623,052 +13% 0.12% $25,619,910
Thrivent Financial for Lutherans 0.57% 616,664 +1693% 0.05% $25,357,000
Cambridge Investment Research Advisors, Inc. 0.56% 609,990 +11% 0.07% $25,083,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.56% 604,220 +21% 0.02% $24,845,517
Cetera Investment Advisers 0.51% 553,422 +181% 0.03% $22,756,723
JPMORGAN CHASE & CO 0.46% 499,641 +0.04% 0% $20,545,276
Goodman Advisory Group, LLC 0.45% 487,419 5% $20,042,671
Kestra Investment Management, LLC 0.45% 482,310 +4.2% 0.53% $19,832,574
FMR LLC 0.44% 471,634 +6.8% 0% $19,393,595
SENTINEL PENSION ADVISORS, LLC 0.36% 394,893 +3.5% 2.6% $16,238,017
Prepared Retirement Institute LLC 0.34% 368,617 +54% 7.9% $15,157,520
Advisors Capital Management, LLC 0.23% 247,670 +30% 0.13% $10,184,217
PRINCIPAL SECURITIES, INC. 0.2% 220,170 +19% 0.15% $9,053,402
TRUIST FINANCIAL CORP 0.19% 205,716 +2.6% 0.01% $8,459,041
MENORA MIVTACHIM HOLDINGS LTD. 0.19% 203,631 -3.6% 0.04% $8,373,307

Institutional Holders of FIDELITY COVINGTON TRUST - Exchange Traded Funds (FELG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,128,806 $88,773,923 +$25,044,733 $41.70 21
2025 Q3 39,172,496 $1,610,315,755 +$426,925,560 $41.12 184
2025 Q2 28,943,481 $1,071,784,845 +$140,611,321 $37.03 168
2025 Q1 25,190,473 $795,572,914 +$195,305,490 $31.50 141
2024 Q4 18,954,163 $669,785,845 +$60,603,300 $35.36 130
2024 Q3 16,547,704 $549,223,763 +$71,827,142 $33.18 105
2024 Q2 14,776,652 $476,696,274 +$62,180,877 $32.26 94
2024 Q1 12,399,072 $366,359,090 +$58,709,713 $29.55 83
2023 Q4 10,430,820 $273,633,912 +$250,282,860 $26.23 79