# FIDELITY COVINGTON TRUST (FBCG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FBCG/

- Reporting holders: 20
- Reported value: $95.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $67.0M | 1,060,308 | 15.8% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $12.9M | 203,733 | 0.9% | 16 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $5.2M | 81,989 | 4.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 24,663 | 0.0% | 6 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.4M | 22,239 | 0.4% | 3 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $1.4M | 21,272 | 0.4% | 16 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $1.1M | 17,499 | 0.6% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $917.0K | 14,507 | 0.0% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $812.5K | 12,579 | 0.0% | 1 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $667.9K | 10,567 | 0.4% | 8 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $404.1K | 6,374 | 0.3% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $365.7K | 5,785 | 0.0% | 3 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $324.0K | 5,064 | 0.2% | 1 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $310.2K | 4,907 | 0.1% | 1 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $305.9K | 4,839 | 0.0% | 5 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $305.2K | 4,828 | 0.1% | 6 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $297.8K | 4,712 | 0.0% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $101.7K | 1,609 | 0.0% | 9 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $101.2K | 1,601 | 0.0% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $12.8K | 202 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 13 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $95.4M |
| Q2 2026 | 320 | $5.7B |
| Q1 2026 | 269 | $4.2B |
| Q4 2025 | 258 | $4.3B |
| Q3 2025 | 221 | $4.3B |
| Q2 2025 | 200 | $3.4B |
| Q1 2025 | 198 | $2.7B |
| Q4 2024 | 181 | $2.9B |
| Q3 2024 | 134 | $1.0B |
| Q2 2024 | 137 | $872.0M |
| Q1 2024 | 107 | $598.8M |
| Q4 2023 | 88 | $426.5M |