# FIDELITY COVINGTON TRUST (FELG)

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

- Reporting holders: 9
- Reported value: $76.0M
- 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 |
|---|---|---|---|---|
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $63.1M | 1,399,471 | 15.8% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.1M | 201,297 | 0.1% | 6 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $903.4K | 20,036 | 0.4% | 6 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $779.4K | 17,286 | 0.5% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $747.1K | 16,569 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $622.1K | 13,616 | 0.0% | 2 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $483.2K | 10,715 | 0.1% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $161.5K | 3,581 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $158.1K | 3,507 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $76.0M |
| Q2 2026 | 250 | $3.0B |
| Q1 2026 | 219 | $2.4B |
| Q4 2025 | 213 | $1.8B |
| Q3 2025 | 187 | $1.6B |
| Q2 2025 | 172 | $1.1B |
| Q1 2025 | 143 | $815.8M |
| Q4 2024 | 131 | $675.4M |
| Q3 2024 | 106 | $562.7M |
| Q2 2024 | 94 | $487.8M |
| Q1 2024 | 84 | $372.1M |
| Q4 2023 | 80 | $278.2M |

