# FIDELITY COVINGTON TRUST (FENY)

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

- Reporting holders: 9
- Reported value: $4.1M
- 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 |
|---|---|---|---|---|
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $760.1K | 22,422 | 0.3% | 8 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $737.1K | 21,742 | 0.6% | 8 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $694.7K | 20,494 | 0.1% | 13 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $417.2K | 12,307 | 0.0% | 24 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $402.5K | 11,874 | 0.1% | 18 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $386.3K | 11,394 | 0.1% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $361.4K | 10,660 | 0.0% | 15 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $332.7K | 9,815 | 0.2% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.3K | 38 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $129 | 3,804 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $4.1M |
| Q2 2026 | 250 | $721.4M |
| Q1 2026 | 262 | $800.8M |
| Q4 2025 | 222 | $366.4M |
| Q3 2025 | 216 | $426.7M |
| Q2 2025 | 203 | $404.3M |
| Q1 2025 | 221 | $539.8M |
| Q4 2024 | 226 | $512.0M |
| Q3 2024 | 205 | $525.7M |
| Q2 2024 | 207 | $746.6M |
| Q1 2024 | 208 | $795.1M |
| Q4 2023 | 199 | $493.8M |