# FIDELITY COVINGTON TRUST (FHLC)

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

- Reporting holders: 18
- Reported value: $45.1M
- 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 |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $16.6M | 203,231 | 2.9% | 25 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $15.5M | 189,752 | 2.6% | 14 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $2.3M | 28,319 | 0.1% | 5 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $2.0M | 24,470 | 1.5% | 8 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $1.6M | 19,368 | 0.4% | 32 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $1.5M | 17,824 | 0.1% | 13 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $1.1M | 13,476 | 0.7% | 4 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $1.0M | 12,781 | 0.2% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $876.5K | 10,729 | 0.0% | 16 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $812.8K | 9,949 | 0.2% | 7 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $767.4K | 9,392 | 0.1% | 1 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $416.2K | 5,094 | 0.3% | 12 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $292.8K | 3,584 | 0.1% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $180.4K | 2,208 | 0.0% | 27 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $107.1K | 1,311 | 0.0% | 9 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $52.0K | 637 | 0.0% | 20 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $27.0K | 330 | 0.0% | 3 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $7.3K | 89 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.3K | 28,588 | 0.1% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $45.1M |
| Q2 2026 | 390 | $1.8B |
| Q1 2026 | 362 | $1.2B |
| Q4 2025 | 360 | $1.2B |
| Q3 2025 | 336 | $1.0B |
| Q2 2025 | 339 | $933.8M |
| Q1 2025 | 352 | $1.0B |
| Q4 2024 | 335 | $948.6M |
| Q3 2024 | 318 | $1.1B |
| Q2 2024 | 318 | $1.2B |
| Q1 2024 | 322 | $1.3B |
| Q4 2023 | 329 | $1.3B |