# FIDELITY COVINGTON TRUST (FIDU)

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

- Reporting holders: 11
- Reported value: $18.6M
- 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/) | $12.6M | 142,295 | 3.2% | 7 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $1.6M | 18,227 | 0.6% | 11 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $1.5M | 16,927 | 0.1% | 13 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $1.3M | 14,777 | 1.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $572.2K | 6,460 | 0.0% | 15 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $369.8K | 4,175 | 0.1% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $255.6K | 2,886 | 0.0% | 27 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $207.5K | 2,343 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $185.8K | 2,098 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $16.2K | 183 | 0.0% | 7 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.7K | 19 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $59 | 670 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $18.6M |
| Q2 2026 | 242 | $957.1M |
| Q1 2026 | 221 | $766.4M |
| Q4 2025 | 210 | $711.7M |
| Q3 2025 | 202 | $662.8M |
| Q2 2025 | 193 | $605.2M |
| Q1 2025 | 178 | $512.9M |
| Q4 2024 | 181 | $478.7M |
| Q3 2024 | 159 | $468.3M |
| Q2 2024 | 151 | $530.3M |
| Q1 2024 | 142 | $421.7M |
| Q4 2023 | 143 | $348.4M |