# FIDELITY COVINGTON TRUST (FIVA)

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

- Reporting holders: 5
- Reported value: $7.1M
- 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 |
|---|---|---|---|---|
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $3.9M | 101,306 | 2.8% | 3 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $3.0M | 77,691 | 0.6% | 11 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $224.1K | 5,889 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $85.8K | 2,255 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $10.2K | 268 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $7.1M |
| Q2 2026 | 99 | $291.2M |
| Q1 2026 | 86 | $252.8M |
| Q4 2025 | 71 | $178.7M |
| Q3 2025 | 62 | $136.5M |
| Q2 2025 | 49 | $130.8M |
| Q1 2025 | 36 | $144.1M |
| Q4 2024 | 33 | $135.1M |
| Q3 2024 | 36 | $120.0M |
| Q2 2024 | 28 | $89.9M |
| Q1 2024 | 26 | $70.8M |
| Q4 2023 | 22 | $64.9M |