# FIDELITY COVINGTON TRUST (FTEC)

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

- Reporting holders: 28
- Reported value: $122.7M
- 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/) | $45.2M | 150,522 | 11.3% | 7 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $22.7M | 75,679 | 3.9% | 14 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $10.0M | 33,360 | 1.8% | 28 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $9.8M | 32,680 | 2.1% | 4 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $7.9M | 26,194 | 2.1% | 24 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $4.8M | 16,010 | 0.4% | 22 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.7M | 12,475 | 0.0% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $3.2M | 10,541 | 0.3% | 18 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $3.1M | 10,453 | 0.8% | 32 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $2.2M | 7,451 | 1.5% | 8 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $2.2M | 7,211 | 0.4% | 29 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 4,956 | 0.0% | 9 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $1.3M | 4,472 | 0.8% | 12 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $758.2K | 2,527 | 0.5% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $604.6K | 1,990 | 0.0% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $558.7K | 1,862 | 0.1% | 27 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $532.7K | 1,775 | 0.0% | 10 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $516.1K | 1,720 | 0.0% | 3 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $434.5K | 1,448 | 0.0% | 3 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $359.8K | 1,199 | 0.0% | 6 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $313.6K | 1,045 | 0.1% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $277.6K | 925 | 0.0% | 2 |
| [Dakota Community Bank & Trust NA](https://holderbook.com/funds/1950556-dakota-community-bank-trust-na/) | $240.0K | 800 | 0.7% | 2 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $220.5K | 735 | 0.0% | 2 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $218.1K | 727 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $122.7M |
| Q2 2026 | 664 | $5.5B |
| Q1 2026 | 611 | $3.6B |
| Q4 2025 | 619 | $4.3B |
| Q3 2025 | 567 | $4.2B |
| Q2 2025 | 548 | $3.6B |
| Q1 2025 | 508 | $2.9B |
| Q4 2024 | 511 | $3.7B |
| Q3 2024 | 450 | $3.4B |
| Q2 2024 | 434 | $2.4B |
| Q1 2024 | 429 | $2.4B |
| Q4 2023 | 419 | $1.9B |