FBCG — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FBCG)? 21 institutions reported holding $95.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: KFA Private Wealth Group, LLC ($67.0M), First Heartland Consultants, Inc. ($12.9M), Roxbury Financial LLC ($5.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KFA Private Wealth Group, LLC | $67.0M | 1.1M | Added |
| 2 | First Heartland Consultants, Inc. | $12.9M | 203,733 | Added |
| 3 | Roxbury Financial LLC | $5.2M | 81,989 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.6M | 24,663 | Added |
| 5 | Worth Asset Management, LLC | $1.4M | 22,239 | Trimmed |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $1.4M | 21,272 | Added |
| 7 | Dickmeyer Boyce Financial Management, Inc. | $1.1M | 17,499 | Added |
| 8 | CoreCap Advisors, LLC | $917,004 | 14,507 | Added |
| 9 | Apella Capital, LLC | $812,478 | 12,579 | New |
| 10 | Elm3 Financial Group, LLC | $667,940 | 10,567 | Trimmed |
| 11 | Asempa Wealth Advisors | $404,099 | 6,374 | Trimmed |
| 12 | YHB Investment Advisors, Inc. | $365,670 | 5,785 | Hold |
| 13 | Ballew Advisors, Inc | $323,953 | 5,064 | New |
| 14 | Montz Harcus Wealth Management LLC | $310,171 | 4,907 | New |
| 15 | Stonebridge Financial Group, LLC | $305,873 | 4,839 | Trimmed |
| 16 | Castleview Partners, LLC | $305,178 | 4,828 | Trimmed |
| 17 | INSPIRION WEALTH ADVISORS, LLC | $297,846 | 4,712 | Trimmed |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $101,691 | 1,609 | Hold |
| 19 | Investors Research Corp | $101,199 | 1,601 | Added |
| 20 | Central Pacific Bank - Trust Division | $12,768 | 202 | Hold |
| 21 | CX Institutional | $1,000 | 13 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30