FDVV — Fidelity Covington Trust Institutional Holders · Q3 2026

Name: Who Owns FDVV? 24 Institutions Hold $44.2M (Q3 2026)
Creator: ko.io

Who owns Fidelity Covington Trust (FDVV)? 24 institutions reported holding $44.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($14.3M), Sapient Capital LLC ($11.1M), Tompkins Financial Corp ($7.0M).

Rank	Institution	Value	Shares	Change
1	Independence Financial Advisors, LLC	$14.3M	235,945	Added
2	SAPIENT CAPITAL LLC	$11.1M	182,812	Added
3	TOMPKINS FINANCIAL CORP	$7.0M	114,586	Added
4	RFG - Bristol Wealth Advisors, LLC	$3.7M	61,241	Trimmed
5	Ballew Advisors, Inc	$1.8M	30,029	Trimmed
6	CoreCap Advisors, LLC	$1.6M	26,147	Added
7	Capital Advisors Wealth Management, LLC	$836,293	13,771	Added
8	Sound Income Strategies, LLC	$821,936	13,356	Trimmed
9	TITLEIST ASSET MANAGEMENT, LLC	$635,569	10,465	New
10	Farther Finance Advisors, LLC	$403,207	6,639	Trimmed
11	Retireful, LLC	$380,838	6,271	New
12	Atlas Brown,Inc.	$324,642	5,346	Added
13	FINANCIAL MANAGEMENT NETWORK INC	$274,997	4,514	New
14	Breakwater Capital Group	$254,337	4,188	Hold
15	MKD WEALTH COACHES, LLC	$232,517	3,829	Trimmed
16	VALLEY WEALTH MANAGERS, INC.	$197,623	3,254	Hold
17	ARMSTRONG ADVISORY GROUP, INC	$144,351	2,377	Added
18	Roxbury Financial LLC	$71,214	1,173	Hold
19	Horrell Capital Management, Inc.	$45,548	750	Hold
20	Hickory Point Bank & Trust	$18,219	300	New
21	CX Institutional	$12,000	194	Added
22	Central Pacific Bank - Trust Division	$4,676	77	Hold
23	Trust Co	$1,822	30	Hold
24	RHODES INVESTMENT ADVISORS INC /ADV	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30