FELG — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FELG)? 9 institutions reported holding $76.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($63.1M), Farther Finance Advisors, LLC ($9.1M), Castleview Partners, LLC ($903,429).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $63.1M | 1.4M | Added |
| 2 | Farther Finance Advisors, LLC | $9.1M | 201,297 | Added |
| 3 | Castleview Partners, LLC | $903,429 | 20,036 | Added |
| 4 | Elm3 Financial Group, LLC | $779,445 | 17,286 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $747,097 | 16,569 | Added |
| 6 | Wedmont Private Capital | $622,115 | 13,616 | Hold |
| 7 | ACT WEALTH MANAGEMENT, LLC | $483,154 | 10,715 | Added |
| 8 | CoreCap Advisors, LLC | $161,499 | 3,581 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $158,113 | 3,507 | Added |
Source: SEC Form 13F filings · as of 2026-09-30