FENI — Fidelity Covington Trust Institutional Holders · Q3 2026

Name: Who Owns FENI? 23 Institutions Hold $118M (Q3 2026)
Creator: ko.io

Who owns Fidelity Covington Trust (FENI)? 23 institutions reported holding $118.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($23.4M), Mfa Wealth Advisors, LLC ($16.2M), Independence Financial Advisors, LLC ($13.8M).

Rank	Institution	Value	Shares	Change
1	Avidian Wealth Enterprises, LLC	$23.4M	587,100	Trimmed
2	MFA WEALTH ADVISORS, LLC	$16.2M	406,794	Trimmed
3	Independence Financial Advisors, LLC	$13.8M	344,597	Added
4	STEPH & CO	$12.4M	309,835	Trimmed
5	Cooper Financial Group	$10.7M	268,083	Added
6	Farther Finance Advisors, LLC	$9.7M	242,683	Trimmed
7	TrueWealth Advisors, LLC	$7.3M	182,845	Added
8	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$6.7M	168,831	Added
9	Noble Wealth Management PBC	$5.5M	138,590	Added
10	KFA Private Wealth Group, LLC	$3.1M	76,440	Added
11	Breakwater Capital Group	$2.5M	63,883	Added
12	S.E.E.D. Planning Group LLC	$2.1M	53,393	Added
13	Williams & Novak, LLC	$1.4M	33,971	Added
14	Worth Asset Management, LLC	$1.3M	32,275	Added
15	Weaver Consulting Group	$894,196	22,405	Added
16	Bath Savings Trust Co	$433,822	10,870	Added
17	Plan A Wealth LLC	$413,902	10,370	Added
18	Post Resch Tallon Group Inc.	$249,438	6,250	New
19	Investors Research Corp	$30,531	765	New
20	CoreCap Advisors, LLC	$20,274	508	New
21	EASTERN BANK	$8,820	221	Trimmed
22	Grove Bank & Trust	$7,982	200	Trimmed
23	GAMMA Investing LLC	$3,033	76	Hold

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