FESM — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FESM)? 11 institutions reported holding $34.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($9.9M), Riversedge Advisors, LLC ($7.5M), American National Bank of Texas ($6.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $9.9M | 219,296 | Added |
| 2 | RIVERSEDGE ADVISORS, LLC | $7.5M | 167,464 | Added |
| 3 | American National Bank of Texas | $6.7M | 149,550 | Trimmed |
| 4 | Breakwater Capital Group | $6.2M | 137,686 | Added |
| 5 | Farther Finance Advisors, LLC | $2.5M | 56,673 | Added |
| 6 | Worth Asset Management, LLC | $1.1M | 24,583 | Added |
| 7 | Ballew Advisors, Inc | $556,336 | 12,192 | Added |
| 8 | Vann Equity Management LLC | $211,455 | 4,704 | Added |
| 9 | Trust Co | $18,340 | 408 | Hold |
| 10 | Byrne Asset Management LLC | $11,079 | 245 | Hold |
| 11 | CoreCap Advisors, LLC | $7,922 | 176 | New |
Source: SEC Form 13F filings · as of 2026-09-30