FHLC — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FHLC)? 20 institutions reported holding $47.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Investors Research Corp ($16.6M), Marotta Asset Management ($15.5M), CX Institutional ($2.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Investors Research Corp | $16.6M | 203,231 | Trimmed |
| 2 | Marotta Asset Management | $15.5M | 189,752 | Trimmed |
| 3 | CX Institutional | $2.3M | 28,588 | Trimmed |
| 4 | ROCKLAND TRUST CO | $2.3M | 28,319 | Trimmed |
| 5 | Roxbury Financial LLC | $2.0M | 24,470 | Trimmed |
| 6 | Atlas Brown,Inc. | $1.6M | 19,368 | Trimmed |
| 7 | AMERICAN NATIONAL BANK & TRUST | $1.5M | 17,824 | Added |
| 8 | Elm3 Financial Group, LLC | $1.1M | 13,476 | Added |
| 9 | Crumly & Associates Inc. | $1.0M | 12,781 | Added |
| 10 | Farther Finance Advisors, LLC | $876,534 | 10,729 | Trimmed |
| 11 | Independence Financial Advisors, LLC | $812,794 | 9,949 | Trimmed |
| 12 | Stonebridge Financial Group, LLC | $767,360 | 9,392 | New |
| 13 | Partnership Wealth Management, LLC | $416,194 | 5,094 | Trimmed |
| 14 | Buska Wealth Management, LLC | $292,789 | 3,584 | Trimmed |
| 15 | Rosenberg Matthew Hamilton | $180,394 | 2,208 | Hold |
| 16 | CoreCap Advisors, LLC | $107,109 | 1,311 | Hold |
| 17 | FIRST COMMUNITY TRUST NA | $52,043 | 637 | Hold |
| 18 | TOMPKINS FINANCIAL CORP | $26,961 | 330 | Hold |
| 19 | Hickory Point Bank & Trust | $7,271 | 89 | Hold |
| 20 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30