FIVA — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FIVA)? 5 institutions reported holding $7.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Roan Capital Partners ($3.9M), Cadent Capital Advisors, LLC ($3.0M), Prosperity Planning, Inc. ($224,076).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Roan Capital Partners | $3.9M | 101,306 | Added |
| 2 | Cadent Capital Advisors, LLC | $3.0M | 77,691 | Added |
| 3 | Prosperity Planning, Inc. | $224,076 | 5,889 | Hold |
| 4 | Farther Finance Advisors, LLC | $85,803 | 2,255 | Trimmed |
| 5 | CoreCap Advisors, LLC | $10,197 | 268 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30