FMDE — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FMDE)? 16 institutions reported holding $17.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($6.2M), Farther Finance Advisors, LLC ($2.6M), Cassilly Financial Group LLC ($2.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $6.2M | 153,547 | Added |
| 2 | Farther Finance Advisors, LLC | $2.6M | 65,239 | Added |
| 3 | Cassilly Financial Group LLC | $2.6M | 65,165 | Added |
| 4 | Worth Asset Management, LLC | $2.2M | 55,284 | Added |
| 5 | Noble Wealth Management PBC | $1.8M | 45,363 | Added |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $509,684 | 12,622 | New |
| 7 | Breakwater Capital Group | $482,549 | 11,950 | Trimmed |
| 8 | TrueWealth Advisors, LLC | $399,561 | 9,895 | Added |
| 9 | Williams & Novak, LLC | $301,881 | 7,476 | Trimmed |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | $211,830 | 5,168 | New |
| 11 | Galvin, Gaustad & Stein, LLC | $202,993 | 5,027 | Added |
| 12 | Byrne Asset Management LLC | $176,028 | 4,325 | Hold |
| 13 | CoreCap Advisors, LLC | $76,833 | 1,902 | Trimmed |
| 14 | CX Institutional | $26,000 | 642 | Hold |
| 15 | Trust Co | $2,199 | 54 | Hold |
| 16 | Horizons Wealth Management | $606 | 15 | New |
Source: SEC Form 13F filings · as of 2026-09-30