FNCL — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FNCL)? 17 institutions reported holding $7.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($1.3M), American National Bank & Trust ($1.3M), Go Invest LLC ($927,731).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $1.3M | 17,814 | New |
| 2 | AMERICAN NATIONAL BANK & TRUST | $1.3M | 16,938 | Added |
| 3 | Go Invest LLC | $927,731 | 12,252 | Added |
| 4 | Buska Wealth Management, LLC | $775,795 | 10,246 | Trimmed |
| 5 | Roxbury Financial LLC | $653,008 | 8,624 | Added |
| 6 | Galvin, Gaustad & Stein, LLC | $455,158 | 6,011 | Trimmed |
| 7 | Breakwater Capital Group | $451,821 | 5,967 | Added |
| 8 | Atlas Brown,Inc. | $318,385 | 4,205 | Added |
| 9 | Independence Financial Advisors, LLC | $290,272 | 3,833 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $253,717 | 3,351 | Trimmed |
| 11 | Rosenberg Matthew Hamilton | $221,708 | 2,928 | Hold |
| 12 | CX Institutional | $23,000 | 301 | Added |
| 13 | CoreCap Advisors, LLC | $2,650 | 35 | Hold |
| 14 | Central Pacific Bank - Trust Division | $2,196 | 29 | Hold |
| 15 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
| 16 | Bullock Wealth Management Group | $0 | 0 | Exited |
| 17 | Athena Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30