FSTA — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FSTA)? 12 institutions reported holding $21.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marotta Asset Management ($13.2M), Roxbury Financial LLC ($3.0M), Atlas Brown,Inc. ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $13.2M | 258,975 | Added |
| 2 | Roxbury Financial LLC | $3.0M | 59,140 | Added |
| 3 | Atlas Brown,Inc. | $1.3M | 25,396 | Trimmed |
| 4 | AMERICAN NATIONAL BANK & TRUST | $867,432 | 17,062 | Added |
| 5 | First Heartland Consultants, Inc. | $502,909 | 9,892 | Added |
| 6 | Avidian Wealth Enterprises, LLC | $435,394 | 8,564 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $421,020 | 8,281 | Added |
| 8 | TrueWealth Advisors, LLC | $407,788 | 8,021 | Hold |
| 9 | Castleview Partners, LLC | $369,505 | 7,268 | Added |
| 10 | CX Institutional | $319,000 | 6,276 | Added |
| 11 | Buska Wealth Management, LLC | $252,675 | 4,970 | Trimmed |
| 12 | Rosenberg Matthew Hamilton | $151,808 | 2,986 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30