FTEC — Fidelity Covington Trust Institutional Holders · Q3 2026

Name: Who Owns FTEC? 32 Institutions Hold $134M (Q3 2026)
Creator: ko.io

Who owns Fidelity Covington Trust (FTEC)? 32 institutions reported holding $133.95M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($45.2M), Marotta Asset Management ($22.7M), CX Institutional ($10.7M).

Rank	Institution	Value	Shares	Change
1	Independence Financial Advisors, LLC	$45.2M	150,522	Added
2	Marotta Asset Management	$22.7M	75,679	Added
3	CX Institutional	$10.7M	35,643	Trimmed
4	Crumly & Associates Inc.	$10.0M	33,360	Trimmed
5	Go Invest LLC	$9.8M	32,680	Added
6	Capital Planning LLC	$7.9M	26,194	Trimmed
7	AMERICAN NATIONAL BANK & TRUST	$4.8M	16,010	Added
8	Farther Finance Advisors, LLC	$3.7M	12,475	Trimmed
9	Cooper Financial Group	$3.2M	10,541	Added
10	Atlas Brown,Inc.	$3.1M	10,453	Trimmed
11	Elm3 Financial Group, LLC	$2.2M	7,451	Trimmed
12	Investors Research Corp	$2.2M	7,211	Trimmed
13	CoreCap Advisors, LLC	$1.5M	4,956	Added
14	Williams & Novak, LLC	$1.3M	4,472	Hold
15	Athena Wealth Management, LLC	$758,219	2,527	Trimmed
16	Wedmont Private Capital	$604,570	1,990	Added
17	Rosenberg Matthew Hamilton	$558,712	1,862	Hold
18	MAGNOLIA CAPITAL MANAGEMENT LTD	$552,000	1,840	Hold
19	Galvin, Gaustad & Stein, LLC	$532,662	1,775	Trimmed
20	Valeo Financial Advisors, LLC	$516,073	1,720	Added
21	KWMG, LLC	$434,487	1,448	Added
22	RVW Wealth, LLC	$359,757	1,199	Hold
23	COLTON GROOME FINANCIAL ADVISORS, LLC	$313,563	1,045	Hold
24	Venture Visionary Partners LLC	$277,649	925	Added
25	Dakota Community Bank & Trust NA	$240,048	800	Hold

Source: SEC Form 13F filings · as of 2026-09-30