FDVV — Fidelity Covington Trust 机构持仓 · 2026年Q3
谁持有 Fidelity Covington Trust(FDVV)?2026年Q3(报告期截至 2026-09-30)共有 24 家机构在 SEC 13F 申报中报告持有,合计 4,418.62 万美元。前几大持有机构:Independence Financial Advisors, LLC(1,430.00 万美元)、Sapient Capital LLC(1,110.00 万美元)、Tompkins Financial Corp(700.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $14.3M | 235,945 | 增持 |
| 2 | SAPIENT CAPITAL LLC | $11.1M | 182,812 | 增持 |
| 3 | TOMPKINS FINANCIAL CORP | $7.0M | 114,586 | 增持 |
| 4 | RFG - Bristol Wealth Advisors, LLC | $3.7M | 61,241 | 减持 |
| 5 | Ballew Advisors, Inc | $1.8M | 30,029 | 减持 |
| 6 | CoreCap Advisors, LLC | $1.6M | 26,147 | 增持 |
| 7 | Capital Advisors Wealth Management, LLC | $836,293 | 13,771 | 增持 |
| 8 | Sound Income Strategies, LLC | $821,936 | 13,356 | 减持 |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | $635,569 | 10,465 | 新建仓 |
| 10 | Farther Finance Advisors, LLC | $403,207 | 6,639 | 减持 |
| 11 | Retireful, LLC | $380,838 | 6,271 | 新建仓 |
| 12 | Atlas Brown,Inc. | $324,642 | 5,346 | 增持 |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | $274,997 | 4,514 | 新建仓 |
| 14 | Breakwater Capital Group | $254,337 | 4,188 | 持平 |
| 15 | MKD WEALTH COACHES, LLC | $232,517 | 3,829 | 减持 |
| 16 | VALLEY WEALTH MANAGERS, INC. | $197,623 | 3,254 | 持平 |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $144,351 | 2,377 | 增持 |
| 18 | Roxbury Financial LLC | $71,214 | 1,173 | 持平 |
| 19 | Horrell Capital Management, Inc. | $45,548 | 750 | 持平 |
| 20 | Hickory Point Bank & Trust | $18,219 | 300 | 新建仓 |
| 21 | CX Institutional | $12,000 | 194 | 增持 |
| 22 | Central Pacific Bank - Trust Division | $4,676 | 77 | 持平 |
| 23 | Trust Co | $1,822 | 30 | 持平 |
| 24 | RHODES INVESTMENT ADVISORS INC /ADV | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30