FENI — Fidelity Covington Trust 机构持仓 · 2026年Q3
谁持有 Fidelity Covington Trust(FENI)?2026年Q3(报告期截至 2026-09-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 1.18 亿美元。前几大持有机构:Avidian Wealth Enterprises, LLC(2,340.00 万美元)、Mfa Wealth Advisors, LLC(1,620.00 万美元)、Independence Financial Advisors, LLC(1,380.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $23.4M | 587,100 | 减持 |
| 2 | MFA WEALTH ADVISORS, LLC | $16.2M | 406,794 | 减持 |
| 3 | Independence Financial Advisors, LLC | $13.8M | 344,597 | 增持 |
| 4 | STEPH & CO | $12.4M | 309,835 | 减持 |
| 5 | Cooper Financial Group | $10.7M | 268,083 | 增持 |
| 6 | Farther Finance Advisors, LLC | $9.7M | 242,683 | 减持 |
| 7 | TrueWealth Advisors, LLC | $7.3M | 182,845 | 增持 |
| 8 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $6.7M | 168,831 | 增持 |
| 9 | Noble Wealth Management PBC | $5.5M | 138,590 | 增持 |
| 10 | KFA Private Wealth Group, LLC | $3.1M | 76,440 | 增持 |
| 11 | Breakwater Capital Group | $2.5M | 63,883 | 增持 |
| 12 | S.E.E.D. Planning Group LLC | $2.1M | 53,393 | 增持 |
| 13 | Williams & Novak, LLC | $1.4M | 33,971 | 增持 |
| 14 | Worth Asset Management, LLC | $1.3M | 32,275 | 增持 |
| 15 | Weaver Consulting Group | $894,196 | 22,405 | 增持 |
| 16 | Bath Savings Trust Co | $433,822 | 10,870 | 增持 |
| 17 | Plan A Wealth LLC | $413,902 | 10,370 | 增持 |
| 18 | Post Resch Tallon Group Inc. | $249,438 | 6,250 | 新建仓 |
| 19 | Investors Research Corp | $30,531 | 765 | 新建仓 |
| 20 | CoreCap Advisors, LLC | $20,274 | 508 | 新建仓 |
| 21 | EASTERN BANK | $8,820 | 221 | 减持 |
| 22 | Grove Bank & Trust | $7,982 | 200 | 减持 |
| 23 | GAMMA Investing LLC | $3,033 | 76 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30