FHLC — Fidelity Covington Trust 机构持仓 · 2026年Q3
谁持有 Fidelity Covington Trust(FHLC)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 4,747.88 万美元。前几大持有机构:Investors Research Corp(1,660.00 万美元)、Marotta Asset Management(1,550.00 万美元)、CX Institutional(230.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Investors Research Corp | $16.6M | 203,231 | 减持 |
| 2 | Marotta Asset Management | $15.5M | 189,752 | 减持 |
| 3 | CX Institutional | $2.3M | 28,588 | 减持 |
| 4 | ROCKLAND TRUST CO | $2.3M | 28,319 | 减持 |
| 5 | Roxbury Financial LLC | $2.0M | 24,470 | 减持 |
| 6 | Atlas Brown,Inc. | $1.6M | 19,368 | 减持 |
| 7 | AMERICAN NATIONAL BANK & TRUST | $1.5M | 17,824 | 增持 |
| 8 | Elm3 Financial Group, LLC | $1.1M | 13,476 | 增持 |
| 9 | Crumly & Associates Inc. | $1.0M | 12,781 | 增持 |
| 10 | Farther Finance Advisors, LLC | $876,534 | 10,729 | 减持 |
| 11 | Independence Financial Advisors, LLC | $812,794 | 9,949 | 减持 |
| 12 | Stonebridge Financial Group, LLC | $767,360 | 9,392 | 新建仓 |
| 13 | Partnership Wealth Management, LLC | $416,194 | 5,094 | 减持 |
| 14 | Buska Wealth Management, LLC | $292,789 | 3,584 | 减持 |
| 15 | Rosenberg Matthew Hamilton | $180,394 | 2,208 | 持平 |
| 16 | CoreCap Advisors, LLC | $107,109 | 1,311 | 持平 |
| 17 | FIRST COMMUNITY TRUST NA | $52,043 | 637 | 持平 |
| 18 | TOMPKINS FINANCIAL CORP | $26,961 | 330 | 持平 |
| 19 | Hickory Point Bank & Trust | $7,271 | 89 | 持平 |
| 20 | Central Pacific Bank - Trust Division | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30