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Disclosery

FBCG FIDELITY COVINGTON TRUST

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SHS (fund)

265 managers (269 13F filers) reported a position in FBCG shares at 2026-03-31, 81,301,176 shares in all. 37 filers opened a position and 26 filers sold out during the quarter.

Managers
265
13F filers
269
New
37
Added
125
Reduced
70
Sold out
26
Shares held by filers
81,301,176

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Base Wealth Management LLC5,376$269K0.15%+1,28813F-HRTimeline
Fort Sheridan Advisors LLC5,329$267K0.03%+18513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,186$260K0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,006$251K<0.01%-2,30413F-HRTimelineGroup
CIBC WORLD MARKET INC.4,949$248K<0.01%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,726$237K0.03%-1,03013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,659$234K<0.01%-28013F-HRTimelineGroup
Fiduciary Group, LLC4,576$229K0.02%new13F-HRTimeline
Trexquant Investment LP4,555$228K<0.01%+76113F-HRTimeline
MWA Asset Management4,468$224K0.12%-3013F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP4,301$216K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC4,141$208K<0.01%013F-HRTimeline
Baron Wealth Management LLC4,123$207K0.06%new13F-HRTimeline
Commerce Advisors, LLC4,120$206K0.17%13F-HRTimeline
Jaffetilchin Investment Partners, LLC4,086$205K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,003$201K0.03%-3,80013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,729$187K<0.01%+1,42813F-HRTimeline
VESTOR CAPITAL, LLC3,681$185K0.01%-34,70713F-HRTimeline
SHP Wealth Management3,380$169K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,730$137K0.12%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,433$122K<0.01%+1,32113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,202$110K<0.01%+96213F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV1,932$96K0.03%013F-HR/ATimeline
DAGCO, INC.1,879$94.2K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,609$80.6K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$75.2K<0.01%-91813F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,250$74.4K0.04%-59713F-HRTimeline
Advisory Services Network, LLC1,362$68.3K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,269$63.6K0.02%013F-HRTimeline
Meramec Financial Planners, LLC1,013$58.3K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,017$51K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC956$47.9K0.03%-96113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management831$41.7K<0.01%+32013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV756$37.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.644$32.3K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.611$30.6K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.611$30.6K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC568$28.5K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…550$27.6K<0.01%+20013F-HRTimeline
Sound Income Strategies, LLC485$24.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.476$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…475$23.8K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.350$21.7K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC416$20.9K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.400$20K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC295$17.3K<0.01%-6013F-HRTimeline
Abound Wealth Management329$16.5K<0.01%013F-HRTimeline
Networth Advisors, LLC241$12.1K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC240$12K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division202$10.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$10K<0.01%new13F-HRTimeline
LRI Investments, LLC200$10K<0.01%013F-HRTimeline
Allworth Financial LP195$9.76K<0.01%+9513F-HRTimeline
Nemes Rush Group LLC174$8.72K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC143$7.17K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…143$7.17K<0.01%new13F-HR/ATimelineGroup
IAG Wealth Partners, LLC115$5.76K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…105$5.26K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC100$5.03K<0.01%-26413F-HRTimelineGroup
Smartleaf Asset Management LLC76$3.63K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp68$3.41K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB54$2.71K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC44$2.21K<0.01%13F-HRTimelineGroup
Strive Financial Group ,LLC34$2K<0.01%new13F-HRTimeline
CX Institutional13$1K<0.01%013F-HRTimeline