Skip to content

FBCG FIDELITY COVINGTON TRUST

Follow

SHS (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in FBCG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
KFA Private Wealth Group, LLC1,060,308$67M15.76%+5,79113F-HRTimeline
First Heartland Consultants, Inc.203,733$12.9M0.86%+86,11513F-HRTimeline
Roxbury Financial LLC81,989$5.18M3.98%-1213F-HRTimeline
Farther Finance Advisors, LLC24,663$1.56M0.01%+1,57713F-HRTimeline
Worth Asset Management, LLC22,239$1.41M0.41%-1,23513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC21,272$1.36M0.39%+1013F-HRTimeline
Dickmeyer Boyce Financial Management, I…17,499$1.11M0.57%+12,21213F-HRTimeline
CoreCap Advisors, LLC14,507$917K0.03%+43613F-HRTimeline
Apella Capital, LLC12,579$812K0.01%new13F-HRTimeline
Elm3 Financial Group, LLC10,567$668K0.45%-1,68913F-HRTimeline
Asempa Wealth Advisors6,374$404K0.32%-213F-HRTimeline
YHB Investment Advisors, Inc.5,785$366K0.02%013F-HRTimeline
Ballew Advisors, Inc5,064$324K0.16%new13F-HRTimeline
Montz Harcus Wealth Management LLC4,907$310K0.11%new13F-HRTimeline
Stonebridge Financial Group, LLC4,839$306K0.02%-97013F-HRTimeline
Castleview Partners, LLC4,828$305K0.13%-4,42013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,712$298K0.03%-1413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,609$102K0.01%013F-HRTimeline
Investors Research Corp1,601$101K0.02%+98213F-HRTimeline
Central Pacific Bank - Trust Division202$12.8K<0.01%013F-HRTimeline
CX Institutional13$1K<0.01%013F-HRTimeline