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Disclosery

FDVV FIDELITY COVINGTON TRUST

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SHS (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in FDVV 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
Independence Financial Advisors, LLC235,945$14.3M3.6%+7,95313F-HRTimeline
SAPIENT CAPITAL LLC182,812$11.1M0.15%+75,91913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP114,586$6.96M0.49%+9,39413F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC61,241$3.72M0.89%-2,12913F-HRTimeline
Ballew Advisors, Inc30,029$1.83M0.91%-1113F-HRTimeline
CoreCap Advisors, LLC26,147$1.59M0.05%+1,84913F-HRTimeline
Capital Advisors Wealth Management, LLC13,771$836K0.09%+4,47413F-HRTimeline
Sound Income Strategies, LLC13,356$822K0.04%-4,95113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,465$636K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC6,639$403K<0.01%-67,77113F-HRTimeline
Retireful, LLC6,271$381K0.33%new13F-HRTimeline
Atlas Brown,Inc.5,346$325K0.09%+913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,514$275K0.04%new13F-HRTimeline
Breakwater Capital Group4,188$254K0.03%013F-HRTimeline
MKD WEALTH COACHES, LLC3,829$233K0.19%-79013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.3,254$198K0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,377$144K0.01%+413F-HRTimeline
Roxbury Financial LLC1,173$71.2K0.05%013F-HRTimeline
Horrell Capital Management, Inc.750$45.5K0.02%013F-HRTimeline
Hickory Point Bank & Trust300$18.2K0.01%new13F-HRTimeline
CX Institutional194$12K<0.01%+213F-HRTimeline
Central Pacific Bank - Trust Division77$4.68K<0.01%013F-HRTimeline
Trust Co30$1.82K<0.01%013F-HRTimeline