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Disclosery

FENI FIDELITY COVINGTON TRUST

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SHS (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in FENI 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
Avidian Wealth Enterprises, LLC587,100$23.4M0.65%-56,44613F-HRTimeline
MFA WEALTH ADVISORS, LLC406,794$16.2M2.76%-2,73513F-HRTimeline
Independence Financial Advisors, LLC344,597$13.8M3.45%+15,88213F-HRTimeline
STEPH & CO309,835$12.4M3.15%-10,58513F-HRTimeline
Cooper Financial Group268,083$10.7M0.85%+12,27113F-HRTimeline
Farther Finance Advisors, LLC242,683$9.69M0.07%-2,89813F-HRTimeline
TrueWealth Advisors, LLC182,845$7.3M1.64%+141,12413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…168,831$6.74M4.41%+34,82513F-HRTimeline
Noble Wealth Management PBC138,590$5.53M2.54%+2,77513F-HRTimeline
KFA Private Wealth Group, LLC76,440$3.05M0.72%+5,35513F-HRTimeline
Breakwater Capital Group63,883$2.55M0.3%+3,72113F-HRTimeline
S.E.E.D. Planning Group LLC53,393$2.13M0.52%+5,24613F-HRTimeline
Williams & Novak Wealth Management, LLC33,971$1.36M0.81%+5,99313F-HRTimeline
Worth Asset Management, LLC32,275$1.29M0.38%+11,38413F-HRTimeline
Weaver Consulting Group22,405$894K0.17%+7,84013F-HRTimeline
Bath Savings Trust Co10,870$434K0.04%+2,54013F-HRTimeline
Plan A Wealth LLC10,370$414K0.15%+1,23613F-HRTimeline
Post Resch Tallon Group Inc.6,250$249K0.17%new13F-HRTimeline
Investors Research Corp765$30.5K0.01%new13F-HRTimeline
CoreCap Advisors, LLC508$20.3K<0.01%new13F-HRTimeline
EASTERN BANK221$8.82K<0.01%-41413F-HRTimeline
Grove Bank & Trust200$7.98K<0.01%-10013F-HRTimeline
GAMMA Investing LLC76$3.03K<0.01%013F-HRTimeline