Skip to content
Disclosery

FENY FIDELITY COVINGTON TRUST

Follow

SHS (fund)

261 managers (264 13F filers) reported a position in FENY shares at 2026-03-31, 22,892,579 shares in all. 65 filers opened a position and 19 filers sold out during the quarter.

Managers
261
13F filers
264
New
65
Added
89
Reduced
62
Sold out
19
Shares held by filers
22,892,579

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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,300$44.2K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.1,263$43K0.02%013F-HRTimeline
Sage Mountain Advisors LLC1,200$40.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,004$34.2K<0.01%013F-HRTimelineGroup
Vanguard National Trust Coin group VANGUARD GROUP INC1,000$34K<0.01%13F-HRTimelineGroup
Signature Equity Partners, LLC888$30.2K0.02%+513F-HRTimeline
Avion Wealth798$27K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.701$23.8K0.01%013F-HRTimeline
Holos Integrated Wealth LLC700$23.5K0.01%new13F-HRTimeline
Arax Advisory Partners674$22.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC670$22.8K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC664$22.6K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.606$20.6K<0.01%013F-HRTimeline
Archer Investment Corp604$20.5K<0.01%013F-HRTimeline
Allworth Financial LP603$20.5K<0.01%+313F-HRTimeline
Founders Capital Management593$20.2K0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.503$17.1K0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO500$17K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC500$17K0.01%013F-HRTimeline
Pflug Koory, LLC490$16.7K0.01%013F-HRTimeline
Strengthening Families & Communities, L…433$14.7K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC463$14.2K0.01%new13F-HRTimeline
Atomic Invest LLC405$13.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…387$13.2K<0.01%+213F-HR/ATimelineGroup
Addison Advisors LLC353$12K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC332$11K<0.01%-3513F-HRTimeline
Rossby Financial, LCC324$10.6K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC305$10.4K0.01%-95013F-HRTimeline
Abound Wealth Management304$10.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$10K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.265$9.02K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management248$8.45K<0.01%+613F-HRTimelineGroup
Mascoma Wealth Management LLC209$7.11K<0.01%013F-HRTimeline
Asset Dedication, LLC208$7.08K<0.01%013F-HRTimeline
NorthAvenue LLC208$7.08K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.200$6.56K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.191$6.5K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc168$6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC163$5.54K<0.01%-24813F-HRTimeline
Signature Resources Capital Management,…152$5.17K<0.01%013F-HRTimeline
Triumph Capital Management121$4.12K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$3.61K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.105$3.59K<0.01%+10513F-HRTimeline
VISION FINANCIAL MARKETS LLC104$3.53K<0.01%013F-HRTimeline
Truvestments Capital LLC80$2.72K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC77$2.62K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$2.21K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$1.7K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…50$1.7K<0.01%013F-HRTimeline
Operose Advisors LLC50$1.7K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC50$1.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC46$1.56K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43$1.46K<0.01%-2713F-HRTimelineGroup
Hughes Financial Services, LLC42$1.43K<0.01%013F-HRTimeline
Bullock Wealth Management Group38$1.24K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.25$851<0.01%new13F-HRTimeline
Activest Wealth Management23$767<0.01%+113F-HRTimeline
Destiny Wealth Partners, LLC10$340<0.01%new13F-HRTimeline
Sound Income Strategies, LLC10$328<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3$102<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.