FENY FIDELITY COVINGTON TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in FENY 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 22,422 | $760K | 0.33% | +99 | 13F-HRTimeline |
| Roxbury Financial LLC | 21,742 | $737K | 0.57% | -158 | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 20,494 | $695K | 0.06% | +1,214 | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 12,307 | $417K | 0.03% | -1,437 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 11,874 | $403K | 0.09% | +288 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 11,394 | $386K | 0.07% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 10,660 | $361K | <0.01% | -15 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 9,815 | $333K | 0.22% | new | 13F-HRTimeline |
| CX Institutional | 3,804 | $129K | <0.01% | -21 | 13F-HRTimeline |
| Bullock Wealth Management Group | 38 | $1.33K | <0.01% | 0 | 13F-HRTimeline |