FESM FIDELITY COVINGTON TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in FESM 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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 219,296 | $9.86M | 0.66% | +22,917 | 13F-HRTimeline |
| RIVERSEDGE ADVISORS, LLC | 167,464 | $7.53M | 0.93% | +7,867 | 13F-HRTimeline |
| American National Bank of Texas | 149,550 | $6.72M | 6.14% | -5,063 | 13F-HRTimeline |
| Breakwater Capital Group | 137,686 | $6.19M | 0.73% | +20,604 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 56,673 | $2.55M | 0.02% | +2,877 | 13F-HRTimeline |
| Worth Asset Management, LLC | 24,583 | $1.11M | 0.32% | +9,393 | 13F-HRTimeline |
| Ballew Advisors, Inc | 12,192 | $556K | 0.28% | +6,600 | 13F-HRTimeline |
| Vann Equity Management LLC | 4,704 | $211K | 0.13% | +96 | 13F-HRTimeline |
| Trust Co | 408 | $18.3K | <0.01% | 0 | 13F-HRTimeline |
| Byrne Asset Management LLC | 245 | $11.1K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 176 | $7.92K | <0.01% | new | 13F-HRTimeline |