FVAL FIDELITY COVINGTON TRUST
FollowVLU FACTOR ETF (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in FVAL 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 35,019 | $2.83M | 0.02% | -4,259 | 13F-HRTimeline |
| Prism Advisors, Inc. | 33,185 | $2.73M | 0.68% | 0 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 4,305 | $351K | 0.1% | -87 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 4,265 | $344K | 0.01% | -112 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 3,307 | $267K | 0.01% | -126,130 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 12 | $969 | <0.01% | new | 13F-HRTimeline |