Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / FUNDAMENTAL LARG
-
Total 13F shares
-
624,820
-
Share change
-
+89,707
-
Total reported value
-
$33,355,226
-
Price per share
-
$53.36
-
Number of holders
-
12
-
Value change
-
+$4,792,276
-
Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG (FFLC) as of Q4 2025
As of 31 Dec 2025,
FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG (FFLC) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
624,820 shares.
The largest 10 holders included
Tactive Advisors, LLC, Fiduciary Planning LLC, Stratos Wealth Partners, LTD., New Covenant Trust Company, N.A., Elm3 Financial Group, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Perigon Wealth Management, LLC, Triad Wealth Partners, LLC, CWA Asset Management Group, LLC, and Sound Income Strategies, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.