Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / LOW VOLITY ETF
-
Total 13F shares
-
701,611
-
Share change
-
+25,923
-
Total reported value
-
$46,866,253
-
Price per share
-
$66.75
-
Number of holders
-
30
-
Value change
-
+$1,745,398
-
Number of buys
-
13
-
Number of sells
-
10
Institutional Holders of FIDELITY COVINGTON TRUST - LOW VOLITY ETF (FDLO) as of Q4 2025
As of 31 Dec 2025,
FIDELITY COVINGTON TRUST - LOW VOLITY ETF (FDLO) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
701,611 shares.
The largest 10 holders included
Campbell Deegan Wealth Management, LLC, GFG Capital, LLC, Mechanics Bank Trust Department, SILVER OAK SECURITIES, INCORPORATED, Tempus Wealth Planning, LLC, NVWM, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Pallas Capital Advisors LLC, Roxbury Financial LLC, and Brookstone Capital Management.
This page lists
30
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.