13F

Stock

Fidelity Covington Trust

Ticker not mapped · held by 8 managers

Reported value

$24.5M

Holders

8

+2 new · −1 exited

Holders’ est. mark

$11.6K

Price effect on 6 books still in the name

Largest holder

$21.2M

Beaumont Financial Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Beaumont Financial Advisors, LLC694.8K$21.2M$10.7KAdded$167.9K
46 Peaks LLC54.6K$1.66M$554Added$572.6K
Citadel28.9K$881.6KNew
Elm3 Financial Group, LLC14.3K$434.5K$226Cut−$1.05K
JANE STREET GROUP, LLC11.5K$350.2K$178Cut−$109.5K
Advisory Services Network, LLC1.1K$33.6KNew
MORGAN STANLEY214$6.52K$3Added$3
LRI Investments, LLC70$2.13K$1Added$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.