FELG FIDELITY COVINGTON TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in FELG 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 |
|---|---|---|---|---|---|
| Independence Financial Advisors, LLC | 1,399,471 | $63.1M | 15.84% | +58,871 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 201,297 | $9.08M | 0.06% | +76,214 | 13F-HRTimeline |
| Castleview Partners, LLC | 20,036 | $903K | 0.4% | +185 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 17,286 | $779K | 0.52% | -2,300 | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 16,569 | $747K | 0.02% | +14 | 13F-HRTimeline |
| Wedmont Private Capital | 13,616 | $622K | 0.01% | 0 | 13F-HRTimeline |
| ACT WEALTH MANAGEMENT, LLC | 10,715 | $483K | 0.14% | +8 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 3,581 | $161K | <0.01% | +468 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 3,507 | $158K | 0.04% | +3 | 13F-HRTimeline |