FREL FIDELITY COVINGTON TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in FREL 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 |
|---|---|---|---|---|---|
| Marotta Asset Management | 277,985 | $7.56M | 1.28% | +6,390 | 13F-HRTimeline |
| SigFig Wealth Management, LLC | 108,480 | $2.95M | 0.07% | -4,804 | 13F-HRTimeline |
| HF Advisory Group, LLC | 54,787 | $1.49M | 0.44% | -249 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 51,802 | $1.41M | 0.01% | -775 | 13F-HRTimeline |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 32,161 | $874K | 0.63% | -1,163 | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 18,085 | $492K | 0.04% | -387 | 13F-HRTimeline |
| Independence Financial Advisors, LLC | 13,770 | $374K | 0.09% | +105 | 13F-HRTimeline |
| CX Institutional | 3,767 | $102K | <0.01% | +27 | 13F-HRTimeline |
| Investors Research Corp | 177 | $4.81K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 17 | $462 | <0.01% | new | 13F-HRTimeline |