FREL — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FREL)? 10 institutions reported holding $15.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marotta Asset Management ($7.6M), SigFig Wealth Management, LLC ($2.9M), HF Advisory Group, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $7.6M | 277,985 | Added |
| 2 | SigFig Wealth Management, LLC | $2.9M | 108,480 | Trimmed |
| 3 | HF Advisory Group, LLC | $1.5M | 54,787 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.4M | 51,802 | Trimmed |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $874,149 | 32,161 | Trimmed |
| 6 | Galvin, Gaustad & Stein, LLC | $491,575 | 18,085 | Trimmed |
| 7 | Independence Financial Advisors, LLC | $374,280 | 13,770 | Added |
| 8 | CX Institutional | $102,000 | 3,767 | Added |
| 9 | Investors Research Corp | $4,811 | 177 | Hold |
| 10 | CoreCap Advisors, LLC | $462 | 17 | New |
Source: SEC Form 13F filings · as of 2026-09-30