FREL · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FREL)
Who is buying and selling FREL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FREL at a glance
- No open-market insider purchases or sales of FREL were filed in the last 90 days.
- 29 13F filers hold FREL among their 50 largest positions, worth $166.0M combined. The biggest bets by portfolio weight are Citizens & Northern Corp (6.4%), Truefg, LLC (4.6%) and Townsend Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in FREL.
FREL insider trading
No open-market insider purchases or sales of FREL were filed in the last 90 days.
Who owns FREL? Hedge funds and superinvestors
29 13F filers hold FREL among their 50 largest positions, worth $166.0M combined. The biggest bets by portfolio weight are Citizens & Northern Corp (6.4%), Truefg, LLC (4.6%) and Townsend Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Citizens & Northern CorpBank & trust | 6.4% | $27.9M | 953,634 | -14.8% shares | Q2 2026 |
| Black Diamond Financial, LLCWealth manager | 2.3% | $27.0M | 992,015 | +10.6% shares | Q3 2026 |
| Truefg, LLCWealth manager | 4.6% | $19.8M | 728,436 | +3.0% shares | Q3 2026 |
| Riverpoint Wealth Management Holdings, LLCWealth manager | 3.1% | $16.8M | 574,099 | +3.3% shares | Q2 2026 |
| Payne Capital Management, LLCWealth manager | 2.5% | $9.6M | 326,406 | +4.5% shares | Q2 2026 |
| Pasadena Private Wealth, LLCWealth manager | 1.1% | $8.5M | 290,004 | +31.5% shares | Q2 2026 |
| Marotta Asset ManagementWealth manager | 1.3% | $7.6M | 277,985 | +2.4% shares | Q3 2026 |
| American Financial & Tax Strategies IncWealth manager | 2.5% | $5.4M | 198,976 | -0.3% shares | Q3 2026 |
| Townsend Financial Planning, LLCWealth manager | 4.4% | $5.0M | 171,682 | +0.2% shares | Q2 2026 |
| Physician Wealth Advisors, Inc.Wealth manager | 0.5% | $4.2M | 153,800 | -3.6% shares | Q3 2026 |
| Essential Planning, LLC.Wealth manager | 1.0% | $3.7M | 136,212 | +0.3% shares | Q3 2026 |
| Prospect Financial Group LLCWealth manager | 2.9% | $3.7M | 124,636 | +6.5% shares | Q2 2026 |
| Opes Wealth Management LLCWealth manager | 0.6% | $3.6M | 133,774 | +4.0% shares | Q1 2026 |
| Livet Wealth, LLCWealth manager | 1.4% | $2.5M | 92,048 | +2.7% shares | Q3 2026 |
| Sachem Hill LLCWealth manager | 0.4% | $2.5M | 90,405 | -0.8% shares | Q3 2026 |
| Raffa Wealth Management, LLCInstitutional asset manager | 0.3% | $2.4M | 81,795 | +16.1% shares | Q2 2026 |
| Sachetta, LLCInvestment manager | 1.2% | $2.4M | 81,586 | +9.9% shares | Q2 2026 |
| Beckerman Institutional, LLCWealth manager | 1.1% | $2.3M | 77,119 | +10.0% shares | Q2 2026 |
| Palisades Hudson Asset Management, L.P.Wealth manager | 0.6% | $1.9M | 63,130 | +0.7% shares | Q2 2026 |
| Birchcreek Wealth Management, LLCWealth manager | 0.7% | $1.8M | 60,592 | +5.8% shares | Q2 2026 |
| Eagle Bay Advisors LLCWealth manager | 1.3% | $1.8M | 65,201 | -4.2% shares | Q3 2026 |
| 21 West Wealth Management LLCWealth manager | 1.1% | $1.2M | 44,684 | -0.1% shares | Q3 2026 |
| Northwest Wealth Advisors, LLCWealth manager | 0.6% | $1.0M | 35,685 | +13.8% shares | Q2 2026 |
| Life Planning Partners, IncWealth manager | 0.8% | $956K | 35,156 | -5.6% shares | Q3 2026 |
| Integrated Capital Management, Inc.Hedge fund | 0.6% | $874K | 32,161 | -3.5% shares | Q3 2026 |
| Balanced Wealth Group LLCWealth manager | 0.3% | $832K | 28,387 | +0.9% shares | Q2 2026 |
| Independence Financial Advisors, LLCWealth manager | 0.1% | $374K | 13,770 | +0.8% shares | Q3 2026 |
| KDK Private Wealth Management, LLCWealth manager | 0.3% | $314K | 10,704 | — | Q2 2026 |
| NorthLanding Financial Partners, LLCWealth manager | 0.2% | $244K | 8,965 | -2.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 14, Q1 2026: 1). Screen FREL in the grand portfolio →
FREL stock trades by members of Congress
No member of Congress has disclosed a trade in FREL.
FREL questions and answers
Are insiders buying FREL stock?
No open-market insider purchases or sales of FREL were filed in the last 90 days.
Which hedge funds own FREL?
29 13F filers hold FREL among their 50 largest positions, worth $166.0M combined. The biggest bets by portfolio weight are Citizens & Northern Corp (6.4%), Truefg, LLC (4.6%) and Townsend Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded FREL?
No member of Congress has disclosed a trade in FREL.
Who is the largest holder of FREL?
Among 13F filers, Citizens & Northern Corp reports the largest FREL position, $27.9M (953,634 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Citizens & Northern Corp's: 6.4% of its portfolio.
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