Institutional Ownership Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $495 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,334,794
shares
|
$36.3 Million
0.12% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,234,225
shares
|
$33.6 Million
0.25% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,028,180
shares
|
$28 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
966,894
shares
|
$26.3 Million
0.01% of portfolio
|
Q3 2025
Added 81.56%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
822,330
shares
|
$22.4 Million
5.8% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
761,510
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 82.66%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
678,768
shares
|
$18.5 Million
2.12% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
641,438
shares
|
$17.5 Million
4.94% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
508,219
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
497,905
shares
|
$13.6 Million
3.05% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
423,463
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
409,441
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Added 865.39%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
406,080
shares
|
$11.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
404,892
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
394,234
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2025
Added 16.85%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
334,055
shares
|
$9.09 Million
0.04% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
290,784
shares
|
$7.92 Million
0.01% of portfolio
|
Q3 2025
Added 39.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
257,157
shares
|
$7 Million
0.21% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
235,496
shares
|
$6.41 Million
0.51% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
223,511
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
207,582
shares
|
$5.65 Million
0.02% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
198,989
shares
|
$5.42 Million
2.85% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
184,174
shares
|
$5.01 Million
0.97% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
169,310
shares
|
$4.61 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
158,360
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2025
Added 3.04%
|