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 225 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,221,408
shares
|
$34.5 Million
0.13% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,122,803
shares
|
$31.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,037,875
shares
|
$29.3 Million
0.24% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
820,011
shares
|
$23.2 Million
6.04% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
603,416
shares
|
$17 Million
4.86% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
566,976
shares
|
$16 Million
2.39% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
532,562
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
515,523
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
467,376
shares
|
$13.2 Million
2.98% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
416,893
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
410,078
shares
|
$11.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
404,892
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
387,771
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337,395
shares
|
$9.53 Million
0.07% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
303,151
shares
|
$8.56 Million
0.04% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
240,990
shares
|
$6.81 Million
0.21% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
233,877
shares
|
$6.61 Million
0.54% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
229,082
shares
|
$6.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
208,107
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
189,228
shares
|
$5.35 Million
2.72% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
184,060
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
175,488
shares
|
$4.96 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
167,493
shares
|
$4.73 Million
0.91% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
153,683
shares
|
$4.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
150,809
shares
|
$4.26 Million
0.25% of portfolio
|
Q2 2025
Added 2.25%
|