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 214 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
154,789
shares
|
$4.19 Million
0.09% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
147,488
shares
|
$3.99 Million
0.29% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
144,443
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
141,485
shares
|
$3.83 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
135,723
shares
|
$3.67 Million
0.11% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
129,808
shares
|
$3.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
129,314
shares
|
$3.5 Million
1.43% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
128,291
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
117,852
shares
|
$3.19 Million
0.67% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
117,070
shares
|
$3.17 Million
1.69% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
114,808
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
114,667
shares
|
$3.1 Million
0.71% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
114,499
shares
|
$3.1 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
112,993
shares
|
$3.06 Million
0.23% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
108,858
shares
|
$2.94 Million
0.11% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,792
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
102,526
shares
|
$2.77 Million
3.59% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
98,423
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2025
Added 57.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
86,123
shares
|
$2.33 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
85,484
shares
|
$2.31 Million
1.21% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
82,899
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,952
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,856
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.04%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
69,296
shares
|
$1.87 Million
0.24% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
68,628
shares
|
$1.86 Million
0.77% of portfolio
|
Q1 2025
Added 4.77%
|