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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
145,296
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
137,030
shares
|
$3.87 Million
0.14% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
131,503
shares
|
$3.71 Million
1.32% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
122,161
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
120,775
shares
|
$3.41 Million
1.55% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
120,698
shares
|
$3.41 Million
0.59% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
115,511
shares
|
$3.26 Million
0.61% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
112,993
shares
|
$3.19 Million
0.23% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
112,015
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
105,892
shares
|
$2.99 Million
0.02% of portfolio
|
Q2 2025
Added 13304.05%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
105,737
shares
|
$2.99 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,792
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
102,291
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.63%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
102,140
shares
|
$2.89 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
98,292
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
95,170
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
91,428
shares
|
$2.58 Million
0.5% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
74,608
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,952
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,388
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
71,751
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
68,662
shares
|
$1.94 Million
0.73% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,541
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2022
Added 92.09%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
65,196
shares
|
$1.84 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
64,875
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|