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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
64,360
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
63,141
shares
|
$1.78 Million
0.15% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
61,836
shares
|
$1.75 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
61,478
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
61,141
shares
|
$1.73 Million
0.65% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,723
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
59,639
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
57,609
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
55,917
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
54,633
shares
|
$1.54 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,047
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
51,254
shares
|
$1.45 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
50,346
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
50,011
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
49,792
shares
|
$1.41 Million
0.89% of portfolio
|
Q2 2025
Added 42.78%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
48,066
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
45,363
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
45,111
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
44,311
shares
|
$1.25 Million
0.68% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
43,202
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
43,183
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
42,641
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
42,412
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.93%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
42,277
shares
|
$1.19 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
41,932
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 48.34%
|