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 234 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $504 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
66,651
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,541
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2022
Added 92.09%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
64,610
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
64,193
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
62,793
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Added 25.56%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
62,318
shares
|
$1.7 Million
0.34% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
61,594
shares
|
$1.68 Million
0.62% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
61,269
shares
|
$1.67 Million
0.44% of portfolio
|
Q4 2025
Added 31.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
61,024
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,723
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
58,818
shares
|
$1.6 Million
1.04% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
56,243
shares
|
$1.53 Million
0.76% of portfolio
|
Q4 2025
Added 9.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
55,917
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
55,559
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
54,089
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
53,301
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
51,758
shares
|
$1.41 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
51,758
shares
|
$1.41 Million
1.17% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
48,827
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
48,754
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
46,144
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
44,622
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,191
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
43,477
shares
|
$1.18 Million
1.07% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
43,275
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 8.48%
|
|