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 220 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
66,346
shares
|
$1.81 Million
0.23% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
65,840
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 43.48%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
65,503
shares
|
$1.79 Million
0.7% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
65,302
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
62,696
shares
|
$1.71 Million
0.15% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
62,687
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
60,489
shares
|
$1.65 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
60,466
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
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%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
57,373
shares
|
$1.57 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
55,530
shares
|
$1.52 Million
0.36% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
52,474
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
52,018
shares
|
$1.42 Million
0.89% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
50,492
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
48,161
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
47,712
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
46,298
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
42,857
shares
|
$1.17 Million
1.08% of portfolio
|
Q4 2024
Reduced 96.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
41,081
shares
|
$1.12 Million
0.51% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
40,468
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 26.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
40,270
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,162
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
37,854
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
36,590
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
36,512
shares
|
$997,872
0.09% of portfolio
|
Q4 2024
Reduced 1.95%
|