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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
41,427
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
39,972
shares
|
$1.13 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
39,891
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
38,756
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
38,682
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
36,797
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
34,804
shares
|
$983,213
0.26% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
33,087
shares
|
$934,707
0.0% of portfolio
|
Q2 2025
Added 166.74%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
32,300
shares
|
$912,475
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,505
shares
|
$890,016
0.07% of portfolio
|
Q2 2025
Reduced 63.42%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$875,750
0.15% of portfolio
|
Q4 2023
Reduced 20.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
29,797
shares
|
$841,765
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
26,533
shares
|
$749,557
0.31% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,818
shares
|
$729,358
0.0% of portfolio
|
Q2 2025
Added 53.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
25,665
shares
|
$725,036
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
23,578
shares
|
$666,078
0.02% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
23,249
shares
|
$656,784
0.2% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
21,253
shares
|
$600,397
0.01% of portfolio
|
Q2 2025
Reduced 86.27%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
19,127
shares
|
$540,337
0.26% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
16,972
shares
|
$479,459
0.34% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,969
shares
|
$479,374
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
16,633
shares
|
$469,882
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$467,820
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
16,519
shares
|
$466,661
0.13% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,874
shares
|
$448,440
0.0% of portfolio
|
Q2 2025
New holding
|