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 214 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
16,087
shares
|
$434,992
0.14% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
15,966
shares
|
$431,720
0.28% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
15,890
shares
|
$429,665
0.38% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,553
shares
|
$420,553
0.0% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,463
shares
|
$418,119
0.02% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
15,201
shares
|
$411,035
0.36% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
15,147
shares
|
$409,574
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$405,789
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,391
shares
|
$389,132
0.01% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
13,636
shares
|
$368,717
0.02% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
13,017
shares
|
$351,979
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$350,871
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
12,866
shares
|
$347,896
0.18% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
12,595
shares
|
$340,568
0.09% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,404
shares
|
$335,404
0.0% of portfolio
|
Q1 2025
Reduced 74.0%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
12,352
shares
|
$333,998
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
12,147
shares
|
$328,454
0.07% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,967
shares
|
$323,587
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
11,332
shares
|
$306,417
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,267
shares
|
$304,659
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
11,131
shares
|
$300,982
0.04% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,949
shares
|
$296,060
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$283,352
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
10,399
shares
|
$281,188
0.13% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
10,244
shares
|
$276,997
0.04% of portfolio
|
Q4 2024
Reduced 26.52%
|