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 216 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
9,751
shares
|
$271,857
0.31% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$268,707
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
9,440
shares
|
$263,187
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
9,154
shares
|
$255,213
0.09% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
8,869
shares
|
$247,267
0.02% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
8,846
shares
|
$246,626
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
8,838
shares
|
$246,403
0.05% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,713
shares
|
$242,918
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,666
shares
|
$241,608
0.0% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
8,598
shares
|
$239,712
0.03% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,516
shares
|
$237,426
0.01% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,131
shares
|
$226,692
0.0% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,129
shares
|
$226,636
0.0% of portfolio
|
Q2 2025
Reduced 78.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
8,016
shares
|
$223,486
0.0% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,978
shares
|
$222,426
0.01% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,760
shares
|
$216,348
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
7,744
shares
|
$215,902
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
7,731
shares
|
$215,540
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,684
shares
|
$214,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,578
shares
|
$211,274
0.04% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,562
shares
|
$210,828
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,396
shares
|
$206,200
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,019
shares
|
$195,689
0.02% of portfolio
|
Q1 2025
Added 247.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,207
shares
|
$173,051
0.0% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
6,167
shares
|
$171,935
0.03% of portfolio
|
Q1 2025
New holding
|