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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
10,767
shares
|
$293,077
0.04% of portfolio
|
Q4 2025
Added 7.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,693
shares
|
$291,063
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$285,238
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
9,948
shares
|
$270,784
0.05% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,701
shares
|
$264,061
0.01% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
9,678
shares
|
$263,435
0.25% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
9,648
shares
|
$262,618
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$262,346
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
9,628
shares
|
$262,074
0.09% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,440
shares
|
$256,956
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
9,426
shares
|
$256,575
0.01% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
9,402
shares
|
$255,922
0.02% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
9,389
shares
|
$255,568
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
8,878
shares
|
$241,659
0.25% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
8,838
shares
|
$240,570
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8,702
shares
|
$236,868
0.02% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
8,619
shares
|
$234,609
0.0% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,355
shares
|
$227,423
0.0% of portfolio
|
Q3 2025
Reduced 64.56%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
8,233
shares
|
$224,102
0.2% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
8,208
shares
|
$223,421
0.03% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
8,119
shares
|
$220,999
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,091
shares
|
$220,237
0.0% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,039
shares
|
$218,821
0.03% of portfolio
|
Q2 2025
Reduced 53.69%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
7,916
shares
|
$215,473
0.06% of portfolio
|
Q4 2025
Added 8.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
7,841
shares
|
$213,432
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|