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 $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
67,617
shares
|
$1.89 Million
0.17% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,541
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2022
Added 92.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
65,778
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
65,196
shares
|
$1.82 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
63,141
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
61,836
shares
|
$1.72 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
61,478
shares
|
$1.71 Million
0.16% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
60,364
shares
|
$1.68 Million
0.75% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
60,355
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,723
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
57,598
shares
|
$1.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
54,633
shares
|
$1.52 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
51,954
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
51,837
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
50,490
shares
|
$1.41 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
49,381
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 80.52%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
47,192
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
45,815
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,117
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
43,202
shares
|
$1.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
42,641
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
42,603
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
42,277
shares
|
$1.18 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
41,427
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
41,195
shares
|
$1.15 Million
0.72% of portfolio
|
Q1 2025
Added 14.62%
|