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 219 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
36,412
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
35,942
shares
|
$997,749
0.61% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
34,447
shares
|
$956,248
0.11% of portfolio
|
Q3 2024
Added 99.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
34,007
shares
|
$944,034
0.03% of portfolio
|
Q4 2024
Added 12929.5%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
33,308
shares
|
$924,630
0.23% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
31,000
shares
|
$860,560
0.1% of portfolio
|
Q4 2023
Reduced 20.85%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
30,567
shares
|
$848,539
0.66% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
29,975
shares
|
$832,106
0.04% of portfolio
|
Q4 2024
Reduced 29.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
28,598
shares
|
$793,880
0.03% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,355
shares
|
$759,374
0.01% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
26,118
shares
|
$725,035
0.32% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
26,061
shares
|
$723,453
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
24,421
shares
|
$677,926
0.2% of portfolio
|
Q4 2024
Added 152.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,845
shares
|
$634,177
0.0% of portfolio
|
Q4 2024
Added 152.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
21,605
shares
|
$599,754
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
21,383
shares
|
$593,592
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
19,007
shares
|
$527,634
0.04% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,944
shares
|
$525,885
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
18,644
shares
|
$517,557
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
18,568
shares
|
$515,447
0.33% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
18,520
shares
|
$514,115
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,131
shares
|
$503,316
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,822
shares
|
$466,978
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
16,665
shares
|
$462,620
0.04% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$459,705
0.17% of portfolio
|
Q1 2023
Added 5.63%
|