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 225 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,703
shares
|
$443,609
0.0% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
15,695
shares
|
$443,383
0.25% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
15,464
shares
|
$436,858
0.01% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
15,389
shares
|
$434,739
0.32% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,066
shares
|
$425,614
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$423,947
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,664
shares
|
$414,258
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
14,439
shares
|
$407,901
0.02% of portfolio
|
Q2 2025
Added 41.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
14,431
shares
|
$407,675
0.03% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
14,385
shares
|
$406,376
0.03% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
13,660
shares
|
$385,895
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,194
shares
|
$372,730
0.03% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
13,146
shares
|
$371,374
0.15% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
13,066
shares
|
$369,114
0.02% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$366,572
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,986
shares
|
$338,604
0.06% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
11,972
shares
|
$338,209
0.07% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
11,336
shares
|
$320,242
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,267
shares
|
$318,292
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
11,131
shares
|
$314,450
0.03% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$296,031
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
10,399
shares
|
$293,771
0.12% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,337
shares
|
$292,020
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
9,942
shares
|
$280,861
0.1% of portfolio
|
Q2 2025
Reduced 96.98%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
9,893
shares
|
$279,477
0.02% of portfolio
|
Q2 2025
Added 11.55%
|