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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
16,470
shares
|
$457,207
0.03% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
16,170
shares
|
$448,879
0.24% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,023
shares
|
$444,798
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
15,985
shares
|
$443,743
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
15,806
shares
|
$438,774
0.01% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$416,594
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
15,007
shares
|
$416,594
0.0% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
14,927
shares
|
$414,373
0.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,559
shares
|
$404,157
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,420
shares
|
$400,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,882
shares
|
$385,364
0.02% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
13,829
shares
|
$383,893
0.02% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,797
shares
|
$383,004
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,045
shares
|
$362,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$360,213
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,911
shares
|
$330,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
11,902
shares
|
$330,399
0.03% of portfolio
|
Q4 2024
Reduced 90.81%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,533
shares
|
$320,156
0.0% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,423
shares
|
$317,102
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,342
shares
|
$314,853
0.04% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
11,312
shares
|
$314,021
0.07% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
11,131
shares
|
$308,996
0.04% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,069
shares
|
$307,275
0.01% of portfolio
|
Q4 2024
Reduced 72.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$290,897
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
10,399
shares
|
$288,676
0.14% of portfolio
|
Q4 2024
Reduced 18.11%
|