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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
10,006
shares
|
$272,363
0.04% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
9,948
shares
|
$270,784
0.05% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
9,780
shares
|
$266,211
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
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%
|
|
|
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%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
8,768
shares
|
$238,664
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8,702
shares
|
$236,868
0.02% of portfolio
|
Q3 2025
Added 31.65%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
7,762
shares
|
$211,281
0.11% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,679
shares
|
$209,022
0.0% of portfolio
|
Q3 2025
Reduced 19.6%
|
|