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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,844
shares
|
$278,093
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
9,757
shares
|
$275,635
0.02% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,726
shares
|
$274,759
0.25% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$272,273
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,551
shares
|
$269,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
9,440
shares
|
$266,680
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
9,389
shares
|
$265,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
9,343
shares
|
$263,939
0.27% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
8,924
shares
|
$252,103
0.08% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
8,846
shares
|
$249,899
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
8,838
shares
|
$249,673
0.05% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,713
shares
|
$246,142
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,666
shares
|
$244,814
0.0% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,516
shares
|
$240,577
0.01% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
8,208
shares
|
$231,876
0.03% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,129
shares
|
$229,644
0.0% of portfolio
|
Q2 2025
Reduced 78.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,044
shares
|
$227,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,039
shares
|
$227,101
0.03% of portfolio
|
Q2 2025
Reduced 53.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
8,016
shares
|
$226,452
0.0% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
7,744
shares
|
$218,768
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
7,731
shares
|
$218,400
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,694
shares
|
$217,355
0.03% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,684
shares
|
$217,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,578
shares
|
$214,078
0.04% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,562
shares
|
$213,626
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|