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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,396
shares
|
$208,937
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,791
shares
|
$191,845
0.0% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,610
shares
|
$186,732
0.02% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
6,016
shares
|
$169,952
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$158,115
0.0% of portfolio
|
Q2 2022
Added 3.4%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,850
shares
|
$137,012
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,202
shares
|
$118,706
0.01% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
4,201
shares
|
$118,678
0.06% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,200
shares
|
$118,650
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,256
shares
|
$91,982
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,073
shares
|
$86,812
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,776
shares
|
$78,422
0.0% of portfolio
|
Q2 2025
Added 116.54%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,460
shares
|
$69,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,384
shares
|
$67,348
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,303
shares
|
$65,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,795
shares
|
$50,708
0.0% of portfolio
|
Q4 2023
Reduced 14.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,700
shares
|
$48,025
0.0% of portfolio
|
Q2 2023
Reduced 56.56%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,680
shares
|
$47,460
0.01% of portfolio
|
Q2 2025
Reduced 72.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,664
shares
|
$47,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$44,832
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,264
shares
|
$35,708
0.0% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,139
shares
|
$32,176
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,086
shares
|
$30,679
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$28,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$28,250
0.0% of portfolio
|
Q1 2020
New holding
|