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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
994
shares
|
$28,080
0.0% of portfolio
|
Q2 2023
Added 11.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
981
shares
|
$27,713
0.0% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
854
shares
|
$24,125
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
638
shares
|
$18,023
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
600
shares
|
$16,950
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
597
shares
|
$16,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
593
shares
|
$16,752
0.0% of portfolio
|
Q2 2025
Reduced 74.27%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
550
shares
|
$15,537
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
500
shares
|
$14,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
468
shares
|
$13,221
0.01% of portfolio
|
Q2 2025
Added 60.82%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
439
shares
|
$12,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
413
shares
|
$11,667
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
406
shares
|
$11,469
0.0% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
347
shares
|
$9,802
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
330
shares
|
$9,322
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
315
shares
|
$8,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
302
shares
|
$8,531
0.0% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,475
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
294
shares
|
$8,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
281
shares
|
$7,938
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
250
shares
|
$7,062
0.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$6,045
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
212
shares
|
$5,989
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$5,819
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
198
shares
|
$5,593
0.0% of portfolio
|
Q2 2025
Added 1.02%
|