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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
176
shares
|
$4,972
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
150
shares
|
$4,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
146
shares
|
$4,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,757
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
114
shares
|
$3,220
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
103
shares
|
$2,909
0.0% of portfolio
|
Q1 2025
Added 415.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
100
shares
|
$2,825
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
93
shares
|
$2,627
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
72
shares
|
$2,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
70
shares
|
$1,977
0.0% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$1,808
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
54
shares
|
$1,525
0.0% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
53
shares
|
$1,497
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$1,412
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
30
shares
|
$847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
26
shares
|
$734
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
17
shares
|
$480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
15
shares
|
$423
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6
shares
|
$169
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4
shares
|
$113
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
4
shares
|
$113
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3
shares
|
$84
0.0% of portfolio
|
Q2 2025
Reduced 84.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|