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 220 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
134,073
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
133,547
shares
|
$3.71 Million
0.08% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
128,701
shares
|
$3.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
126,512
shares
|
$3.51 Million
1.54% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
125,513
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
120,746
shares
|
$3.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
115,417
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
112,993
shares
|
$3.14 Million
0.23% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
110,617
shares
|
$3.07 Million
1.58% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
109,779
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
106,806
shares
|
$2.96 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
105,068
shares
|
$2.92 Million
0.58% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,792
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,950
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
92,888
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
90,308
shares
|
$2.51 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
79,728
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
79,632
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
79,090
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
78,871
shares
|
$2.19 Million
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
76,004
shares
|
$2.11 Million
1.11% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,952
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
73,132
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 223.42%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
72,384
shares
|
$2.01 Million
0.3% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,541
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2022
Added 92.09%
|