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 217 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $435 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
66,346
shares
|
$1.82 Million
0.23% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
65,620
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
65,503
shares
|
$1.8 Million
0.7% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
62,696
shares
|
$1.72 Million
0.15% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
60,489
shares
|
$1.66 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,723
shares
|
$1.64 Million
0.14% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
59,322
shares
|
$1.63 Million
0.74% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
57,875
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
56,666
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
55,530
shares
|
$1.53 Million
0.36% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
53,935
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
53,694
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
52,018
shares
|
$1.43 Million
0.89% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
49,752
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
45,904
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
45,887
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
41,081
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
39,820
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
37,895
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
37,238
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
35,942
shares
|
$987,326
0.61% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
34,860
shares
|
$957,604
0.27% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
34,447
shares
|
$946,259
0.11% of portfolio
|
Q3 2024
Added 99.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
32,039
shares
|
$880,111
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,364
shares
|
$861,569
0.0% of portfolio
|
Q3 2024
Added 11.31%
|