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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
9,946
shares
|
$276,100
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9,899
shares
|
$274,796
0.01% of portfolio
|
Q2 2024
Reduced 68.12%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
9,662
shares
|
$268,217
0.28% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$267,550
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
9,363
shares
|
$259,916
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,273
shares
|
$257,418
0.01% of portfolio
|
Q4 2024
Added 80.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,033
shares
|
$250,756
0.0% of portfolio
|
Q3 2024
Reduced 57.38%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,775
shares
|
$243,594
0.02% of portfolio
|
Q3 2024
Reduced 32.02%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,551
shares
|
$237,375
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
8,547
shares
|
$237,264
0.11% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
8,530
shares
|
$236,792
0.15% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
8,399
shares
|
$233,156
0.01% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,364
shares
|
$232,184
0.0% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,309
shares
|
$230,657
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
8,001
shares
|
$222,107
0.0% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
7,684
shares
|
$213,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,396
shares
|
$205,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
7,358
shares
|
$204,258
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,984
shares
|
$193,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,787
shares
|
$188,407
0.0% of portfolio
|
Q4 2024
Added 56.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,597
shares
|
$155,372
0.0% of portfolio
|
Q2 2022
Added 3.4%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,412
shares
|
$150,237
0.01% of portfolio
|
Q4 2024
Added 330.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,402
shares
|
$149,959
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
5,388
shares
|
$149,570
0.08% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,954
shares
|
$137,523
0.0% of portfolio
|
Q4 2024
Added 11.9%
|