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 233 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $503 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
158,360
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
157,054
shares
|
$4.28 Million
0.25% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
145,080
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
139,796
shares
|
$3.81 Million
0.14% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
135,844
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Added 21.27%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
131,973
shares
|
$3.59 Million
1.26% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
130,328
shares
|
$3.55 Million
1.6% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
130,270
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
127,311
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2025
Added 24.46%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
124,277
shares
|
$3.38 Million
0.61% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
116,044
shares
|
$3.16 Million
0.02% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
115,915
shares
|
$3.16 Million
0.57% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
112,993
shares
|
$3.08 Million
0.23% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
107,258
shares
|
$2.92 Million
2.91% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
105,849
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,792
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
100,579
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
98,802
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Added 1115.43%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
84,448
shares
|
$2.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
82,464
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
74,917
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
74,904
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,952
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,388
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
67,311
shares
|
$1.83 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.97%
|
|