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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
17,615
shares
|
$479,480
0.04% of portfolio
|
Q3 2025
Added 33.51%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
17,301
shares
|
$470,933
0.02% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
17,272
shares
|
$470,143
0.27% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
16,690
shares
|
$454,301
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$450,763
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
16,439
shares
|
$447,469
0.0% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
16,088
shares
|
$437,915
0.12% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,066
shares
|
$410,096
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$408,490
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
14,555
shares
|
$396,187
0.3% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,304
shares
|
$389,354
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
14,128
shares
|
$384,564
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
13,991
shares
|
$380,835
0.15% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
13,976
shares
|
$380,426
0.16% of portfolio
|
Q3 2025
Added 34.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
13,933
shares
|
$379,256
0.0% of portfolio
|
Q3 2025
Added 41.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
13,324
shares
|
$362,679
0.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
13,294
shares
|
$361,862
0.01% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$353,206
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,953
shares
|
$352,580
0.0% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
12,072
shares
|
$328,599
0.07% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
11,365
shares
|
$309,355
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
11,339
shares
|
$308,647
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,267
shares
|
$306,687
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,131
shares
|
$302,985
0.03% of portfolio
|
Q4 2024
Added 36.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,693
shares
|
$291,063
0.01% of portfolio
|
Q3 2025
New holding
|
|