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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,664
shares
|
$45,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$43,198
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,545
shares
|
$42,054
0.0% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,189
shares
|
$32,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,139
shares
|
$31,003
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,086
shares
|
$29,560
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$27,220
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
994
shares
|
$27,056
0.0% of portfolio
|
Q2 2023
Added 11.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
981
shares
|
$26,702
0.0% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
861
shares
|
$23,436
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
790
shares
|
$21,503
0.0% of portfolio
|
Q3 2025
Added 94.58%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
741
shares
|
$20,170
0.0% of portfolio
|
Q3 2025
Added 18425.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
657
shares
|
$17,883
0.0% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
638
shares
|
$17,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
600
shares
|
$16,332
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
597
shares
|
$16,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
500
shares
|
$13,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
494
shares
|
$13,446
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
468
shares
|
$12,738
0.01% of portfolio
|
Q2 2025
Added 60.82%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
434
shares
|
$11,813
0.0% of portfolio
|
Q3 2025
Reduced 65.66%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
358
shares
|
$9,744
0.0% of portfolio
|
Q3 2025
Added 145.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
347
shares
|
$9,445
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
330
shares
|
$8,982
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
302
shares
|
$8,220
0.0% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,166
0.0% of portfolio
|
Q1 2022
New holding
|
|