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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
214
shares
|
$5,825
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$5,825
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
212
shares
|
$5,770
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$5,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
203
shares
|
$5,525
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
199
shares
|
$5,416
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
190
shares
|
$5,171
0.0% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
177
shares
|
$4,817
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
158
shares
|
$4,300
0.05% of portfolio
|
Q2 2025
Added 53.4%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
150
shares
|
$4,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
149
shares
|
$4,055
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,620
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
115
shares
|
$3,130
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
113
shares
|
$3,075
0.0% of portfolio
|
Q3 2025
Reduced 98.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
105
shares
|
$2,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
101
shares
|
$2,749
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
94
shares
|
$2,558
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
72
shares
|
$1,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
70
shares
|
$1,905
0.0% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$1,742
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
62
shares
|
$1,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
54
shares
|
$1,469
0.0% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
54
shares
|
$1,469
0.0% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
30
shares
|
$816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
26
shares
|
$707
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|