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 217 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $435 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,353,946
shares
|
$37.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,160,069
shares
|
$31.9 Million
0.17% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
1,158,005
shares
|
$31.8 Million
0.23% of portfolio
|
Q4 2024
Added 2604.04%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
783,067
shares
|
$21.5 Million
5.85% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
729,408
shares
|
$20 Million
0.22% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
563,565
shares
|
$15.5 Million
4.98% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
529,194
shares
|
$14.5 Million
2.14% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
448,245
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
436,684
shares
|
$12 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
427,240
shares
|
$11.7 Million
3.23% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
393,691
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
353,815
shares
|
$9.72 Million
0.07% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
342,835
shares
|
$9.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
333,095
shares
|
$9.15 Million
0.0% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
312,951
shares
|
$8.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
263,418
shares
|
$7.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
223,874
shares
|
$6.15 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
192,391
shares
|
$5.28 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
192,230
shares
|
$5.28 Million
2.76% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
173,334
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
148,332
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
145,331
shares
|
$3.99 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
143,514
shares
|
$3.94 Million
0.81% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
135,885
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
134,073
shares
|
$3.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.58%
|