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 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $658 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,314,065
shares
|
$35.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,207,751
shares
|
$32.3 Million
0.15% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,026,029
shares
|
$27.5 Million
0.27% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
887,449
shares
|
$23.8 Million
0.01% of portfolio
|
Q1 2025
Added 125.47%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
790,369
shares
|
$21.2 Million
6.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
587,099
shares
|
$15.7 Million
5.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
566,807
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
566,193
shares
|
$15.2 Million
2.34% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
450,035
shares
|
$12.1 Million
3.2% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
416,409
shares
|
$11.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
413,873
shares
|
$11.1 Million
0.07% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
399,310
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
357,459
shares
|
$9.57 Million
0.0% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
328,810
shares
|
$8.81 Million
0.34% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
325,554
shares
|
$8.72 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
256,964
shares
|
$6.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
234,589
shares
|
$6.28 Million
0.22% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
192,178
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Added 1219.99%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
186,368
shares
|
$4.99 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
184,133
shares
|
$4.93 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
154,465
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
148,301
shares
|
$3.97 Million
0.08% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
147,488
shares
|
$3.95 Million
0.29% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
141,754
shares
|
$3.8 Million
0.02% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
141,485
shares
|
$3.79 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.41%
|