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 219 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $618 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 |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
7,939,810
shares
|
$209 Million
1.43% of portfolio
|
Q4 2024
Added 6175.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,314,065
shares
|
$34.6 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
|
$31.8 Million
0.15% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
891,029
shares
|
$23.5 Million
0.23% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
790,369
shares
|
$20.8 Million
6.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
587,099
shares
|
$15.5 Million
5.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
566,807
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
529,194
shares
|
$13.9 Million
2.14% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
430,742
shares
|
$11.3 Million
3.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
416,409
shares
|
$11 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
399,310
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
393,608
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
361,369
shares
|
$9.51 Million
0.06% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
328,810
shares
|
$8.65 Million
0.34% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
325,554
shares
|
$8.57 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
311,417
shares
|
$8.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
256,964
shares
|
$6.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
234,589
shares
|
$6.17 Million
0.22% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
192,230
shares
|
$5.06 Million
2.76% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
187,848
shares
|
$4.94 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
154,465
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
148,301
shares
|
$3.9 Million
0.08% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
141,754
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
141,485
shares
|
$3.72 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
140,813
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.07%
|