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 220 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $653 Million.
| 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
|
$221 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
|
$36.6 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
|
$33.6 Million
0.15% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
891,029
shares
|
$24.8 Million
0.23% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
783,067
shares
|
$21.8 Million
5.85% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
566,807
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
563,565
shares
|
$15.7 Million
4.98% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
529,194
shares
|
$14.7 Million
2.14% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
436,684
shares
|
$12.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
430,742
shares
|
$12 Million
3.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
399,310
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
393,608
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
361,369
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
325,554
shares
|
$9.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
316,263
shares
|
$8.8 Million
0.38% of portfolio
|
Q4 2024
Added 2279.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
311,417
shares
|
$8.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
256,964
shares
|
$7.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
223,874
shares
|
$6.23 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
192,230
shares
|
$5.35 Million
2.76% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
187,848
shares
|
$5.23 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
154,465
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
148,301
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
143,514
shares
|
$3.99 Million
0.81% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
141,754
shares
|
$3.95 Million
0.02% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
140,813
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.07%
|