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 206 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,493,060
shares
|
$43.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
1,035,195
shares
|
$29.9 Million
0.15% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
764,513
shares
|
$22.1 Million
6.1% of portfolio
|
Q2 2024
Added 16.95%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
625,027
shares
|
$18 Million
0.18% of portfolio
|
Q2 2024
Added 29.39%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
548,462
shares
|
$15.8 Million
5.3% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
449,545
shares
|
$13 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
448,245
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
434,473
shares
|
$12.5 Million
2.13% of portfolio
|
Q2 2024
Added 31.02%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 31, 2024 Q2 2024 |
407,542
shares
|
$11.8 Million
2.87% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
381,339
shares
|
$11 Million
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
343,655
shares
|
$9.91 Million
0.09% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
341,766
shares
|
$9.86 Million
0.06% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
323,920
shares
|
$9.35 Million
0.0% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
305,221
shares
|
$8.81 Million
0.0% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
263,418
shares
|
$7.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
224,225
shares
|
$6.47 Million
0.2% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
192,391
shares
|
$5.55 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
192,224
shares
|
$5.55 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
159,830
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
157,240
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
148,275
shares
|
$4.28 Million
0.42% of portfolio
|
Q3 2024
Added 24.95%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
141,485
shares
|
$4.08 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
136,732
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
133,547
shares
|
$3.85 Million
0.07% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
128,865
shares
|
$3.72 Million
0.12% of portfolio
|
Q3 2024
Added 2.66%
|