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 211 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $404 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
|
$42.9 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
|
$29.7 Million
0.15% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
764,513
shares
|
$22 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 |
Aug 07, 2024 Q2 2024 |
561,783
shares
|
$16.1 Million
5.15% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
460,749
shares
|
$13.2 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
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
|
$11.7 Million
2.87% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
389,425
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.29%
|
|
|
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
|
$9.87 Million
0.09% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
341,766
shares
|
$9.82 Million
0.06% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
323,920
shares
|
$9.31 Million
0.0% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
305,221
shares
|
$8.77 Million
0.0% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
271,447
shares
|
$7.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
221,128
shares
|
$6.35 Million
0.18% of portfolio
|
Q2 2024
Added 11.83%
|
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
210,729
shares
|
$6.05 Million
1.04% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
192,809
shares
|
$5.54 Million
2.64% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
159,830
shares
|
$4.59 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
|
$4.52 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
141,827
shares
|
$4.07 Million
0.74% of portfolio
|
Q2 2024
Added 24.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
136,732
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
133,547
shares
|
$3.84 Million
0.07% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
127,247
shares
|
$3.66 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
125,949
shares
|
$3.62 Million
1.4% of portfolio
|
Q2 2024
Added 4.58%
|