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 214 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,215,331
shares
|
$32.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,153,327
shares
|
$31.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,026,029
shares
|
$27.7 Million
0.27% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
887,449
shares
|
$24 Million
0.01% of portfolio
|
Q1 2025
Added 125.47%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
790,369
shares
|
$21.4 Million
6.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
587,099
shares
|
$15.9 Million
5.28% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
579,677
shares
|
$15.7 Million
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
566,193
shares
|
$15.3 Million
2.34% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
450,035
shares
|
$12.2 Million
3.2% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
416,409
shares
|
$11.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
413,873
shares
|
$11.2 Million
0.07% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
411,071
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
357,459
shares
|
$9.67 Million
0.0% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337,395
shares
|
$9.12 Million
0.07% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
328,810
shares
|
$8.89 Million
0.34% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
298,678
shares
|
$8.08 Million
0.05% of portfolio
|
Q1 2025
Added 110.7%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
249,070
shares
|
$6.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
234,589
shares
|
$6.34 Million
0.22% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
215,669
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2025
Added 39.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
209,065
shares
|
$5.65 Million
0.65% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
192,178
shares
|
$5.2 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
|
$5.04 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
184,133
shares
|
$4.98 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
165,507
shares
|
$4.48 Million
0.02% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
158,017
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2025
Added 14.4%
|