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 210 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 $415 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
S&T Bank
Indiana, PA |
Aug 14, 2024 Q2 2024 |
27,660
shares
|
$824,821
0.18% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
26,061
shares
|
$777,139
0.01% of portfolio
|
Q2 2023
New holding
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
25,702
shares
|
$766,433
0.01% of portfolio
|
Q2 2024
Reduced 17.22%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
24,937
shares
|
$743,621
0.03% of portfolio
|
Q2 2024
Added 14.34%
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2024 Q2 2024 |
24,897
shares
|
$742,428
0.28% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,884
shares
|
$742,040
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
24,256
shares
|
$723,313
0.0% of portfolio
|
Q2 2024
Added 126.97%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
22,612
shares
|
$674,289
0.0% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
22,236
shares
|
$663,077
0.0% of portfolio
|
Q2 2024
Reduced 79.43%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,195
shares
|
$632,034
0.0% of portfolio
|
Q2 2024
Added 88.67%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
20,929
shares
|
$624,102
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
19,679
shares
|
$586,827
0.04% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
19,202
shares
|
$572,603
0.01% of portfolio
|
Q2 2024
Reduced 17.38%
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
19,200
shares
|
$572,544
0.35% of portfolio
|
Q2 2024
Added 16.44%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
19,151
shares
|
$571,082
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
18,661
shares
|
$556,471
0.01% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
18,316
shares
|
$546,183
0.17% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
17,272
shares
|
$515,051
0.05% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
16,957
shares
|
$505,657
0.0% of portfolio
|
Q2 2024
Reduced 71.9%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
16,956
shares
|
$505,627
0.03% of portfolio
|
Q2 2024
Added 0.27%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
16,935
shares
|
$505,001
0.01% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$493,819
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
15,820
shares
|
$471,752
0.22% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
15,436
shares
|
$460,301
0.02% of portfolio
|
Q2 2024
Reduced 46.87%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
15,126
shares
|
$451,057
0.01% of portfolio
|
Q2 2024
Reduced 10.41%
|