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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
Aug 14, 2024 Q2 2024 |
27,660
shares
|
$797,991
0.18% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,412
shares
|
$761,986
0.03% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
26,061
shares
|
$751,859
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
25,702
shares
|
$741,502
0.01% of portfolio
|
Q2 2024
Reduced 17.22%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
24,958
shares
|
$720,038
0.33% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,884
shares
|
$717,903
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
|
$699,785
0.0% of portfolio
|
Q2 2024
Added 126.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
22,612
shares
|
$652,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
22,236
shares
|
$641,508
0.0% of portfolio
|
Q2 2024
Reduced 79.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,195
shares
|
$611,475
0.0% of portfolio
|
Q2 2024
Added 88.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
20,929
shares
|
$603,801
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
19,679
shares
|
$567,739
0.04% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
19,202
shares
|
$553,977
0.01% of portfolio
|
Q2 2024
Reduced 17.38%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
19,200
shares
|
$553,920
0.35% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
19,151
shares
|
$552,506
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,826
shares
|
$543,130
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,453
shares
|
$503,519
0.02% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
17,272
shares
|
$498,297
0.05% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
17,236
shares
|
$497,258
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,959
shares
|
$489,267
0.06% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
16,957
shares
|
$489,209
0.0% of portfolio
|
Q2 2024
Reduced 71.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$477,756
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
16,480
shares
|
$475,448
0.1% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
15,820
shares
|
$456,407
0.22% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
15,436
shares
|
$445,328
0.02% of portfolio
|
Q2 2024
Reduced 46.87%
|