Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / MSCI RL EST ETF
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Number of holders
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203
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Total 13F shares, excl. options
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22.8M
-
Shares change
-
+8.03M
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Total reported value, excl. options
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$629M
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Value change
-
+$229M
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Number of buys
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100
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Number of sells
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-86
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Price
-
$27.02
Significant Holders of FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) as of Q4 2024
225 filings reported holding FREL - FIDELITY COVINGTON TRUST - MSCI RL EST ETF as of Q4 2024.
FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) has 203 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22.8M shares
.
Largest 10 shareholders include Essential Planning, LLC. (7.94M shares), PNC Financial Services Group, Inc. (1.31M shares), Lido Advisors, LLC (1.21M shares), AE Wealth Management LLC (891K shares), CITIZENS & NORTHERN CORP (783K shares), COMMONWEALTH EQUITY SERVICES, LLC (567K shares), TRUEFG, LLC (564K shares), Black Diamond Financial, LLC (529K shares), Pure Financial Advisors, LLC (437K shares), and Riverpoint Wealth Management Holdings, LLC (431K shares).
This table shows the top 203 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.