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Get Institutions for : 
Fidelity Msci Real Estate Index Etf (FREL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 191    7
Total shares held : 
 13,784,077  
% of shares held : 
 30.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 108,664  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 93,480
 0.68%
 
Increased Positions :
85
 996,080
 7.23%
 
Unchanged Positions :
32
 290,912
 2.11%
 
Decreased Positions :
64
-728,268
-5.28%
 
Closed Positions :
17
-252,628
-1.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lido Advisors LLC 66 - 2024-06-30 1,035,195 $26,232,000 47,069
   CITIZENS & NORTHERN CORP 3 - 2024-06-30 764,513 $19,373,000 110,801
   AE Wealth Management LLC 155 - 2024-06-30 625,027 $15,838,000 141,975
   TRUEFG LLC 7 - 2024-06-30 561,783 $14,236,000 34,881
   Black Diamond Financial LLC 12 - 2024-06-30 434,473 $11,010,000 102,865
   Riverpoint Wealth Management Holdings LLC 11 - 2024-06-30 407,542 $10,327,000 47,741
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 426 - 2024-06-30 381,339 $9,663,000 492
   MCCORMACK ADVISORS INTERNATIONAL 177 - 2024-06-30 343,655 $8,708,000 29,125
   H D Vest Advisory Services 233 - 2024-06-30 341,766 $8,660,000 6,015
   LPL FINANCIAL CORP 1488 - 2024-06-30 323,920 $8,208,000 27,449
   ENVESTNET ASSET MANAGEMENT INC 1716 - 2024-06-30 305,221 $7,734,000 28,552
   Dynamic Advisors Solutions LLC 146 - 2024-06-30 221,128 $5,603,000 23,391
   AMERICAN FINANCIAL & TAX STRATEGIES INC 10 - 2024-06-30 192,809 $4,886,000 3,051
   Advisor Group Holdings Inc. 1131 - 2024-06-30 159,830 $4,051,000 10,326
   Marotta Asset Management 33 - 2024-06-30 141,827 $3,556,000 27,709
   ADVISORY SERVICES NETWORK, LLC 304 - 2024-06-30 133,547 $3,384,000 680
   Essential Planning LLC. 16 - 2024-06-30 125,949 $3,191,000 5,518
   RFG Advisory Group LLC 156 - 2024-06-30 125,526 $3,181,000 17,173
   Schoolcraft Capital LLC 21 - 2024-06-30 124,001 $3,142,000 8,614
   MORGAN STANLEY 4166 - 2024-06-30 120,027 $3,042,000 4,478
   DFPG INVESTMENTS INC. 111 - 2023-12-31 112,993 $2,965,000 6,082
   Rehmann Capital Advisory Group 95 - 2024-06-30 110,654 $2,804,000 94,167
   SigFig Wealth Management LLC 67 - 2024-06-30 110,006 $2,787,000 2,856
   Opes Wealth Management LLC 37 - 2024-06-30 104,445 $2,647,000 1,591
   RAYMOND JAMES & ASSOCIATES 1983 - 2024-06-30 102,796 $2,605,000 18,956
   Blue Barn Wealth LLC 20 - 2024-06-30 100,454 $2,547,000 5,268
   Eagle Bay Advisors LLC 16 - 2024-06-30 76,663 $1,943,000 6,149
   ROYAL BANK OF CANADA 2558 - 2024-06-30 74,929 $1,899,000 7,761
   FORTE ASSET MANAGEMENT LLC 30 - 2024-06-30 73,148 $1,854,000 3,743
   ATRIA INVESTMENTS LLC 687 - 2024-06-30 70,283 $1,781,000 11,534
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 82 - 2024-06-30 62,933 $1,595,000 1,849
   Sachetta LLC 23 - 2024-06-30 58,087 $1,594,000 13,100
   Orion Portfolio Solutions LLC 766 - 2024-06-30 61,442 $1,557,000 4,499
   SALIENT TRUST CO LTA 90 - 2023-03-31 59,723 $1,451,000 284
   PALISADES HUDSON ASSET MANAGEMENT L.P. 25 - 2024-06-30 56,951 $1,443,000 479
   Tortoise Investment Management LLC 96 - 2024-06-30 53,199 $1,348,000 21,384
   AGF MANAGEMENT LTD 491 - 2024-06-30 51,614 $1,308,000 8,006
   THRIVENT FINANCIAL FOR LUTHERANS 1622 - 2024-06-30 50,689 $1,284,000 2,502
   Beaumont Financial Advisors LLC 134 - 2024-06-30 47,077 $1,193,000 122
   Life Planning Partners Inc 24 - 2024-06-30 42,604 $1,080,000 218
   Sigma Planning Corp 462 - 2024-06-30 42,105 $1,067,000 1,129
   HF Advisory Group LLC 75 - 2024-06-30 37,680 $955,000 6,599
   Rather & Kittrell Inc. 40 - 2024-06-30 36,151 $916,000 272
   Kestra Advisory Services LLC 1425 - 2024-06-30 39,225 $829,000 12,034
   AMERIPRISE FINANCIAL INC 3192 - 2024-06-30 30,100 $763,000 7,615
   J.W. COLE ADVISORS INC. 456 - 2024-06-30 24,937 $632,000 3,128
   Atria Wealth Solutions Inc. 1103 - 2024-06-30 24,884 $631,000 32
   D E SHAW & CO INC 2264 - 2024-06-30 24,256 $615,000 13,569
   CITADEL ADVISORS LLC 3484 - 2024-06-30 22,612 $573,000 22,612
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3302 - 2024-06-30 21,195 $537,000 9,961
   WELLS FARGO & CO/MN 3385 - 2024-06-30 20,929 $530,000 856
   Clarity Asset Management Inc. 22 - 2024-06-30 19,200 $487,000 2,711
   SMITH, SALLEY & ASSOCIATES 174 - 2024-06-30 16,956 $430,000 46
   Baldrige Asset Management LLC 75 - 2023-03-31 16,560 $413,000 883
   MODERA WEALTH MANAGEMENT, LLC 449 - 2024-06-30 14,105 $357,000 55
   PFG Advisors 514 - 2024-06-30 13,761 $349,000 4,584
   Resources Investment Advisors Inc. 1052 - 2024-06-30 13,246 $336,000 20
   Cribstone Capital Management LLC 90 - 2022-12-31 12,976 $322,000 351
   Fingerlakes Wealth Management Inc. 70 - 2024-06-30 12,025 $305,000 3,331
   Apexium Financial LP 181 - 2024-06-30 11,558 $293,000 85
   LYNCH & ASSOCIATES/IN 111 - 2024-06-30 11,071 $281,000 599
   Ameritas Advisory Services LLC 744 - 2024-06-30 11,080 $281,000 11,080
   CITIGROUP INC 2908 - 2024-06-30 9,650 $245,000 8,716
   NorthLanding Financial Partners LLC 34 - 2024-06-30 8,971 $227,000 148
   THOMPSON INVESTMENT MANAGEMENT INC 166 - 2024-06-30 8,372 $212,000 145
   PROEQUITIES INC. 835 - 2024-06-30 5,215 $132,000 58
   IFP Advisors Inc 1229 - 2024-06-30 5,136 $130,000 1,001
   AdvisorNet Financial Inc 611 - 2024-06-30 4,374 $111,000 42
   PRINCIPAL SECURITIES INC. 1292 - 2024-06-30 4,171 $106,000 463
   Financial Perspectives Inc 229 - 2024-06-30 2,968 $75,000 29
   CWM LLC 2244 - 2024-06-30 2,661 $67,000 2,116
   Fortitude Family Office LLC 165 - 2024-06-30 2,069 $52,000 20
   PrairieView Partners LLC 211 - 2024-06-30 1,869 $47,000 18
   Rise Advisors LLC 361 - 2024-06-30 1,232 $31,000 12
   Smartleaf Asset Management LLC 882 - 2024-06-30 1,201 $30,000 280
   HANSON MCCLAIN, INC. 1634 - 2024-06-30 1,069 $29,000 50
   Concord Wealth Partners 423 - 2024-06-30 825 $21,000 8
   Capital Investment Advisory Services LLC 810 - 2024-06-30 465 $12,000 20
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1505 - 2024-06-30 349 $9,000 303
   Farther Finance Advisors LLC 2232 - 2024-06-30 261 $7,000 2
   Spire Wealth Management 1860 - 2024-06-30 140 $4,000 2
   Sound Income Strategies LLC 987 - 2024-06-30 141 $4,000 117
   Qube Research & Technologies Ltd 2748 - 2024-06-30 117 $3,000 117
  83 Records found
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