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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PNC FINANCIAL SERVICES GROUP INC 296 - 2024-06-30 1,493,060 $37,834,000 -150,367
   PURE FINANCIAL ADVISORS, INC. 47 - 2024-06-30 460,749 $11,675,000 -16,048
   COMMONWEALTH EQUITY SERVICES LLC. 807 - 2024-06-30 389,425 $9,868,000 -30,608
   CREATIVE PLANNING 521 - 2024-06-30 271,447 $6,878,000 -9,040
   UMA Financial Services Inc. 25 - 2024-06-30 210,729 $5,677,000 -9,578
   FINANCIAL ENGINES ADVISORS L.L.C. 131 - 2024-06-30 157,240 $3,984,000 -1,859
   HIGHTOWER ADVISORS, LLC 1142 - 2024-06-30 136,732 $3,467,000 -5,966
   Galvin Gaustad & Stein LLC 61 - 2024-06-30 127,247 $3,224,000 -1,253
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1109 - 2024-06-30 102,136 $2,588,000 -724
   MML INVESTORS SERVICES LLC 961 - 2024-06-30 93,322 $2,365,000 -45,656
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1643 - 2024-06-30 79,922 $2,025,000 -60,629
   STIFEL FINANCIAL CORP 1708 - 2024-06-30 79,558 $2,016,000 -3,774
   ASSET MANAGEMENT GROUP, INC. 69 - 2024-06-30 71,983 $1,824,000 -557
   Diversify Advisory Services LLC 173 - 2024-06-30 69,348 $1,755,000 -61,222
   Marks Group Wealth Management Inc 133 - 2024-06-30 68,324 $1,731,000 -12,436
   UBS Group AG 2950 - 2024-06-30 68,290 $1,730,000 -167
   Full Sail Capital LLC 81 - 2024-06-30 54,125 $1,372,000 -2,642
   FIRST NATIONAL CORP /MA/ /ADV 67 - 2024-06-30 52,065 $1,319,000 -6,033
   MARINER WEALTH ADVISORS, LLC 1349 - 2024-06-30 50,333 $1,275,000 -10,190
   J P MORGAN CHASE & CO 3179 - 2024-06-30 50,245 $1,273,000 -34,335
   Glass Jacobson Investment Advisors llc 90 - 2024-06-30 37,797 $958,000 -704
   Birchcreek Wealth Management LLC 47 - 2024-06-30 33,527 $850,000 -102
   BANK OF AMERICA CORP /DE/ 4202 - 2024-06-30 28,178 $714,000 -628
   CRESTWOOD ADVISORS LLC 254 - 2024-06-30 25,702 $651,000 -5,346
   BALANCED WEALTH GROUP LLC 35 - 2024-06-30 24,897 $624,000 -999
   FINANCIAL NETWORK 1785 - 2024-03-31 23,537 $614,000 -32,750
   GOLDMAN SACHS GROUP INC/ 3836 - 2024-06-30 22,236 $563,000 -85,861
   BLUE CREEK INVESTMENT PARTNERS LLC 214 - 2024-06-30 19,679 $542,000 -2,274
   Brookstone Capital Management 645 - 2024-06-30 18,661 $506,000 -3,157
   MISSION WEALTH MANAGEMENT LLC 394 - 2024-06-30 19,202 $487,000 -4,038
   EP WEALTH ADVISORS, INC. 540 - 2024-06-30 19,151 $485,000 -1,443
   Pathway Financial Advisers LLC 125 - 2024-06-30 18,316 $463,000 -143
   Mutual Advisors LLC 726 - 2024-06-30 16,935 $461,000 -15,295
   Sunbelt Securities Inc. 362 - 2024-06-30 17,272 $438,000 -141
   Cetera Investment Advisers 2681 - 2024-06-30 16,957 $430,000 -43,395
   Investmark Advisory Group LLC 76 - 2024-06-30 15,820 $401,000 -6
   Venturi Wealth Management LLC 313 - 2024-06-30 15,436 $391,000 -13,617
   Global Retirement Partners LLC 679 - 2024-06-30 15,126 $383,000 -1,758
   Ausdal Financial Partners Inc. 338 - 2024-06-30 14,710 $373,000 -1,048
   RESOLUTE FINANCIAL LLC 74 - 2022-12-31 15,007 $372,000 -1,864
   Demars Financial Group LLC 52 - 2024-06-30 14,362 $364,000 -842
   ATLAS CAPITAL ADVISORS LLC 297 - 2024-06-30 13,613 $345,000 -1,798
   FOSTER & MOTLEY INC 313 - 2024-06-30 13,212 $335,000 -3,418
   COLONIAL ASSET MANAGEMENT, INC. 152 - 2024-06-30 12,909 $327,000 -1,160
   HARDESTY CAPITAL MANAGEMENT CORP 106 - 2024-06-30 12,878 $326,000 -9,571
   Colonial Trust Co / SC 216 - 2024-06-30 11,672 $296,000 -2,053
   TOWNSQUARE CAPITAL LLC 1064 - 2024-06-30 11,685 $296,000 -3,201
   Prime Capital Investment Advisors LLC 745 - 2024-06-30 10,956 $278,000 -3,940
   PENOBSCOT WEALTH MANAGEMENT 61 - 2024-06-30 10,814 $273,000 -330
   JANE STREET GROUP LLC 4848 - 2024-06-30 10,647 $270,000 -14,170
   GRAND WEALTH MANAGEMENT LLC 30 - 2024-06-30 10,158 $257,000 -4,784
   Robertson Stephens Wealth Management LLC 431 - 2024-06-30 9,899 $251,000 -21,149
   Merit Financial Group LLC 785 - 2024-06-30 9,670 $245,000 -2,002
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1576 - 2023-09-30 10,479 $238,000 -3,307
   PCA Investment Advisory Services Inc. 118 - 2024-06-30 9,148 $232,000 -575
   Goss Wealth Management LLC 1851 - 2024-06-30 8,682 $220,000 -2,073
   Snowden Capital Advisors LLC 1092 - 2024-06-30 8,553 $217,000 -2,683
   Private Advisor Group LLC 2129 - 2024-06-30 8,067 $204,000 -113
   TOWER RESEARCH CAPITAL LLC 2115 - 2024-06-30 7,477 $189,000 -8,357
   Aspect Partners LLC 82 - 2024-06-30 5,388 $137,000 -1,225
   Coastal Investment Advisors Inc. 449 - 2024-06-30 4,725 $120,000 -875
   BLAIR WILLIAM & CO/IL 1487 - 2024-06-30 4,457 $113,000 -1,300
   US BANCORP 2305 - 2024-06-30 4,200 $106,000 -395
   FMR LLC 3135 - 2024-06-30 3,814 $97,000 -5,972
   Stone House Investment Management LLC 83 - 2024-06-30 3,514 $89,000 -4,225
   BerganKDV Wealth Management LLC 389 - 2023-06-30 1,700 $43,000 -2,213
   Cedar Wealth Management LLC 190 - 2024-06-30 1,031 $26,000 -32,291
   COMERICA BANK 2995 - 2024-06-30 698 $18,000 -394
   Crewe Advisors LLC 607 - 2024-06-30 576 $15,000 -286
   Mascoma Wealth Management LLC 290 - 2024-06-30 550 $14,000 -700
   Investors Research Corp 851 - 2024-06-30 160 $4,000 -328
  71 Records found
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