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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: 192    8
Total shares held : 
 13,496,262  
% of shares held : 
 29.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 -976,782  
% of shares held change : 
   -2.13%  
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 :
17
 341,968
 2.53%
 
Increased Positions :
71
 849,947
 6.3%
 
Unchanged Positions :
37
 376,348
 2.79%
 
Decreased Positions :
67
-2,086,579
-15.46%
 
Closed Positions :
9
-82,118
-0.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 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 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 291 - 2024-03-31 1,643,427 $42,877,000 -99,731
   Lido Advisors LLC 63 - 2024-03-31 988,126 $25,780,000 112,909
   CITIZENS & NORTHERN CORP 3 - 2024-03-31 653,712 $17,055,000 -11,942
   TRUEFG LLC 7 - 2024-03-31 526,902 $13,747,000 8,304
   AE Wealth Management LLC 190 - 2024-03-31 483,052 $12,603,000 88,880
   PURE FINANCIAL ADVISORS, INC. 47 - 2024-03-31 476,797 $12,440,000 -11,992
   COMMONWEALTH EQUITY SERVICES LLC. 742 - 2024-03-31 420,033 $10,959,000 -122,506
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 424 - 2024-03-31 380,847 $9,936,000 4,003
   Riverpoint Wealth Management Holdings LLC 12 - 2024-03-31 359,801 $9,387,000 8,772
   Black Diamond Financial LLC 11 - 2024-03-31 331,608 $8,837,000 0
   H D Vest Advisory Services 199 - 2024-03-31 335,751 $8,760,000 18,800
   MCCORMACK ADVISORS INTERNATIONAL 184 - 2024-03-31 314,530 $8,206,000 -13,597
   LPL FINANCIAL CORP 1479 - 2024-03-31 296,471 $7,735,000 8,941
   CREATIVE PLANNING 493 - 2024-03-31 280,487 $7,318,000 -4,391
   ENVESTNET ASSET MANAGEMENT INC 1724 - 2024-03-31 276,669 $7,218,000 918
   UMA Financial Services Inc. 24 - 2024-03-31 220,307 $5,263,000 1,577
   Dynamic Advisors Solutions LLC 158 - 2024-03-31 197,737 $5,159,000 3,570
   FINANCIAL ENGINES ADVISORS L.L.C. 121 - 2024-03-31 159,099 $4,151,000 -16,436
   Advisor Group Holdings Inc. 1212 - 2024-03-31 149,504 $3,901,000 3,733
   HIGHTOWER ADVISORS, LLC 1080 - 2024-03-31 142,698 $3,726,000 -13,993
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1307 - 2024-03-31 140,551 $3,667,000 1,721
   MML INVESTORS SERVICES LLC 780 - 2024-03-31 138,978 $3,626,000 32,602
   ADVISORY SERVICES NETWORK, LLC 300 - 2024-03-31 132,867 $3,467,000 39,674
   Galvin Gaustad & Stein LLC 57 - 2024-03-31 128,500 $3,353,000 -152
   Diversify Advisory Services LLC 107 - 2024-03-31 130,570 $3,348,000 0
   Essential Planning LLC. 15 - 2024-03-31 120,431 $3,209,000 111
   MORGAN STANLEY 4209 - 2024-03-31 115,549 $3,015,000 4,005
   Schoolcraft Capital LLC 21 - 2024-03-31 115,387 $3,010,000 1,256
   Marotta Asset Management 38 - 2024-03-31 114,118 $2,977,000 7,664
   DFPG INVESTMENTS INC. 111 - 2023-12-31 112,993 $2,965,000 6,082
   RFG Advisory Group LLC 167 - 2024-03-31 108,353 $2,827,000 2,065
   GOLDMAN SACHS GROUP INC/ 2949 - 2024-03-31 108,097 $2,820,000 13,455
   SigFig Wealth Management LLC 68 - 2024-03-31 107,150 $2,796,000 -10,706
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1083 - 2024-03-31 102,860 $2,684,000 -162
   Opes Wealth Management LLC 37 - 2024-03-31 102,854 $2,683,000 8,418
   Blue Barn Wealth LLC 20 - 2024-03-31 95,186 $2,483,000 3,043
   J P MORGAN CHASE & CO 2912 - 2024-03-31 84,580 $2,207,000 -3,191
   RAYMOND JAMES & ASSOCIATES 2090 - 2024-03-31 83,840 $2,187,000 2,922
   STIFEL FINANCIAL CORP 1652 - 2024-03-31 83,332 $2,174,000 327
   Marks Group Wealth Management Inc 120 - 2024-03-31 80,760 $2,107,000 0
   Soltis Investment Advisors LLC 116 - 2024-03-31 78,843 $2,057,000 -271
   ASSET MANAGEMENT GROUP, INC. 68 - 2024-03-31 72,540 $1,893,000 -3,478
   Eagle Bay Advisors LLC 18 - 2024-03-31 70,514 $1,840,000 3,480
   FORTE ASSET MANAGEMENT LLC 31 - 2024-03-31 69,405 $1,811,000 7,033
   UBS Group AG 3057 - 2024-03-31 68,457 $1,786,000 1,456
   ROYAL BANK OF CANADA 2608 - 2024-03-31 67,168 $1,753,000 -16,393
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 80 - 2024-03-31 61,084 $1,594,000 3,560
   MARINER WEALTH ADVISORS, LLC 1231 - 2024-03-31 60,523 $1,579,000 -2,877
   Cetera Investment Advisers 1724 - 2024-03-31 60,352 $1,575,000 26,687
   FIRST NATIONAL CORP /MA/ /ADV 57 - 2024-03-31 58,098 $1,548,000 0
   NWAM LLC 162 - 2024-03-31 62,393 $1,546,000 6,563
   ATRIA INVESTMENTS LLC 763 - 2024-03-31 58,749 $1,533,000 2,881
   Orion Portfolio Solutions LLC 796 - 2024-03-31 56,943 $1,486,000 -29,543
   Full Sail Capital LLC 79 - 2024-03-31 56,767 $1,481,000 -2,911
   PALISADES HUDSON ASSET MANAGEMENT L.P. 25 - 2024-03-31 56,472 $1,473,000 4,949
   SALIENT TRUST CO LTA 90 - 2023-03-31 59,723 $1,451,000 284
   LINCOLN NATIONAL CORP 409 - 2024-03-31 54,888 $1,432,000 20,874
   THRIVENT FINANCIAL FOR LUTHERANS 1682 - 2024-03-31 48,187 $1,257,000 2,509
   Beaumont Financial Advisors LLC 128 - 2024-03-31 46,955 $1,225,000 -5,952
   Sachetta LLC 32 - 2024-03-31 44,987 $1,199,000 0
   AGF MANAGEMENT LTD 520 - 2024-03-31 43,608 $1,138,000 11,782
   Life Planning Partners Inc 24 - 2024-03-31 42,386 $1,106,000 2,875
   Sigma Planning Corp 477 - 2024-03-31 40,976 $1,069,000 22,874
   Glass Jacobson Investment Advisors llc 84 - 2024-03-31 38,501 $1,005,000 1,789
   SMITH MOORE & CO. 177 - 2024-03-31 37,137 $969,000 118
   Ronald Blue Trust Inc. 179 - 2024-03-31 36,559 $954,000 -79,706
   Rather & Kittrell Inc. 42 - 2024-03-31 35,879 $936,000 -1,310
   Birchcreek Wealth Management LLC 51 - 2024-03-31 33,629 $877,000 4,184
   Cedar Wealth Management LLC 44 - 2024-03-31 33,322 $869,000 -825
   Mutual Advisors LLC 527 - 2024-03-31 32,230 $841,000 -489
   Tortoise Investment Management LLC 123 - 2024-03-31 31,815 $830,000 -416
   HF Advisory Group LLC 79 - 2024-03-31 31,081 $811,000 2,446
   CRESTWOOD ADVISORS LLC 232 - 2024-03-31 31,048 $810,000 -1,843
   Robertson Stephens Wealth Management LLC 263 - 2024-03-31 31,048 $810,000 4,171
   Integrated Investment Consultants LLC 71 - 2024-03-31 31,000 $809,000 0
   Venturi Wealth Management LLC 212 - 2024-03-31 29,053 $758,000 -8,042
   BANK OF AMERICA CORP /DE/ 4190 - 2024-03-31 28,806 $752,000 7,489
   S&T BANK/PA 75 - 2024-03-31 27,660 $722,000 -38
   Kestra Advisory Services LLC 1440 - 2024-03-31 27,191 $709,000 1,886
   BALANCED WEALTH GROUP LLC 40 - 2024-03-31 25,896 $649,000 252
   Atria Wealth Solutions Inc. 1121 - 2024-03-31 24,852 $648,000 588
   JANE STREET GROUP LLC 3567 - 2024-03-31 24,817 $647,000 2,984
   FINANCIAL NETWORK 1785 - 2024-03-31 23,537 $614,000 -32,750
   MISSION WEALTH MANAGEMENT LLC 369 - 2024-03-31 23,240 $606,000 -1,404
   AMERIPRISE FINANCIAL INC 3281 - 2024-03-31 22,485 $587,000 1,181
   HARDESTY CAPITAL MANAGEMENT CORP 86 - 2024-03-31 22,449 $586,000 -570
   Capital Analysts Inc. 300 - 2024-03-31 21,987 $574,000 2,174
   BLUE CREEK INVESTMENT PARTNERS LLC 177 - 2024-03-31 21,953 $573,000 1,967
   J.W. COLE ADVISORS INC. 496 - 2024-03-31 21,809 $569,000 3,166
   Brookstone Capital Management 589 - 2024-03-31 21,818 $569,000 -1,812
   EP WEALTH ADVISORS, INC. 498 - 2024-03-31 20,594 $537,000 -3,848
   BCS Wealth Management 126 - 2024-03-31 20,274 $529,000 -980
   WELLS FARGO & CO/MN 3357 - 2024-03-31 20,073 $524,000 -211
   Pathway Financial Advisers LLC 123 - 2024-03-31 18,459 $482,000 0
   Sunbelt Securities Inc. 344 - 2024-03-31 17,413 $454,000 502
   Global Retirement Partners LLC 555 - 2024-03-31 16,884 $441,000 -552
   SMITH, SALLEY & ASSOCIATES 172 - 2024-03-31 16,910 $441,000 -8
   FOSTER & MOTLEY INC 280 - 2024-03-31 16,630 $434,000 -8,100
   Rehmann Capital Advisory Group 349 - 2024-03-31 16,487 $430,000 0
   Clarity Asset Management Inc. 25 - 2024-03-31 16,489 $430,000 -691
  100 Records found
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