Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

$29.06 -0.17 (-0.58%)

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$29.14 +0.09 (+0.29%)

As of 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 116
Total Institutional Inflows (last 12 months): $393.58M

Number of Institutional Sellers (last 12 months): 58
Total Institutional Outflows (last 12 months): $41.56M

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FREL Institutional Buying and Selling by Quarter

Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/23/2026	Ameritas Advisory Services LLC	11,500	$337K	0.0%	+33.9%	0.023%
8/22/2026	Compass Financial Management LLC	1,455	$43K	0.0%	N/A	0.003%
8/20/2026	Rehmann Capital Advisory Group	48,085	$1.41M	0.1%	-80.0%	0.097%
8/12/2026	Compass Financial Management LLC	1,455	$43K	0.0%	N/A	0.003%
7/10/2026	Heck Capital Advisors LLC	229,503	$6.72M	0.4%	-2.7%	0.462%
7/9/2026	HF Advisory Group LLC	55,036	$1.61M	0.5%	+2.3%	0.111%
7/8/2026	Integrated Capital Management Inc.	33,324	$976K	0.7%	+6.6%	0.067%
7/7/2026	Dynamic Advisor Solutions LLC	218,481	$6.40M	0.2%	+4.6%	0.440%
6/1/2026	Keel Point LLC	13,213	$356K	0.0%	-3.8%	0.027%
5/19/2026	Bank of America Corp DE	10,268,643	$276.33M	0.0%	+25,321.8%	20.787%
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5/18/2026	Sunbelt Securities Inc.	29,789	$802K	0.1%	+74.8%	0.060%
5/18/2026	Talon Private Wealth LLC	8,208	$221K	0.0%	N/A	0.017%
5/18/2026	Royal Bank of Canada	104,458	$2.81M	0.0%	-5.9%	0.211%
5/14/2026	Compound Planning Inc.	13,635	$367K	0.0%	-43.5%	0.028%
5/14/2026	Lido Advisors LLC	1,158,618	$31.18M	0.1%	-13.4%	2.345%
5/13/2026	Cetera Investment Advisers	377,838	$10.17M	0.0%	-12.3%	0.765%
5/13/2026	Sachem Hill LLC	90,648	$2.44M	0.5%	+2.0%	0.183%
5/8/2026	PNC Financial Services Group Inc.	701,032	$18.87M	0.0%	-18.6%	1.419%
5/6/2026	Prospect Financial Group LLC	116,981	$3.15M	2.9%	+3.8%	0.237%
5/5/2026	Beaumont Financial Advisors LLC	60,958	$1.64M	0.1%	+14.4%	0.123%
5/5/2026	Nwam LLC	76,616	$2.06M	0.1%	+9.2%	0.155%
5/4/2026	Riverpoint Wealth Management Holdings LLC	555,858	$14.96M	3.2%	+5.7%	1.125%
5/4/2026	Beckerman Institutional LLC	70,108	$1.89M	1.0%	+7.4%	0.142%
5/2/2026	Diversify Wealth Management LLC	329,694	$9.49M	0.2%	+49.4%	0.667%
5/1/2026	Fifth Third Bancorp	1,881	$51K	0.0%	+180.3%	0.004%
5/1/2026	Sachetta LLC	74,220	$2.00M	1.1%	+5.3%	0.149%
4/30/2026	Elevated Capital Advisors LLC	8,050	$217K	0.1%	-79.5%	0.016%
4/30/2026	Kestra Advisory Services LLC	47,533	$1.28M	0.0%	+6.0%	0.096%
4/29/2026	Northwest Wealth Advisors LLC	31,361	$844K	0.6%	+22.2%	0.063%
4/27/2026	Lodestar Private Asset Management LLC	81,676	$2.20M	0.2%	+6.7%	0.164%
4/27/2026	Marotta Asset Management	252,566	$6.82M	1.3%	+16.1%	0.508%
4/25/2026	Eagle Bay Advisors LLC	54,655	$1.47M	1.3%	-1.1%	0.110%
4/25/2026	Livet Wealth LLC	87,202	$2.35M	1.5%	+5.8%	0.175%
4/23/2026	Balanced Wealth Group LLC	28,123	$757K	0.3%	+5.1%	0.056%
4/23/2026	Pasadena Private Wealth LLC	220,576	$5.94M	0.8%	N/A	0.443%
4/21/2026	HF Advisory Group LLC	53,794	$1.45M	0.5%	+10.3%	0.108%
4/21/2026	Foster & Motley Inc.	7,934	$214K	0.0%	-15.8%	0.016%
4/21/2026	Penobscot Wealth Management	11,278	$304K	0.1%	-12.3%	0.023%
4/20/2026	RFG Advisory LLC	160,655	$4.32M	0.1%	+5.3%	0.322%
3/9/2026	Corient Private Wealth LLC	8,090	$218K	0.0%	+5.4%	0.016%
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3/4/2026	Pure Financial Advisors LLC	397,722	$10.70M	0.2%	-2.1%	0.800%
3/4/2026	Rehmann Capital Advisory Group	231,859	$6.24M	0.3%	+7.1%	0.467%
3/4/2026	SHP Wealth Management	1,000	$27K	0.0%	N/A	0.002%
2/20/2026	Sunbelt Securities Inc.	17,042	$458K	0.0%	-3.3%	0.034%
2/20/2026	Kovitz Investment Group Partners LLC	55,517	$1.49M	0.0%	-56.4%	0.112%
2/19/2026	Compound Planning Inc.	24,138	$649K	0.0%	N/A	0.049%
2/19/2026	Corient Private Wealth LLC	8,090	$218K	0.0%	+5.4%	0.016%
2/18/2026	Mercer Global Advisors Inc. ADV	43,512	$1.17M	0.0%	-10.9%	0.088%
2/17/2026	Cetera Investment Advisers	431,015	$11.59M	0.0%	+5.3%	0.867%
2/17/2026	Townsend Financial Planning LLC	168,246	$4.52M	4.5%	N/A	0.339%
2/17/2026	Osaic Holdings Inc.	264,364	$7.11M	0.0%	-9.1%	0.532%
2/17/2026	Advisory Services Network LLC	17,564	$472K	0.0%	-15.6%	0.035%
2/17/2026	Asset Management Group Inc.	62,309	$1.68M	0.3%	-3.6%	0.125%
2/17/2026	Royal Bank of Canada	111,061	$2.99M	0.0%	+48.2%	0.223%
2/17/2026	Financial Freedom LLC	6,938	$187K	0.1%	N/A	0.014%
2/16/2026	MML Investors Services LLC	233,045	$6.27M	0.0%	+12.3%	0.469%
2/16/2026	Mariner LLC	55,158	$1.48M	0.0%	+24.8%	0.111%
2/16/2026	Motiv8 Investments LLC	2,957	$80K	0.0%	N/A	0.006%
2/16/2026	Fort Point Capital Partners LLC	30,325	$843K	0.1%	-3.3%	0.061%
2/16/2026	Clarity Asset Management Inc.	17,831	$479K	0.3%	+3.2%	0.036%
2/16/2026	Atlas Capital Advisors Inc.	6,046	$163K	0.0%	N/A	0.012%
2/13/2026	Kestra Advisory Services LLC	44,841	$1.21M	0.0%	-2.8%	0.090%
2/13/2026	Transamerica Financial Advisors LLC	1,835	$49K	0.0%	+147.6%	0.004%
2/13/2026	Stifel Financial Corp	63,540	$1.71M	0.0%	-1.0%	0.128%
2/13/2026	Smartleaf Asset Management LLC	5,436	$147K	0.0%	+23.8%	0.011%
2/13/2026	Wells Fargo & Company MN	39,715	$1.07M	0.0%	+53.3%	0.080%
2/13/2026	Livet Wealth LLC	82,409	$2.22M	1.4%	N/A	0.166%
2/12/2026	Financial Engines Advisors L.L.C.	132,762	$3.57M	0.0%	+1.9%	0.267%
2/12/2026	Commonwealth Equity Services LLC	532,679	$14.32M	0.0%	+4.8%	1.072%
2/12/2026	Penobscot Wealth Management	12,856	$346K	0.1%	-8.1%	0.026%
2/12/2026	Sachem Hill LLC	88,839	$2.39M	0.5%	+5.2%	0.179%
2/12/2026	Steward Partners Investment Advisory LLC	116,954	$3.15M	0.0%	+0.8%	0.235%
2/12/2026	Brown Brothers Harriman & Co.	1,152	$31K	0.0%	-25.4%	0.002%
2/12/2026	Colonial Trust Advisors	4,516	$121K	0.0%	-19.6%	0.009%
2/12/2026	Colonial Trust Co SC	2,244	$60K	0.0%	-54.1%	0.005%
2/12/2026	Keel Point LLC	13,728	$369K	0.0%	-4.0%	0.028%
2/11/2026	Cornerstone Financial Group LLC NE	8,102	$218K	0.2%	+10.3%	0.016%
2/11/2026	LPL Financial LLC	417,340	$11.22M	0.0%	-1.4%	0.840%
2/11/2026	O Shaughnessy Asset Management LLC	23,489	$632K	0.0%	+2,294.4%	0.047%
2/10/2026	Lido Advisors LLC	1,337,397	$37.18M	0.1%	+0.2%	2.691%
2/10/2026	Blue Barn Wealth LLC	61,375	$1.65M	2.4%	-52.9%	0.123%
2/10/2026	Goldman Sachs Group Inc.	17,493	$470K	0.0%	N/A	0.035%
2/10/2026	Riverpoint Wealth Management Holdings LLC	525,783	$14.14M	3.0%	+5.6%	1.058%
2/10/2026	Northwestern Mutual Wealth Management Co.	815,738	$21.94M	0.0%	+7.1%	1.641%
2/10/2026	Beckerman Institutional LLC	65,271	$1.76M	1.0%	+11.0%	0.131%
2/6/2026	Northwest Wealth Advisors LLC	25,669	$690K	0.5%	N/A	0.052%
2/6/2026	Global Retirement Partners LLC	23,369	$628K	0.0%	+6.5%	0.047%
2/6/2026	Mach 1 Financial Group LLC	38,585	$1.04M	0.2%	N/A	0.078%
2/6/2026	IFP Advisors Inc	25,292	$680K	0.0%	-1.7%	0.051%
2/6/2026	PNC Financial Services Group Inc.	861,230	$23.16M	0.0%	-16.2%	1.733%
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2/6/2026	Larson Financial Group LLC	18,318	$493K	0.0%	+5.9%	0.037%
2/6/2026	Tortoise Investment Management LLC	51,374	$1.38M	0.1%	+5.4%	0.103%
2/6/2026	HighTower Advisors LLC	147,024	$3.95M	0.0%	+1.3%	0.296%
2/5/2026	Mission Wealth Management LP	12,591	$339K	0.0%	-5.3%	0.025%
2/5/2026	Sapient Capital LLC	15,000	$407K	0.0%	N/A	0.030%
2/5/2026	Independent Solutions Wealth Management LLC	112,887	$3.04M	0.6%	-2.6%	0.227%
2/5/2026	Everstar Asset Management LLC	4,234	$114K	0.1%	N/A	0.009%
2/5/2026	Northwestern Mutual Wealth Management Co.	655,559	$19.45M	0.0%	-13.9%	1.319%
2/5/2026	Fingerlakes Wealth Management Inc.	21,485	$578K	0.4%	+9.0%	0.043%
2/4/2026	Summit Wealth Group LLC Co.	45,500	$1.22M	0.2%	N/A	0.092%

FREL Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($276.33M), AE Wealth Management LLC ($43.42M), Lido Advisors LLC ($31.18M), Citizens & Northern Corp ($29.23M), Envestnet Asset Management Inc. ($26.89M), Northwestern Mutual Wealth Management Co. ($21.94M), and Black Diamond Financial LLC ($20.24M).Learn more on Fidelity MSCI Real Estate Index ETF's institutional investors.

Of the 165 institutional investors that purchased Fidelity MSCI Real Estate Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($10.25M), Essential Planning LLC. ($7.82M), Life Planning Partners Inc ($1.12M), Envestnet Asset Management Inc. ($988.69K), AE Wealth Management LLC ($723.59K), Northwestern Mutual Wealth Management Co. ($416.43K), and Heck Capital Advisors LLC ($326.20K).

Institutional investors have bought a total of 14,556,599 shares in the last 24 months. This purchase volume represents approximately $393.58M in transactions.

Of the 58 institutional investors that sold Fidelity MSCI Real Estate Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($421.77K), Rehmann Capital Advisory Group ($192.11K), Lido Advisors LLC ($178.78K), Northwestern Mutual Wealth Management Co. ($105.95K), Kovitz Investment Group Partners LLC ($71.79K), Blue Barn Wealth LLC ($68.95K), and Cetera Investment Advisers ($53.18K).

Institutional investors have sold a total of 1,518,096 shares in the last 24 months. This volume of shares sold represents approximately $41.56M in transactions.

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Institutional ownership data for NYSEARCA:FREL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.

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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

FREL Institutional Buying and Selling by Quarter

Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

FREL Institutional Ownership - Frequently Asked Questions

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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

FREL Institutional Buying and Selling by Quarter

Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

FREL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FREL shares?

Which institutional investors have been buying Fidelity MSCI Real Estate Index ETF's stock?

How much institutional buying is happening at Fidelity MSCI Real Estate Index ETF?

Which of Fidelity MSCI Real Estate Index ETF's major shareholders have been selling company stock?

How much institutional selling is happening at Fidelity MSCI Real Estate Index ETF?

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