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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$29.54 +0.25 (+0.85%)
As of 08/12/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$396.95M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$39.77M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026Compass Financial Management LLC1,455$43K0.0%N/A0.003%
7/10/2026 Heck Capital Advisors LLC229,503$6.72M0.4%-2.7%0.462%
7/9/2026 HF Advisory Group LLC55,036$1.61M0.5%+2.3%0.111%
7/8/2026 Integrated Capital Management Inc.33,324$976K0.7%+6.6%0.067%
7/7/2026 Dynamic Advisor Solutions LLC218,481$6.40M0.2%+4.6%0.440%
6/1/2026Keel Point LLC13,213$356K0.0%-3.8%0.027%
5/19/2026Bank of America Corp DE10,268,643$276.33M0.0%+25,321.8%20.787%
5/18/2026Sunbelt Securities Inc.29,789$802K0.1%+74.8%0.060%
5/18/2026Talon Private Wealth LLC8,208$221K0.0%N/A0.017%
5/18/2026Royal Bank of Canada104,458$2.81M0.0%-5.9%0.211%
5/14/2026 Compound Planning Inc.13,635$367K0.0%-43.5%0.028%
5/14/2026 Lido Advisors LLC1,158,618$31.18M0.1%-13.4%2.345%
5/13/2026Cetera Investment Advisers377,838$10.17M0.0%-12.3%0.765%
5/13/2026 Sachem Hill LLC90,648$2.44M0.5%+2.0%0.183%
5/8/2026 PNC Financial Services Group Inc.701,032$18.87M0.0%-18.6%1.419%
5/6/2026 Prospect Financial Group LLC116,981$3.15M2.9%+3.8%0.237%
5/5/2026 Beaumont Financial Advisors LLC60,958$1.64M0.1%+14.4%0.123%
5/5/2026 Nwam LLC76,616$2.06M0.1%+9.2%0.155%
5/4/2026 Riverpoint Wealth Management Holdings LLC555,858$14.96M3.2%+5.7%1.125%
5/4/2026 Beckerman Institutional LLC70,108$1.89M1.0%+7.4%0.142%
5/2/2026 Diversify Wealth Management LLC329,694$9.49M0.2%+49.4%0.667%
5/1/2026 Fifth Third Bancorp1,881$51K0.0%+180.3%0.004%
5/1/2026 Sachetta LLC74,220$2.00M1.1%+5.3%0.149%
4/30/2026 Elevated Capital Advisors LLC8,050$217K0.1%-79.5%0.016%
4/30/2026 Kestra Advisory Services LLC47,533$1.28M0.0%+6.0%0.096%
4/29/2026 Northwest Wealth Advisors LLC31,361$844K0.6%+22.2%0.063%
4/27/2026 Lodestar Private Asset Management LLC81,676$2.20M0.2%+6.7%0.164%
4/27/2026 Marotta Asset Management252,566$6.82M1.3%+16.1%0.508%
4/25/2026 Eagle Bay Advisors LLC54,655$1.47M1.3%-1.1%0.110%
4/25/2026 Livet Wealth LLC87,202$2.35M1.5%+5.8%0.175%
4/23/2026 Balanced Wealth Group LLC28,123$757K0.3%+5.1%0.056%
4/23/2026 Pasadena Private Wealth LLC220,576$5.94M0.8%N/A0.443%
4/21/2026 HF Advisory Group LLC53,794$1.45M0.5%+10.3%0.108%
4/21/2026 Foster & Motley Inc.7,934$214K0.0%-15.8%0.016%
4/21/2026 Penobscot Wealth Management11,278$304K0.1%-12.3%0.023%
4/20/2026 RFG Advisory LLC160,655$4.32M0.1%+5.3%0.322%
3/9/2026Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
3/4/2026Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.800%
3/4/2026Rehmann Capital Advisory Group231,859$6.24M0.3%+7.1%0.467%
3/4/2026 SHP Wealth Management1,000$27K0.0%N/A0.002%
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2/20/2026Sunbelt Securities Inc.17,042$458K0.0%-3.3%0.034%
2/20/2026Kovitz Investment Group Partners LLC55,517$1.49M0.0%-56.4%0.112%
2/19/2026 Compound Planning Inc.24,138$649K0.0%N/A0.049%
2/19/2026Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
2/18/2026 Mercer Global Advisors Inc. ADV43,512$1.17M0.0%-10.9%0.088%
2/17/2026Cetera Investment Advisers431,015$11.59M0.0%+5.3%0.867%
2/17/2026 Townsend Financial Planning LLC168,246$4.52M4.5%N/A0.339%
2/17/2026Osaic Holdings Inc.264,364$7.11M0.0%-9.1%0.532%
2/17/2026Advisory Services Network LLC17,564$472K0.0%-15.6%0.035%
2/17/2026Asset Management Group Inc.62,309$1.68M0.3%-3.6%0.125%
2/17/2026Royal Bank of Canada111,061$2.99M0.0%+48.2%0.223%
2/17/2026 Financial Freedom LLC6,938$187K0.1%N/A0.014%
2/16/2026 MML Investors Services LLC233,045$6.27M0.0%+12.3%0.469%
2/16/2026Mariner LLC55,158$1.48M0.0%+24.8%0.111%
2/16/2026Motiv8 Investments LLC2,957$80K0.0%N/A0.006%
2/16/2026Fort Point Capital Partners LLC30,325$843K0.1%-3.3%0.061%
2/16/2026 Clarity Asset Management Inc.17,831$479K0.3%+3.2%0.036%
2/16/2026Atlas Capital Advisors Inc.6,046$163K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC44,841$1.21M0.0%-2.8%0.090%
2/13/2026Transamerica Financial Advisors LLC1,835$49K0.0%+147.6%0.004%
2/13/2026Stifel Financial Corp63,540$1.71M0.0%-1.0%0.128%
2/13/2026Smartleaf Asset Management LLC5,436$147K0.0%+23.8%0.011%
2/13/2026Wells Fargo & Company MN39,715$1.07M0.0%+53.3%0.080%
2/13/2026 Livet Wealth LLC82,409$2.22M1.4%N/A0.166%
2/12/2026Financial Engines Advisors L.L.C.132,762$3.57M0.0%+1.9%0.267%
2/12/2026 Commonwealth Equity Services LLC532,679$14.32M0.0%+4.8%1.072%
2/12/2026 Penobscot Wealth Management12,856$346K0.1%-8.1%0.026%
2/12/2026 Sachem Hill LLC88,839$2.39M0.5%+5.2%0.179%
2/12/2026Steward Partners Investment Advisory LLC116,954$3.15M0.0%+0.8%0.235%
2/12/2026Brown Brothers Harriman & Co.1,152$31K0.0%-25.4%0.002%
2/12/2026 Colonial Trust Advisors4,516$121K0.0%-19.6%0.009%
2/12/2026 Colonial Trust Co SC2,244$60K0.0%-54.1%0.005%
2/12/2026Keel Point LLC13,728$369K0.0%-4.0%0.028%
2/11/2026 Cornerstone Financial Group LLC NE8,102$218K0.2%+10.3%0.016%
2/11/2026 LPL Financial LLC417,340$11.22M0.0%-1.4%0.840%
2/11/2026O Shaughnessy Asset Management LLC23,489$632K0.0%+2,294.4%0.047%
2/10/2026 Lido Advisors LLC1,337,397$37.18M0.1%+0.2%2.691%
2/10/2026Blue Barn Wealth LLC61,375$1.65M2.4%-52.9%0.123%
2/10/2026Goldman Sachs Group Inc.17,493$470K0.0%N/A0.035%
2/10/2026 Riverpoint Wealth Management Holdings LLC525,783$14.14M3.0%+5.6%1.058%
2/10/2026Northwestern Mutual Wealth Management Co.815,738$21.94M0.0%+7.1%1.641%
2/10/2026 Beckerman Institutional LLC65,271$1.76M1.0%+11.0%0.131%
2/6/2026 Northwest Wealth Advisors LLC25,669$690K0.5%N/A0.052%
2/6/2026 Global Retirement Partners LLC23,369$628K0.0%+6.5%0.047%
2/6/2026 Mach 1 Financial Group LLC38,585$1.04M0.2%N/A0.078%
2/6/2026 IFP Advisors Inc25,292$680K0.0%-1.7%0.051%
2/6/2026 PNC Financial Services Group Inc.861,230$23.16M0.0%-16.2%1.733%
2/6/2026Larson Financial Group LLC18,318$493K0.0%+5.9%0.037%
2/6/2026 Tortoise Investment Management LLC51,374$1.38M0.1%+5.4%0.103%
2/6/2026 HighTower Advisors LLC147,024$3.95M0.0%+1.3%0.296%
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2/5/2026 Mission Wealth Management LP12,591$339K0.0%-5.3%0.025%
2/5/2026 Sapient Capital LLC15,000$407K0.0%N/A0.030%
2/5/2026 Independent Solutions Wealth Management LLC112,887$3.04M0.6%-2.6%0.227%
2/5/2026 Everstar Asset Management LLC4,234$114K0.1%N/A0.009%
2/5/2026Northwestern Mutual Wealth Management Co.655,559$19.45M0.0%-13.9%1.319%
2/5/2026 Fingerlakes Wealth Management Inc.21,485$578K0.4%+9.0%0.043%
2/4/2026 Summit Wealth Group LLC Co.45,500$1.22M0.2%N/A0.092%
2/4/2026Ameritas Advisory Services LLC8,520$229K0.0%+57.3%0.017%
2/4/2026Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.803%
2/4/2026 Nwam LLC70,140$1.93M0.1%+5.2%0.142%


FREL Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 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 166 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 ($865.56K), Northwestern Mutual Wealth Management Co. ($416.92K), and Heck Capital Advisors LLC ($326.20K).

Institutional investors have bought a total of 14,681,848 shares in the last 24 months. This purchase volume represents approximately $396.95M in transactions.

Of the 61 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), Lido Advisors LLC ($178.78K), Advisory Services Network LLC ($137.23K), 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 1,468,017 shares in the last 24 months. This volume of shares sold represents approximately $39.77M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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