FREL Institutional Ownership & Shareholders
FIDELITY REAL ESTATE ETF (FREL) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $791.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FREL tracked by InsiderSet, reporting ownership valued at approximately $306.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $302.28M, representing an estimated loss of -1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FREL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lido Advisors, Llc, Citizens & Northern Corp, and several other long-term asset managers with concentrated positions in FIDELITY REAL ESTATE ETF (FREL).
This page ranks the largest institutional FREL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$791.08M
Largest Holder
Bank Of America Corp
Largest Position
$306.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 10,474,151 | $306,892,621 | $302,283,998 | -$4,608,623 | -1.50% | |
| Lido Advisors, Llc | 0.12% | 1,113,126 | $32,614,609 | $32,124,816 | -$489,793 | -1.50% | |
| Citizens & Northern Corp | 6.38% | 953,634 | $27,941,476 | $27,521,877 | -$419,599 | -1.50% | |
| Black Diamond Financial, Llc | 2.29% | 992,015 | $26,962,964 | $28,629,553 | +$1,666,589 | +6.18% | |
| Envestnet Asset Management Inc | 0.01% | 834,747 | $24,458,096 | $24,090,798 | -$367,298 | -1.50% | |
| Mai Capital Management | 0.08% | 751,885 | $22,030,218 | $21,699,401 | -$330,817 | -1.50% | |
| Truefg, Llc | 4.60% | 728,436 | $19,798,896 | $21,022,663 | +$1,223,767 | +6.18% | |
| Lpl Financial Llc | 0.00% | 606,359 | $17,766,302 | $17,499,521 | -$266,781 | -1.50% | |
| Riverpoint Wealth Management Holdings, Llc | 3.09% | 574,099 | $16,821,102 | $16,568,497 | -$252,605 | -1.50% | |
| Pnc Financial Services Group, Inc. | 0.01% | 573,960 | $16,817,029 | $16,564,486 | -$252,543 | -1.50% | |
| Cetera Investment Advisers | 0.01% | 414,726 | $12,151,468 | $11,968,992 | -$182,476 | -1.50% | |
| Commonwealth Equity Services, Llc | 0.02% | 444,618 | $12,084,701 | $12,831,675 | +$746,974 | +6.18% | |
| Pure Financial Advisors, Llc | 0.14% | 374,745 | $10,980,024 | $10,815,141 | -$164,883 | -1.50% | |
| Diversify Advisory Services, Llc | 0.16% | 376,148 | $10,430,587 | $10,855,631 | +$425,044 | +4.07% | |
| Diversify Wealth Management, Llc | 0.16% | 376,148 | $10,430,587 | $10,855,631 | +$425,044 | +4.07% | |
| Payne Capital Management, Llc | 2.55% | 326,406 | $9,563,696 | $9,420,077 | -$143,619 | -1.50% | |
| Pasadena Private Wealth, Llc | 1.09% | 290,004 | $8,497,125 | $8,369,515 | -$127,610 | -1.50% | |
| Marotta Asset Management | 1.28% | 277,985 | $7,555,645 | $8,022,647 | +$467,002 | +6.18% | |
| Mml Investors Services, Llc | 0.02% | 251,290 | $7,362,798 | $7,252,229 | -$110,569 | -1.50% | |
| Agf Management Ltd | 0.02% | 217,104 | $6,361,147 | $6,265,621 | -$95,526 | -1.50% | |
| Heck Capital Advisors, Llc | 0.35% | 232,425 | $6,317,308 | $6,707,786 | +$390,478 | +6.18% | |
| Osaic Holdings, Inc. | 0.01% | 210,574 | $6,170,899 | $6,077,166 | -$93,733 | -1.52% | |
| Dynamic Advisor Solutions Llc | 0.17% | 226,201 | $6,148,147 | $6,528,161 | +$380,014 | +6.18% | |
| Raymond James Financial Inc | 0.00% | 207,182 | $6,070,439 | $5,979,273 | -$91,166 | -1.50% | |
| Morgan Stanley | 0.00% | 188,778 | $5,531,271 | $5,448,133 | -$83,138 | -1.50% | |
| Creative Planning | 0.00% | 200,650 | $5,453,661 | $5,790,759 | +$337,098 | +6.18% | |
| American Financial & Tax Strategies Inc | 2.49% | 198,976 | $5,408,174 | $5,742,447 | +$334,273 | +6.18% | |
| Rfg Advisory, Llc | 0.08% | 167,965 | $4,921,363 | $4,847,470 | -$73,893 | -1.50% | |
| Townsend Financial Planning, Llc | 4.14% | 171,815 | $4,669,932 | $4,958,581 | +$288,649 | +6.18% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 148,155 | $4,340,930 | $4,275,753 | -$65,177 | -1.50% | |
| Ep Wealth Advisors, Llc | 0.02% | 145,026 | $4,249,247 | $4,185,450 | -$63,797 | -1.50% | |
| Physician Wealth Advisors, Inc. | 0.48% | 153,800 | $4,180,293 | $4,438,668 | +$258,375 | +6.18% | |
| Financial Engines Advisors L.L.C. | 0.01% | 133,050 | $3,898,365 | $3,839,823 | -$58,542 | -1.50% | |
| Essential Planning, Llc. | 1.01% | 136,212 | $3,702,185 | $3,931,078 | +$228,893 | +6.18% | |
| Prospect Financial Group Llc | 2.94% | 124,636 | $3,651,848 | $3,596,995 | -$54,853 | -1.50% | |
| Opes Wealth Management Llc | 0.61% | 133,774 | $3,599,858 | $3,860,718 | +$260,860 | +7.25% | |
| Mariner, Llc | 0.00% | 111,416 | $3,264,478 | $3,215,466 | -$49,012 | -1.50% | |
| Independent Solutions Wealth Management, Llc | 0.40% | 117,019 | $3,180,570 | $3,377,168 | +$196,598 | +6.18% | |
| Sigfig Wealth Management, Llc | 0.07% | 108,480 | $2,948,487 | $3,130,733 | +$182,246 | +6.18% | |
| Livet Wealth, Llc | 1.39% | 92,048 | $2,501,865 | $2,656,505 | +$154,640 | +6.18% | |
| Sachem Hill Llc | 0.43% | 90,405 | $2,457,207 | $2,609,088 | +$151,881 | +6.18% | |
| Ubs Group Ag | 0.00% | 82,177 | $2,407,786 | $2,371,628 | -$36,158 | -1.50% | |
| Northcoast Asset Management Llc | 0.05% | 81,922 | $2,400,336 | $2,364,269 | -$36,067 | -1.50% | |
| Sachetta, Llc | 1.16% | 81,586 | $2,390,476 | $2,354,572 | -$35,904 | -1.50% | |
| Stifel Financial Corp | 0.00% | 79,671 | $2,334,310 | $2,299,305 | -$35,005 | -1.50% | |
| Nwam Llc | 0.12% | 79,063 | $2,316,534 | $2,281,758 | -$34,776 | -1.50% | |
| Beckerman Institutional, Llc | 1.08% | 77,119 | $2,259,589 | $2,225,654 | -$33,935 | -1.50% | |
| Lodestar Private Asset Management Llc | 0.19% | 82,374 | $2,238,925 | $2,377,314 | +$138,389 | +6.18% | |
| Royal Bank Of Canada | 0.00% | 76,377 | $2,238,000 | $2,204,240 | -$33,760 | -1.51% | |
| Mercer Global Advisors Inc | 0.00% | 71,955 | $2,108,276 | $2,076,621 | -$31,655 | -1.50% |
Frequently asked questions about FREL
Who are the largest institutional holders of FREL?
The largest institutional holders of FREL reported in the latest SEC Form 13F filings include Bank Of America Corp, Lido Advisors, Llc, Citizens & Northern Corp, Black Diamond Financial, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FREL position.
What is FREL institutional ownership?
This page tracks FREL positions reported by institutional investment managers through SEC Form 13F. FIDELITY REAL ESTATE ETF (FREL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FREL?
InsiderSet currently tracks 201 institutional managers reporting FREL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FREL shareholders.
How much FREL stock do institutions own?
Institutional investment managers disclosed approximately $791.08M in FREL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FREL institutional ownership last updated?
The latest FREL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FREL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FREL position after the reporting date.
Are institutions buying or selling FREL?
Institutional buying and selling can be analyzed by comparing FREL positions across consecutive 13F reporting periods. InsiderSet's FREL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FREL ownership changes.
How has FREL institutional ownership changed over time?
InsiderSet tracks FREL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.