FIDELITY REAL ESTATE ETF (FREL) Institutional Shareholders
FIDELITY REAL ESTATE ETF (FREL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $794.44M in FREL holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FREL tracked by InsiderSet, reporting ownership valued at approximately $276.33M in its March 31, 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 $308.78M, representing an estimated gain of +11.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
192
Total Reported Value
$794.44M
Largest Holder
Bank Of America Corp
Largest Position
$276.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
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% | 10,268,643 | $276,329,185 | $308,778,095 | +$32,448,910 | +11.74% | |
| Lido Advisors, Llc | 0.12% | 1,158,618 | $31,178,450 | $34,839,643 | +$3,661,193 | +11.74% | |
| Citizens & Northern Corp | 6.38% | 953,634 | $27,941,476 | $28,675,774 | +$734,298 | +2.63% | |
| Envestnet Asset Management Inc | 0.01% | 963,333 | $25,923,278 | $28,967,423 | +$3,044,145 | +11.74% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 850,355 | $22,883,056 | $25,570,175 | +$2,687,119 | +11.74% | |
| Black Diamond Financial, Llc | 2.43% | 827,301 | $22,262,672 | $24,876,941 | +$2,614,269 | +11.74% | |
| Truefg, Llc | 4.84% | 707,277 | $20,723,206 | $21,267,819 | +$544,613 | +2.63% | |
| Mai Capital Management | 0.11% | 690,011 | $18,568,198 | $20,748,631 | +$2,180,433 | +11.74% | |
| Pnc Financial Services Group, Inc. | 0.01% | 633,037 | $17,035,014 | $19,035,423 | +$2,000,409 | +11.74% | |
| Riverpoint Wealth Management Holdings, Llc | 3.09% | 574,099 | $16,821,102 | $17,263,157 | +$442,055 | +2.63% | |
| Commonwealth Equity Services, Llc | 0.02% | 550,820 | $16,139,030 | $16,563,157 | +$424,127 | +2.63% | |
| Lpl Financial Llc | 0.00% | 588,435 | $15,834,791 | $17,694,240 | +$1,859,449 | +11.74% | |
| Two Sigma Investments, Lp | 0.01% | 575,000 | $15,473,250 | $17,290,250 | +$1,817,000 | +11.74% | |
| Atlasmark Financial, Inc | 0.79% | 547,265 | $14,927,023 | $16,456,259 | +$1,529,236 | +10.24% | |
| Diversify Wealth Management, Llc | 0.18% | 348,236 | $10,631,650 | $10,471,457 | -$160,193 | -1.51% | |
| Pure Financial Advisors, Llc | 0.15% | 386,688 | $10,405,784 | $11,627,708 | +$1,221,924 | +11.74% | |
| Cetera Investment Advisers | 0.01% | 377,838 | $10,167,631 | $11,361,589 | +$1,193,958 | +11.74% | |
| Payne Capital Management, Llc | 2.55% | 312,330 | $8,404,790 | $9,391,763 | +$986,973 | +11.74% | |
| Marotta Asset Management | 1.33% | 271,595 | $7,995,771 | $8,166,862 | +$171,091 | +2.14% | |
| Heck Capital Advisors, Llc | 0.40% | 229,503 | $6,724,444 | $6,901,155 | +$176,711 | +2.63% | |
| Ae Wealth Management Llc | 0.04% | 246,871 | $6,643,270 | $7,423,411 | +$780,141 | +11.74% | |
| Rehmann Capital Advisory Group | 0.34% | 240,190 | $6,462,635 | $7,222,513 | +$759,878 | +11.76% | |
| Dynamic Advisor Solutions Llc | 0.18% | 218,481 | $6,401,500 | $6,569,724 | +$168,224 | +2.63% | |
| Osaic Holdings, Inc. | 0.01% | 234,340 | $6,306,677 | $7,046,604 | +$739,927 | +11.73% | |
| Pasadena Private Wealth, Llc | 0.82% | 220,576 | $5,935,700 | $6,632,720 | +$697,020 | +11.74% | |
| Mml Investors Services, Llc | 0.02% | 215,674 | $5,803,793 | $6,485,317 | +$681,524 | +11.74% | |
| Agf Management Ltd | 0.03% | 213,426 | $5,743,294 | $6,417,720 | +$674,426 | +11.74% | |
| Creative Planning | 0.00% | 212,107 | $5,707,800 | $6,378,057 | +$670,257 | +11.74% | |
| American Financial & Tax Strategies Inc | 2.61% | 199,741 | $5,375,029 | $6,006,212 | +$631,183 | +11.74% | |
| Rfg Advisory, Llc | 0.08% | 167,965 | $4,921,363 | $5,050,708 | +$129,345 | +2.63% | |
| Morgan Stanley | 0.00% | 181,647 | $4,888,156 | $5,462,125 | +$573,969 | +11.74% | |
| Physician Wealth Advisors, Inc. | 0.56% | 159,503 | $4,673,432 | $4,796,255 | +$122,823 | +2.63% | |
| Townsend Financial Planning, Llc | 4.46% | 171,333 | $4,610,573 | $5,151,983 | +$541,410 | +11.74% | |
| Hightower Advisors, Llc | 0.00% | 155,854 | $4,194,033 | $4,686,530 | +$492,497 | +11.74% | |
| Raymond James Financial Inc | 0.00% | 149,017 | $4,010,050 | $4,480,941 | +$470,891 | +11.74% | |
| Ubs Group Ag | 0.00% | 145,021 | $3,902,515 | $4,360,781 | +$458,266 | +11.74% | |
| Essential Planning, Llc. | 1.15% | 134,920 | $3,630,623 | $4,057,044 | +$426,421 | +11.75% | |
| Financial Engines Advisors L.L.C. | 0.01% | 134,417 | $3,617,161 | $4,041,919 | +$424,758 | +11.74% | |
| Opes Wealth Management Llc | 0.61% | 133,774 | $3,599,858 | $4,022,584 | +$422,726 | +11.74% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 126,162 | $3,395,022 | $3,793,691 | +$398,669 | +11.74% | |
| Sigfig Wealth Management, Llc | 0.09% | 113,284 | $3,379,275 | $3,406,450 | +$27,175 | +0.80% | |
| Independent Solutions Wealth Management, Llc | 0.44% | 115,332 | $3,379,214 | $3,468,033 | +$88,819 | +2.63% | |
| Mariner, Llc | 0.00% | 124,677 | $3,355,066 | $3,749,037 | +$393,971 | +11.74% | |
| Prospect Financial Group Llc | 2.91% | 116,981 | $3,147,971 | $3,517,619 | +$369,648 | +11.74% | |
| Royal Bank Of Canada | 0.00% | 104,458 | $2,811,000 | $3,141,052 | +$330,052 | +11.74% | |
| Livet Wealth, Llc | 1.52% | 89,667 | $2,627,242 | $2,696,287 | +$69,045 | +2.63% | |
| Lodestar Private Asset Management Llc | 0.22% | 87,011 | $2,549,422 | $2,616,421 | +$66,999 | +2.63% | |
| Sachem Hill Llc | 0.47% | 90,648 | $2,439,337 | $2,725,785 | +$286,448 | +11.74% | |
| Sachetta, Llc | 1.16% | 81,586 | $2,390,476 | $2,453,291 | +$62,815 | +2.63% | |
| Nwam Llc | 0.12% | 79,063 | $2,316,534 | $2,377,424 | +$60,890 | +2.63% |
Frequently asked questions about FREL
Who owns the most FREL stock?
The largest holders of FREL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY REAL ESTATE ETF (FREL).
Is FREL widely held by superinvestors?
Many widely followed stocks like FREL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FREL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.