FRI Institutional Ownership & Shareholders
FIRST TRUST S&P REIT INDEX F (FRI) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $125.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FRI tracked by InsiderSet, reporting ownership valued at approximately $27.15M 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 $26.13M, representing an estimated loss of -3.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed FRI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Tcp Asset Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST S&P REIT INDEX F (FRI).
This page ranks the largest institutional FRI 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
67
Total Reported Value
$125.22M
Largest Holder
Morgan Stanley
Largest Position
$27.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 856,681 | $27,153,889 | $26,128,771 | -$1,025,119 | -3.78% | |
| Lpl Financial Llc | 0.00% | 643,819 | $20,406,856 | $19,636,480 | -$770,377 | -3.78% | |
| Tcp Asset Management, Llc | 1.92% | 576,747 | $17,019,812 | $17,590,784 | +$570,972 | +3.35% | |
| Cetera Investment Advisers | 0.01% | 500,461 | $15,862,900 | $15,264,061 | -$598,840 | -3.78% | |
| Ubs Group Ag | 0.00% | 279,866 | $8,870,913 | $8,535,913 | -$335,000 | -3.78% | |
| Aft, Forsyth & Sober, Llc | 1.37% | 154,200 | $4,388,532 | $4,703,100 | +$314,568 | +7.17% | |
| True Blue Financial, Llc | 1.07% | 97,497 | $2,882,991 | $2,973,659 | +$90,668 | +3.14% | |
| Wells Fargo & Company/Mn | 0.00% | 74,763 | $2,369,739 | $2,280,272 | -$89,468 | -3.78% | |
| Benjamin Edwards Inc | 0.02% | 74,705 | $2,368,912 | $2,278,503 | -$90,410 | -3.82% | |
| Chicago Partners Investment Group Llc | 0.04% | 78,065 | $2,358,352 | $2,380,983 | +$22,631 | +0.96% | |
| Goldman Sachs Group Inc | 0.00% | 64,511 | $2,044,779 | $1,967,586 | -$77,194 | -3.78% | |
| Envestnet Asset Management Inc | 0.00% | 53,540 | $1,697,034 | $1,632,970 | -$64,064 | -3.78% | |
| Bank Of America Corp | 0.00% | 45,413 | $1,439,417 | $1,385,097 | -$54,321 | -3.77% | |
| Citadel Advisors Llc | 0.00% | 44,642 | $1,415,000 | $1,361,581 | -$53,419 | -3.78% | |
| Royal Bank Of Canada | 0.00% | 44,625 | $1,414,000 | $1,361,063 | -$52,938 | -3.74% | |
| Susquehanna International Group, Llp | 0.00% | 39,828 | $1,262,412 | $1,214,754 | -$47,658 | -3.78% | |
| Maia Wealth Llc | 0.16% | 39,338 | $1,163,235 | $1,199,809 | +$36,574 | +3.14% | |
| Stifel Financial Corp | 0.00% | 33,215 | $1,052,800 | $1,013,058 | -$39,743 | -3.77% | |
| Kestra Private Wealth Services, Llc | 0.01% | 30,619 | $905,404 | $933,880 | +$28,476 | +3.15% | |
| Raymond James Financial Inc | 0.00% | 20,697 | $656,044 | $631,259 | -$24,786 | -3.78% | |
| Ameriprise Financial Inc | 0.00% | 17,348 | $549,867 | $529,114 | -$20,753 | -3.77% | |
| Cottonwood Capital Advisors, Llc | 0.33% | 18,498 | $546,997 | $564,189 | +$17,192 | +3.14% | |
| Jones Financial Companies Lllp | 0.00% | 16,590 | $534,546 | $505,995 | -$28,551 | -5.34% | |
| Osaic Holdings, Inc. | 0.00% | 16,753 | $531,225 | $510,967 | -$20,259 | -3.81% | |
| Harvest Investment Services, Llc | 0.07% | 14,638 | $463,987 | $446,459 | -$17,528 | -3.78% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,364 | $423,585 | $407,602 | -$15,983 | -3.77% | |
| Private Advisor Group, Llc | 0.00% | 13,123 | $415,946 | $400,252 | -$15,695 | -3.77% | |
| Rpg Family Wealth Advisory, Llc | 0.07% | 12,549 | $397,761 | $382,745 | -$15,017 | -3.78% | |
| Risk Paradigm Group, Llc | 0.30% | 12,191 | $386,413 | $371,826 | -$14,588 | -3.78% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 11,409 | $361,639 | $347,975 | -$13,665 | -3.78% | |
| Mml Investors Services, Llc | 0.00% | 11,392 | $361,097 | $347,456 | -$13,641 | -3.78% | |
| Pursue Wealth Partners Llc | 0.18% | 10,061 | $318,899 | $306,861 | -$12,039 | -3.78% | |
| Private Trust Co Na | 0.02% | 9,847 | $291,176 | $300,334 | +$9,158 | +3.15% | |
| Kestra Advisory Services, Llc | 0.00% | 8,483 | $268,878 | $258,732 | -$10,147 | -3.77% | |
| Onyx Bridge Wealth Group Llc | 0.02% | 8,864 | $262,108 | $270,352 | +$8,244 | +3.15% | |
| Cerity Partners Llc | 0.00% | 8,164 | $258,780 | $249,002 | -$9,778 | -3.78% | |
| Encompass More Asset Management | 0.04% | 8,727 | $258,057 | $266,174 | +$8,117 | +3.15% | |
| Stratos Wealth Advisors, Llc | 0.01% | 8,057 | $255,395 | $245,739 | -$9,657 | -3.78% | |
| Principal Securities, Inc. | 0.00% | 7,630 | $241,836 | $232,715 | -$9,121 | -3.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,454 | $218,415 | $227,347 | +$8,932 | +4.09% | |
| Janney Montgomery Scott Llc | 0.00% | 6,519 | $207,000 | $198,830 | -$8,171 | -3.95% | |
| Fifth Third Bancorp | 0.00% | 5,989 | $189,831 | $182,665 | -$7,167 | -3.78% | |
| Nbc Securities, Inc. | 0.01% | 3,955 | $116,949 | $120,628 | +$3,679 | +3.15% | |
| Gamma Investing Llc | 0.00% | 3,068 | $90,721 | $93,574 | +$2,853 | +3.14% | |
| Evelyn Partners Investment Management Llp | 0.00% | 3,010 | $85,665 | $91,805 | +$6,140 | +7.17% | |
| Financial Perspectives, Inc | 0.02% | 2,079 | $65,888 | $63,410 | -$2,479 | -3.76% | |
| Ancora Advisors Llc | 0.00% | 2,000 | $63,400 | $61,000 | -$2,400 | -3.79% | |
| Harbour Investments, Inc. | 0.00% | 1,952 | $61,866 | $59,536 | -$2,330 | -3.77% | |
| Mtm Investment Management, Llc | 0.01% | 1,685 | $49,825 | $51,393 | +$1,568 | +3.15% | |
| Ifg Advisory, Llc | 0.00% | 1,016 | $32,203 | $30,988 | -$1,215 | -3.77% |
Frequently asked questions about FRI
Who are the largest institutional holders of FRI?
The largest institutional holders of FRI reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Tcp Asset Management, Llc, Cetera Investment Advisers, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FRI position.
What is FRI institutional ownership?
This page tracks FRI positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST S&P REIT INDEX F (FRI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FRI?
InsiderSet currently tracks 67 institutional managers reporting FRI 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 FRI shareholders.
How much FRI stock do institutions own?
Institutional investment managers disclosed approximately $125.22M in FRI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FRI institutional ownership last updated?
The latest FRI 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 FRI 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 FRI position after the reporting date.
Are institutions buying or selling FRI?
Institutional buying and selling can be analyzed by comparing FRI positions across consecutive 13F reporting periods. InsiderSet's FRI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FRI ownership changes.
How has FRI institutional ownership changed over time?
InsiderSet tracks FRI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.