FREL Institutional Ownership
Fidelity MSCI Real Estate Index ETF
1W: -1.7%
1M: -6.6%
3M: -8.3%
YTD: +0.9%
1Y: -1.7%
3Y: +30.8%
5Y: +0.7%
$27.14
+0.11 (+0.41%)
Weekly Expected Move ±1.4%
$26
$27
$27
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FREL
236
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
849M
Total Invested
34
New Positions
88
Increased
86
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (258 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,474,151 | $284M | +205,508 | +2.0% | 15Q | SEC ↗ |
| 2 | Lido Advisors, LLC | 1,113,126 | $30M | -45,492 | -3.9% | 38Q | SEC ↗ |
| 3 | CITIZENS & NORTHERN CORP | 953,634 | $26M | -166,299 | -14.8% | 15Q | SEC ↗ |
| 4 | Black Diamond Financial, LLC | 897,336 | $24M | +70,035 | +8.5% | 23Q | SEC ↗ |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 869,139 | $24M | +18,784 | +2.2% | 36Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 834,747 | $23M | -128,586 | -13.3% | 32Q | SEC ↗ |
| 7 | MAI Capital Management | 751,885 | $20M | +61,874 | +9.0% | 28Q | SEC ↗ |
| 8 | TRUEFG, LLC | 707,277 | $19M | +15,655 | +2.3% | 21Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 635,609 | $17M | -65,423 | -9.3% | 15Q | SEC ↗ |
| 10 | LPL Financial LLC | 606,359 | $16M | +17,924 | +3.0% | 37Q | SEC ↗ |
| 11 | Riverpoint Wealth Management Holdings, | 574,099 | $16M | +18,241 | +3.3% | 31Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 550,820 | $15M | -2,092 | -0.4% | 35Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 414,726 | $11M | +36,888 | +9.8% | 12Q | SEC ↗ |
| 14 | Pure Financial Advisors, LLC | 374,745 | $10M | -11,943 | -3.1% | 42Q | SEC ↗ |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | 348,236 | $9M | +18,542 | +5.6% | 9Q | SEC ↗ |
| 16 | Diversify Advisory Services, LLC NEW | 348,236 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Payne Capital Management, LLC | 326,406 | $9M | +14,076 | +4.5% | 7Q | SEC ↗ |
| 18 | Pasadena Private Wealth, LLC | 290,004 | $8M | +69,428 | +31.5% | 2Q | SEC ↗ |
| 19 | Marotta Asset Management | 271,595 | $7M | +19,029 | +7.5% | 13Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 251,290 | $7M | +35,616 | +16.5% | 28Q | SEC ↗ |
| 21 | AE Wealth Management LLC | 242,504 | $7M | -4,726 | -1.9% | 20Q | SEC ↗ |
| 22 | Heck Capital Advisors, LLC | 229,503 | $6M | -6,427 | -2.7% | 11Q | SEC ↗ |
| 23 | Dynamic Advisor Solutions LLC | 218,481 | $6M | +9,659 | +4.6% | 15Q | SEC ↗ |
| 24 | AGF MANAGEMENT LTD | 217,104 | $6M | +3,678 | +1.7% | 15Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 210,574 | $6M | -23,766 | -10.1% | 26Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 207,182 | $6M | +58,165 | +39.0% | 7Q | SEC ↗ |
| 27 | Creative Planning | 203,021 | $6M | -9,086 | -4.3% | 40Q | SEC ↗ |
| 28 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 199,554 | $5M | -187 | -0.1% | 11Q | SEC ↗ |
| 29 | MORGAN STANLEY | 188,778 | $5M | +7,131 | +3.9% | 41Q | SEC ↗ |
| 30 | Townsend Financial Planning, LLC | 171,682 | $5M | +349 | +0.2% | 3Q | SEC ↗ |
| 31 | RFG Advisory, LLC | 167,965 | $5M | +7,310 | +4.6% | 23Q | SEC ↗ |
| 32 | Physician Wealth Advisors, Inc. | 159,503 | $4M | -437 | -0.3% | 28Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 152,525 | $4M | -3,329 | -2.1% | 40Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 148,155 | $4M | +21,993 | +17.4% | 28Q | SEC ↗ |
| 35 | EP Wealth Advisors, LLC NEW | 145,026 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Essential Planning, LLC. | 135,769 | $4M | +849 | +0.6% | 16Q | SEC ↗ |
| 37 | Opes Wealth Management LLC | 133,774 | $4M | +5,089 | +4.0% | 19Q | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 133,050 | $4M | -1,367 | -1.0% | 26Q | SEC ↗ |
| 39 | Prospect Financial Group LLC | 124,636 | $3M | +7,655 | +6.5% | 7Q | SEC ↗ |
| 40 | Independent Solutions Wealth Managemen | 115,332 | $3M | +1,027 | +0.9% | 17Q | SEC ↗ |
| 41 | SigFig Wealth Management, LLC | 113,284 | $3M | -1,310 | -1.1% | 39Q | SEC ↗ |
| 42 | Mariner, LLC | 111,416 | $3M | -13,261 | -10.6% | 43Q | SEC ↗ |
| 43 | PARK AVENUE SECURITIES LLC | 108,642 | $3M | +16,114 | +17.4% | 6Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 105,148 | $3M | +7,866 | +8.1% | 42Q | SEC ↗ |
| 45 | SACHEM HILL LLC | 91,098 | $2M | +450 | +0.5% | 18Q | SEC ↗ |
| 46 | Livet Wealth, LLC | 89,667 | $2M | +2,465 | +2.8% | 3Q | SEC ↗ |
| 47 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 87,011 | $2M | +5,335 | +6.5% | 15Q | SEC ↗ |
| 48 | UBS Group AG | 82,177 | $2M | -62,844 | -43.3% | 45Q | SEC ↗ |
| 49 | NorthCoast Asset Management LLC NEW | 81,922 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | RAFFA WEALTH MANAGEMENT, LLC | 81,795 | $2M | +11,363 | +16.1% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 348,236 | $9M |
| EP Wealth Advisors, LLC | 145,026 | $4M |
| NorthCoast Asset Management LLC | 81,922 | $2M |
| Global View Capital Management LLC | 76,656 | $2M |
| J.W. COLE ADVISORS, INC. | 40,675 | $1M |
| BLUE JEAN FINANCIAL LLC | 33,203 | $901K |
| Savant Capital, LLC | 27,511 | $747K |
| Global Retirement Partners, LLC | 24,581 | $667K |
| SYKON CAPITAL LLC | 23,790 | $646K |
| Pinnacle Financial Partners, Inc. | 21,747 | $590K |
| Envestnet Portfolio Solutions, Inc. | 20,723 | $562K |
| POLEN CAPITAL MANAGEMENT LLC | 8,672 | $235K |
| Maxele Advisors, LLC | 8,091 | $220K |
| Meridian Wealth Management, LLC | 7,987 | $217K |
| PRINCIPAL SECURITIES, INC. | 7,663 | $208K |
| CITIZENS FINANCIAL GROUP INC/RI | 7,254 | $197K |
| Snowden Capital Advisors LLC | 7,165 | $194K |
| Qube Research & Technologies Ltd | 2,602 | $71K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,455 | $39K |
| Integrated Wealth Concepts LLC | 686 | $19K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 575,000 | $16M |
| Mach-1 Financial Group, LLC | 38,585 | $1M |
| CITADEL ADVISORS LLC | 32,100 | $871K |
| Tower Research Capital LLC (TRC) | 28,172 | $765K |
| JANE STREET GROUP, LLC | 26,918 | $731K |
| Bank of New York Mellon Corp | 19,115 | $519K |
| GOLDMAN SACHS GROUP INC | 17,493 | $475K |
| SAPIENT CAPITAL LLC | 15,000 | $407K |
| Caliber Wealth Management, LLC / KS | 14,138 | $384K |
| Snider Financial Group | 12,449 | $338K |
| BCS Wealth Management | 11,664 | $317K |
| COMMONS CAPITAL, LLC | 11,619 | $315K |
| AQR CAPITAL MANAGEMENT LLC | 8,142 | $221K |
| Centennial Wealth Advisory LLC | 7,916 | $215K |
| Sigma Planning Corp | 7,785 | $211K |
| Clarity Asset Management, Inc. | 6,863 | $186K |
| Realta Investment Advisors | 4,310 | $117K |
| Everstar Asset Management, LLC | 4,234 | $115K |
| NATIONAL BANK OF CANADA /FI | 1,795 | $49K |
| FLAGSHIP HARBOR ADVISORS, LLC | 967 | $26K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rehmann Capital Advisory Group | -192,105 | -80.0% | 48,085 |
| CITIZENS & NORTHERN CORP | -166,299 | -14.8% | 953,634 |
| ENVESTNET ASSET MANAGEMENT INC | -128,586 | -13.3% | 834,747 |
| PNC Financial Services Group, Inc. | -65,423 | -9.3% | 635,609 |
| UBS Group AG | -62,844 | -43.3% | 82,177 |
| Lido Advisors, LLC | -45,492 | -3.9% | 1,113,126 |
| ROYAL BANK OF CANADA | -28,081 | -26.9% | 76,377 |
| OSAIC HOLDINGS, INC. | -23,766 | -10.1% | 210,574 |
| CWM, LLC | -17,685 | -97.9% | 371 |
| Private Advisor Group, LLC | -16,183 | -44.9% | 19,853 |
| Mariner, LLC | -13,261 | -10.6% | 111,416 |
| Pure Financial Advisors, LLC | -11,943 | -3.1% | 374,745 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,593 | -19.2% | 44,615 |
| Savvy Advisors, Inc. | -9,551 | -17.4% | 45,286 |
| Creative Planning | -9,086 | -4.3% | 203,021 |
| JPMORGAN CHASE & CO | -8,274 | -25.0% | 24,759 |
| MERCER GLOBAL ADVISORS INC /ADV | -7,205 | -9.1% | 71,955 |
| Heck Capital Advisors, LLC | -6,427 | -2.7% | 229,503 |
| Beaumont Financial Advisors, LLC | -5,950 | -9.8% | 55,008 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -5,394 | -18.5% | 23,738 |