FREL institutional holders

Fidelity MSCI Real Estate Index ETF · 223 reporting institutions · $850.4M reported value

Funds that can replace FREL · FREL return decomposition

Institutional holdings

Institutions reporting FREL, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$306.9M02026-06-30
Lido Advisors, LLC$32.6M3202026-06-30
Citizens & Northern Corp$27.9M02026-06-30
Black Diamond Financial, LLC$26.3M122026-06-30
Northwestern Mutual Wealth Management Co$25.5M02026-06-30
Envestnet Pmc$24.5M602026-06-30
Mai Capital Management$22M3082026-06-30
True Financial Group$20.7M22026-06-30
PNC Financial Services Group, Inc.$18.6M02026-06-30
Lpl Financial LLC$17.8M23,4582026-06-30
Riverpoint Wealth Management Holdings, LLC$16.8M42026-06-30
Commonwealth Equity Services, LLC$16.1M2,8632026-06-30
Cetera Investment Advisers$12.2M10,3702026-06-30
Pure Financial Advisors, LLC$11M882026-06-30
Diversify Advisory Services, LLC$10.6M1162026-06-30
Diversify Wealth Management, LLC$10.6M782026-06-30
Payne Capital Management, LLC$9.6M72026-06-30
Pasadena Private Wealth, LLC$8.5M02026-06-30
Marotta Asset Management$8M92026-06-30
MML Investors Services, LLC$7.4M5,1202026-06-30
Ae Wealth Management LLC$7.1M4712026-06-30
Heck Capital Advisors, LLC$6.7M242026-06-30
Dynamic$6.4M752026-06-30
Agf Management Ltd$6.4M02026-06-30
Osaic Holdings, Inc.$6.2M02026-06-30
Raymond James Financial Inc$6.1M02026-06-30
Creative Planning$5.9M1,1712026-06-30
American Financial & Tax Strategies Inc$5.8M12026-06-30
Morgan Stanley$5.5M23,1852026-06-30
Townsend Financial Planning, LLC$5M32026-06-30
Rfg Advisory, LLC$4.9M1912026-06-30
Physician Wealth Advisors, Inc.$4.7M92026-06-30
Hightower Advisors, LLC$4.5M1,0462026-06-30
Steward Partners Investment Advisory, LLC$4.3M4812026-06-30
Ep Wealth Advisors, LLC$4.2M3382026-06-30
Essential Planning, Llc.$4M32026-06-30
Edelman Financial Engines$3.9M7222026-06-30
Prospect Financial Group LLC$3.7M22026-06-30
Opes Wealth Management LLC$3.6M02026-03-31
Sigfig Wealth Management, LLC$3.4M42026-06-30
Independent Solutions Wealth Management, LLC$3.4M302026-06-30
Mariner, LLC$3.3M02026-06-30
Sachem Hill LLC$2.7M42026-06-30
Livet Wealth, LLC$2.6M32026-06-30
Lodestar Private Asset Management LLC$2.5M52026-06-30
UBS Group AG$2.4M02026-06-30
Northcoast Asset Management LLC$2.4M312026-06-30
Raffa Wealth Management, LLC$2.4M62026-06-30
Sachetta, LLC$2.4M02026-06-30
Stifel Financial Corp$2.3M02026-06-30
Nwam LLC$2.3M622026-06-30
Beckerman Wealth$2.3M42026-06-30
Global View Capital Management LLC$2.2M1012026-06-30
Royal Bank of Canada$2.2M02026-06-30
Mercer Global Advisors Inc /adv$2.1M02026-06-30
Summit Wealth Group LLC / Co$2M392026-06-30
Eagle Bay Family Office$2M102026-06-30
Fifth Third Securities, Inc.$1.9M1,0142026-06-30
Asset Management Group, Inc.$1.8M22026-06-30
Tortoise Investment Management, LLC$1.8M152026-06-30
Atria Investments, Inc$1.8M62026-06-30
Birchcreek Wealth Management, LLC$1.8M52026-06-30
First National Corp /ma/ /adv$1.7M02025-09-30
Blue Barn Wealth$1.7M82025-12-31
Marks Group Wealth Management, Inc.$1.6M92026-06-30
Hf Advisory Group, LLC$1.6M22026-06-30
Beaumont Financial Advisors, LLC$1.6M162026-06-30
Soltis Investment Advisors LLC$1.6M782026-06-30
Farther Finance Advisors, LLC$1.5M3342026-06-30
Ameriprise Financial Inc$1.4M02026-06-30
Rehmann Capital Advisory Group$1.4M422026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Savvy Advisors, Inc.$1.3M2142026-06-30
21 West Wealth Management LLC$1.3M22026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
J.W. Cole Advisors, Inc.$1.2M4992026-06-30
D. E. Shaw & Co., LP$1.2M02026-06-30
Smith, Moore & Co.$1.2M452026-06-30
Life Planning Partners, Inc$1.1M32026-06-30
Full Sail Capital, LLC$1.1M02025-09-30
Glass Jacobson Investment Advisors LLC$1.1M102026-06-30
West Invest$1M72026-06-30
Pks Advisory Services, LLC$1M462026-06-30
Rather & Kittrell, Inc.$980.8K202026-06-30
Integrated Capital Management, Inc.$976.4K52026-06-30
Blue Jean Financial LLC$972.8K82026-06-30
Fmr LLC$934K02026-06-30
New England Private Wealth Advisors LLC$927.9K122026-06-30
Integrated Investment Consultants, LLC$908.3K102026-06-30
Fort Point Capital Partners LLC$907.4K202026-06-30
Wells Fargo & Company/mn$846K02026-06-30
Balanced Wealth Group LLC$831.8K52026-06-30
Savant Wealth Management$806.1K4052026-06-30
Sunbelt Securities, Inc.$801.6K632026-03-31
Gladstone Institutional Advisory LLC$789.9K1082026-06-30
Fingerlakes Wealth Management, Inc.$753.7K42026-06-30
Citigroup Inc$748.8K02026-06-30
Jpmorgan Chase & Co$738.6K02026-06-30
Global Retirement Partners LLC$720.2K4912026-06-30
Ifp Advisors, Inc$720K3182026-06-30
Sykon Capital LLC$697K52026-06-30
O'Shaughnessy Asset Management, LLC$695.5K582026-06-30
Smith Salley Wealth Management$684.4K172026-06-30
Pinnacle Financial Partners, Inc.$637.2K02026-06-30
Investmark Advisory Group LLC$610.2K112026-06-30
Envestnet Portfolio Solutions, Inc.$607.2K32026-06-30
Larson Financial Group LLC$582.8K672026-06-30
Private Advisor Group, LLC$581.7K9272026-06-30
Galvin, Gaustad & Stein, LLC$541.2K82026-06-30
Arax Advisory Partners$520.2K2322026-06-30
Compound Planning, Inc.$511K752026-06-30
Capital Investment Advisory Services, LLC$497.8K1032026-06-30
Advisory Services Network$466.9K2532026-06-30
Robertson Stephens Wealth Management, LLC$445.7K722026-06-30
Rik Saylor Financial, Inc.$428.2K32026-06-30
Ausdal Financial Partners, Inc.$413.9K1892026-06-30
Lynch & Associates/in$409.9K72026-06-30
Disciplined Investments, LLC$409.5K62026-06-30
Independence Financial Advisors, LLC$400.4K82026-06-30
Atlas Capital Advisors Inc.$384K82026-06-30
Keel Point, LLC$380.4K492026-06-30
Thompson Investment Management, Inc.$365.2K62026-06-30
Wealth Enhancement Advisory Services, LLC$362.9K1,0262026-06-30
Brookstone Capital Management$347.5K3372026-06-30
Ameritas Advisory Services, LLC$336.9K5502026-06-30
Clearview Wealth Management LLC$336.8K02026-06-30
Modera Wealth Management, LLC$330.1K1352026-06-30
Penobscot Wealth Management$328.8K82026-06-30
Kohmann Bosshard Financial Services, Llc.$326.1K32026-06-30
Kdk Private Wealth Management, LLC$313.6K52026-06-30
United Capital Financial Advisors, LLC$303K1662026-06-30
Mission Wealth Management, LP$297.6K1382026-06-30
Jones Financial Companies LLLP$291.2K02026-06-30
Pbmares Wealth Management LLC$276.7K12025-09-30
Smartleaf Asset Management LLC$274.1K92026-06-30
Northlanding Financial Partners, LLC$268.4K22026-06-30
Apexium Financial, LP$268.3K02025-09-30
Pfg Advisors$260.3K832026-06-30
Polen Capital Management LLC$254.1K72026-06-30
Cornerstone Financial Group, LLC /ne$249.5K52026-06-30
Blue Trust, Inc.$247.2K02026-06-30
Demars Financial Group, LLC$245.3K42026-06-30
Maxele Advisors, LLC$237.1K22026-06-30
Meridian Wealth Management, LLC$234K582026-06-30
Principal Securities, Inc.$224.5K1,4632026-06-30
Talon Private Wealth, LLC$220.9K02026-03-31
Corient Private Wealth LP$220.5K6742026-06-30
Citizens Financial Group Inc/ri$212.5K02026-06-30
Merit Financial Group, LLC$212.5K2952026-06-30
Snowden Capital Advisors LLC$209.9K1222026-06-30
Financial Freedom$205.4K32026-06-30
Wilmington Savings Fund Society, Fsb$199.5K02026-06-30
Ancora Advisors LLC$164K102026-06-30
Colonial Trust Advisors$132.3K152026-06-30
Fifth Third Bancorp$126.1K02026-06-30
Elevated Capital Advisors, LLC$99.5K202026-06-30
Financial Perspectives, Inc$93.2K152026-06-30
Glenmede Trust Co NA$91K62026-06-30
Qube Research & Technologies Ltd$76.2K02026-06-30
Aspect Partners, LLC$68K52026-06-30
Colonial Trust Co / Sc$64.3K02026-06-30
Blair William & Co/il$58.6K3292026-06-30
Stone House Investment Management, LLC$57.6K192026-06-30
Atlantic Union Bankshares Corp$54.9K02026-06-30
Bok Financial Private Wealth, Inc.$48.8K272026-06-30
Compass Financial Management LLC$43.2K462026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$33.8K02026-06-30
Quent Capital, LLC$31.7K02026-06-30
Comerica Bank$30.6K02025-12-31
Shp Wealth Management$30.4K322026-06-30
Darwin Wealth Management, LLC$29.6K122026-06-30
Creative Financial Designs Inc /adv$29.1K02026-06-30
Integrated Wealth Concepts LLC$20.1K4802026-06-30
Dogwood Wealth Management LLC$19.1K42026-06-30
Decker Retirement Planning Inc.$18.7K102026-06-30
Johnson Financial Group, Inc.$17.6K02026-06-30
Rockefeller Capital Management LP$15.2K3462026-06-30
Crewe Advisors LLC$14.5K262026-06-30
Advisornet Wealth Partners$13.1K582026-06-30
Napier Financial$10.2K92026-06-30
Glen Eagle Advisors, LLC$10.2K132026-06-30
Cwm, LLC$10K6672026-03-31
Cnb Bank$9.7K02026-06-30
Quest 10 Wealth Builders, Inc.$9.4K32026-06-30
Clearstead; Clearstead Advisory Solutions$8.8K642026-06-30
Assetmark, Inc$7.4K2202026-06-30
Vision Financial Markets LLC$6.4K02026-06-30
Bank of Montreal /can$5.9K02026-06-30
Irc Wealth$5.2K72026-06-30
Capital A Wealth Management, LLC$4.2K122025-06-30
Promus Capital, LLC$4.2K02025-09-30
Tounjian Advisory Partners, LLC$3.8K52026-06-30
Blackrock, Inc.$3.8K02026-06-30
Park Avenue Securities LLC$3.2K1,9082026-06-30
Bogart Wealth, LLC$3.1K242026-06-30
Glassman Wealth Services$2.9K142026-06-30
Harbour Investments, Inc.$2.8K2472026-06-30
Cambridge Investment Research Advisors, Inc.$2.6K3,9402026-03-31
Financial Network Wealth Advisors LLC$2.2K72026-06-30
Geneos Wealth Management, Inc.$2.1K1932026-06-30
Palisades Hudson Asset Management, LP$1.9K82026-06-30
1 North Wealth Services LLC$1.8K62026-06-30
Strengthening Families & Communities, LLC$1.8K112026-06-30
Ifg Advisory, LLC$1.5K1102026-06-30
Oakmont Advisory Group, LLC$1.3K32026-06-30
Wealthcollab, LLC$1.3K12026-06-30
High Note Wealth, LLC$1.1K42026-06-30
Evolution Wealth Management Inc.$93832026-06-30
Allworth Financial, LP$9343172026-06-30
Alphacore Capital LLC$879692026-06-30
Soa Wealth Advisors, Llc.$853102026-06-30
Key Capital Management, Inc$733112026-06-30
Aptus Capital Advisors, LLC$557212026-06-30
Provenance Wealth Advisors$440182026-06-30
Allspring Global Investments Holdings, LLC$29702026-06-30
Mechanics Financial Corp$20502026-06-30
Foster & Motley Inc$204292026-06-30
Parallel Advisors, LLC$117752026-06-30
Cx Institutional$110802026-06-30
Transamerica Financial Advisors, LLC$1081,0972026-06-30
Motiv8 Investments LLC$80102025-12-31
Russell Investments Group, Ltd.$2902026-06-30
Raleigh Capital Management Inc.$17132026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30