Public ownership evidence

Fidelity MSCI Real Estate Index ETF (FREL) Ownership Disclosures

Read FREL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fidelity MSCI Real Estate Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
7,525
Value (USD)
$220,478
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FREL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FREL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-287,525$220,478None
Principia Wealth Advisory, LLC2026-03-312026-08-278$215None
Rehmann Capital Advisory Group2026-06-302026-08-2148,085$1,408,890None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2071,955$2,108,276None
Maxele Advisors, LLC2026-06-302026-08-188,091$237,059None
Payne Capital Management, LLC2026-06-302026-08-18326,406$9,563,696None
Integrated Investment Consultants, LLC2026-06-302026-08-1831,000$908,300None
Pure Financial Advisors, LLC2026-06-302026-08-18374,745$10,980,024None
Transamerica Financial Advisors, LLC2026-06-302026-08-183$108None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,339$302,984None
Glen Eagle Advisors, LLC2026-06-302026-08-15347$10,157None
Ameritas Advisory Services, LLC2026-06-302026-08-1511,500$336,937None
Qube Research & Technologies Ltd2026-06-302026-08-152,602$76,239None
IFG Advisory, LLC2026-06-302026-08-1550$1,465None
OSAIC HOLDINGS, INC.2026-06-302026-08-1546,226$1,354,430None
OSAIC HOLDINGS, INC.2026-06-302026-08-1530,020$879,596None
OSAIC HOLDINGS, INC.2026-06-302026-08-15134,328$3,936,873None
Fort Point Capital Partners LLC2026-06-302026-08-1530,969$907,391None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,777$432,966None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1529,838$874,253None
Ancora Advisors LLC2026-06-302026-08-155,597$163,992None
Asset Management Group, Inc.2026-06-302026-08-1563,029$1,846,738None
Keel Point, LLC2026-06-302026-08-1512,984$380,446None
Financial Engines Advisors L.L.C.2026-06-302026-08-15133,050$3,898,365None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-159,718$291,238None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1549,178$1,440,920None
Ausdal Financial Partners, Inc.2026-06-302026-08-1514,127$413,921None
MAI Capital Management2026-06-302026-08-15751,885$22,030,218None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1521,747$637,213None
ROYAL BANK OF CANADA2026-06-302026-08-1576,146$2,231,000None
ROYAL BANK OF CANADA2026-06-302026-08-15231$7,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1540,330$1,181,669None
Larson Financial Group LLC2026-06-302026-08-1519,892$582,834None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1578,635$2,304,012None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15128,547$3,766,427None
WELLS FARGO & COMPANY/MN2026-06-302026-08-159,993$292,805None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1518,881$553,213None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1510,243,164$300,124,705None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15230,987$6,767,916None
KDK Private Wealth Management, LLC2026-06-302026-08-1410,704$313,630None
Allspring Global Investments Holdings, LLC2026-06-302026-08-1410$297None
Rockefeller Capital Management L.P.2026-06-302026-08-14518$15,177None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14148,155$4,340,930None
UBS Group AG2026-06-302026-08-14400$11,720None
UBS Group AG2026-06-302026-08-1481,777$2,396,066None
Mariner, LLC2026-06-302026-08-147,784$228,071None
Mariner, LLC2026-06-302026-08-14103,632$3,036,407None
Creative Planning2026-06-302026-08-14203,021$5,948,520None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-1413,105$383,976None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-145,943$159,926None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Maxele Advisors, LLC ↗Payne Capital Management, LLC ↗Integrated Investment Consultants, LLC ↗Pure Financial Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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