FPRO · Fidelity Real Estate Investment ETF ETF

$24.74 -0.12 (-0.46%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 6

Total Value: $546,202

Total Shares: 23,905

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025

Top Holder

83.3%

+34.3 pts

Top 5

100.0%

+0.4 pts

Top 10

100.0%

0.0 pts

HHI

7,178

Highly concentrated+2,545

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: -41.9%

Shares held: -43.3%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds	Open
Large CWM, LLC	+2	254

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds	Open
Large OSAIC HOLDINGS, INC.	−115	40

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)	Open
Small Sunbelt Securities, Inc.	3,700	$84,541

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mega CITADEL ADVISORS LLC	20,656	$460,442
Mid Farther Finance Advisors, LLC	940	$20,953
Micro Clarity Asset Management, Inc.	241	$5,372
Mega UBS Group AG	21	$468

Filter: New 1 Increased 1 Reduced 1 Sold out 4 Unchanged 3

Showing 6 of 6

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

RWA WEALTH PARTNERS, LLC FPRO

$454,923

83.29%

19,910

Sunbelt Securities, Inc. FPRO

$84,541

15.48%

3,700

CWM, LLC FPRO

$5,803

1.06%

254

OSAIC HOLDINGS, INC. FPRO

$913

0.17%