Fidelity MSCI RL Est IndxFRELETF
13F holders, Q2 2026 (June 30)211holders +7
30new positions
24sold out
1famous investor
$29.34avg. 13F price*
At the end of Q2 2026, 211 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 7 from Q1 2026. 30 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($306.9M), Lido Advisors, LLC ($32.6M) and Citizens & Northern Corp. ($27.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity MSCI RL Est Indx
- CUSIP
- 316092857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $25.7M |
| Exits | 24 | $18.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,823,106 shares bought and 1,534,704 shares sold, net +288,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Bank of America Corp. | 0.02% | Add +2.0% | 10,474,151 | $306.9M |
| Lido Advisors, LLC | 0.12% | Reduce -3.9% | 1,113,126 | $32.6M |
| Citizens & Northern Corp. | 6.38% | Reduce -14.8% | 953,634 | $27.9M |
| Black Diamond Financial, LLC | 2.32% | Add +8.5% | 897,336 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.2% | 869,139 | $25.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.3% | 834,747 | $24.5M |
| MAI Capital Management | 0.08% | Add +9.0% | 751,885 | $22.0M |
| Truefg, LLC | 4.84% | Add +2.3% | 707,277 | $20.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -9.3% | 635,609 | $18.6M |
| LPL Financial LLC | 0.00% | Add +3.0% | 606,359 | $17.8M |
| Riverpoint Wealth Management Holdings, LLC | 3.09% | Add +3.3% | 574,099 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 550,820 | $16.1M |
| Cetera Investment Advisers | 0.01% | Add +9.8% | 414,726 | $12.2M |
| Pure Financial Advisors, LLC | 0.14% | Reduce -3.1% | 374,745 | $11.0M |
| Diversify Advisory Services, LLC | 0.18% | New | 348,236 | $10.6M |
| Diversify Wealth Management, LLC | 0.18% | Add +5.6% | 348,236 | $10.6M |
| Payne Capital Management, LLC | 2.55% | Add +4.5% | 326,406 | $9.6M |
| Pasadena Private Wealth, LLC | 1.09% | Add +31.5% | 290,004 | $8.5M |
| Marotta Asset Management | 1.33% | Add +7.5% | 271,595 | $8.0M |
| MML Investors Services, LLC | 0.01% | Add +16.5% | 251,290 | $7.4M |
| AE Wealth Management LLC | 0.03% | Reduce -1.9% | 242,504 | $7.1M |
| Heck Capital Advisors, LLC | 0.40% | Reduce -2.7% | 229,503 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +4.6% | 218,481 | $6.4M |
| Agf Management Ltd. | 0.02% | Add +1.7% | 217,104 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.1% | 210,574 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Add +39.0% | 207,182 | $6.1M |
| Creative Planning | 0.00% | Reduce -4.3% | 203,021 | $5.9M |
| American Financial & Tax Strategies Inc. | 2.64% | Reduce -0.1% | 199,554 | $5.8M |
| Morgan Stanley | 0.00% | Add +3.9% | 188,778 | $5.5M |
| Townsend Financial Planning, LLC | 4.38% | Add +0.2% | 171,682 | $5.0M |
| RFG Advisory, LLC | 0.08% | Add +4.5% | 167,965 | $4.9M |
| Physician Wealth Advisors, Inc. | 0.56% | Reduce -0.3% | 159,503 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 152,525 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +17.4% | 148,155 | $4.3M |
| EP Wealth Advisors, LLC | 0.02% | New | 145,026 | $4.2M |
| Essential Planning, LLC. | 1.12% | Add +0.6% | 135,769 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.0% | 133,050 | $3.9M |
| Prospect Financial Group LLC | 2.94% | Add +6.5% | 124,636 | $3.7M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -1.1% | 113,284 | $3.4M |
| Independent Solutions Wealth Management, LLC | 0.44% | Add +0.9% | 115,332 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -10.6% | 111,416 | $3.3M |
| Park Avenue Securities LLC | 0.02% | Add +17.4% | 108,642 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 105,148 | $3.1M |
| Sachem Hill LLC | 0.47% | Add +0.5% | 91,098 | $2.7M |
| Livet Wealth, LLC | 1.52% | Add +2.8% | 89,667 | $2.6M |
| Lodestar Private Asset Management LLC | 0.22% | Add +6.5% | 87,011 | $2.5M |
| UBS Group AG | 0.00% | Reduce -43.3% | 82,177 | $2.4M |
| NorthCoast Asset Management LLC | 0.05% | New | 81,922 | $2.4M |
| Raffa Wealth Management, LLC | 0.30% | Add +16.1% | 81,795 | $2.4M |
| Sachetta, LLC | 1.16% | Add +9.9% | 81,586 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +8.7% | 79,671 | $2.3M |
| Nwam LLC | 0.12% | Add +3.2% | 79,063 | $2.3M |
| Beckerman Institutional, LLC | 1.08% | Add +10.0% | 77,119 | $2.3M |
| Global View Capital Management LLC | 0.46% | New | 76,656 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.9% | 76,377 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 71,955 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.17% | Add +29.6% | 69,035 | $2.0M |
| Eagle Bay Advisors LLC | 1.49% | Add +24.5% | 68,053 | $2.0M |
| Fifth Third Securities, Inc. | 0.11% | Add +0.7% | 65,510 | $1.9M |
| Palisades Hudson Asset Management, L.P. | 0.65% | Add +0.7% | 63,130 | $1.9M |
| Asset Management Group, Inc. | 0.27% | Add +0.6% | 63,029 | $1.8M |
| Tortoise Investment Management, LLC | 0.14% | Add +7.4% | 62,874 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +28.1% | 61,443 | $1.8M |
| Birchcreek Wealth Management, LLC | 0.69% | Add +5.8% | 60,592 | $1.8M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 55,559 | $1.6M |
| HF Advisory Group, LLC | 0.50% | Add +2.3% | 55,036 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -9.8% | 55,008 | $1.6M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -0.6% | 54,387 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.0% | 52,577 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 49,178 | $1.4M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -80.0% | 48,085 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.7% | 45,792 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -17.4% | 45,286 | $1.3M |
| 21 West Wealth Management LLC | 1.12% | Add +0.1% | 44,741 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.2% | 44,615 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 40,675 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +204.3% | 40,330 | $1.2M |
| Smith, Moore & Co. | 0.08% | Reduce -0.9% | 39,931 | $1.2M |
| Life Planning Partners, Inc | 0.81% | Reduce -8.9% | 37,232 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.33% | Add +4.6% | 36,485 | $1.1M |
| Northwest Wealth Advisors, LLC | 0.60% | Add +13.8% | 35,685 | $1.0M |
| PKS Advisory Services, LLC | 0.16% | Add +0.2% | 34,201 | $1.0M |
| Rather & Kittrell, Inc. | 0.14% | Reduce -0.4% | 33,473 | $981K |
| Integrated Capital Management, Inc. | 0.68% | Add +6.6% | 33,324 | $976K |
| Blue Jean Financial LLC | 0.68% | New | 33,203 | $973K |
| FMR LLC | 0.00% | Add +108.2% | 31,876 | $934K |
| New England Private Wealth Advisors LLC | 0.09% | Add +21.2% | 30,333 | $928K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 31,000 | $908K |
| Fort Point Capital Partners LLC | 0.10% | Add +3.5% | 30,969 | $907K |
| Wells Fargo & Company | 0.00% | Add +8.8% | 28,874 | $846K |
| Balanced Wealth Group LLC | 0.26% | Add +0.9% | 28,387 | $832K |
| Savant Capital, LLC | 0.00% | New | 27,511 | $806K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +7.2% | 26,960 | $790K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +6.9% | 25,722 | $754K |
| Citigroup Inc. | 0.00% | Add +6.7% | 25,558 | $749K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.1% | 24,759 | $739K |
| Global Retirement Partners, LLC | 0.01% | — | 24,581 | $720K |
| IFP Advisors, Inc | 0.01% | Reduce -1.4% | 24,573 | $720K |
| Sykon Capital LLC | 0.21% | New | 23,790 | $697K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.5% | 23,738 | $696K |
"% of holder's portfolio" is FREL's weight in each manager's 13F, not the share of Fidelity MSCI RL Est Indx the manager owns.