Fidelity MSCI RL Est IndxFRELETF
13F holders, Q1 2024 (March 31)203holders
3famous investors
$26.06avg. 13F price*
At the end of Q1 2024, 203 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings. The largest holders were PNC Financial Services Group, Inc. ($42.9M), Lido Advisors, LLC ($25.8M) and Citizens & Northern Corp. ($17.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.2M |
| Exits | 17 | $4.0M |
Ownership 203 holders
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.7% | 1,643,427 | $42.9M |
| Lido Advisors, LLC | 0.23% | Add +12.9% | 988,126 | $25.8M |
| Citizens & Northern Corp. | 5.77% | Reduce -1.8% | 653,712 | $17.1M |
| Truefg, LLC | 5.04% | Add +1.6% | 526,902 | $13.7M |
| AE Wealth Management LLC | 0.14% | Add +22.6% | 483,052 | $12.6M |
| Pure Financial Advisors, LLC | 0.39% | Reduce -2.5% | 476,797 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -22.6% | 420,033 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.1% | 380,847 | $9.9M |
| Riverpoint Wealth Management Holdings, LLC | 2.61% | Add +2.5% | 359,801 | $9.4M |
| Black Diamond Financial, LLC | 2.39% | No change | 331,608 | $8.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +5.9% | 335,751 | $8.8M |
| MAI Capital Management | 0.09% | Reduce -4.1% | 314,530 | $8.2M |
| LPL Financial LLC | 0.00% | Add +3.1% | 296,471 | $7.7M |
| Creative Planning | 0.01% | Reduce -1.5% | 280,487 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 276,669 | $7.2M |
| Physician Wealth Advisors, Inc. | 1.11% | Add +0.7% | 220,307 | $5.3M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +1.8% | 197,737 | $5.2M |
| American Financial & Tax Strategies Inc. | 2.66% | Add +10.6% | 189,758 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.4% | 159,099 | $4.2M |
| Independent Solutions Wealth Management, LLC | 0.94% | Add +3.8% | 151,164 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2.6% | 149,504 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.9% | 142,698 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.2% | 140,551 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +30.6% | 138,978 | $3.6M |
| Advisory Services Network, LLC | 0.08% | Add +42.6% | 132,867 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.31% | Reduce -0.1% | 128,500 | $3.4M |
| Diversify Advisory Services, LLC | 0.20% | — | 130,570 | $3.3M |
| Essential Planning, LLC. | 1.61% | Add +0.1% | 120,431 | $3.2M |
| Morgan Stanley | 0.00% | Add +3.6% | 115,549 | $3.0M |
| Sachem Hill LLC | 0.71% | Add +1.1% | 115,387 | $3.0M |
| Marotta Asset Management | 0.62% | Add +7.2% | 114,118 | $3.0M |
| RFG Advisory, LLC | 0.10% | Add +1.9% | 108,353 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.2% | 108,097 | $2.8M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -9.1% | 107,150 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 102,860 | $2.7M |
| Opes Wealth Management LLC | 0.62% | Add +8.9% | 102,854 | $2.7M |
| Blue Barn Wealth, LLC | 1.39% | Add +3.3% | 95,186 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 84,580 | $2.2M |
| Raymond James & Associates | 0.00% | Add +3.6% | 83,840 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 83,332 | $2.2M |
| Marks Group Wealth Management, Inc | 0.22% | No change | 80,760 | $2.1M |
| Soltis Investment Advisors LLC | 0.23% | Reduce -0.3% | 78,843 | $2.1M |
| Asset Management Group, Inc. | 0.29% | Reduce -4.6% | 72,540 | $1.9M |
| Eagle Bay Advisors LLC | 1.16% | Add +5.2% | 70,514 | $1.8M |
| Forte Asset Management LLC | 1.10% | Add +11.3% | 69,405 | $1.8M |
| UBS Group AG | 0.00% | Add +2.2% | 68,457 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -19.6% | 67,168 | $1.8M |
| Lodestar Private Asset Management LLC | 0.23% | Add +6.2% | 61,084 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -4.5% | 60,523 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +79.3% | 60,352 | $1.6M |
| First National Corp. /Ma/ | 0.38% | No change | 58,098 | $1.5M |
| Nwam LLC | 0.12% | Add +11.8% | 62,393 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +5.2% | 58,749 | $1.5M |
| Heck Capital Advisors, LLC | 0.23% | Reduce -0.9% | 57,220 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -34.2% | 56,943 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -34.2% | 56,943 | $1.5M |
| Full Sail Capital, LLC | 0.10% | Reduce -4.9% | 56,767 | $1.5M |
| Palisades Hudson Asset Management, L.P. | 0.67% | Add +9.6% | 56,472 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +61.4% | 54,888 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.5% | 48,187 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -11.3% | 46,955 | $1.2M |
| Sachetta, LLC | 0.57% | No change | 44,987 | $1.2M |
| Agf Management Ltd. | 0.01% | Add +37.0% | 43,608 | $1.1M |
| Life Planning Partners, Inc | 1.10% | Add +7.3% | 42,386 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +126.4% | 40,976 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.38% | Add +4.9% | 38,501 | $1.0M |
| Smith, Moore & Co. | 0.10% | Add +0.3% | 37,137 | $969K |
| Blue Trust, Inc. | 0.01% | Reduce -68.6% | 36,559 | $954K |
| Rather & Kittrell, Inc. | 0.28% | Reduce -3.5% | 35,879 | $936K |
| Birchcreek Wealth Management, LLC | 0.46% | Add +14.2% | 33,629 | $877K |
| Cedar Wealth Management, LLC | 0.29% | Reduce -2.4% | 33,322 | $869K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.5% | 32,230 | $841K |
| Tortoise Investment Management, LLC | 0.10% | Reduce -1.3% | 31,815 | $830K |
| HF Advisory Group, LLC | 0.45% | Add +8.5% | 31,081 | $811K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +15.5% | 31,048 | $810K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -5.6% | 31,048 | $810K |
| Integrated Investment Consultants, LLC | 0.22% | No change | 31,000 | $809K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -21.7% | 29,053 | $758K |
| Bank of America Corp. | 0.00% | Add +35.1% | 28,806 | $752K |
| S&T Bank | 0.14% | Reduce -0.1% | 27,660 | $722K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.5% | 27,191 | $709K |
| Balanced Wealth Group LLC | 0.29% | Add +1.0% | 25,896 | $649K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 24,852 | $648K |
| Jane Street Group, LLC | 0.00% | Add +13.7% | 24,817 | $647K |
| Mission Wealth Management, LP | 0.02% | Reduce -5.7% | 23,240 | $606K |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 22,485 | $587K |
| Tufton Capital Management | 0.12% | Reduce -2.5% | 22,449 | $586K |
| Capital Analysts, LLC | 0.03% | Add +11.0% | 21,987 | $574K |
| Keel Point, LLC | 0.06% | Add +9.8% | 21,953 | $573K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 21,818 | $569K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +17.0% | 21,809 | $569K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -15.7% | 20,594 | $537K |
| BCS Wealth Management | 0.17% | Reduce -4.6% | 20,274 | $529K |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 20,073 | $524K |
| Raffa Wealth Management, LLC | 0.16% | Add +93.3% | 19,960 | $521K |
| Pathway Financial Advisers, LLC | 0.17% | Reduce -9.5% | 18,459 | $482K |
| Sunbelt Securities, Inc. | 0.05% | Add +3.0% | 17,413 | $454K |
| Smith Salley Wealth Management | 0.03% | Reduce -0.1% | 16,910 | $441K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.2% | 16,884 | $441K |
| Foster & Motley Inc. | 0.03% | Reduce -32.8% | 16,630 | $434K |
"% 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.