Fidelity MSCI RL Est IndxFRELETF
13F holders, Q2 2024 (June 30)199holders −4
14new positions
18sold out
2famous investors
$25.38avg. 13F price*
At the end of Q2 2024, 199 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, down 4 from Q1 2024. 14 opened new positions and 18 sold out. The largest holders were PNC Financial Services Group, Inc. ($37.8M), Lido Advisors, LLC ($26.2M) and Citizens & Northern Corp. ($19.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.2M |
| Exits | 18 | $6.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,108,648 shares bought and 1,019,866 shares sold, net +88,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| PNC Financial Services Group, Inc. | 0.03% | Reduce -9.2% | 1,493,060 | $37.8M |
| Lido Advisors, LLC | 0.22% | Add +4.8% | 1,035,195 | $26.2M |
| Citizens & Northern Corp. | 6.06% | Add +16.9% | 764,513 | $19.4M |
| AE Wealth Management LLC | 0.16% | Add +29.4% | 625,027 | $15.8M |
| Truefg, LLC | 5.14% | Add +6.6% | 561,783 | $14.2M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -3.4% | 460,749 | $11.7M |
| Black Diamond Financial, LLC | 2.13% | Add +31.0% | 434,473 | $11.0M |
| Riverpoint Wealth Management Holdings, LLC | 2.87% | Add +13.3% | 407,542 | $10.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.3% | 389,425 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 381,339 | $9.7M |
| MAI Capital Management | 0.09% | Add +9.3% | 343,655 | $8.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.8% | 341,766 | $8.7M |
| LPL Financial LLC | 0.00% | Add +9.3% | 323,920 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 305,221 | $7.7M |
| Creative Planning | 0.01% | Reduce -3.2% | 271,447 | $6.9M |
| Physician Wealth Advisors, Inc. | 1.05% | Reduce -4.3% | 210,729 | $5.7M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +11.8% | 221,128 | $5.6M |
| American Financial & Tax Strategies Inc. | 2.58% | Add +1.6% | 192,809 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +6.9% | 159,830 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.2% | 157,240 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.89% | Add +1.4% | 153,256 | $3.9M |
| Marotta Asset Management | 0.74% | Add +24.3% | 141,827 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.2% | 136,732 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +0.5% | 133,547 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.30% | Reduce -1.0% | 127,247 | $3.2M |
| Essential Planning, LLC. | 1.40% | Add +4.6% | 125,949 | $3.2M |
| RFG Advisory, LLC | 0.10% | Add +15.8% | 125,526 | $3.2M |
| Diversify Wealth Management, LLC | 0.40% | — | 118,665 | $3.2M |
| Sachem Hill LLC | 0.67% | Add +7.5% | 124,001 | $3.1M |
| Morgan Stanley | 0.00% | Add +3.9% | 120,027 | $3.0M |
| Rehmann Capital Advisory Group | 0.20% | Add +571.2% | 110,654 | $2.8M |
| SigFig Wealth Management, LLC | 0.10% | Add +2.7% | 110,006 | $2.8M |
| Opes Wealth Management LLC | 0.55% | Add +1.6% | 104,445 | $2.6M |
| Raymond James & Associates | 0.00% | Add +22.6% | 102,796 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 102,136 | $2.6M |
| Blue Barn Wealth, LLC | 1.42% | Add +5.5% | 100,454 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -32.9% | 93,322 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -43.1% | 79,922 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 79,558 | $2.0M |
| Soltis Investment Advisors LLC | 0.21% | Add +0.0% | 78,844 | $2.0M |
| Eagle Bay Advisors LLC | 1.18% | Add +8.7% | 76,663 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 74,929 | $1.9M |
| Forte Asset Management LLC | 1.09% | Add +5.4% | 73,148 | $1.9M |
| Asset Management Group, Inc. | 0.28% | Reduce -0.8% | 71,983 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +19.6% | 70,283 | $1.8M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -46.9% | 69,348 | $1.8M |
| Marks Group Wealth Management, Inc | 0.18% | Reduce -15.4% | 68,324 | $1.7M |
| UBS Group AG | 0.00% | Reduce -0.2% | 68,290 | $1.7M |
| Lodestar Private Asset Management LLC | 0.22% | Add +3.0% | 62,933 | $1.6M |
| Sachetta, LLC | 0.69% | Add +29.1% | 58,087 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.9% | 61,442 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +7.9% | 61,442 | $1.6M |
| Palisades Hudson Asset Management, L.P. | 0.66% | Add +0.8% | 56,951 | $1.4M |
| Heck Capital Advisors, LLC | 0.18% | Reduce -1.2% | 56,545 | $1.4M |
| Full Sail Capital, LLC | 0.09% | Reduce -4.7% | 54,125 | $1.4M |
| Tortoise Investment Management, LLC | 0.15% | Add +67.2% | 53,199 | $1.3M |
| First National Corp. /Ma/ | 0.31% | Reduce -10.4% | 52,065 | $1.3M |
| Agf Management Ltd. | 0.01% | Add +18.4% | 51,614 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.2% | 50,689 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 50,333 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.6% | 50,245 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +0.3% | 47,077 | $1.2M |
| CW Advisors, LLC | 0.02% | New | 46,480 | $1.2M |
| Life Planning Partners, Inc | 0.98% | Add +0.5% | 42,604 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +2.8% | 42,105 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | Reduce -1.8% | 37,797 | $958K |
| HF Advisory Group, LLC | 0.49% | Add +21.2% | 37,680 | $955K |
| Blue Trust, Inc. | 0.01% | No change | 36,559 | $954K |
| Smith, Moore & Co. | 0.10% | No change | 37,137 | $941K |
| Rather & Kittrell, Inc. | 0.25% | Add +0.8% | 36,151 | $916K |
| Birchcreek Wealth Management, LLC | 0.48% | Reduce -0.3% | 33,527 | $850K |
| Kestra Advisory Services, LLC | 0.00% | Add +44.3% | 39,225 | $829K |
| Raffa Wealth Management, LLC | 0.23% | Add +62.6% | 32,457 | $822K |
| Integrated Investment Consultants, LLC | 0.22% | No change | 31,000 | $809K |
| VCI Wealth Management LLC | 0.38% | New | 30,226 | $766K |
| Ameriprise Financial Inc. | 0.00% | Add +33.9% | 30,100 | $763K |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 28,178 | $714K |
| S&T Bank | 0.18% | No change | 27,660 | $701K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -17.2% | 25,702 | $651K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +14.3% | 24,937 | $632K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 24,884 | $631K |
| Balanced Wealth Group LLC | 0.28% | Reduce -3.9% | 24,897 | $624K |
| D. E. Shaw & Co. | 0.00% | Add +127.0% | 24,256 | $615K |
| Citadel Advisors | 0.00% | New | 22,612 | $573K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -79.4% | 22,236 | $563K |
| Keel Point, LLC | 0.05% | Reduce -10.4% | 19,679 | $542K |
| Susquehanna International Group, LLP | 0.00% | Add +88.7% | 21,195 | $537K |
| Wells Fargo & Company | 0.00% | Add +4.3% | 20,929 | $530K |
| Brookstone Capital Management | 0.01% | Reduce -14.5% | 18,661 | $506K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.4% | 19,202 | $487K |
| Clarity Asset Management, Inc. | 0.35% | Add +16.4% | 19,200 | $487K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -7.0% | 19,151 | $485K |
| Pathway Financial Advisers, LLC | 0.17% | Reduce -0.8% | 18,316 | $463K |
| Mutual Advisors, LLC | 0.01% | Reduce -47.5% | 16,935 | $461K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.8% | 17,272 | $438K |
| Cetera Investment Advisers | 0.00% | Reduce -71.9% | 16,957 | $430K |
| Smith Salley Wealth Management | 0.03% | Add +0.3% | 16,956 | $430K |
| Investmark Advisory Group LLC | 0.21% | Reduce -0.0% | 15,820 | $401K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -46.9% | 15,436 | $391K |
| Global Retirement Partners, LLC | 0.01% | Reduce -10.4% | 15,126 | $383K |
"% 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.