Fidelity MSCI RL Est IndxFRELETF
13F holders, Q3 2024 (September 30)203holders +4
20new positions
20sold out
2famous investors
$29.43avg. 13F price*
At the end of Q3 2024, 203 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 4 from Q2 2024. 20 opened new positions and 20 sold out. The largest holders were PNC Financial Services Group, Inc. ($39.9M), Lido Advisors, LLC ($34.2M) and Citizens & Northern Corp. ($23.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.2M |
| Exits | 20 | $4.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,164,514 shares bought and 548,638 shares sold, net +615,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| PNC Financial Services Group, Inc. | 0.03% | Reduce -9.3% | 1,353,946 | $39.9M |
| Lido Advisors, LLC | 0.26% | Add +12.1% | 1,160,069 | $34.2M |
| Citizens & Northern Corp. | 7.12% | Add +5.2% | 804,193 | $23.7M |
| AE Wealth Management LLC | 0.20% | Add +16.7% | 729,408 | $21.5M |
| Truefg, LLC | 5.28% | Reduce -2.4% | 548,462 | $16.2M |
| Black Diamond Financial, LLC | 2.42% | Add +10.9% | 481,947 | $14.3M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -2.4% | 449,545 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.1% | 448,245 | $13.2M |
| Riverpoint Wealth Management Holdings, LLC | 3.23% | Add +4.8% | 427,240 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 393,691 | $11.6M |
| Avantax Advisory Services, Inc. | 0.07% | Add +3.5% | 353,815 | $10.4M |
| MAI Capital Management | 0.10% | Reduce -0.2% | 342,835 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 333,095 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 312,951 | $9.2M |
| Creative Planning | 0.01% | Reduce -3.0% | 263,418 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +1.4% | 224,225 | $6.6M |
| American Financial & Tax Strategies Inc. | 2.88% | Reduce -0.3% | 192,224 | $5.7M |
| Physician Wealth Advisors, Inc. | 1.01% | Reduce -8.7% | 192,391 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.4% | 173,334 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.7% | 148,332 | $4.4M |
| Diversify Wealth Management, LLC | 0.42% | Add +24.9% | 148,275 | $4.3M |
| Independent Solutions Wealth Management, LLC | 0.97% | Reduce -5.2% | 145,331 | $4.3M |
| Marotta Asset Management | 0.82% | Reduce -0.2% | 141,485 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 135,885 | $4.0M |
| Galvin, Gaustad & Stein, LLC | 0.35% | Add +1.8% | 129,572 | $3.8M |
| RFG Advisory, LLC | 0.12% | Add +2.7% | 128,865 | $3.8M |
| Essential Planning, LLC. | 1.53% | Add +0.5% | 126,512 | $3.7M |
| Morgan Stanley | 0.00% | Add +4.6% | 125,513 | $3.7M |
| Sachem Hill LLC | 0.74% | Reduce -0.4% | 123,465 | $3.6M |
| Agf Management Ltd. | 0.02% | Add +130.1% | 118,758 | $3.5M |
| Advisory Services Network, LLC | 0.07% | No change | 133,547 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | New | 109,779 | $3.2M |
| Rehmann Capital Advisory Group | 0.21% | Reduce -1.6% | 108,937 | $3.2M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -2.9% | 106,806 | $3.1M |
| Opes Wealth Management LLC | 0.59% | Add +0.5% | 104,956 | $3.1M |
| Blue Barn Wealth, LLC | 1.57% | Add +3.5% | 104,004 | $3.1M |
| Raymond James & Associates | 0.00% | Add +1.0% | 103,792 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 101,950 | $3.0M |
| Win Advisors, Inc. | 1.33% | New | 96,195 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.5% | 92,888 | $2.7M |
| Heck Capital Advisors, LLC | 0.31% | Add +61.1% | 91,103 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 79,728 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 79,632 | $2.3M |
| UBS Group AG | 0.00% | Add +15.8% | 79,090 | $2.3M |
| Soltis Investment Advisors LLC | 0.23% | No change | 78,844 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.5% | 73,952 | $2.2M |
| Citadel Advisors | 0.00% | Add +223.4% | 73,132 | $2.2M |
| Asset Management Group, Inc. | 0.30% | Add +0.6% | 72,384 | $2.1M |
| Forte Asset Management LLC | 1.10% | Reduce -4.7% | 69,741 | $2.1M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 68,324 | $2.0M |
| Eagle Bay Advisors LLC | 0.75% | Reduce -13.0% | 66,673 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -5.3% | 66,590 | $2.0M |
| Nwam LLC | 0.12% | New | 65,620 | $1.9M |
| Lodestar Private Asset Management LLC | 0.25% | Add +4.1% | 65,512 | $1.9M |
| Sachetta, LLC | 0.72% | Add +5.6% | 61,328 | $1.8M |
| Palisades Hudson Asset Management, L.P. | 0.74% | Add +4.2% | 59,322 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.8% | 57,875 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -5.8% | 57,875 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +21.9% | 56,666 | $1.7M |
| Full Sail Capital, LLC | 0.10% | Reduce -0.3% | 53,935 | $1.6M |
| Tortoise Investment Management, LLC | 0.17% | Add +0.9% | 53,694 | $1.6M |
| First National Corp. /Ma/ | 0.35% | Add +1.7% | 52,934 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -1.1% | 49,752 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +0.5% | 47,332 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | New | 45,887 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 45,904 | $1.4M |
| Life Planning Partners, Inc | 1.13% | Add +0.5% | 42,825 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -39.0% | 42,321 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -4.4% | 40,240 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.5% | 39,820 | $1.2M |
| HF Advisory Group, LLC | 0.52% | Add +1.2% | 38,117 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.37% | Add +0.3% | 37,895 | $1.1M |
| Smith, Moore & Co. | 0.10% | Add +0.3% | 37,238 | $1.1M |
| Raffa Wealth Management, LLC | 0.26% | Add +13.9% | 36,984 | $1.1M |
| Rather & Kittrell, Inc. | 0.25% | Reduce -3.6% | 34,860 | $1.0M |
| Sunbelt Securities, Inc. | 0.10% | Add +99.4% | 34,447 | $1.0M |
| Birchcreek Wealth Management, LLC | 0.66% | Add +1.7% | 34,105 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.4% | 32,039 | $945K |
| Bank of America Corp. | 0.00% | Add +11.3% | 31,364 | $925K |
| Integrated Investment Consultants, LLC | 0.20% | No change | 31,000 | $914K |
| Beckerman Institutional, LLC | 0.74% | — | 29,736 | $877K |
| S&T Bank | 0.21% | Reduce -2.6% | 26,929 | $794K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.9% | 26,412 | $779K |
| Balanced Wealth Group LLC | 0.33% | Add +0.3% | 24,958 | $736K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.7% | 24,457 | $721K |
| Blue Trust, Inc. | 0.01% | Reduce -23.2% | 28,070 | $711K |
| Atlas Capital Advisors Inc. | 0.11% | Add +72.1% | 23,432 | $691K |
| Keel Point, LLC | 0.05% | Reduce -0.4% | 19,597 | $578K |
| Wells Fargo & Company | 0.00% | Reduce -8.4% | 19,177 | $565K |
| Clarity Asset Management, Inc. | 0.39% | Reduce -1.3% | 18,943 | $558K |
| Brookstone Capital Management | 0.01% | Add +0.9% | 18,826 | $555K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.0% | 18,816 | $555K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 18,522 | $546K |
| Cedar Wealth Management, LLC | 0.16% | Add +1606.5% | 17,594 | $519K |
| Global Retirement Partners, LLC | 0.02% | Add +15.4% | 17,453 | $515K |
| Smith Salley Wealth Management | 0.03% | Add +1.6% | 17,236 | $508K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +15.3% | 16,959 | $500K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Add +24.9% | 16,480 | $486K |
| Investmark Advisory Group LLC | 0.23% | Add +2.2% | 16,170 | $477K |
| Cetera Investment Advisers | 0.00% | Reduce -7.1% | 15,756 | $464K |
"% 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.