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 |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.7% | 14,532 | $428K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Add +19.5% | 14,365 | $423K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -7.4% | 14,297 | $421K |
| Colonial Trust Co / SC | 0.06% | Add +19.4% | 13,942 | $411K |
| PFG Advisors | 0.03% | Reduce -0.4% | 13,710 | $404K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.0% | 13,681 | $403K |
| Citigroup Inc. | 0.00% | Add +39.6% | 13,469 | $397K |
| Demars Financial Group, LLC | 0.18% | Reduce -7.5% | 13,291 | $392K |
| Disciplined Investments, LLC | 0.18% | No change | 12,699 | $374K |
| Townsquare Capital LLC | 0.00% | Add +7.4% | 12,554 | $370K |
| VCI Wealth Management LLC | 0.16% | Reduce -60.0% | 12,103 | $357K |
| Talon Private Wealth, LLC | 0.07% | — | 11,647 | $343K |
| Lynch & Associates | 0.07% | Add +3.9% | 11,504 | $339K |
| Pathway Financial Advisers, LLC | 0.15% | Reduce -39.6% | 11,069 | $326K |
| Penobscot Wealth Management | 0.17% | Reduce -3.6% | 10,421 | $307K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 9,899 | $292K |
| Apexium Financial, LP | 0.02% | Reduce -14.9% | 9,841 | $290K |
| Foster & Motley Inc. | 0.02% | Reduce -25.6% | 9,826 | $290K |
| Meridian Wealth Management, LLC | 0.01% | New | 9,797 | $289K |
| Elevated Capital Advisors, LLC | 0.08% | New | 9,675 | $285K |
| Tufton Capital Management | 0.05% | Reduce -25.0% | 9,656 | $285K |
| PCA Investment Advisory Services Inc. | 0.13% | Add +0.3% | 9,176 | $271K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.4% | 9,033 | $266K |
| NorthLanding Financial Partners, LLC | 0.26% | Add +0.1% | 8,976 | $265K |
| Colonial Trust Advisors | 0.02% | Reduce -32.0% | 8,775 | $259K |
| Merit Financial Group, LLC | 0.01% | Reduce -9.6% | 8,738 | $258K |
| Grand Wealth Management, LLC | 0.14% | Reduce -16.0% | 8,530 | $251K |
| Thompson Investment Management, Inc. | 0.04% | Add +1.5% | 8,501 | $251K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.7% | 8,364 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.9% | 8,309 | $245K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 8,176 | $241K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -27.0% | 8,001 | $236K |
| AQR Capital Management | 0.00% | New | 7,684 | $227K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.4% | 7,473 | $220K |
| Merriman Wealth Management, LLC | 0.01% | New | 7,396 | $218K |
| MB Generational Wealth, LLC | 0.16% | New | 7,396 | $218K |
| Red Mountain Financial, LLC | 0.23% | New | 7,358 | $217K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,984 | $206K |
| Ancora Advisors LLC | 0.00% | No change | 5,597 | $165K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +3.6% | 5,402 | $159K |
| Aspect Partners, LLC | 0.09% | No change | 5,388 | $159K |
| IFP Advisors, Inc | 0.01% | No change | 5,136 | $151K |
| Principal Securities, Inc. | 0.00% | Add +6.1% | 4,427 | $131K |
| Cwm, LLC | 0.00% | Add +63.0% | 4,336 | $128K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.2% | 4,322 | $127K |
| Blair William & Co. | 0.00% | Reduce -4.3% | 4,266 | $126K |
| US Bancorp \de | 0.00% | No change | 4,200 | $124K |
| FMR LLC | 0.00% | Reduce -17.3% | 3,153 | $93K |
| Financial Perspectives, Inc | 0.03% | Add +0.7% | 2,990 | $88K |
| Brown Brothers Harriman & Co. | 0.00% | Add +147.7% | 2,853 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Add +138.1% | 2,860 | $84K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 2,303 | $68K |
| Fortitude Family Office, LLC | 0.02% | Add +0.7% | 2,084 | $61K |
| Stone House Investment Management, LLC | 0.01% | Reduce -42.1% | 2,035 | $60K |
| National Bank of Canada | 0.00% | No change | 1,795 | $53K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,664 | $49K |
| Larson Financial Group LLC | 0.00% | Add +2144.6% | 1,257 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +164.7% | 1,231 | $36K |
| Comerica Bank | 0.00% | Add +69.2% | 1,181 | $35K |
| Allworth Financial LP | 0.00% | Add +0.8% | 1,077 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,036 | $31K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $29K |
| Sandy Spring Bank | 0.00% | No change | 1,000 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 994 | $29K |
| Northwest Financial Advisors | 0.02% | New | 986 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 983 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +71.4% | 970 | $28K |
| Bokf, NA | 0.00% | New | 850 | $25K |
| Sage Mountain Advisors LLC | 0.00% | New | 833 | $25K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 831 | $25K |
| Franklin Resources Inc. | 0.00% | No change | 784 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 699 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 597 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 576 | $17K |
| DecisionPoint Financial, LLC | 0.00% | No change | 516 | $15K |
| Ridgewood Investments LLC | 0.01% | No change | 424 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 389 | $11K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 384 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 347 | $10K |
| CNB Bank | 0.00% | No change | 330 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -74.5% | 314 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -36.5% | 289 | $9K |
| Addison Advisors LLC | 0.00% | No change | 281 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 261 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Add +80.3% | 211 | $6K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 206 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 167 | $5K |
| Investors Research Corp | 0.00% | Add +3.1% | 165 | $5K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -72.7% | 150 | $4K |
| Quent Capital, LLC | 0.00% | No change | 147 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -29.1% | 146 | $4K |
| Spire Wealth Management | 0.00% | Add +0.7% | 141 | $4K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 133 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 78 | $2K |
| Key Financial Inc | 0.00% | No change | 54 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.6% | 39 | $1K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 37 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 25 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 15 | $442 |
| Armor Investment Advisors, LLC | 0.00% | No change | 3 | $88 |
| GeoWealth Management, LLC | 0.00% | New | 2 | $44 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1 | $29 |
"% 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.