Fidelity MSCI RL Est IndxFRELETF
13F holders, Q4 2024 (December 31)211holders +8
21new positions
23sold out
2famous investors
$27.56avg. 13F price*
At the end of Q4 2024, 211 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 8 from Q3 2024. 21 opened new positions and 23 sold out. The largest holders were Essential Planning, LLC. ($227.2M), PNC Financial Services Group, Inc. ($35.5M) and Lido Advisors, LLC ($32.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.4M |
| Exits | 23 | $13.8M |
All 13F filers, Q3 2024 → Q4 2024: 8,938,503 shares bought and 958,137 shares sold, net +7,980,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Essential Planning, LLC. | 1.48% | Add +6175.9% | 7,939,810 | $227.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.0% | 1,314,065 | $35.5M |
| Lido Advisors, LLC | 0.21% | Add +4.1% | 1,207,751 | $32.6M |
| AE Wealth Management LLC | 0.20% | Add +22.2% | 891,029 | $24.1M |
| Citizens & Northern Corp. | 5.80% | Reduce -2.6% | 783,067 | $21.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +26.4% | 566,807 | $15.3M |
| Truefg, LLC | 4.97% | Add +2.8% | 563,565 | $15.2M |
| Black Diamond Financial, LLC | 2.14% | Add +9.8% | 529,194 | $14.3M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -2.9% | 436,684 | $11.8M |
| Riverpoint Wealth Management Holdings, LLC | 3.04% | Add +0.8% | 430,742 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.4% | 399,310 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.2% | 393,608 | $10.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +2.1% | 361,369 | $9.8M |
| MAI Capital Management | 0.07% | Reduce -5.0% | 325,554 | $8.8M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 311,417 | $8.4M |
| Creative Planning | 0.01% | Reduce -2.5% | 256,964 | $6.9M |
| Payne Capital Management, LLC | 2.71% | — | 232,344 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.26% | Reduce -0.2% | 223,874 | $6.0M |
| American Financial & Tax Strategies Inc. | 2.69% | Add +0.0% | 192,230 | $5.2M |
| Physician Wealth Advisors, Inc. | 0.86% | Reduce -2.4% | 187,848 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 174,666 | $4.7M |
| Rehmann Capital Advisory Group | 0.29% | Add +54.1% | 167,930 | $4.5M |
| Advisory Services Network, LLC | 0.07% | Add +11.1% | 148,301 | $4.0M |
| Marotta Asset Management | 0.80% | Add +1.4% | 143,514 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +19.4% | 141,754 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.1% | 140,813 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +2.7% | 139,563 | $3.8M |
| Morgan Stanley | 0.00% | Add +10.1% | 138,130 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +45.2% | 134,835 | $3.6M |
| Diversify Wealth Management, LLC | 0.27% | Reduce -9.6% | 134,073 | $3.5M |
| RFG Advisory, LLC | 0.10% | Reduce -0.1% | 128,701 | $3.5M |
| Sachem Hill LLC | 0.68% | Reduce -2.2% | 120,746 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 115,417 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.67% | Reduce -22.2% | 113,041 | $3.1M |
| Blue Barn Wealth, LLC | 1.58% | Add +6.4% | 110,617 | $3.0M |
| SigFig Wealth Management, LLC | 0.10% | Add +1.0% | 107,922 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 105,567 | $2.9M |
| Opes Wealth Management LLC | 0.58% | Add +0.1% | 105,068 | $2.8M |
| Prospect Financial Group LLC | 3.28% | — | 98,804 | $2.7M |
| UBS Group AG | 0.00% | Add +24.6% | 98,544 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 91,801 | $2.5M |
| Fort Point Capital Partners LLC | 0.27% | New | 90,642 | $2.4M |
| Heck Capital Advisors, LLC | 0.28% | Reduce -1.8% | 89,449 | $2.4M |
| Soltis Investment Advisors LLC | 0.20% | Add +0.0% | 78,871 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 78,799 | $2.1M |
| Forte Asset Management LLC | 1.09% | Add +9.0% | 76,004 | $2.1M |
| Asset Management Group, Inc. | 0.33% | Reduce -6.2% | 67,936 | $1.8M |
| Lodestar Private Asset Management LLC | 0.22% | Add +1.3% | 66,346 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +43.5% | 65,840 | $1.8M |
| Sachetta, LLC | 0.70% | Add +6.8% | 65,503 | $1.8M |
| Nwam LLC | 0.11% | Reduce -0.5% | 65,302 | $1.8M |
| Quadrature Capital Ltd | 0.03% | New | 62,687 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +32.5% | 62,696 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -11.5% | 60,489 | $1.6M |
| CW Advisors, LLC | 0.02% | Add +6.7% | 60,466 | $1.6M |
| Palisades Hudson Asset Management, L.P. | 0.65% | Reduce -3.3% | 57,373 | $1.6M |
| First National Corp. /Ma/ | 0.34% | Add +4.9% | 55,530 | $1.5M |
| Tortoise Investment Management, LLC | 0.15% | Reduce -2.3% | 52,474 | $1.4M |
| Eagle Bay Advisors LLC | 0.88% | Reduce -22.0% | 52,018 | $1.4M |
| Full Sail Capital, LLC | 0.09% | Reduce -6.4% | 50,492 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 48,161 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -34.8% | 47,712 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -6.9% | 46,298 | $1.3M |
| Raffa Wealth Management, LLC | 0.29% | Add +22.7% | 45,379 | $1.2M |
| Life Planning Partners, Inc | 1.07% | Add +0.1% | 42,857 | $1.2M |
| HF Advisory Group, LLC | 0.51% | Add +7.8% | 41,081 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +26.3% | 40,468 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -39.5% | 40,270 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 38,162 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.34% | Reduce -0.1% | 37,854 | $1.0M |
| Bank of America Corp. | 0.00% | Add +16.7% | 36,590 | $989K |
| Smith, Moore & Co. | 0.09% | Reduce -1.9% | 36,512 | $987K |
| PKS Advisory Services, LLC | 0.25% | — | 36,412 | $984K |
| Birchcreek Wealth Management, LLC | 0.61% | Add +5.4% | 35,942 | $971K |
| Farther Finance Advisors, LLC | 0.03% | Add +12929.5% | 34,007 | $919K |
| Rather & Kittrell, Inc. | 0.21% | Reduce -4.5% | 33,308 | $900K |
| Integrated Investment Consultants, LLC | 0.17% | No change | 31,000 | $838K |
| Beckerman Institutional, LLC | 0.66% | Add +2.8% | 30,567 | $826K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -29.2% | 29,975 | $779K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +8.3% | 28,598 | $773K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.8% | 27,355 | $739K |
| Balanced Wealth Group LLC | 0.32% | Add +4.7% | 26,118 | $717K |
| Elevated Capital Advisors, LLC | 0.18% | Add +152.4% | 24,421 | $660K |
| Susquehanna International Group, LLP | 0.00% | Add +152.9% | 22,845 | $617K |
| Wells Fargo & Company | 0.00% | Add +11.5% | 21,383 | $578K |
| Modern Wealth Management, LLC | 0.02% | New | 20,815 | $562K |
| Keel Point, LLC | 0.04% | Reduce -3.0% | 19,007 | $514K |
| Global Retirement Partners, LLC | 0.01% | Add +8.5% | 18,944 | $512K |
| Brookstone Capital Management | 0.01% | Reduce -1.0% | 18,644 | $504K |
| Clarity Asset Management, Inc. | 0.33% | Reduce -2.0% | 18,568 | $502K |
| Snider Financial Group | 0.15% | New | 18,520 | $500K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.1% | 18,131 | $490K |
| Investmark Advisory Group LLC | 0.24% | Add +11.0% | 17,952 | $485K |
| OneDigital Investment Advisors LLC | 0.01% | Add +15.8% | 16,822 | $455K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.7% | 16,665 | $450K |
| Smith Salley Wealth Management | 0.03% | Reduce -4.4% | 16,470 | $445K |
| BCS Wealth Management | 0.11% | New | 16,023 | $433K |
| Rik Saylor Financial, Inc. | 0.40% | — | 15,985 | $432K |
| Mission Wealth Management, LP | 0.01% | Reduce -16.0% | 15,806 | $427K |
| Citigroup Inc. | 0.00% | Add +11.4% | 15,007 | $405K |
"% 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.