Fidelity MSCI RL Est IndxFRELETF
13F holders, Q1 2025 (March 31)202holders −9
14new positions
24sold out
2famous investors
$27.47avg. 13F price*
At the end of Q1 2025, 202 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, down 9 from Q4 2024. 14 opened new positions and 24 sold out. The largest holders were PNC Financial Services Group, Inc. ($33.4M), Lido Advisors, LLC ($31.7M) and AE Wealth Management LLC ($28.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.1M |
| Exits | 24 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,892,710 shares bought and 8,397,424 shares sold, net −6,504,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| PNC Financial Services Group, Inc. | 0.02% | Reduce -7.5% | 1,215,331 | $33.4M |
| Lido Advisors, LLC | 0.19% | Reduce -4.5% | 1,153,327 | $31.7M |
| AE Wealth Management LLC | 0.24% | Add +15.2% | 1,026,029 | $28.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +125.5% | 887,449 | $24.4M |
| Citizens & Northern Corp. | 6.12% | Add +0.9% | 790,369 | $21.7M |
| Truefg, LLC | 5.31% | Add +4.2% | 587,099 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.3% | 579,677 | $15.9M |
| Black Diamond Financial, LLC | 2.34% | Add +7.0% | 566,193 | $15.6M |
| Riverpoint Wealth Management Holdings, LLC | 3.19% | Add +4.5% | 450,035 | $12.4M |
| Pure Financial Advisors, LLC | 0.24% | Reduce -4.6% | 416,409 | $11.4M |
| Avantax Advisory Services, Inc. | 0.07% | Add +14.5% | 413,873 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 411,071 | $11.3M |
| LPL Financial LLC | 0.00% | Add +14.8% | 357,459 | $9.8M |
| MAI Capital Management | 0.07% | Add +3.6% | 337,395 | $9.3M |
| Agf Management Ltd. | 0.04% | Add +110.7% | 298,678 | $8.2M |
| Payne Capital Management, LLC | 2.92% | Add +7.2% | 249,140 | $6.8M |
| Creative Planning | 0.01% | Reduce -3.1% | 249,070 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +4.8% | 234,589 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +23.5% | 215,669 | $5.9M |
| Heck Capital Advisors, LLC | 0.65% | Add +133.7% | 209,065 | $5.7M |
| Rehmann Capital Advisory Group | 0.34% | Add +16.4% | 195,411 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +1220.0% | 192,178 | $5.3M |
| American Financial & Tax Strategies Inc. | 2.75% | Reduce -3.0% | 186,368 | $5.1M |
| Physician Wealth Advisors, Inc. | 0.87% | Reduce -2.0% | 184,133 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +22.8% | 165,507 | $4.5M |
| Morgan Stanley | 0.00% | Add +14.4% | 158,017 | $4.3M |
| Advisory Services Network, LLC | 0.08% | Add +4.4% | 154,789 | $4.3M |
| Marotta Asset Management | 0.82% | Reduce -1.4% | 141,485 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +3.5% | 144,443 | $4.0M |
| Diversify Wealth Management, LLC | 0.29% | Add +10.0% | 147,488 | $3.9M |
| RFG Advisory, LLC | 0.10% | Add +5.5% | 135,723 | $3.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.8% | 129,808 | $3.6M |
| Essential Planning, LLC. | 1.43% | Reduce -98.4% | 129,314 | $3.6M |
| UBS Group AG | 0.00% | Add +30.2% | 128,291 | $3.5M |
| Opes Wealth Management LLC | 0.65% | Add +12.2% | 117,852 | $3.2M |
| Blue Barn Wealth, LLC | 1.68% | Add +5.8% | 117,070 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 114,808 | $3.2M |
| Independent Solutions Wealth Management, LLC | 0.71% | Add +1.4% | 114,667 | $3.1M |
| Sachem Hill LLC | 0.62% | Reduce -5.2% | 114,499 | $3.1M |
| SigFig Wealth Management, LLC | 0.11% | Add +0.9% | 108,858 | $3.0M |
| Prospect Financial Group LLC | 3.59% | Add +3.8% | 102,526 | $2.8M |
| Quadrature Capital Ltd | 0.06% | Add +57.0% | 98,423 | $2.7M |
| Fort Point Capital Partners LLC | 0.26% | Reduce -5.0% | 86,123 | $2.4M |
| Forte Asset Management LLC | 1.18% | Add +12.5% | 85,484 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 82,899 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.0% | 73,856 | $2.0M |
| Lodestar Private Asset Management LLC | 0.24% | Add +4.5% | 69,296 | $1.9M |
| Sachetta, LLC | 0.77% | Add +4.8% | 68,628 | $1.9M |
| Nwam LLC | 0.16% | Add +3.5% | 67,617 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -16.5% | 65,778 | $1.8M |
| Asset Management Group, Inc. | 0.33% | Reduce -4.0% | 65,196 | $1.8M |
| First National Corp. /Ma/ | 0.38% | Add +12.2% | 62,289 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Add +1.6% | 61,478 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -2.0% | 61,425 | $1.7M |
| Palisades Hudson Asset Management, L.P. | 0.75% | Add +5.2% | 60,364 | $1.7M |
| CW Advisors, LLC | 0.02% | Reduce -0.2% | 60,355 | $1.7M |
| Soltis Investment Advisors LLC | 0.14% | Reduce -27.0% | 57,598 | $1.6M |
| Eagle Bay Advisors LLC | 1.32% | Add +9.0% | 56,713 | $1.6M |
| Tortoise Investment Management, LLC | 0.15% | Reduce -1.0% | 51,954 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +28.1% | 51,837 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | New | 51,664 | $1.4M |
| Raffa Wealth Management, LLC | 0.32% | Add +12.6% | 51,117 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.19% | — | 50,490 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +80.5% | 49,381 | $1.4M |
| Full Sail Capital, LLC | 0.08% | Reduce -6.5% | 47,192 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.1% | 45,815 | $1.3M |
| HF Advisory Group, LLC | 0.54% | Add +9.1% | 44,835 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -4.7% | 44,117 | $1.2M |
| Life Planning Partners, Inc | 1.07% | Add +0.0% | 42,875 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.5% | 42,641 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +5.8% | 42,603 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.71% | Add +14.6% | 41,195 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +18.4% | 40,250 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Add +31.6% | 39,437 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 37,686 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.34% | No change | 37,854 | $1.0M |
| Smith, Moore & Co. | 0.09% | Add +0.8% | 36,797 | $1.0M |
| Beckerman Institutional, LLC | 0.69% | Add +14.1% | 34,874 | $958K |
| PKS Advisory Services, LLC | 0.26% | Reduce -4.4% | 34,804 | $956K |
| Rather & Kittrell, Inc. | 0.19% | Reduce -2.3% | 32,554 | $894K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.4% | 31,848 | $875K |
| Integrated Investment Consultants, LLC | 0.17% | No change | 31,000 | $852K |
| Bank of America Corp. | 0.00% | Reduce -22.7% | 28,268 | $777K |
| Balanced Wealth Group LLC | 0.35% | Add +0.9% | 26,362 | $724K |
| IFP Advisors, Inc | 0.02% | Add +175.4% | 25,534 | $701K |
| Elevated Capital Advisors, LLC | 0.18% | Reduce -4.8% | 23,249 | $639K |
| Northern Trust Corp. | 0.00% | New | 22,508 | $618K |
| Modern Wealth Management, LLC | 0.02% | Add +3.8% | 21,605 | $593K |
| Investmark Advisory Group LLC | 0.26% | Add +7.5% | 19,292 | $530K |
| Sunbelt Securities, Inc. | 0.05% | Add +40.5% | 18,540 | $509K |
| Citigroup Inc. | 0.00% | Add +16.9% | 17,541 | $482K |
| Atlas Capital Advisors Inc. | 0.06% | Add +53.0% | 17,359 | $477K |
| Keel Point, LLC | 0.04% | Reduce -10.0% | 17,103 | $470K |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 16,826 | $462K |
| Smith Salley Wealth Management | 0.03% | Add +0.6% | 16,568 | $455K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.3% | 16,275 | $447K |
| Snider Financial Group | 0.14% | Reduce -13.1% | 16,087 | $442K |
| Clarity Asset Management, Inc. | 0.28% | Reduce -14.0% | 15,966 | $439K |
| Rik Saylor Financial, Inc. | 0.38% | Reduce -0.6% | 15,890 | $436K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -14.2% | 15,553 | $427K |
"% 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.