Fidelity MSCI RL Est IndxFRELETF
13F holders, Q2 2025 (June 30)210holders +8
19new positions
12sold out
2famous investors
$27.17avg. 13F price*
At the end of Q2 2025, 210 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 8 from Q1 2025. 19 opened new positions and 12 sold out. The largest holders were Lido Advisors, LLC ($33.0M), PNC Financial Services Group, Inc. ($30.4M) and AE Wealth Management LLC ($28.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.0M |
| Exits | 12 | $6.0M |
All 13F filers, Q1 2025 → Q2 2025: 853,894 shares bought and 1,342,563 shares sold, net −488,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Lido Advisors, LLC | 0.18% | Add +5.9% | 1,221,408 | $33.0M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -7.6% | 1,122,803 | $30.4M |
| AE Wealth Management LLC | 0.21% | Add +1.1% | 1,037,875 | $28.1M |
| Citizens & Northern Corp. | 5.93% | Add +3.8% | 820,011 | $22.2M |
| Truefg, LLC | 4.85% | Add +2.8% | 603,416 | $16.3M |
| Black Diamond Financial, LLC | 2.38% | Add +0.1% | 566,976 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.0% | 532,562 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.1% | 515,523 | $13.9M |
| Riverpoint Wealth Management Holdings, LLC | 2.97% | Add +3.9% | 467,376 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.4% | 416,893 | $11.3M |
| Pure Financial Advisors, LLC | 0.20% | Reduce -1.5% | 410,078 | $11.1M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -2.2% | 404,892 | $10.9M |
| LPL Financial LLC | 0.00% | Add +8.5% | 387,771 | $10.5M |
| MAI Capital Management | 0.07% | Add +12.7% | 380,222 | $10.3M |
| Agf Management Ltd. | 0.04% | Add +1.5% | 303,151 | $8.2M |
| Payne Capital Management, LLC | 2.62% | Add +0.9% | 251,410 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +2.7% | 240,990 | $6.5M |
| Heck Capital Advisors, LLC | 0.54% | Add +11.9% | 233,877 | $6.3M |
| Creative Planning | 0.01% | Reduce -8.0% | 229,082 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.5% | 208,107 | $5.6M |
| Rehmann Capital Advisory Group | 0.33% | Add +1.6% | 198,454 | $5.4M |
| American Financial & Tax Strategies Inc. | 2.64% | Add +1.5% | 189,228 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +11.2% | 184,060 | $5.0M |
| Physician Wealth Advisors, Inc. | 0.75% | Reduce -4.7% | 175,488 | $4.7M |
| Marotta Asset Management | 0.91% | Add +18.4% | 167,493 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 153,683 | $4.2M |
| Diversify Wealth Management, LLC | 0.25% | Add +2.3% | 150,809 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 145,296 | $3.9M |
| RFG Advisory, LLC | 0.09% | Add +1.0% | 137,030 | $3.7M |
| Essential Planning, LLC. | 1.32% | Add +1.7% | 131,503 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.9% | 122,161 | $3.3M |
| Blue Barn Wealth, LLC | 1.54% | Add +3.2% | 120,775 | $3.3M |
| Opes Wealth Management LLC | 0.58% | Add +2.4% | 120,698 | $3.3M |
| Independent Solutions Wealth Management, LLC | 0.61% | Add +0.7% | 115,511 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 112,015 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13304.0% | 105,892 | $2.9M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -2.9% | 105,737 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | New | 102,291 | $2.8M |
| Prospect Financial Group LLC | 2.89% | Reduce -0.4% | 102,140 | $2.8M |
| UBS Group AG | 0.00% | Reduce -23.4% | 98,292 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 95,170 | $2.6M |
| Sachem Hill LLC | 0.50% | Reduce -20.1% | 91,428 | $2.5M |
| Soundwatch Capital LLC | 0.38% | New | 4,850 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 74,608 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +19.9% | 72,388 | $2.0M |
| Lodestar Private Asset Management LLC | 0.22% | Add +3.5% | 71,751 | $1.9M |
| Sachetta, LLC | 0.73% | Add +0.1% | 68,662 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 64,875 | $1.8M |
| Asset Management Group, Inc. | 0.30% | Reduce -0.9% | 64,620 | $1.7M |
| Nwam LLC | 0.10% | Reduce -4.8% | 64,360 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +2.8% | 63,141 | $1.7M |
| First National Corp. /Ma/ | 0.34% | Reduce -0.7% | 61,836 | $1.7M |
| Marks Group Wealth Management, Inc | 0.15% | No change | 61,478 | $1.7M |
| Palisades Hudson Asset Management, L.P. | 0.65% | Add +1.3% | 61,141 | $1.7M |
| Soltis Investment Advisors LLC | 0.12% | Add +0.0% | 57,609 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +15.1% | 59,639 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +33.6% | 56,975 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +13.2% | 55,917 | $1.5M |
| Raffa Wealth Management, LLC | 0.30% | Add +8.8% | 55,596 | $1.5M |
| Eagle Bay Advisors LLC | 1.22% | Reduce -3.7% | 54,633 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.8% | 53,047 | $1.4M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -1.4% | 51,254 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 50,346 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +26.8% | 50,011 | $1.4M |
| Beckerman Institutional, LLC | 0.89% | Add +42.8% | 49,792 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.14% | Reduce -4.8% | 48,066 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.31% | — | 45,363 | $1.2M |
| Full Sail Capital, LLC | 0.07% | Reduce -4.4% | 45,111 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.68% | Add +7.6% | 44,311 | $1.2M |
| HF Advisory Group, LLC | 0.46% | Reduce -3.6% | 43,202 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -2.1% | 43,183 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -77.9% | 42,412 | $1.1M |
| Life Planning Partners, Inc | 0.91% | Reduce -1.4% | 42,277 | $1.1M |
| Bank of America Corp. | 0.00% | Add +48.3% | 41,932 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +2.9% | 41,427 | $1.1M |
| 21 West Wealth Management LLC | 1.09% | — | 39,972 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -6.4% | 39,891 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +2.4% | 38,756 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +21.5% | 38,682 | $1.0M |
| Smith, Moore & Co. | 0.08% | No change | 36,797 | $995K |
| PKS Advisory Services, LLC | 0.23% | Reduce -0.3% | 34,687 | $938K |
| Citadel Advisors | 0.00% | Add +166.7% | 33,087 | $895K |
| Rather & Kittrell, Inc. | 0.17% | Reduce -0.8% | 32,300 | $873K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -63.4% | 31,505 | $852K |
| Integrated Investment Consultants, LLC | 0.16% | No change | 31,000 | $838K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 29,797 | $806K |
| Balanced Wealth Group LLC | 0.31% | Add +0.7% | 26,533 | $718K |
| Wells Fargo & Company | 0.00% | Add +53.4% | 25,818 | $698K |
| IFP Advisors, Inc | 0.02% | Add +0.5% | 25,665 | $694K |
| Elevated Capital Advisors, LLC | 0.18% | No change | 23,249 | $639K |
| Modern Wealth Management, LLC | 0.02% | Add +9.1% | 23,578 | $638K |
| Advisory Services Network, LLC | 0.01% | Reduce -86.3% | 21,253 | $575K |
| Investmark Advisory Group LLC | 0.24% | Reduce -0.9% | 19,127 | $517K |
| Fingerlakes Wealth Management, Inc. | 0.34% | Add +11.7% | 16,972 | $459K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 16,969 | $459K |
| Smith Salley Wealth Management | 0.03% | Add +0.4% | 16,633 | $450K |
| Snider Financial Group | 0.13% | Add +2.7% | 16,519 | $447K |
| Jane Street Group, LLC | 0.00% | New | 15,874 | $429K |
| Northern Trust Corp. | 0.00% | Reduce -30.2% | 15,703 | $425K |
| Clarity Asset Management, Inc. | 0.25% | Reduce -1.7% | 15,695 | $424K |
"% 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.