Fidelity MSCI RL Est IndxFRELETF
13F holders, Q3 2025 (September 30)211holders +1
22new positions
15sold out
1famous investor
$27.80avg. 13F price*
At the end of Q3 2025, 211 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 1 from Q2 2025. 22 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($37.1M), AE Wealth Management LLC ($34.3M) and PNC Financial Services Group, Inc. ($28.6M). One famous investor held it 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.2M |
| Exits | 15 | $6.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,631,253 shares bought and 466,486 shares sold, net +2,164,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Lido Advisors, LLC | 0.15% | Add +9.3% | 1,334,794 | $37.1M |
| AE Wealth Management LLC | 0.22% | Add +18.9% | 1,234,225 | $34.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -8.4% | 1,028,180 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +81.6% | 966,894 | $26.9M |
| Citizens & Northern Corp. | 5.67% | Add +0.3% | 822,330 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +82.7% | 761,510 | $21.2M |
| Black Diamond Financial, LLC | 2.12% | Add +19.7% | 678,768 | $18.9M |
| Truefg, LLC | 4.93% | Add +6.3% | 641,438 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.4% | 508,219 | $14.1M |
| Riverpoint Wealth Management Holdings, LLC | 3.04% | Add +6.5% | 497,905 | $13.8M |
| LPL Financial LLC | 0.00% | Add +9.2% | 423,463 | $11.8M |
| Cetera Investment Advisers | 0.01% | Add +865.4% | 409,441 | $11.4M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -1.0% | 406,080 | $11.3M |
| MAI Capital Management | 0.07% | Add +3.7% | 394,234 | $11.0M |
| Agf Management Ltd. | 0.04% | Add +10.2% | 334,055 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +39.7% | 290,784 | $8.1M |
| Payne Capital Management, LLC | 2.50% | Add +11.2% | 279,634 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +6.7% | 257,157 | $7.2M |
| Heck Capital Advisors, LLC | 0.51% | Add +0.7% | 235,496 | $6.5M |
| Creative Planning | 0.00% | Reduce -2.4% | 223,511 | $6.2M |
| Rehmann Capital Advisory Group | 0.33% | Add +9.1% | 216,431 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +12.8% | 207,582 | $5.8M |
| American Financial & Tax Strategies Inc. | 2.76% | Add +5.2% | 198,989 | $5.5M |
| Marotta Asset Management | 0.96% | Add +10.0% | 184,174 | $5.1M |
| Physician Wealth Advisors, Inc. | 0.67% | Reduce -3.5% | 169,310 | $4.7M |
| Morgan Stanley | 0.00% | Add +3.0% | 158,360 | $4.4M |
| Diversify Wealth Management, LLC | 0.25% | Add +4.1% | 157,054 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +3750100.0% | 150,008 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 145,080 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +2.0% | 139,796 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +21.3% | 135,844 | $3.8M |
| Essential Planning, LLC. | 1.26% | Add +0.4% | 131,973 | $3.7M |
| Blue Barn Wealth, LLC | 1.59% | Add +7.9% | 130,328 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.6% | 130,270 | $3.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +24.5% | 127,311 | $3.5M |
| Opes Wealth Management LLC | 0.61% | Add +3.0% | 124,277 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.6% | 116,044 | $3.2M |
| Independent Solutions Wealth Management, LLC | 0.57% | Add +0.3% | 115,915 | $3.2M |
| Prospect Financial Group LLC | 2.91% | Add +5.0% | 107,258 | $3.0M |
| SigFig Wealth Management, LLC | 0.09% | Add +0.1% | 105,849 | $2.9M |
| UBS Group AG | 0.00% | Add +2.3% | 100,579 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +1115.4% | 98,802 | $2.7M |
| Sachem Hill LLC | 0.47% | Reduce -7.6% | 84,448 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.5% | 82,464 | $2.3M |
| Lodestar Private Asset Management LLC | 0.22% | Add +4.4% | 74,904 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -21.3% | 74,917 | $2.1M |
| Sachetta, LLC | 0.70% | Reduce -2.0% | 67,311 | $1.9M |
| Nwam LLC | 0.10% | Add +3.6% | 66,651 | $1.9M |
| Asset Management Group, Inc. | 0.29% | Reduce -0.0% | 64,610 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 64,193 | $1.8M |
| First National Corp. /Ma/ | 0.33% | Add +0.8% | 62,318 | $1.7M |
| Palisades Hudson Asset Management, L.P. | 0.62% | Add +0.7% | 61,594 | $1.7M |
| Diversify Advisory Services, LLC | 0.06% | Add +25.6% | 62,793 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 61,024 | $1.7M |
| Raffa Wealth Management, LLC | 0.30% | Add +9.2% | 60,731 | $1.7M |
| Beckerman Institutional, LLC | 0.96% | Add +18.1% | 58,818 | $1.6M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -9.6% | 55,559 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -6.1% | 54,089 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -15.8% | 53,154 | $1.5M |
| Rede Wealth, LLC | 1.13% | New | 51,758 | $1.4M |
| Eagle Bay Advisors LLC | 1.13% | Reduce -5.3% | 51,758 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.74% | Add +16.1% | 51,462 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 48,827 | $1.4M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -4.9% | 48,754 | $1.4M |
| HF Advisory Group, LLC | 0.48% | Add +7.9% | 46,615 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.0% | 46,144 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +7.7% | 44,622 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.3% | 44,191 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +8.5% | 43,275 | $1.2M |
| Life Planning Partners, Inc | 0.86% | Add +0.3% | 42,396 | $1.2M |
| 21 West Wealth Management LLC | 1.11% | Add +5.7% | 42,238 | $1.2M |
| Smith, Moore & Co. | 0.09% | Add +9.5% | 40,281 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 38,923 | $1.1M |
| Full Sail Capital, LLC | 0.06% | Reduce -14.6% | 38,517 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.38% | Reduce -2.6% | 37,739 | $1.0M |
| PKS Advisory Services, LLC | 0.23% | Add +1.1% | 35,085 | $976K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.7% | 33,805 | $940K |
| Bank of America Corp. | 0.00% | Reduce -22.5% | 32,511 | $904K |
| Rather & Kittrell, Inc. | 0.16% | Add +0.0% | 32,311 | $899K |
| Integrated Capital Management, Inc. | 0.62% | New | 31,919 | $888K |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -34.2% | 31,629 | $880K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -0.5% | 31,351 | $872K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 31,000 | $862K |
| Elevated Capital Advisors, LLC | 0.21% | Add +28.0% | 29,755 | $827K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.1% | 27,158 | $755K |
| Balanced Wealth Group LLC | 0.32% | No change | 26,533 | $722K |
| Wells Fargo & Company | 0.00% | Add +0.3% | 25,902 | $720K |
| IFP Advisors, Inc | 0.02% | Add +0.3% | 25,736 | $716K |
| New England Private Wealth Advisors LLC | 0.09% | New | 24,602 | $684K |
| Global Retirement Partners, LLC | 0.01% | Add +41.8% | 21,933 | $610K |
| Fifth Third Securities, Inc. | 0.04% | New | 21,215 | $590K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.0% | 20,821 | $579K |
| Fingerlakes Wealth Management, Inc. | 0.36% | Add +16.1% | 19,709 | $548K |
| PFG Advisors | 0.02% | New | 18,465 | $514K |
| Investmark Advisory Group LLC | 0.22% | Reduce -3.5% | 18,450 | $513K |
| Sunbelt Securities, Inc. | 0.03% | Add +33.5% | 17,615 | $490K |
| Larson Financial Group LLC | 0.02% | Add +19.8% | 17,301 | $481K |
| Clarity Asset Management, Inc. | 0.27% | Add +10.1% | 17,272 | $480K |
| Smith Salley Wealth Management | 0.02% | Add +0.3% | 16,690 | $464K |
| Citigroup Inc. | 0.00% | Reduce -3.1% | 16,439 | $457K |
"% 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.