Fidelity MSCI RL Est IndxFRELETF
13F holders, Q4 2025 (December 31)215holders +4
25new positions
23sold out
2famous investors
$26.98avg. 13F price*
At the end of Q4 2025, 215 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, up 4 from Q3 2025. 25 opened new positions and 23 sold out. The largest holders were AE Wealth Management LLC ($43.4M), Lido Advisors, LLC ($37.2M) and Citizens & Northern Corp. ($29.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.7M |
| Exits | 23 | $8.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,163,754 shares bought and 1,068,854 shares sold, net +1,094,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| AE Wealth Management LLC | 0.25% | Add +30.8% | 1,614,618 | $43.4M |
| Lido Advisors, LLC | 0.15% | Add +0.2% | 1,337,397 | $37.2M |
| Citizens & Northern Corp. | 7.24% | Add +32.2% | 1,087,071 | $29.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -16.2% | 861,230 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.8% | 823,474 | $22.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.1% | 815,738 | $21.9M |
| Black Diamond Financial, LLC | 2.13% | Add +10.9% | 752,837 | $20.2M |
| Truefg, LLC | 4.81% | Add +3.8% | 665,978 | $17.9M |
| MAI Capital Management | 0.09% | Add +53.9% | 606,692 | $16.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.8% | 532,679 | $14.3M |
| Riverpoint Wealth Management Holdings, LLC | 3.04% | Add +5.6% | 525,783 | $14.1M |
| Cetera Investment Advisers | 0.01% | Add +5.3% | 431,015 | $11.6M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 417,340 | $11.2M |
| Pure Financial Advisors, LLC | 0.16% | Reduce -2.1% | 397,722 | $10.7M |
| Two Sigma Investments, LP | 0.01% | New | 314,900 | $8.5M |
| Payne Capital Management, LLC | 2.53% | Add +6.5% | 297,826 | $8.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.1% | 264,364 | $7.1M |
| Heck Capital Advisors, LLC | 0.47% | Add +0.2% | 235,889 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +12.3% | 233,045 | $6.3M |
| Rehmann Capital Advisory Group | 0.32% | Add +7.1% | 231,859 | $6.2M |
| Diversify Wealth Management, LLC | 0.28% | Add +40.5% | 220,642 | $6.0M |
| Creative Planning | 0.00% | Add +0.4% | 224,385 | $6.0M |
| Marotta Asset Management | 1.08% | Add +18.1% | 217,461 | $5.8M |
| Agf Management Ltd. | 0.02% | Reduce -37.0% | 210,562 | $5.7M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -20.4% | 204,833 | $5.5M |
| American Financial & Tax Strategies Inc. | 2.69% | Add +0.9% | 200,845 | $5.4M |
| Townsend Financial Planning, LLC | 4.53% | — | 168,246 | $4.5M |
| Morgan Stanley | 0.00% | Add +5.2% | 166,630 | $4.5M |
| Physician Wealth Advisors, Inc. | 0.60% | Reduce -5.4% | 160,236 | $4.3M |
| RFG Advisory, LLC | 0.08% | Add +9.1% | 152,564 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 147,024 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 139,107 | $3.7M |
| Essential Planning, LLC. | 1.15% | Add +1.4% | 133,781 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.9% | 132,762 | $3.6M |
| Opes Wealth Management LLC | 0.59% | Add +3.5% | 128,685 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 116,954 | $3.1M |
| SigFig Wealth Management, LLC | 0.09% | Add +9.7% | 116,074 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.56% | Reduce -2.6% | 112,887 | $3.0M |
| Prospect Financial Group LLC | 2.82% | Add +5.1% | 112,737 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +48.3% | 111,061 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +1.3% | 100,119 | $2.7M |
| Sachem Hill LLC | 0.46% | Add +5.2% | 88,839 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 86,590 | $2.3M |
| Livet Wealth, LLC | 1.36% | — | 82,409 | $2.2M |
| UBS Group AG | 0.00% | Reduce -19.0% | 81,427 | $2.2M |
| Lodestar Private Asset Management LLC | 0.21% | Add +2.2% | 76,579 | $2.1M |
| Diversify Advisory Services, LLC | 0.06% | Add +15.2% | 72,313 | $2.0M |
| Nwam LLC | 0.11% | Add +5.2% | 70,140 | $1.9M |
| Sachetta, LLC | 1.04% | Add +4.7% | 70,468 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.9% | 68,270 | $1.8M |
| Beckerman Institutional, LLC | 0.99% | Add +11.0% | 65,271 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 63,540 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Add +197.2% | 63,040 | $1.7M |
| Raffa Wealth Management, LLC | 0.26% | Add +3.5% | 62,824 | $1.7M |
| Asset Management Group, Inc. | 0.27% | Reduce -3.6% | 62,309 | $1.7M |
| Palisades Hudson Asset Management, L.P. | 0.65% | Add +0.9% | 62,157 | $1.7M |
| Blue Barn Wealth, LLC | 2.40% | Reduce -52.9% | 61,375 | $1.7M |
| Birchcreek Wealth Management, LLC | 0.74% | Add +9.3% | 56,243 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 55,559 | $1.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -56.4% | 55,517 | $1.5M |
| Eagle Bay Advisors LLC | 1.08% | Add +6.8% | 55,259 | $1.5M |
| Mariner, LLC | 0.00% | Add +24.8% | 55,158 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.3% | 54,263 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +0.3% | 53,301 | $1.4M |
| Tortoise Investment Management, LLC | 0.12% | Add +5.4% | 51,374 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +13.2% | 50,507 | $1.4M |
| HF Advisory Group, LLC | 0.46% | Add +4.6% | 48,769 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +12.4% | 48,646 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.16% | New | 45,500 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.8% | 44,841 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.9% | 43,512 | $1.2M |
| 21 West Wealth Management LLC | 1.07% | Add +2.9% | 43,477 | $1.2M |
| Life Planning Partners, Inc | 0.86% | Reduce -1.8% | 41,638 | $1.1M |
| Bank of America Corp. | 0.00% | Add +24.2% | 40,393 | $1.1M |
| Smith, Moore & Co. | 0.08% | No change | 40,281 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +53.3% | 39,715 | $1.1M |
| Elevated Capital Advisors, LLC | 0.25% | Add +32.1% | 39,305 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.2% | 39,002 | $1.0M |
| Mach-1 Financial Group, LLC | 0.21% | New | 38,585 | $1.0M |
| Private Advisor Group, LLC | 0.00% | New | 36,239 | $974K |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 36,207 | $974K |
| Glass Jacobson Investment Advisors llc | 0.34% | Reduce -7.5% | 34,888 | $938K |
| PKS Advisory Services, LLC | 0.21% | Reduce -3.8% | 33,736 | $907K |
| Rather & Kittrell, Inc. | 0.15% | Add +3.9% | 33,561 | $902K |
| Integrated Capital Management, Inc. | 0.58% | Add +1.8% | 32,487 | $874K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -3.3% | 30,325 | $843K |
| Integrated Investment Consultants, LLC | 0.16% | No change | 31,000 | $834K |
| Balanced Wealth Group LLC | 0.27% | Add +0.8% | 26,751 | $744K |
| Northwest Wealth Advisors, LLC | 0.54% | — | 25,669 | $690K |
| IFP Advisors, Inc | 0.02% | Reduce -1.7% | 25,292 | $680K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.8% | 24,801 | $667K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 24,345 | $655K |
| Compound Planning, Inc. | 0.02% | New | 24,138 | $649K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2294.4% | 23,489 | $632K |
| Global Retirement Partners, LLC | 0.01% | Add +6.5% | 23,369 | $628K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.8% | 22,332 | $601K |
| Fingerlakes Wealth Management, Inc. | 0.37% | Add +9.0% | 21,485 | $578K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +110.6% | 19,800 | $532K |
| Bank of New York Mellon Corp | 0.00% | Add +74.4% | 19,115 | $514K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +77.0% | 18,925 | $509K |
"% 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.