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 |
| Investmark Advisory Group LLC | 0.21% | Add +1.4% | 18,701 | $503K |
| Larson Financial Group LLC | 0.02% | Add +5.9% | 18,318 | $493K |
| Cwm, LLC | 0.00% | Add +29.6% | 18,056 | $486K |
| Clarity Asset Management, Inc. | 0.26% | Add +3.2% | 17,831 | $479K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.6% | 17,564 | $472K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,493 | $470K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.3% | 17,042 | $458K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +80.4% | 17,030 | $458K |
| PFG Advisors | 0.02% | Reduce -8.3% | 16,934 | $455K |
| Citigroup Inc. | 0.00% | Add +2.8% | 16,906 | $455K |
| Smith Salley Wealth Management | 0.02% | Reduce -0.0% | 16,685 | $449K |
| D. E. Shaw & Co. | 0.00% | New | 15,885 | $427K |
| Sapient Capital LLC | 0.01% | New | 15,000 | $407K |
| Rik Saylor Financial, Inc. | 0.29% | Add +0.2% | 14,585 | $392K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -55.3% | 14,138 | $380K |
| Disciplined Investments, LLC | 0.14% | No change | 13,976 | $376K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -2.3% | 13,810 | $371K |
| Keel Point, LLC | 0.02% | Reduce -4.0% | 13,728 | $369K |
| Penobscot Wealth Management | 0.11% | Reduce -8.1% | 12,856 | $346K |
| Brookstone Capital Management | 0.00% | Reduce -4.4% | 12,739 | $343K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.3% | 12,591 | $339K |
| Snider Financial Group | 0.09% | Reduce -22.6% | 12,449 | $335K |
| Lynch & Associates | 0.06% | Reduce -1.6% | 11,883 | $320K |
| BCS Wealth Management | 0.03% | Add +56.1% | 11,664 | $314K |
| Commons Capital, LLC | 0.22% | New | 11,619 | $312K |
| Independence Financial Advisors, LLC | 0.08% | Add +0.0% | 11,342 | $305K |
| Modera Wealth Management, LLC | 0.00% | No change | 11,267 | $303K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 11,131 | $299K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +24.4% | 10,829 | $291K |
| Thompson Investment Management, Inc. | 0.04% | Add +7.6% | 10,767 | $290K |
| NorthLanding Financial Partners, LLC | 0.21% | Add +0.8% | 9,755 | $262K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,620 | $259K |
| Foster & Motley Inc. | 0.01% | Reduce -3.6% | 9,426 | $253K |
| Everstar Asset Management, LLC | 0.13% | New | 4,234 | $250K |
| Demars Financial Group, LLC | 0.08% | Reduce -3.4% | 9,304 | $250K |
| KDK Private Wealth Management, LLC | 0.21% | Reduce -0.9% | 8,801 | $237K |
| Blue Trust, Inc. | 0.00% | Reduce -1.7% | 8,619 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | Add +57.3% | 8,520 | $229K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,119 | $220K |
| AQR Capital Management | 0.00% | Add +0.6% | 8,142 | $219K |
| Maxele Advisors, LLC | 0.18% | Reduce -1.4% | 8,122 | $218K |
| Cornerstone Financial Group, LLC | 0.15% | Add +10.3% | 8,102 | $218K |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 8,090 | $218K |
| CX Institutional | 0.01% | Add +910.3% | 7,981 | $215K |
| FMR LLC | 0.00% | Reduce -1.9% | 7,932 | $213K |
| Centennial Wealth Advisory LLC | 0.06% | Add +8.6% | 7,916 | $213K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 7,841 | $211K |
| Sigma Planning Corp | 0.01% | Reduce -19.8% | 7,785 | $209K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.7% | 7,443 | $200K |
| Financial Freedom, LLC | 0.09% | New | 6,938 | $187K |
| Atlas Capital Advisors Inc. | 0.02% | — | 6,046 | $163K |
| Ancora Advisors LLC | 0.00% | No change | 5,597 | $151K |
| Smartleaf Asset Management LLC | 0.01% | Add +23.8% | 5,436 | $147K |
| Jones Financial Companies LLLP | 0.00% | Add +104.6% | 5,332 | $143K |
| Colonial Trust Advisors | 0.01% | Reduce -19.6% | 4,516 | $121K |
| Realta Investment Advisors | 0.04% | No change | 4,310 | $116K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 4,200 | $113K |
| Financial Perspectives, Inc | 0.02% | Add +0.8% | 3,123 | $84K |
| Motiv8 Investments LLC | 0.04% | New | 2,957 | $80K |
| Aspect Partners, LLC | 0.03% | Reduce -44.7% | 2,322 | $62K |
| Colonial Trust Co / SC | 0.01% | Reduce -54.1% | 2,244 | $60K |
| Stone House Investment Management, LLC | 0.01% | Add +33.0% | 2,217 | $60K |
| Glenmede Trust Co. NA | 0.00% | — | 2,184 | $59K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +147.6% | 1,835 | $49K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,817 | $49K |
| National Bank of Canada | 0.00% | No change | 1,795 | $48K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,664 | $45K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -25.4% | 1,152 | $31K |
| Comerica Bank | 0.00% | No change | 1,139 | $31K |
| Quent Capital, LLC | 0.00% | Add +613.4% | 1,063 | $29K |
| SHP Wealth Management | 0.00% | — | 1,000 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 994 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +49.6% | 983 | $26K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 967 | $26K |
| Deutsche Bank AG | 0.00% | New | 756 | $20K |
| Fifth Third Bancorp | 0.00% | Add +12.4% | 671 | $18K |
| Decker Retirement Planning Inc. | 0.01% | No change | 638 | $17K |
| Dogwood Wealth Management LLC | 0.01% | New | 630 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $16K |
| Blair William & Co. | 0.00% | Reduce -82.0% | 589 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 500 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 494 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 438 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 347 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -71.8% | 335 | $9K |
| CNB Bank | 0.00% | No change | 330 | $9K |
| AlphaCore Capital LLC | 0.00% | Add +936.7% | 311 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 302 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -19.0% | 290 | $8K |
| Vision Financial Markets LLC | 0.01% | Add +0.5% | 215 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 203 | $5K |
| Bank of Montreal | 0.00% | New | 200 | $5K |
| Investors Research Corp | 0.00% | No change | 177 | $5K |
| Waverly Advisors, LLC | 0.00% | New | 150 | $4K |
| Glassman Wealth Services | 0.00% | No change | 115 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 101 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 95 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 74 | $2K |
| Arax Advisory Partners | 0.00% | No change | 72 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +3.7% | 56 | $2K |
| Key Financial Inc | 0.00% | No change | 54 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 53 | $1K |
| Simplex Trading, LLC | 0.00% | New | 46 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.9% | 27 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 32 | $860 |
| Key Capital Management, INC | 0.00% | — | 30 | $807 |
| Russell Investments Group, Ltd. | 0.00% | No change | 17 | $465 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 15 | $403 |
| Atomic Invest LLC | 0.00% | — | 6 | $174 |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $161 |
| Raleigh Capital Management Inc. | 0.00% | No change | 2 | $61 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1 | $27 |
| Allworth Financial LP | 0.00% | Reduce -99.9% | 1 | $24 |
| Strategic Advocates LLC | 0.00% | New | 1 | $20 |
| Hantz Financial Services, Inc. | 0.00% | No change | 4 | $0 |
"% 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.