Fidelity MSCI RL Est IndxFRELETF
13F holders, Q1 2026 (March 31)204holders −11
16new positions
23sold out
2famous investors
$26.93avg. 13F price*
At the end of Q1 2026, 204 institutions reported holding Fidelity MSCI RL Est Indx (FREL) in their 13F filings, down 11 from Q4 2025. 16 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($276.3M), Lido Advisors, LLC ($31.2M) and Citizens & Northern Corp. ($30.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.0M |
| Exits | 23 | $9.3M |
All 13F filers, Q4 2025 → Q1 2026: 12,053,125 shares bought and 2,326,672 shares sold, net +9,726,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Bank of America Corp. | 0.02% | Add +25321.8% | 10,268,643 | $276.3M |
| Lido Advisors, LLC | 0.12% | Reduce -13.4% | 1,158,618 | $31.2M |
| Citizens & Northern Corp. | 7.52% | Add +3.0% | 1,119,933 | $30.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.0% | 963,333 | $25.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.2% | 850,355 | $22.9M |
| Black Diamond Financial, LLC | 2.43% | Add +9.9% | 827,301 | $22.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -18.6% | 701,032 | $18.9M |
| Truefg, LLC | 4.93% | Add +3.9% | 691,622 | $18.6M |
| MAI Capital Management | 0.11% | Add +13.7% | 690,011 | $18.6M |
| LPL Financial LLC | 0.00% | Add +41.0% | 588,435 | $15.8M |
| Two Sigma Investments, LP | 0.01% | Add +82.6% | 575,000 | $15.5M |
| Riverpoint Wealth Management Holdings, LLC | 3.18% | Add +5.7% | 555,858 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.8% | 552,912 | $14.9M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -2.8% | 386,688 | $10.4M |
| Cetera Investment Advisers | 0.01% | Reduce -12.3% | 377,838 | $10.2M |
| Diversify Wealth Management, LLC | 0.17% | Add +49.4% | 329,694 | $9.5M |
| Payne Capital Management, LLC | 2.55% | Add +4.9% | 312,330 | $8.4M |
| Marotta Asset Management | 1.26% | Add +16.1% | 252,566 | $6.8M |
| AE Wealth Management LLC | 0.04% | Reduce -84.7% | 247,230 | $6.7M |
| Rehmann Capital Advisory Group | 0.34% | Add +3.6% | 240,190 | $6.5M |
| Heck Capital Advisors, LLC | 0.47% | Add +0.0% | 235,930 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.4% | 234,340 | $6.3M |
| Pasadena Private Wealth, LLC | 0.83% | New | 220,576 | $5.9M |
| MML Investors Services, LLC | 0.02% | Reduce -7.5% | 215,674 | $5.8M |
| Agf Management Ltd. | 0.03% | Add +1.4% | 213,426 | $5.7M |
| Creative Planning | 0.00% | Reduce -5.5% | 212,107 | $5.7M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +1.9% | 208,822 | $5.6M |
| American Financial & Tax Strategies Inc. | 2.61% | Reduce -0.6% | 199,741 | $5.4M |
| Morgan Stanley | 0.00% | Add +9.0% | 181,647 | $4.9M |
| Townsend Financial Planning, LLC | 4.46% | Add +1.8% | 171,333 | $4.6M |
| RFG Advisory, LLC | 0.08% | Add +5.3% | 160,655 | $4.3M |
| Physician Wealth Advisors, Inc. | 0.60% | Reduce -0.2% | 159,940 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +6.0% | 155,854 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +7.1% | 149,017 | $4.0M |
| UBS Group AG | 0.00% | Add +78.1% | 145,021 | $3.9M |
| Essential Planning, LLC. | 1.15% | Add +0.8% | 134,920 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.3% | 134,417 | $3.6M |
| Opes Wealth Management LLC | 0.61% | Add +4.0% | 133,774 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +7.9% | 126,162 | $3.4M |
| Mariner, LLC | 0.00% | Add +126.0% | 124,677 | $3.4M |
| Prospect Financial Group LLC | 2.91% | Add +3.8% | 116,981 | $3.1M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -1.3% | 114,594 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.45% | Add +1.3% | 114,305 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 104,458 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.3% | 97,282 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -7.6% | 92,528 | $2.5M |
| Sachem Hill LLC | 0.47% | Add +2.0% | 90,648 | $2.4M |
| Livet Wealth, LLC | 1.49% | Add +5.8% | 87,202 | $2.3M |
| Lodestar Private Asset Management LLC | 0.22% | Add +6.7% | 81,676 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +81.9% | 79,160 | $2.1M |
| Nwam LLC | 0.12% | Add +9.2% | 76,616 | $2.1M |
| Sachetta, LLC | 1.08% | Add +5.3% | 74,220 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +15.3% | 73,292 | $2.0M |
| Raffa Wealth Management, LLC | 0.30% | Add +12.1% | 70,432 | $1.9M |
| Beckerman Institutional, LLC | 1.00% | Add +7.4% | 70,108 | $1.9M |
| Fifth Third Securities, Inc. | 0.11% | Add +3.2% | 65,076 | $1.8M |
| Palisades Hudson Asset Management, L.P. | 0.66% | Add +0.8% | 62,684 | $1.7M |
| Asset Management Group, Inc. | 0.27% | Add +0.5% | 62,644 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +14.4% | 60,958 | $1.6M |
| Tortoise Investment Management, LLC | 0.13% | Add +13.9% | 58,524 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +14.4% | 57,768 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.74% | Add +1.8% | 57,276 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 55,559 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +147.2% | 55,208 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | New | 54,837 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.8% | 54,689 | $1.5M |
| Eagle Bay Advisors LLC | 1.30% | Reduce -1.1% | 54,655 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +17.1% | 53,265 | $1.5M |
| HF Advisory Group, LLC | 0.49% | Add +10.3% | 53,794 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.4% | 48,212 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -1.4% | 47,981 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.0% | 47,533 | $1.3M |
| 21 West Wealth Management LLC | 1.12% | Add +2.9% | 44,714 | $1.2M |
| Life Planning Partners, Inc | 0.84% | Reduce -1.8% | 40,892 | $1.1M |
| Smith, Moore & Co. | 0.08% | No change | 40,281 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 36,036 | $970K |
| Glass Jacobson Investment Advisors llc | 0.32% | Reduce -0.1% | 34,869 | $938K |
| PKS Advisory Services, LLC | 0.21% | Add +1.1% | 34,118 | $918K |
| Rather & Kittrell, Inc. | 0.14% | Add +0.1% | 33,606 | $904K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 33,033 | $876K |
| Citadel Advisors | 0.00% | New | 32,100 | $864K |
| Northwest Wealth Advisors, LLC | 0.60% | Add +22.2% | 31,361 | $844K |
| Integrated Capital Management, Inc. | 0.56% | Reduce -3.8% | 31,264 | $841K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 31,000 | $834K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -1.3% | 29,927 | $805K |
| Sunbelt Securities, Inc. | 0.05% | Add +74.8% | 29,789 | $802K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.0% | 29,132 | $784K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +15.7% | 28,172 | $758K |
| Balanced Wealth Group LLC | 0.27% | Add +5.1% | 28,123 | $757K |
| Jane Street Group, LLC | 0.00% | New | 26,918 | $724K |
| Wells Fargo & Company | 0.00% | Reduce -33.2% | 26,543 | $714K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +33.0% | 25,160 | $677K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.9% | 25,032 | $674K |
| IFP Advisors, Inc | 0.01% | Reduce -1.5% | 24,917 | $671K |
| Fingerlakes Wealth Management, Inc. | 0.43% | Add +12.0% | 24,063 | $648K |
| Citigroup Inc. | 0.00% | Add +41.7% | 23,949 | $644K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.5% | 19,891 | $535K |
| Larson Financial Group LLC | 0.02% | Add +6.5% | 19,505 | $525K |
| Investmark Advisory Group LLC | 0.22% | Add +3.2% | 19,307 | $520K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.3% | 17,154 | $462K |
"% 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.