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Fidelity Msci RL EST Indx (FREL)

CUSIP: 316092857 | NYSE | 642 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lido Advisors, LLC1,328,117
0.1% of portfolio›$36.1M
Black Diamond Financial, LLC992,015
2.3% of portfolio›$27.0M
Truefg, LLC728,436
4.6% of portfolio›$19.8M
Commonwealth Equity Services, LLC444,618
0.0% of portfolio›$12.1M
Diversify Wealth Management, LLC376,148
0.2% of portfolio›$10.4M
Diversify Advisory Services, LLC376,148
0.2% of portfolio›$10.4M
Vicus Capital335,142
0.6% of portfolio›$9.1M
Marotta Asset Management277,985
1.3% of portfolio›$7.6M
Heck Capital Advisors, LLC232,425
0.3% of portfolio›$6.3M
Dynamic Advisor Solutions LLC226,201
0.2% of portfolio›$6.1M
AGF Management LTD219,522
0.0% of portfolio›$6.0M
RFG Advisory, LLC207,635
0.1% of portfolio›$5.6M
Creative Planning200,650
0.0% of portfolio›$5.5M
American Financial & TAX Strategies Inc198,976
2.5% of portfolio›$5.4M
Townsend Financial Planning, LLC171,815
4.1% of portfolio›$4.7M
Physician Wealth Advisors, Inc.153,800
0.5% of portfolio›$4.2M
Essential Planning, Llc.136,212
1.0% of portfolio›$3.7M
Independent Solutions Wealth Management, LLC117,019
0.4% of portfolio›$3.2M
Prospect Financial Group LLC114,045
2.6% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.113,717
0.0% of portfolio›$3.1M
Park Avenue Securities LLC109,939
0.1% of portfolio›$3.0M
SigFig Wealth Management, LLC108,480
0.1% of portfolio›$2.9M
Livet Wealth, LLC92,048
1.4% of portfolio›$2.5M
Sachem Hill LLC90,405
0.4% of portfolio›$2.5M
Lodestar Private Asset Management LLC82,374
0.2% of portfolio›$2.2M
Summit Wealth Group LLC / Co66,257
0.1% of portfolio›$1.8M
Fifth Third Securities, Inc.65,914
0.1% of portfolio›$1.8M
Eagle Bay Advisors LLC65,201
1.3% of portfolio›$1.8M
Kestra Advisory Services, LLC59,684
0.0% of portfolio›$1.6M
Atria Investments, Inc59,116
0.0% of portfolio›$1.6M
Beaumont Financial Advisors, LLC57,273
0.1% of portfolio›$1.6M
HF Advisory Group, LLC54,787
0.4% of portfolio›$1.5M
Soltis Investment Advisors LLC54,531
0.1% of portfolio›$1.5M
Farther Finance Advisors, LLC51,802
0.0% of portfolio›$1.4M
Citigroup Inc47,335
0.0% of portfolio›$1.3M
Northwest Wealth Advisors, LLC46,903
0.6% of portfolio›$1.3M
21 West Wealth Management LLC44,684
1.1% of portfolio›$1.2M
Glass Jacobson Investment Advisors llc35,785
0.3% of portfolio›$972.6K
Life Planning Partners, Inc35,156
0.8% of portfolio›$955.5K
PKS Advisory Services, LLC34,201
0.2% of portfolio›$1.0M
Integrated Capital Management, Inc.32,161
0.6% of portfolio›$874.1K
Blue Jean Financial LLC31,687
0.5% of portfolio›$861.3K
New England Private Wealth Advisors LLC30,584
0.1% of portfolio›$831.3K
Fingerlakes Wealth Management, Inc.28,174
0.4% of portfolio›$765.8K
IFP Advisors, Inc24,780
0.0% of portfolio›$673.5K
Smith Salley Wealth Management23,375
0.0% of portfolio›$635.3K
Larson Financial Group LLC20,825
0.0% of portfolio›$566.0K
Investmark Advisory Group LLC20,339
0.2% of portfolio›$552.8K
Galvin, Gaustad & Stein, LLC18,085
0.0% of portfolio›$491.6K
Capital Investment Advisory Services, LLC16,886
0.0% of portfolio›$461.6K
Independence Financial Advisors, LLC13,770
0.1% of portfolio›$374.3K
Thompson Investment Management, Inc.13,290
0.0% of portfolio›$361.2K
Wealth Enhancement Advisory Services, LLC13,162
0.0% of portfolio›$356.8K
Modera Wealth Management, LLC12,010
0.0% of portfolio›$326.4K
Brookstone Capital Management11,665
0.0% of portfolio›$317.1K
Clearview Wealth Management LLC11,496
0.2% of portfolio›$317.6K
Penobscot Wealth Management11,459
0.1% of portfolio›$311.4K
Kohmann Bosshard Financial Services, LLC11,131
0.0% of portfolio›$302.5K
KDK Private Wealth Management, LLC10,722
0.2% of portfolio›$291.4K
Meridian Wealth Management, LLC10,587
0.0% of portfolio›$287.8K
Mission Wealth Management, LP9,685
0.0% of portfolio›$263.2K
Blue Trust, Inc.9,157
0.0% of portfolio›$248.9K
NorthLanding Financial Partners, LLC8,965
0.2% of portfolio›$243.7K
PFG Advisors8,893
0.0% of portfolio›$241.7K
Citizens Financial Group Inc8,590
0.0% of portfolio›$233.5K
Demars Financial Group, LLC8,333
0.1% of portfolio›$226.5K
Wilmington Savings Fund Society, FSB5,349
0.0% of portfolio›$145.4K
CX Institutional3,767
0.0% of portfolio›$102
Financial Perspectives, Inc3,184
0.0% of portfolio›$86.5K
Aspect Partners, LLC2,322
0.0% of portfolio›$63.1K
Stone House Investment Management, LLC1,967
0.0% of portfolio›$53.5K
Elevated Capital Advisors, LLC1,771
0.0% of portfolio›$48.1K
Compass Financial Management LLC1,037
0.0% of portfolio›$28.2K
Creative Financial Designs Inc994
0.0% of portfolio›$27.0K
Decker Retirement Planning Inc.660
0.0% of portfolio›$17.9K
Assetmark, Inc651
0.0% of portfolio›$17.7K
Quest 10 Wealth Builders, Inc.650
0.0% of portfolio›$17.7K
EverSource Wealth Advisors, LLC350
0.0% of portfolio›$9.5K
Latitude Advisors, LLC235
0.0% of portfolio›$6.4K
Vision Financial Markets LLC221
0.0% of portfolio›$6.0K
Investors Research Corp177
0.0% of portfolio›$4.8K
Tounjian Advisory Partners, LLC131
0.0% of portfolio›$3.6K
Pathway Financial Advisers, LLC116
0.0% of portfolio›$3.2K
Allspring Global Investments Holdings, LLC70
0.0% of portfolio›$1.9K
Root Financial Partners, LLC44
0.0% of portfolio›$1.2K
High Note Wealth, LLC36
0.0% of portfolio›$978
Ascentis Wealth Management, LLC32
0.0% of portfolio›$869
Evolution Wealth Management Inc.32
0.0% of portfolio›$870
AlphaCore Capital LLC30
0.0% of portfolio›$815
Key Capital Management, Inc25
0.0% of portfolio›$680
CoreCap Advisors, LLC17
0.0% of portfolio›$462
Mechanics Financial Corp7
0.0% of portfolio›$190
Parallel Advisors, LLC4
0.0% of portfolio›$109
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,328,117$36.1M0.1%GrowthLowLos Angeles, CA2026-11-04
Black Diamond Financial, LLC
992,015$27.0M2.3%ETFVery LowTowson, MD2026-10-26
Truefg, LLC
728,436$19.8M4.6%ETFVery LowCedar Park, TX2026-10-15
Commonwealth Equity Services, LLC
444,618$12.1M0.0%ETFLowWaltham, MA2026-11-02
Diversify Wealth Management, LLC
376,148$10.4M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
376,148$10.4M0.2%GrowthLowSandy, UT2026-10-20
Vicus Capital
335,142$9.1M0.6%ETFMediumState College, PA2026-11-05
Marotta Asset Management
277,985$7.6M1.3%ETFLowCharlottesville, VA2026-10-02
Heck Capital Advisors, LLC
232,425$6.3M0.3%ETFMediumRhinelander, WI2026-10-14
Dynamic Advisor Solutions LLC
226,201$6.1M0.2%ETFLowPhoenix, AZ2026-10-13
AGF Management LTD
219,522$6.0M0.0%GrowthHighToronto, Australia2026-11-03
RFG Advisory, LLC
207,635$5.6M0.1%ETFMediumBirmingham, AL2026-11-03
Creative Planning
200,650$5.5M0.0%IndexVery LowOverland Park, KS2026-11-02
American Financial & TAX Strategies Inc
198,976$5.4M2.5%ETFVery LowNew York, NY2026-10-16
Townsend Financial Planning, LLC
171,815$4.7M4.1%ETFVery LowMt Sterling, KY2026-11-02
Physician Wealth Advisors, Inc.
153,800$4.2M0.5%ETFMediumMidvale, UT2026-10-20
Essential Planning, Llc.
136,212$3.7M1.0%ETFLowPortsmouth, NH2026-10-21
Independent Solutions Wealth Management, LLC
117,019$3.2M0.4%GrowthLowWilliamsville, NY2026-10-28
Prospect Financial Group LLC
114,045$3.1M2.6%ETFVery LowArlington, VA2026-11-05
Cambridge Investment Research Advisors, Inc.
113,717$3.1M0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
109,939$3.0M0.1%ETFMediumNew York, NY2026-10-26
SigFig Wealth Management, LLC
108,480$2.9M0.1%ETFLowSan Francisco, CA2026-10-07
Livet Wealth, LLC
92,048$2.5M1.4%ETFLowSpanish Fork, UT2026-10-27
Sachem Hill LLC
90,405$2.5M0.4%ETFVery LowDenver, CO2026-10-14
Lodestar Private Asset Management LLC
82,374$2.2M0.2%ETFLowAlamo, CA2026-10-26
Summit Wealth Group LLC / Co
66,257$1.8M0.1%ETFHighColorado Springs, CO2026-10-29
Fifth Third Securities, Inc.
65,914$1.8M0.1%ETFLowCincinnati, OH2026-10-21
Eagle Bay Advisors LLC
65,201$1.8M1.3%GrowthMediumNew York, NY2026-10-16
Kestra Advisory Services, LLC
59,684$1.6M0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
59,116$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Beaumont Financial Advisors, LLC
57,273$1.6M0.1%GrowthMediumNeedham, MA2026-10-22
HF Advisory Group, LLC
54,787$1.5M0.4%ValueLowAnnapolis, MD2026-10-09
Soltis Investment Advisors LLC
54,531$1.5M0.1%CoreMediumSt. George, UT2026-10-28
Farther Finance Advisors, LLC
51,802$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
47,335$1.3M0.0%CoreMediumNew York, NY2026-11-04
Northwest Wealth Advisors, LLC
46,903$1.3M0.6%ETFVery LowBellingham, WA2026-11-02
21 West Wealth Management LLC
44,684$1.2M1.1%ETFLowTustin, CA2026-10-13
Glass Jacobson Investment Advisors llc
35,785$972.6K0.3%ETFLowOwings Mills, MD2026-10-26
Life Planning Partners, Inc
35,156$955.5K0.8%ETFVery LowJacksonville, FL2026-10-28
PKS Advisory Services, LLC
34,201$1.0M0.2%ETFMediumAlbany, NY2026-10-26
Integrated Capital Management, Inc.
32,161$874.1K0.6%ETFLowJessup, PA2026-10-09
Blue Jean Financial LLC
31,687$861.3K0.5%GrowthVery HighAlbany, NY2026-10-20
New England Private Wealth Advisors LLC
30,584$831.3K0.1%ETFVery LowWellesley, MA2026-10-19
Fingerlakes Wealth Management, Inc.
28,174$765.8K0.4%ETFVery LowIthaca, NY2026-11-04
IFP Advisors, Inc
24,780$673.5K0.0%GrowthLowTampa, FL2026-10-16
Smith Salley Wealth Management
23,375$635.3K0.0%GrowthLowGreensboro, NC2026-11-03
Larson Financial Group LLC
20,825$566.0K0.0%GrowthLowSt Louis, MO2026-11-05
Investmark Advisory Group LLC
20,339$552.8K0.2%ETFVery LowShelton, CT2026-10-27
Galvin, Gaustad & Stein, LLC
18,085$491.6K0.0%CoreMediumScottsdale, AZ2026-10-08
Capital Investment Advisory Services, LLC
16,886$461.6K0.0%CoreMediumRaleigh, NC2026-10-30
Independence Financial Advisors, LLC
13,770$374.3K0.1%ETFMediumFranklin, NH2026-10-08
Thompson Investment Management, Inc.
13,290$361.2K0.0%ValueMediumMadison, WI2026-10-14
Wealth Enhancement Advisory Services, LLC
13,162$356.8K0.0%CoreLowPlymouth, MN2026-10-13
Modera Wealth Management, LLC
12,010$326.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Brookstone Capital Management
11,665$317.1K0.0%ETFMediumWheaton, IL2026-10-22
Clearview Wealth Management LLC
11,496$317.6K0.2%ETFLowIrvine, CA2026-10-16
Penobscot Wealth Management
11,459$311.4K0.1%ETFVery LowPortland, ME2026-10-21
Kohmann Bosshard Financial Services, LLC
11,131$302.5K0.0%ETFLowFairlawn, OH2026-11-04
KDK Private Wealth Management, LLC
10,722$291.4K0.2%ETFVery LowHouston, TX2026-11-03
Meridian Wealth Management, LLC
10,587$287.8K0.0%GrowthLowLexington, KY2026-11-05
Mission Wealth Management, LP
9,685$263.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Blue Trust, Inc.
9,157$248.9K0.0%ETFLowBrentwood, TN2026-10-15
NorthLanding Financial Partners, LLC
8,965$243.7K0.2%ETFLowRochester, NY2026-10-15
PFG Advisors
8,893$241.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Citizens Financial Group Inc
8,590$233.5K0.0%GrowthLowProvidence, RI2026-10-23
Demars Financial Group, LLC
8,333$226.5K0.1%ETFLowSpokane Valley, WA2026-10-22
Wilmington Savings Fund Society, FSB
5,349$145.4K0.0%CoreLowWilmington, DE2026-10-23
CX Institutional
3,767$1020.0%CoreMediumAuburn, IN2026-10-02
Financial Perspectives, Inc
3,184$86.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Aspect Partners, LLC
2,322$63.1K0.0%ETFMediumFairfax, VA2026-10-20
Stone House Investment Management, LLC
1,967$53.5K0.0%ETFMediumTunkhannock, PA2026-10-23
Elevated Capital Advisors, LLC
1,771$48.1K0.0%ETFMediumSandy, UT2026-11-04
Compass Financial Management LLC
1,037$28.2K0.0%CoreN/ATampa, FL2026-10-30
Creative Financial Designs Inc
994$27.0K0.0%ETFMediumKokomo, IN2026-11-04
Decker Retirement Planning Inc.
660$17.9K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Assetmark, Inc
651$17.7K0.0%ETFLowConcord, CA2026-10-21
Quest 10 Wealth Builders, Inc.
650$17.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
EverSource Wealth Advisors, LLC
350$9.5K0.0%CoreMediumBirmingham, AL2026-11-04
Latitude Advisors, LLC
235$6.4K0.0%ETFLowYorkville, IL2026-10-27
Vision Financial Markets LLC
221$6.0K0.0%CoreLowStamford, CT2026-10-22
Investors Research Corp
177$4.8K0.0%ETFLowAtlanta, GA2026-10-07
Tounjian Advisory Partners, LLC
131$3.6K0.0%GrowthHighFort Myers, FL2026-11-04
Pathway Financial Advisers, LLC
116$3.2K0.0%CoreLowAuburn, IN2026-10-27
Allspring Global Investments Holdings, LLC
70$1.9K0.0%CoreMediumCharlotte, NC2026-11-04
Root Financial Partners, LLC
44$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
High Note Wealth, LLC
36$9780.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Wealth Management, LLC
32$8690.0%Agg GrowthLowDallas, TX2026-11-03
Evolution Wealth Management Inc.
32$8700.0%ETFMediumFort Myers, FL2026-10-28
AlphaCore Capital LLC
30$8150.0%ETFLowLa Jolla, CA2026-11-04
Key Capital Management, Inc
25$6800.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
CoreCap Advisors, LLC
17$4620.0%ETFMediumSouthfield, MI2026-10-08
Mechanics Financial Corp
7$1900.0%CoreVery LowMansfield, OH2026-11-05
Parallel Advisors, LLC
4$1090.0%IndexLowSan Francisco, CA2026-11-03