Who owns Fidelity msci energy idx?

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Analyze quarterly positions in Fidelity msci energy idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity msci energy idx stock

Who bought or sold Fidelity msci energy idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lido Advisors 1.7M $43M 0% Dec 2025
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Commonwealth Equity Services 1.3M $32M -3% Dec 2025
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LPL Financial 826k $21M -6% Dec 2025
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HighTower Advisors 715k $18M -5% Dec 2025
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Envestnet Asset Management 621k $15M 7% Dec 2025
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Northwestern Mutual Wealth Management Company 539k $13M -2% Dec 2025
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Hilltop Wealth Advisors 534k $13M 2% Dec 2025
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Wells Fargo & Company 456k $11M -2% Dec 2025
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Bnp Paribas Arbitrage, Snc 351k $8.7M 3899900% Dec 2025
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Cetera Investment Advisers 331k $8.2M 8% Dec 2025
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Cutler Capital Management 275k $6.8M 1% Dec 2025
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Advisor Group Holdings 260k $6.5M -2% Dec 2025
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Agf Management 235k $5.8M -75% Dec 2025
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Private Advisor 218k $5.4M 0% Dec 2025
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Ameriprise Financial 196k $4.9M 9% Dec 2025
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Citadel Advisors 194k $4.8M 192% Sep 2025
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D. E. Shaw & Co 182k $4.5M 100% Sep 2025
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Kestra Advisory Services 171k $4.2M 1% Dec 2025
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Miracle Mile Advisors 164k $4.1M 7% Dec 2025
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Eley Financial Management 161k $4.0M -9% Dec 2025
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UBS Group 157k $3.9M 90% Dec 2025
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KCM Investment Advisors 156k $3.9M -7% Dec 2025
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Traynor Capital Management 147k $3.6M -4% Dec 2025
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AE Wealth Management 136k $3.4M 14% Dec 2025
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TBH Global Asset Management 131k $4.9M 100% Dec 2025
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Goss Wealth Management 128k $3.2M -21% Dec 2025
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Yoder Wealth Management 122k $3.0M 9% Dec 2025
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Cambridge Investment Research Advisors 119k $2.9M 1% Dec 2025
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Steward Partners Investment Advisory 118k $2.9M 0% Dec 2025
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Financial Partners Group 115k $3.2M -19% Dec 2025
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Maltin Wealth Management 111k $2.8M 3% Dec 2025
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Stifel Financial 111k $2.7M 6% Dec 2025
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Trail Ridge Investment Advisors 109k $2.7M 4% Dec 2025
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Jacobi Capital Management 106k $2.6M 0% Dec 2025
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Maxele Advisors 92k $2.3M -10% Dec 2025
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Wealth Quarterback 91k $2.2M 6% Dec 2025
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FMR 87k $2.2M 18% Sep 2025
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Syntax Research 81k $2.0M 5% Dec 2025
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Susquehanna International 76k $1.9M 6% Dec 2025
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Jpmorgan Chase & Co 75k $1.9M 100% Sep 2025
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SageGuard Financial Group 71k $1.7M 100% Dec 2025
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Raymond James Financial 71k $1.7M -7% Dec 2025
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Beaumont Financial Advisors 70k $1.7M -1% Dec 2025
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Bank of New York Mellon 66k $1.6M 31% Dec 2025
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Royal Bank of Canada 65k $1.6M 17% Sep 2025
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Guerra Advisors 64k $1.6M -75% Sep 2025
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Mariner Wealth Advisors 63k $1.6M 2% Dec 2025
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Aspetuck Financial Management 63k $1.6M -8% Dec 2025
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Northern Trust 61k $1.5M 40% Dec 2025
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Advisory Services Network 60k $1.5M -12% Dec 2025
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Mercer Global Advisors 60k $1.5M -21% Dec 2025
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LYNCH & Associates 59k $1.5M 3% Dec 2025
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Sunbelt Securities 58k $1.4M -24% Dec 2025
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Financial Perspectives 57k $1.4M 0% Dec 2025
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Heck Capital Advisors 56k $1.4M -2% Dec 2025
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Stratos Wealth Advisors 51k $1.3M -1% Dec 2025
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Tower Research Capital 50k $1.2M -89% Dec 2025
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Arkadios Wealth Advisors 49k $1.2M -1% Dec 2025
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Full Sail Capital 49k $1.2M 0% Sep 2025
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Smith, Salley & Associates 48k $1.2M 0% Dec 2025
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Headlands Technologies 45k $1.1M 100% Dec 2025
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EPG Wealth Management 45k $1.1M -1% Dec 2025
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D.A. Davidson & Co. 42k $1.0M 3% Dec 2025
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Bravias Capital Group 41k $1.0M 19% Dec 2025
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Parsons Capital Management 40k $997k 0% Dec 2025
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Glass Jacobson Investment Advisors 40k $994k -18% Dec 2025
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Sheets Smith Wealth Management 39k $971k -2% Dec 2025
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Park Avenue Securities 38k $938k 4% Dec 2025
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EP Wealth Advisors 34k $851k 16% Dec 2025
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Natixis Asset Management Advisors 33k $823k 0% Dec 2025
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Kestra Private Wealth Services 29k $718k 100% Dec 2025
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PFG Financial Advisors 29k $713k -8% Dec 2025
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Financial Freedom 28k $703k 1% Dec 2025
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U.S. Capital Wealth Advisors 28k $686k 0% Dec 2025
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Hrt Financial 28k $685k -6% Dec 2025
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OneAscent Financial Services 27k $680k -1% Dec 2025
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Two Sigma Securities 27k $667k 19% Dec 2025
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Bank of Marin 26k $651k 0% Dec 2025
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Wealth Enhancement Advisory Services 26k $661k 37% Dec 2025
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Snowden Capital Advisors 26k $641k 2% Dec 2025
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Capital Investment Advisors 25k $630k 2% Dec 2025
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Creative Planning 25k $615k -16% Dec 2025
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KDK Private Wealth Management 24k $596k -2% Dec 2025
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Principal Securities 24k $595k 0% Dec 2025
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ValMark Advisers 24k $586k 0% Dec 2025
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Summit Financial 23k $576k -71% Dec 2025
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Flow Traders US 23k $570k 100% Dec 2025
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American National Bank 23k $568k -1% Dec 2025
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Roxbury Financial 22k $535k -9% Dec 2025
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Castleview Partners 21k $528k -4% Dec 2025
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AA Financial Advisors 21k $523k 3% Dec 2025
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Tudor Investment Corporation 21k $521k -92% Sep 2025
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Robertson Stephens Wealth Management 20k $494k 100% Dec 2025
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Core Wealth Partners 19k $459k 0% Dec 2025
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Jones Financial Companies, L.L 18k $454k 5% Dec 2025
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Sweeney & Michel 18k $556k 8% Dec 2025
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Sigma Planning 18k $448k -5% Dec 2025
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BCS Wealth Management 17k $426k 100% Dec 2025
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Galvin, Gaustad & Stein 17k $422k 0% Dec 2025
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Strategic Advisors 17k $419k -2% Dec 2025
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MAI Wealth Advisors 17k $417k 212% Dec 2025
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CWA Asset Management 17k $410k 0% Dec 2025
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Atlas Capital Advisors 16k $396k 38% Dec 2025
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CAP Partners 16k $390k -1% Dec 2025
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Wilkins Miller Wealth Management 16k $389k 6% Dec 2025
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Farther Finance Advisors 16k $388k 11% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16k $383k 6% Dec 2025
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Jacobs Equity 15k $374k 100% Dec 2025
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CWM 14k $357k -6% Dec 2025
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Harbour Investments 14k $353k 5% Dec 2025
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Eqis Capital Management 13k $328k 0% Dec 2025
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LJI Wealth Management 12k $301k 0% Dec 2025
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TrueWealth Advisors 12k $299k -2% Dec 2025
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Fiduciary Trust Company 12k $298k 0% Dec 2025
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Fee-Only Financial Planning, L.C. 12k $293k 0% Dec 2025
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Point72 Asset Management 12k $292k 100% Dec 2025
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Burns Wealth Management 12k $291k 0% Dec 2025
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Charter Oak Capital Management 12k $289k -4% Dec 2025
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Rosenberg Matthew Hamilton 11k $282k 0% Dec 2025
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Jane Street 11k $277k -91% Dec 2025
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Court Place Advisors 11k $276k 0% Sep 2025
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Branch Banking & Trust Company 11k $264k -47% Dec 2025
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Meridian Wealth Management 11k $263k 0% Dec 2025
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Wealthtrust Axiom 10k $256k -1% Dec 2025
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Foundations Investment Advisors 10k $256k 6% Dec 2025
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Mutual Advisors 10k $253k -2% Dec 2025
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Mission Wealth Management 9.8k $243k 1% Dec 2025
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Lifeworks Advisors 9.7k $241k -2% Dec 2025
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Equitable Holdings 9.4k $234k 100% Dec 2025
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Heartwood Wealth Advisors 9.4k $233k 0% Dec 2025
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CRA Financial Services 9.3k $231k -1% Dec 2025
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LongView Wealth Management 9.3k $237k 5% Dec 2025
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Investmark Advisory Group 9.0k $222k 0% Dec 2025
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Traphagen Investment Advisors 8.9k $222k 0% Dec 2025
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Sanctuary Advisors 8.9k $220k -12% Dec 2025
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Smith Shellnut Wilson 8.8k $218k 100% Sep 2025
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Stratos Wealth Partners 8.7k $216k -20% Dec 2025
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Fischer Financial Services 8.7k $214k -20% Dec 2025
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VCI Wealth Management 8.4k $208k -78% Dec 2025
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Instrumental Wealth 8.0k $243k 100% Dec 2025
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Transamerica Financial Advisors 6.6k $163k 79% Dec 2025
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Jackson, Grant Investment Advisers 6.3k $156k 0% Dec 2025
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Hartland & Co 5.7k $142k 0% Dec 2025
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CX Institutional 5.0k $125k 13166% Dec 2025
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Creative Financial Designs 4.7k $117k 0% Dec 2025
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O'shaughnessy Asset Management 4.6k $113k -18% Dec 2025
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LRI Investments 4.5k $112k 0% Dec 2025
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MCF Advisors 4.2k $105k 100% Dec 2025
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Cullen Frost Bankers 3.7k $92k -46% Dec 2025
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Motiv8 Investments 3.4k $85k 100% Dec 2025
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Prairie Wealth Advisors 0 $0 -100% Dec 2025
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Who sold out of Fidelity msci energy idx?

Fund or Company Name Date Sold Shares Held Valued At
Yarbrough Capital Sep 2025 712k $18M
Renaissance Technologies Sep 2025 162k $4.0M
Gts Securities Sep 2025 96k $2.4M
Y-Intercept Sep 2025 79k $1.9M
Kovitz Investment Group Partners Sep 2025 38k $932k
Perigon Wealth Management Sep 2025 33k $819k
XTX Topco Sep 2025 33k $816k
Qube Research & Technologies Sep 2025 26k $638k
CLS Investments Sep 2025 16k $386k
Gateway Wealth Partners Sep 2025 9.3k $231k
Primoris Wealth Advisors Sep 2025 9.3k $229k
Brighton Jones Sep 2025 9.2k $226k
Ameritas Advisory Services Sep 2025 9.1k $225k