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 $42M 10% Sep 2025
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Commonwealth Equity Services 1.3M $33M -7% Sep 2025
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Agf Management 933k $23M 4% Sep 2025
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LPL Financial 881k $22M 14% Sep 2025
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HighTower Advisors 753k $19M 1% Sep 2025
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Yarbrough Capital 712k $18M 0% Sep 2025
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Envestnet Asset Management 582k $14M -52% Sep 2025
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Northwestern Mutual Wealth Management Company 552k $14M -11% Sep 2025
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Hilltop Wealth Advisors 522k $13M 100% Sep 2025
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Wells Fargo & Company 468k $12M 0% Sep 2025
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Tower Research Capital 442k $11M 100% Sep 2025
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Cetera Investment Advisers 308k $7.6M -28% Sep 2025
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Cutler Capital Management 271k $6.7M 0% Sep 2025
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Advisor Group Holdings 265k $6.5M 28% Sep 2025
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Morgan Stanley 225k $5.3M 100% Jun 2025
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Private Advisor 219k $5.4M 0% Sep 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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Ameriprise Financial 179k $4.4M 4% Sep 2025
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Eley Financial Management 178k $4.4M 2% Sep 2025
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Kestra Advisory Services 170k $4.2M -36% Sep 2025
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KCM Investment Advisors 168k $4.2M -3% Sep 2025
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Renaissance Technologies 162k $4.0M 100% Sep 2025
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Goss Wealth Management 161k $4.0M 2% Sep 2025
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Traynor Capital Management 153k $3.8M -4% Sep 2025
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Miracle Mile Advisors 153k $3.8M 9% Sep 2025
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H D Vest Advisory Services 151k $3.5M 201% Jun 2025
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Financial Partners Group 142k $3.5M -15% Sep 2025
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Jane Street 127k $3.1M 100% Sep 2025
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AE Wealth Management 120k $3.0M 11% Sep 2025
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Steward Partners Investment Advisory 118k $2.9M 8% Sep 2025
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Cambridge Investment Research Advisors 118k $2.9M -7% Sep 2025
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Yoder Wealth Management 111k $2.8M 3% Sep 2025
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Maltin Wealth Management 108k $2.7M 3% Sep 2025
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Jacobi Capital Management 106k $2.6M -2% Sep 2025
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Trail Ridge Investment Advisors 105k $2.6M 0% Sep 2025
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Stifel Financial 105k $2.6M 0% Sep 2025
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Maxele Advisors 102k $2.4M -3% Jun 2025
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Gts Securities 96k $2.4M 100% Sep 2025
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FMR 87k $2.2M 18% Sep 2025
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Wealth Quarterback 86k $2.1M 6% Sep 2025
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UBS Group 83k $2.0M 10% Sep 2025
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Summit Financial 81k $2.0M 538% Sep 2025
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Y-Intercept 79k $1.9M 100% Sep 2025
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Syntax Research 77k $1.9M 100% Sep 2025
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Sunbelt Securities 77k $1.9M -29% Sep 2025
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Raymond James Financial 76k $1.9M 64% Sep 2025
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Mercer Global Advisors 75k $1.9M 100% Sep 2025
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Jpmorgan Chase & Co 75k $1.9M 19% Sep 2025
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Susquehanna International 72k $1.8M 49% Sep 2025
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Beaumont Financial Advisors 70k $1.7M 299% Sep 2025
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Advisory Services Network 68k $1.7M 30% Sep 2025
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Aspetuck Financial Management 68k $1.7M -2% Sep 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 62k $1.5M -22% Sep 2025
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LYNCH & Associates 58k $1.4M 6% Sep 2025
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Heck Capital Advisors 57k $1.4M 0% Sep 2025
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Financial Perspectives 57k $1.4M -1% Sep 2025
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Stratos Wealth Advisors 51k $1.3M 4% Sep 2025
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Bank of New York Mellon 50k $1.2M -63% Sep 2025
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Arkadios Wealth Advisors 50k $1.2M 1% Sep 2025
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Glass Jacobson Investment Advisors 49k $1.2M -2% Sep 2025
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Full Sail Capital 49k $1.2M 0% Sep 2025
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Smith, Salley & Associates 48k $1.2M -1% Sep 2025
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EPG Wealth Management 46k $1.1M 1% Sep 2025
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Northern Trust 44k $1.1M 0% Sep 2025
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D.A. Davidson & Co. 41k $1.0M 1% Sep 2025
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Parsons Capital Management 40k $997k -1% Sep 2025
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Sheets Smith Wealth Management 40k $992k -2% Sep 2025
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Congress Wealth Management LLC / DE / 40k $939k 22% Jun 2025
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VCI Wealth Management 38k $945k -6% Sep 2025
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Kovitz Investment Group Partners 38k $932k -7% Sep 2025
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Atria Wealth Solutions 37k $880k -16% Jun 2025
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Park Avenue Securities 37k $902k -64% Sep 2025
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Bravias Capital Group 34k $848k 7% Sep 2025
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Natixis Asset Management Advisors 33k $821k -1% Sep 2025
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Perigon Wealth Management 33k $819k 100% Sep 2025
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XTX Topco 33k $816k 100% Sep 2025
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PFG Financial Advisors 31k $772k 1% Sep 2025
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EP Wealth Advisors 30k $694k 0% Jun 2025
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Creative Planning 30k $732k -4% Sep 2025
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Hrt Financial 29k $725k 100% Sep 2025
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Financial Freedom 28k $697k 1% Sep 2025
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U.S. Capital Wealth Advisors 28k $685k 2% Sep 2025
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OneAscent Financial Services 28k $684k 17% Sep 2025
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Bank of Marin 26k $649k -2% Sep 2025
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Qube Research & Technologies 26k $638k 395% Sep 2025
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Snowden Capital Advisors 25k $629k -3% Sep 2025
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Capital Investment Advisors 25k $618k -7% Sep 2025
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KDK Private Wealth Management 25k $608k -3% Sep 2025
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Principal Securities 24k $594k 2% Sep 2025
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Roxbury Financial 24k $588k -3% Sep 2025
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ValMark Advisers 24k $587k 1% Sep 2025
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American National Bank 23k $573k -15% Sep 2025
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Two Sigma Securities 23k $560k 100% Sep 2025
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Castleview Partners 22k $552k 9% Sep 2025
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Tudor Investment Corporation 21k $521k -92% Sep 2025
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AA Financial Advisors 21k $506k 7% Sep 2025
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Branch Banking & Trust Company 20k $498k -30% Sep 2025
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Prairie Wealth Advisors 20k $487k -26% Sep 2025
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Wealth Enhancement Advisory Services 19k $475k -17% Sep 2025
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Sigma Planning 19k $469k -1% Sep 2025
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Core Wealth Partners 19k $459k 0% Sep 2025
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Jones Financial Companies, L.L 17k $443k 1% Sep 2025
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Strategic Advisors 17k $425k -13% Sep 2025
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Galvin, Gaustad & Stein 17k $421k 0% Sep 2025
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Sweeney & Michel 17k $399k 14% Sep 2025
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CWA Asset Management 17k $409k 1% Sep 2025
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CAP Partners 16k $393k -1% Sep 2025
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CLS Investments 16k $386k 100% Sep 2025
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CWM 15k $378k -35% Sep 2025
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Wilkins Miller Wealth Management 15k $367k 26% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15k $362k 0% Sep 2025
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Farther Finance Advisors 14k $350k 107% Sep 2025
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Harbour Investments 14k $337k 5% Sep 2025
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Eqis Capital Management 13k $329k -77% Sep 2025
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TrueWealth Advisors 12k $306k -1% Sep 2025
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LJI Wealth Management 12k $301k -12% Sep 2025
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Charter Oak Capital Management 12k $300k -13% Sep 2025
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Fiduciary Trust Company 12k $297k 0% Sep 2025
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Fee-Only Financial Planning, L.C. 12k $292k 0% Sep 2025
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Burns Wealth Management 12k $291k 0% Sep 2025
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Atlas Capital Advisors 12k $271k -53% Jun 2025
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Rosenberg Matthew Hamilton 11k $282k 0% Sep 2025
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Court Place Advisors 11k $276k 0% Sep 2025
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Stratos Wealth Partners 11k $269k -9% Sep 2025
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Fischer Financial Services 11k $266k -10% Sep 2025
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Meridian Wealth Management 11k $262k -4% Sep 2025
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Wealthtrust Axiom 11k $260k 0% Sep 2025
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Mutual Advisors 10k $256k 100% Sep 2025
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Lifeworks Advisors 9.9k $245k -38% Sep 2025
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Foundations Investment Advisors 9.8k $241k -5% Sep 2025
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Mission Wealth Management 9.8k $241k 1% Sep 2025
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CRA Financial Services 9.5k $234k 0% Sep 2025
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Heartwood Wealth Advisors 9.4k $233k 0% Sep 2025
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Gateway Wealth Partners 9.3k $231k 100% Sep 2025
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Primoris Wealth Advisors 9.3k $229k -12% Sep 2025
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Brighton Jones 9.2k $226k 0% Sep 2025
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Ameritas Advisory Services 9.1k $225k -57% Sep 2025
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Investmark Advisory Group 8.9k $221k -5% Sep 2025
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Traphagen Investment Advisors 8.9k $220k 0% Sep 2025
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LongView Wealth Management 8.8k $218k 0% Sep 2025
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Smith Shellnut Wilson 8.8k $218k 100% Sep 2025
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BCS Wealth Management 8.6k $213k 0% Sep 2025
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Cullen Frost Bankers 6.9k $170k -16% Sep 2025
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Jackson, Grant Investment Advisers 6.3k $156k 0% Sep 2025
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Hartland & Co 5.7k $141k 0% Sep 2025
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O'shaughnessy Asset Management 5.6k $138k 0% Sep 2025
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MAI Wealth Advisors 5.4k $133k 0% Sep 2025
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Bnp Paribas Arbitrage, Snc 9.00 $222.000300 -100% Sep 2025
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Who sold out of Fidelity msci energy idx?

Fund or Company Name Date Sold Shares Held Valued At
Soundwatch Capital Jun 2025 482k $477k
Patriot Financial Group Insurance Agency Jun 2025 65k $1.5M
Toroso Investments Jun 2025 55k $1.3M
Equitable Holdings Jun 2025 9.0k $212k
Mml Investors Services Jun 2025 9.0k $211k
Brookstone Capital Management Jun 2025 8.7k $204k
Instrumental Wealth Jun 2025 8.7k $209k
Captrust Financial Advisors Jun 2025 8.6k $203k