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
Charles Schwab Investment Management 2.5M $73M 3% Jun 2026
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Sixth Street Partners Management Company 2.5M $73M 100% Jun 2026
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Lido Advisors 1.7M $50M -3% Jun 2026
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Envestnet Asset Management 1.5M $45M 77% Jun 2026
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Commonwealth Equity Services 1.2M $34M -9% Jun 2026
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LPL Financial 993k $29M 7% Jun 2026
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HighTower Advisors 974k $29M -6% Jun 2026
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Northwestern Mutual Wealth Management Company 933k $28M 4% Jun 2026
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Agf Management 744k $22M 2% Jun 2026
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Cetera Investment Advisers 604k $18M 41% Jun 2026
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Marshall Wace 452k $13M -44% Jun 2026
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Two Sigma Investments 293k $8.7M 100% Jun 2026
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SageGuard Financial Group 280k $8.3M 86% Jun 2026
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Cutler Capital Management 268k $7.9M 0% Jun 2026
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Morgan Stanley 245k $8.3M 2% Mar 2026
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Wells Fargo & Company 244k $7.2M -43% Jun 2026
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Advisor Group Holdings 234k $6.9M 11% Jun 2026
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Bank of New York Mellon 234k $6.9M 53% Jun 2026
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Kestra Advisory Services 199k $5.9M 5% Jun 2026
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Ameriprise Financial 198k $5.9M 1% Jun 2026
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AssuredPartners Investment Advisors 189k $5.6M 3% Jun 2026
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Bank of America Corporation 188k $5.6M -21% Jun 2026
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Miracle Mile Advisors 175k $5.2M 4% Jun 2026
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Eley Financial Management 162k $4.8M 1% Jun 2026
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Steward Partners Investment Advisory 158k $4.7M 22% Jun 2026
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Traynor Capital Management 146k $4.3M -1% Jun 2026
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Financial Partners Group 145k $4.3M -6% Jun 2026
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Proficio Capital Partners 144k $4.2M 100% Jun 2026
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KCM Investment Advisors 131k $3.9M -1% Jun 2026
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Cambridge Investment Research Advisors 122k $3.6M -2% Jun 2026
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Stifel Financial 116k $3.4M -1% Jun 2026
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FMR 116k $3.4M 8% Jun 2026
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Maltin Wealth Management 114k $3.4M -9% Jun 2026
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Goss Wealth Management 109k $3.2M 6% Jun 2026
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Mercer Global Advisors 107k $3.2M 8% Jun 2026
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Jacobi Capital Management 106k $3.1M 0% Jun 2026
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Yoder Wealth Management 101k $3.0M -10% Jun 2026
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Wealth Quarterback 100k $3.0M 17% Jun 2026
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Park Avenue Securities 100k $3.0M 90% Jun 2026
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UBS Group 100k $3.0M 23% Jun 2026
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Kovitz Investment Group Partners 100k $2.9M 89% Jun 2026
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Transamerica Financial Advisors 100k $2.9M 383% Jun 2026
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Citadel Advisors 99k $2.9M 44% Jun 2026
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D. E. Shaw & Co 99k $2.9M 100% Jun 2026
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Maxele Advisors 93k $2.8M 2% Jun 2026
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Trail Ridge Investment Advisors 88k $2.6M -20% Jun 2026
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Qube Research & Technologies 78k $2.3M 100% Jun 2026
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SRS Capital Advisors 72k $2.1M 10622% Jun 2026
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Mariner Wealth Advisors 68k $2.0M 8% Jun 2026
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Jpmorgan Chase & Co 67k $2.0M 100% Jun 2026
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Raymond James Financial 66k $1.9M -4% Jun 2026
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Beaumont Financial Advisors 64k $1.9M 5% Jun 2026
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LYNCH & Associates 62k $1.8M 4% Jun 2026
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Advisory Services Network 61k $1.8M 64% Jun 2026
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Aspetuck Financial Management 61k $1.8M -3% Jun 2026
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Northern Trust 58k $1.7M 4% Jun 2026
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Royal Bank of Canada 58k $1.7M -23% Jun 2026
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Sunbelt Securities 58k $2.0M -1% Mar 2026
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Financial Perspectives 57k $1.7M -1% Jun 2026
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Bravias Capital Group 52k $1.5M 2% Jun 2026
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Stratos Wealth Advisors 51k $1.5M -1% Jun 2026
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Kestra Private Wealth Services 46k $1.4M 32% Jun 2026
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Susquehanna International 46k $1.4M -50% Jun 2026
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Penobscot Wealth Management 45k $1.3M 9% Jun 2026
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Q3 Asset Management 45k $1.3M -8% Jun 2026
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Glass Jacobson Investment Advisors 42k $1.2M 1% Jun 2026
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Merit Financial Group 42k $1.2M 1% Jun 2026
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Smith, Salley & Associates 41k $1.2M -16% Jun 2026
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Parsons Capital Management 39k $1.2M 0% Jun 2026
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Arkadios Wealth Advisors 39k $1.2M -2% Jun 2026
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Sheets Smith Wealth Management 39k $1.1M 0% Jun 2026
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Boothbay Fund Management 38k $1.1M 32% Jun 2026
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EPG Wealth Management 36k $1.1M 1% Jun 2026
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Jones Financial Companies, L.L 35k $1.0M 23% Jun 2026
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Natixis Asset Management Advisors 34k $996k 2% Jun 2026
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Citigroup 33k $1.1M 100% Mar 2026
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EP Wealth Advisors 33k $968k -3% Jun 2026
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PFG Financial Advisors 30k $898k -96% Jun 2026
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Creative Planning 30k $891k -1% Jun 2026
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OneAscent Financial Services 30k $888k 9% Jun 2026
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Financial Freedom 29k $850k 1% Jun 2026
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Branch Banking & Trust Company 28k $829k 122% Jun 2026
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U.S. Capital Wealth Advisors 27k $926k -2% Mar 2026
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Elevation Wealth Management 27k $788k 82% Jun 2026
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Principal Securities 27k $783k -4% Jun 2026
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Snowden Capital Advisors 25k $737k -66% Jun 2026
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Bank of Marin 25k $736k -5% Jun 2026
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Harbour Investments 24k $720k 5% Jun 2026
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Sigma Planning 24k $715k 3% Jun 2026
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ValMark Advisers 24k $699k 0% Jun 2026
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Capital Investment Advisors 23k $692k 0% Jun 2026
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KDK Private Wealth Management 23k $691k -2% Jun 2026
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Wealth Enhancement Advisory Services 23k $708k 100% Jun 2026
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Cullen Frost Bankers 23k $681k 110% Jun 2026
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Certified Advisory Corp 23k $671k -9% Jun 2026
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Castleview Partners 22k $660k 1% Jun 2026
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Roxbury Financial 22k $647k -5% Jun 2026
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Ameritas Advisory Services 20k $594k 100% Jun 2026
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Robertson Stephens Wealth Management 20k $589k 0% Jun 2026
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Summit Financial 20k $583k -12% Jun 2026
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American National Bank 19k $570k 3% Jun 2026
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Core Wealth Partners 19k $559k 0% Jun 2026
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D.A. Davidson & Co. 19k $558k -56% Jun 2026
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Jacobs Equity 18k $544k -3% Jun 2026
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Pnc Financial Services 18k $542k 1310% Jun 2026
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AE Wealth Management 17k $500k -95% Jun 2026
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CAP Partners 17k $500k 1% Jun 2026
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Meridian Wealth Management 17k $499k 39% Jun 2026
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Strategic Advisors 17k $497k -1% Jun 2026
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Atlas Capital Advisors 16k $555k 0% Jun 2026
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Hrt Financial 16k $477k 100% Jun 2026
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Resources Investment Advisors 16k $477k 24% Jun 2026
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CWA Asset Management 16k $548k -3% Mar 2026
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MAI Wealth Advisors 16k $472k 0% Jun 2026
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CWM 16k $541k 10% Mar 2026
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Wilkins Miller Wealth Management 16k $468k 0% Jun 2026
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Two Sigma Securities 16k $465k 100% Jun 2026
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AQR Capital Management 16k $463k 35% Jun 2026
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Captrust Financial Advisors 16k $457k 128% Jun 2026
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Secure Asset Management 15k $450k 100% Jun 2026
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15k $434k -4% Jun 2026
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Headlands Technologies 15k $429k 42% Jun 2026
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Quantinno Capital Management 14k $409k 44% Jun 2026
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Galvin, Gaustad & Stein 14k $406k -17% Jun 2026
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Sweeney & Michel 14k $438k -19% Jun 2026
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Savant Capital Management 12k $401k 100% Jun 2026
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Fiduciary Trust Company 12k $355k 0% Jun 2026
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Sanctuary Advisors 12k $351k -33% Jun 2026
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LJI Wealth Management 12k $349k -4% Jun 2026
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Cedarwood Wealth 12k $348k 0% Jun 2026
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Burns Wealth Management 12k $400k 0% Mar 2026
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TrueWealth Advisors 12k $343k -4% Jun 2026
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Rosenberg Matthew Hamilton 11k $337k 0% Jun 2026
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Action Point Financial Planning 11k $320k 100% Jun 2026
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Farther Finance Advisors 11k $316k 0% Jun 2026
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Fort Sheridan Advisors 11k $315k 0% Jun 2026
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Heck Capital Advisors 11k $313k -57% Jun 2026
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Western Wealth Management 11k $311k -47% Jun 2026
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Simplex Trading 10k $307k 552% Jun 2026
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AA Financial Advisors 10k $302k -5% Jun 2026
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Equitable Holdings 10k $298k 2% Jun 2026
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Foundations Investment Advisors 9.9k $293k -6% Jun 2026
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LongView Wealth Management 9.7k $287k -15% Jun 2026
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Regal Investment Advisors 9.6k $283k 100% Jun 2026
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Wealthtrust Axiom 9.6k $282k -5% Jun 2026
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Crestwood Advisors 9.4k $277k 21% Jun 2026
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Brighton Jones 9.3k $276k 100% Jun 2026
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Investmark Advisory Group 9.0k $265k 0% Jun 2026
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Fee-Only Financial Planning, L.C. 8.9k $264k -4% Jun 2026
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Beacon Pointe Advisors 8.9k $262k 7% Jun 2026
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Traphagen Investment Advisors 8.9k $262k -2% Jun 2026
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HBW Advisory Services 8.6k $255k -53% Jun 2026
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Smith Shellnut Wilson 8.6k $254k -60% Jun 2026
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RFG Advisory 7.6k $223k -36% Jun 2026
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Lifeworks Advisors 7.3k $247k -25% Mar 2026
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Charter Oak Capital Management 6.7k $229k -42% Mar 2026
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Bnp Paribas Arbitrage, Snc 95.00 $2.8k -100% Jun 2026
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Who sold out of Fidelity msci energy idx?

Fund or Company Name Date Sold Shares Held Valued At
Independence Financial Advisors Mar 2026 318k $11M
Quadrature Capital Mar 2026 231k $7.9M
Private Advisor Mar 2026 228k $7.8M
Tudor Investment Corporation Mar 2026 199k $6.8M
Procyon Private Wealth Partners Mar 2026 76k $2.6M
Gts Securities Mar 2026 56k $1.9M
Bellwether Advisors Mar 2026 51k $1.7M
Springbok Capital Management Mar 2026 50k $1.7M
Great Valley Advisor Group Mar 2026 47k $1.6M
RFP Financial Group Mar 2026 41k $1.4M
Renaissance Technologies Mar 2026 37k $1.2M
Goldman Sachs Group Mar 2026 30k $1.0M
Jane Street Mar 2026 29k $975k
Essex Financial Services Mar 2026 22k $739k
Integrity Alliance Mar 2026 19k $651k
Blue Capital Mar 2026 17k $591k
Balyasny Asset Management Mar 2026 17k $586k
Y-Intercept Mar 2026 14k $459k
Eqis Capital Management Mar 2026 13k $450k
Gateway Wealth Partners Mar 2026 13k $426k
Arete Wealth Advisors Mar 2026 10k $348k
Parker Investment Management Mar 2026 10k $340k
Mutual Advisors Mar 2026 9.8k $333k