Who owns Fidelity msci matls index?

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

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Top investors of Fidelity msci matls index stock

Who bought or sold Fidelity msci matls index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
AE Wealth Management 1.1M $55M 15% Sep 2025
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Lido Advisors 623k $33M 9% Sep 2025
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Centerline Wealth Advisors 175k $9.1M 0% Sep 2025
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Agf Management 103k $5.4M -35% Sep 2025
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Commonwealth Equity Services 75k $3.9M -4% Sep 2025
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Advisor Group Holdings 75k $3.9M 32% Sep 2025
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Certified Advisory Corp 74k $3.9M 0% Sep 2025
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Steward Partners Investment Advisory 61k $3.2M 10% Sep 2025
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LPL Financial 56k $2.9M -39% Sep 2025
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Kovitz Investment Group Partners 53k $2.8M -4% Sep 2025
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Goldman Sachs Group 50k $2.6M -1% Sep 2025
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Envestnet Asset Management 50k $2.6M 56% Sep 2025
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Morgan Stanley 49k $2.4M 100% Jun 2025
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Lifeworks Advisors 39k $2.0M 20% Sep 2025
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Peak Financial Management 37k $1.9M -10% Sep 2025
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Susquehanna International 33k $1.7M 56% Sep 2025
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Mather Group 32k $1.7M 0% Sep 2025
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Sunbelt Securities 31k $1.6M -2% Sep 2025
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Stifel Financial 30k $1.6M -2% Sep 2025
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J.w. Cole Advisors 28k $1.5M 7% Sep 2025
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Beaumont Financial Advisors 28k $1.5M 100% Sep 2025
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Elevated Capital Advisors 26k $1.4M 16% Sep 2025
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CI Private Wealth 25k $1.3M -4% Sep 2025
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Yoder Wealth Management 23k $1.2M 5% Sep 2025
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Wealthcare Advisory Partners 21k $1.1M 20% Sep 2025
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Trail Ridge Investment Advisors 20k $1.0M 3% Sep 2025
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Cambridge Investment Research Advisors 18k $933k -2% Sep 2025
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Exchange Capital Management 17k $825k -3% Jun 2025
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SeaCrest Wealth Management 16k $845k 1% Sep 2025
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Maxele Advisors 16k $781k -5% Jun 2025
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Heck Capital Advisors 16k $818k 1% Sep 2025
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Cetera Investment Advisers 15k $808k 5% Sep 2025
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Tounjian Advisory Partners 15k $800k -26% Sep 2025
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Penobscot Wealth Management 14k $709k -31% Sep 2025
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Smith, Salley & Associates 14k $706k -1% Sep 2025
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FMR 13k $687k -11% Sep 2025
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Principal Securities 12k $610k 2% Sep 2025
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Level Four Advisory Services 11k $590k 0% Sep 2025
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LYNCH & Associates 11k $569k 6% Sep 2025
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Wells Fargo & Company 11k $552k -70% Sep 2025
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Raymond James Financial 10k $532k -3% Sep 2025
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HighTower Advisors 10k $530k -19% Sep 2025
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SCS Capital Management 9.2k $484k 0% Sep 2025
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Snowden Capital Advisors 9.0k $474k -5% Sep 2025
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Atria Wealth Solutions 8.6k $447k 6% Jun 2025
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Modern Wealth Management 8.5k $445k -74% Sep 2025
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Jpmorgan Chase & Co 7.2k $375k -81% Sep 2025
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KDK Private Wealth Management 7.1k $372k -2% Sep 2025
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OneAscent Financial Services 6.9k $362k 100% Sep 2025
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Essex Financial Services 6.1k $322k 0% Sep 2025
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Goss Wealth Management 6.0k $317k -9% Sep 2025
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Gwn Securities 6.0k $316k 26% Sep 2025
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Mariner Wealth Advisors 6.0k $314k -6% Sep 2025
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PFG Financial Advisors 5.9k $308k 17% Sep 2025
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Robertson Stephens Wealth Management 5.3k $277k 0% Sep 2025
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Strengthening Families & Communities 5.3k $277k 100% Sep 2025
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Kingdom Financial Group 5.2k $273k 100% Sep 2025
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Royal Bank of Canada 5.1k $265k -6% Sep 2025
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Centennial Wealth Advisory 5.0k $263k 7% Sep 2025
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Wealthgarden F.s 4.9k $255k 0% Sep 2025
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Traynor Capital Management 4.5k $238k 100% Sep 2025
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Advisory Services Network 4.3k $228k 0% Sep 2025
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Sweeney & Michel 4.3k $219k -12% Sep 2025
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UBS Group 4.3k $226k -17% Sep 2025
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Meridian Wealth Management 4.0k $211k 100% Sep 2025
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Mason Investment Advisory Services 3.9k $205k 100% Sep 2025
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Rosenberg Matthew Hamilton 3.6k $187k 0% Sep 2025
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Jones Financial Companies, L.L 3.4k $177k 74% Sep 2025
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CWM 2.8k $148k -12% Sep 2025
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IFP Advisors 2.6k $134k 0% Sep 2025
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MAI Wealth Advisors 2.5k $134k 0% Sep 2025
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CX Institutional 2.3k $120k 19% Sep 2025
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O'shaughnessy Asset Management 2.2k $116k 0% Sep 2025
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Sachetta 2.2k $113k 17% Sep 2025
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Tortoise Investment Management 2.1k $112k -17% Sep 2025
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Sontag Advisory 1.9k $101k 100% Sep 2025
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Brian McDonald 1.9k $98k -5% Sep 2025
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Geneos Wealth Management 1.8k $95k 100% Sep 2025
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Northwestern Mutual Wealth Management Company 1.4k $74k 1% Sep 2025
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Qube Research & Technologies 1.4k $73k -24% Sep 2025
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Concord Wealth Partners 1.0k $52k -1% Sep 2025
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Global Retirement Partners 822.00 $43k 0% Sep 2025
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Pathway Financial Advisers 817.00 $43k 100% Sep 2025
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Decker Retirement Planning 689.00 $36k 0% Sep 2025
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Creative Financial Designs 626.00 $33k 0% Sep 2025
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Glen Eagle Advisors 566.00 $30k 0% Sep 2025
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Ameritas Advisory Services 549.00 $29k -24% Sep 2025
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Rockefeller Capital Management 541.00 $28k 100% Sep 2025
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Union Bankshares 519.00 $27k 100% Sep 2025
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Caldwell Trust 500.00 $26k 100% Sep 2025
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Financial Perspectives 445.00 $23k 0% Sep 2025
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Sage Mountain Advisors 374.00 $20k 0% Sep 2025
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Versant Capital Management 370.00 $19k 0% Sep 2025
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Capital A Wealth Management 358.00 $17k 359% Jun 2025
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Emerald Investment Partners 320.00 $17k 0% Sep 2025
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AdvisorNet Financial 300.00 $16k 0% Sep 2025
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Evolution Wealth Management 203.00 $11k 100% Sep 2025
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Harbour Investments 195.00 $10k 0% Sep 2025
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Signature Resources Capital Management 193.00 $10k 0% Sep 2025
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CVA Family Office 149.00 $7.8k 0% Sep 2025
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Larson Financial Group 109.00 $5.7k 100% Sep 2025
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Arlington Trust 100.00 $5.2k 0% Sep 2025
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Capital Investment Advisory Services 100.00 $5.2k 0% Sep 2025
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Central Pacific Bank - Trust Division 76.00 $4.0k 0% Sep 2025
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Heritage Wealth Advisors 75.00 $3.9k 0% Sep 2025
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Rossby Financial, LCC 62.00 $3.2k 0% Sep 2025
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UMA Financial Services 50.00 $2.6k 0% Sep 2025
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Legacy Bridge 50.00 $2.6k 0% Sep 2025
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Founders Financial Alliance 45.00 $2.4k 100% Sep 2025
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Vermillion Wealth Management 43.00 $2.3k 100% Sep 2025
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Us Bancorp 38.00 $2.0k 100% Sep 2025
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Fifth Third Bancorp 21.00 $1.1k 100% Sep 2025
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Atlas Capital Advisors 19.00 $946.999900 100% Jun 2025
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Pnc Financial Services 15.00 $786.000000 -90% Sep 2025
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Farther Finance Advisors 8.00 $419.000000 0% Sep 2025
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Root Financial Partners 4.00 $210.000000 100% Sep 2025
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Raleigh Capital Management 1.00 $43.000000 100% Sep 2025
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Strategic Wealth Partners 1.00 $38.000000 0% Sep 2025
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Who sold out of Fidelity msci matls index?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 30k $1.5M
Absolute Capital Management Jun 2025 9.3k $465k
H D Vest Advisory Services Mar 2025 9.2k $446k
Mml Investors Services Jun 2025 6.2k $311k
Beaumont Asset Management Jun 2025 5.0k $248k
Tower Research Capital Jun 2025 3.9k $195k
Avondale Wealth Management Jun 2025 2.5k $125k
Howe and Rusling Jun 2025 700.00 $35k
Sound Income Strategies Jun 2025 201.00 $10k
SRS Capital Advisors Jun 2025 195.00 $9.7k
Cullen Frost Bankers Jun 2025 3.00 $135.000000