Who owns Fidelity msci matls index?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 1.3M $71M 26% Dec 2025
 View chart
Lido Advisors 624k $33M 0% Dec 2025
 View chart
Agf Management 113k $6.0M 10% Dec 2025
 View chart
Kovitz Investment Group Partners 97k $5.1M 83% Dec 2025
 View chart
Commonwealth Equity Services 83k $4.4M 10% Dec 2025
 View chart
Certified Advisory Corp 75k $4.0M 2% Dec 2025
 View chart
Advisor Group Holdings 74k $3.9M -1% Dec 2025
 View chart
Steward Partners Investment Advisory 62k $3.3M 1% Dec 2025
 View chart
LPL Financial 56k $3.0M 0% Dec 2025
 View chart
Goldman Sachs Group 50k $2.7M 0% Dec 2025
 View chart
Centerline Wealth Advisors 47k $2.5M -73% Dec 2025
 View chart
Susquehanna International 47k $2.5M 43% Dec 2025
 View chart
Lifeworks Advisors 44k $2.4M 14% Dec 2025
 View chart
Envestnet Asset Management 38k $2.0M -25% Dec 2025
 View chart
Peak Financial Management 35k $1.9M -5% Dec 2025
 View chart
Elevated Capital Advisors 32k $1.7M 24% Dec 2025
 View chart
Mather Group 32k $1.7M 0% Dec 2025
 View chart
Sunbelt Securities 31k $1.6M 1% Dec 2025
 View chart
Mach-1 Financial Group 30k $1.6M 100% Dec 2025
 View chart
Stifel Financial 29k $1.5M -4% Dec 2025
 View chart
J.w. Cole Advisors 28k $1.5M -1% Dec 2025
 View chart
Beaumont Financial Advisors 28k $1.5M 0% Dec 2025
 View chart
Wealth Alliance Advisory Group 26k $1.4M 100% Dec 2025
 View chart
Yoder Wealth Management 25k $1.3M 8% Dec 2025
 View chart
CI Private Wealth 24k $1.3M -7% Dec 2025
 View chart
Federation des caisses Desjardins du Quebec 25k $1.3M 100% Dec 2025
 View chart
Wealthcare Advisory Partners 23k $1.2M 9% Dec 2025
 View chart
SageView Advisory Group 21k $1.1M 100% Dec 2025
 View chart
Trail Ridge Investment Advisors 21k $1.1M 7% Dec 2025
 View chart
SeaCrest Wealth Management 16k $902k 2% Dec 2025
 View chart
Maxele Advisors 16k $834k 0% Dec 2025
 View chart
Heck Capital Advisors 15k $820k -1% Dec 2025
 View chart
Cambridge Investment Research Advisors 15k $812k -14% Dec 2025
 View chart
Tounjian Advisory Partners 15k $793k -2% Dec 2025
 View chart
Cetera Investment Advisers 14k $751k -8% Dec 2025
 View chart
Penobscot Wealth Management 14k $748k 4% Dec 2025
 View chart
Smith, Salley & Associates 14k $718k 0% Dec 2025
 View chart
FMR 13k $687k -11% Sep 2025
 View chart
OneAscent Financial Services 13k $677k 85% Dec 2025
 View chart
Wells Fargo & Company 12k $623k 12% Dec 2025
 View chart
Raymond James Financial 11k $603k 12% Dec 2025
 View chart
Level Four Advisory Services 11k $597k 0% Dec 2025
 View chart
LYNCH & Associates 11k $594k 3% Dec 2025
 View chart
HighTower Advisors 9.1k $483k -10% Dec 2025
 View chart
Snowden Capital Advisors 8.6k $459k -4% Dec 2025
 View chart
American National Bank 7.4k $396k 100% Dec 2025
 View chart
Jpmorgan Chase & Co 7.2k $375k 100% Sep 2025
 View chart
KDK Private Wealth Management 7.0k $372k -1% Dec 2025
 View chart
Gwn Securities 6.6k $348k 9% Dec 2025
 View chart
Jacobs Equity 6.5k $345k 100% Dec 2025
 View chart
PFG Financial Advisors 6.2k $329k 5% Dec 2025
 View chart
Essex Financial Services 6.1k $326k 0% Dec 2025
 View chart
Traynor Capital Management 6.0k $317k 31% Dec 2025
 View chart
Mariner Wealth Advisors 5.9k $313k -1% Dec 2025
 View chart
SCS Capital Management 5.8k $307k -37% Dec 2025
 View chart
Principal Securities 5.7k $302k -51% Dec 2025
 View chart
Goss Wealth Management 5.6k $296k -8% Dec 2025
 View chart
Centennial Wealth Advisory 5.3k $283k 6% Dec 2025
 View chart
Targeted Financial Services 5.1k $273k 100% Dec 2025
 View chart
Royal Bank of Canada 5.1k $265k -6% Sep 2025
 View chart
Robertson Stephens Wealth Management 4.9k $263k -6% Dec 2025
 View chart
Wealthgarden F.s 4.9k $287k 0% Dec 2025
 View chart
Modern Wealth Management 4.9k $258k -43% Dec 2025
 View chart
Jones Financial Companies, L.L 4.8k $254k 40% Dec 2025
 View chart
Sweeney & Michel 4.5k $279k 4% Dec 2025
 View chart
Mercer Global Advisors 4.4k $232k 100% Dec 2025
 View chart
Advisory Services Network 4.3k $230k -1% Dec 2025
 View chart
Meridian Wealth Management 4.3k $227k 6% Dec 2025
 View chart
Monte Financial Group 3.9k $209k 100% Dec 2025
 View chart
Rosenberg Matthew Hamilton 3.6k $190k 0% Dec 2025
 View chart
IFP Advisors 2.6k $136k 0% Dec 2025
 View chart
MAI Wealth Advisors 2.5k $135k 0% Dec 2025
 View chart
SRS Capital Advisors 2.3k $122k 100% Dec 2025
 View chart
Sachetta 2.2k $115k 0% Dec 2025
 View chart
CX Institutional 2.1k $110k -10% Dec 2025
 View chart
O'shaughnessy Asset Management 1.9k $104k -12% Dec 2025
 View chart
Kestra Advisory Services 1.9k $103k 100% Dec 2025
 View chart
Brian McDonald 1.9k $99k 0% Dec 2025
 View chart
UBS Group 1.7k $93k -59% Dec 2025
 View chart
CWM 1.6k $87k -42% Dec 2025
 View chart
Motiv8 Investments 1.6k $83k 100% Dec 2025
 View chart
Qube Research & Technologies 1.1k $58k -21% Dec 2025
 View chart
Northwestern Mutual Wealth Management Company 1.1k $57k -25% Dec 2025
 View chart
Concord Wealth Partners 962.00 $51k -4% Dec 2025
 View chart
Global Retirement Partners 825.00 $44k 0% Dec 2025
 View chart
Optima Capital 748.00 $40k 100% Dec 2025
 View chart
Decker Retirement Planning 689.00 $37k 0% Dec 2025
 View chart
Geneos Wealth Management 666.00 $35k -63% Dec 2025
 View chart
Flagship Harbor Advisors 652.00 $35k 100% Dec 2025
 View chart
Creative Financial Designs 626.00 $33k 0% Dec 2025
 View chart
Glen Eagle Advisors 566.00 $30k 0% Dec 2025
 View chart
Rockefeller Capital Management 543.00 $29k 0% Dec 2025
 View chart
Union Bankshares 519.00 $28k 0% Dec 2025
 View chart
Caldwell Trust 500.00 $27k 0% Dec 2025
 View chart
Financial Perspectives 447.00 $24k 0% Dec 2025
 View chart
Sage Mountain Advisors 374.00 $20k 0% Dec 2025
 View chart
Versant Capital Management 370.00 $20k 0% Dec 2025
 View chart
Deutsche Bank Aktiengesellschaft 354.00 $19k 100% Dec 2025
 View chart
Emerald Investment Partners 320.00 $17k 0% Dec 2025
 View chart
AdvisorNet Financial 300.00 $16k 0% Dec 2025
 View chart
Fifth Third Bancorp 205.00 $11k 876% Dec 2025
 View chart
Harbour Investments 195.00 $10k 0% Dec 2025
 View chart
CVA Family Office 149.00 $7.9k 0% Dec 2025
 View chart
Capital Investment Advisory Services 100.00 $5.3k 0% Dec 2025
 View chart
Arlington Trust 100.00 $5.3k 0% Dec 2025
 View chart
LRI Investments 100.00 $5.3k 100% Dec 2025
 View chart
Central Pacific Bank - Trust Division 76.00 $4.0k 0% Dec 2025
 View chart
Heritage Wealth Advisors 75.00 $4.0k 0% Dec 2025
 View chart
Rossby Financial, LCC 62.00 $3.3k 0% Dec 2025
 View chart
Signature Resources Capital Management 56.00 $3.0k -71% Dec 2025
 View chart
Legacy Bridge 50.00 $2.7k 0% Dec 2025
 View chart
UMA Financial Services 50.00 $2.7k 0% Dec 2025
 View chart
Founders Financial Alliance 45.00 $2.4k 0% Dec 2025
 View chart
Hanson McClain Advisors 40.00 $2.1k 100% Dec 2025
 View chart
Us Bancorp 38.00 $2.0k 0% Dec 2025
 View chart
Key Capital Management 18.00 $955.999800 100% Dec 2025
 View chart
Farther Finance Advisors 8.00 $425.000000 0% Dec 2025
 View chart
Kingdom Financial Group 8.00 $435.000000 -100% Dec 2025
 View chart
Root Financial Partners 1.00 $53.000000 -75% Dec 2025
 View chart
Raleigh Capital Management 1.00 $43.000000 0% Dec 2025
 View chart
Strategic Wealth Partners 1.00 $38.000000 0% Sep 2025
 View chart

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
Strengthening Families & Communities Sep 2025 5.3k $277k
Mason Investment Advisory Services Sep 2025 3.9k $205k
Tortoise Investment Management Sep 2025 2.1k $112k
Sontag Advisory Sep 2025 1.9k $101k
Pathway Financial Advisers Sep 2025 817.00 $43k
Ameritas Advisory Services Sep 2025 549.00 $29k
Evolution Wealth Management Sep 2025 203.00 $11k
Larson Financial Group Sep 2025 109.00 $5.7k
Vermillion Wealth Management Sep 2025 43.00 $2.3k
Atlas Capital Advisors Jun 2025 19.00 $946.999900
Pnc Financial Services Sep 2025 15.00 $786.000000