Who owns Fidelity msci finls idx?

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

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Top investors of Fidelity msci finls idx stock

Who bought or sold Fidelity msci finls idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lido Advisors 2.7M $206M 8% Sep 2025
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Charles Schwab Investment Management 1.8M $140M 1% Sep 2025
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Agf Management 854k $65M 47% Sep 2025
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Commonwealth Equity Services 449k $34M -25% Sep 2025
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Advisor Group Holdings 430k $33M 271% Sep 2025
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Morgan Stanley 332k $25M 100% Jun 2025
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Congress Wealth Management LLC / DE / 312k $23M -2% Jun 2025
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PFG Financial Advisors 310k $24M 4% Sep 2025
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LPL Financial 292k $22M 19% Sep 2025
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Mercer Global Advisors 274k $21M 3442% Sep 2025
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Full Sail Capital 236k $18M -3% Sep 2025
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Strategic Point Investment Advisors 210k $16M 2% Sep 2025
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Northwestern Mutual Wealth Management Company 209k $16M 123% Sep 2025
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Kovitz Investment Group Partners 205k $16M -5% Sep 2025
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Wells Fargo & Company 165k $13M 2% Sep 2025
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Independence Financial Advisors 146k $11M 1% Sep 2025
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Fischer Financial Services 146k $11M -1% Sep 2025
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Kestra Advisory Services 142k $11M 4% Sep 2025
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Jpmorgan Chase & Co 141k $11M -4% Sep 2025
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Procyon Private Wealth Partners 126k $9.6M 10% Sep 2025
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Ameriprise Financial 121k $9.2M 17% Sep 2025
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Personal Cfo Solutions 118k $9.0M -1% Sep 2025
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Stifel Financial 118k $9.0M -1% Sep 2025
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Modern Wealth Management 103k $7.9M -25% Sep 2025
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AE Wealth Management 103k $7.8M 11% Sep 2025
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FMR 86k $6.6M 21% Sep 2025
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HighTower Advisors 83k $6.4M -3% Sep 2025
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Thrivent Financial for Lutherans 83k $6.3M 5% Sep 2025
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Two Sigma Investments 77k $5.9M -19% Sep 2025
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Yoder Wealth Management 69k $5.2M 8% Sep 2025
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Beaumont Capital Management 65k $5.0M -22% Sep 2025
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Steward Partners Investment Advisory 63k $4.8M 10% Sep 2025
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Envestnet Asset Management 60k $4.6M -36% Sep 2025
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Buska Wealth Management 57k $4.3M -18% Sep 2025
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Maltin Wealth Management 56k $4.3M 1% Sep 2025
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Smith, Salley & Associates 56k $4.3M 4% Sep 2025
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Cambridge Investment Research Advisors 50k $3.8M -2% Sep 2025
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Summit Financial 48k $3.7M 273% Sep 2025
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Mariner Wealth Advisors 47k $3.6M -1% Sep 2025
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Aspire Capital Advisors 43k $3.2M 56% Sep 2025
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CLS Investments 42k $3.2M 5% Sep 2025
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Kestra Private Wealth Services 37k $2.8M 0% Sep 2025
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O'shaughnessy Asset Management 37k $2.8M 0% Sep 2025
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Susquehanna International 36k $2.8M 283% Sep 2025
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LYNCH & Associates 36k $2.7M 3% Sep 2025
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EP Wealth Advisors 33k $2.4M -2% Jun 2025
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Exchange Capital Management 32k $2.4M -3% Jun 2025
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CWM 31k $2.4M -5% Sep 2025
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UBS Group 30k $2.3M 2% Sep 2025
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Smith Shellnut Wilson 30k $2.3M -4% Sep 2025
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Maxele Advisors 29k $2.2M -1% Jun 2025
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Harbor Asset Planning 29k $2.2M 100% Sep 2025
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Snowden Capital Advisors 28k $2.1M -2% Sep 2025
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Ameritas Advisory Services 26k $2.0M 10% Sep 2025
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Atria Wealth Solutions 26k $1.9M -41% Jun 2025
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KDK Private Wealth Management 25k $1.9M -3% Sep 2025
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Cetera Investment Advisers 25k $1.9M 5% Sep 2025
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Robertson Stephens Wealth Management 25k $1.9M 0% Sep 2025
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Lifeworks Advisors 23k $1.7M 477% Sep 2025
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Sigma Planning 22k $1.7M 5% Sep 2025
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Goss Wealth Management 22k $1.6M 68% Sep 2025
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Aspetuck Financial Management 21k $1.6M 0% Sep 2025
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Birchcreek Wealth Management 20k $1.5M 2% Sep 2025
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PFG Advisors 19k $1.4M 100% Sep 2025
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Meridian Wealth Management 19k $1.4M 12% Sep 2025
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Great Valley Advisor Group 18k $1.4M 2% Sep 2025
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Retirement Planning Group 18k $1.4M 0% Sep 2025
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Brighton Jones 18k $1.4M 100% Sep 2025
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Raymond James Financial 18k $1.4M -5% Sep 2025
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Quantinno Capital Management 18k $1.4M -3% Sep 2025
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Royal Bank of Canada 18k $1.4M -13% Sep 2025
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Fisher Investments 18k $1.4M 21% Sep 2025
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Jones Financial Companies, L.L 17k $1.3M 35% Sep 2025
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Sunbelt Securities 17k $1.3M 57% Sep 2025
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Atlas Capital Advisors 16k $1.2M 0% Jun 2025
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Creative Planning 15k $1.2M 11% Sep 2025
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Nova Wealth Management 14k $1.1M 6% Sep 2025
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Traynor Capital Management 14k $1.1M 3% Sep 2025
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Wealth Enhancement Advisory Services 13k $1.0M 24% Sep 2025
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Crossmark Global Holdings 13k $1.0M 0% Sep 2025
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Private Advisor 13k $963k -17% Sep 2025
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G2 Capital Management, Llc / Oh 13k $953k 0% Sep 2025
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Western Wealth Management 12k $944k 0% Sep 2025
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Acorn Financial Advisory Services 12k $920k 27% Sep 2025
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Glass Jacobson Investment Advisors 11k $848k -9% Sep 2025
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Mml Investors Services 11k $832k -17% Sep 2025
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American National Bank 11k $831k 12% Sep 2025
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LongView Wealth Management 10k $761k 32% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.8k $747k 1% Sep 2025
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Axxcess Wealth Management 9.7k $738k -21% Sep 2025
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AssuredPartners Investment Advisors 9.5k $727k 0% Sep 2025
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Merit Financial Group 9.4k $0 -10% Sep 2025
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Pensionmark Financial Group 9.3k $713k -3% Sep 2025
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Wiley Bros.-aintree Capital 9.0k $687k -2% Sep 2025
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Primoris Wealth Advisors 9.0k $683k 112% Sep 2025
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Galvin, Gaustad & Stein 8.9k $678k 1% Sep 2025
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AQR Capital Management 8.9k $677k 100% Sep 2025
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Essex Financial Services 8.8k $675k 22% Sep 2025
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Benchmark Financial Wealth Advisors 8.8k $670k 0% Sep 2025
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RFG Advisory 8.6k $655k 46% Sep 2025
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Pacific Sun Financial Corp 8.5k $651k 3% Sep 2025
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Court Place Advisors 8.3k $637k 0% Sep 2025
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Montis Financial 8.1k $621k -16% Sep 2025
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Roxbury Financial 8.0k $611k 1% Sep 2025
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Bank of New York Mellon 8.0k $611k 0% Sep 2025
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Advisory Services Network 8.0k $607k -1% Sep 2025
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Citadel Advisors 7.9k $601k 99% Sep 2025
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Wedbush Morgan Securities 7.7k $590k 14% Sep 2025
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Centaurus Financial 7.7k $589k -4% Sep 2025
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Variant Private Wealth 7.6k $579k -2% Sep 2025
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Financial Freedom 7.2k $551k -1% Sep 2025
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Paragon Private Wealth Management 7.1k $543k 2% Sep 2025
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Cornerstone Management 7.1k $543k 0% Sep 2025
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Prairie Wealth Advisors 7.0k $531k -1% Sep 2025
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Wagner Bowman Management 6.8k $516k 0% Sep 2025
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J.w. Cole Advisors 6.7k $515k 5% Sep 2025
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Mutual Advisors 6.7k $498k 20% Sep 2025
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Pallas Capital Advisors 6.7k $510k -10% Sep 2025
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Pathstone Holdings 6.7k $509k -17% Sep 2025
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Mcdonald Partners 6.5k $496k 0% Sep 2025
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McRae Capital Management 6.3k $482k 3% Sep 2025
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Breakwater Capital Group 6.0k $455k 0% Sep 2025
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Janney Montgomery Scott 5.7k $435k -11% Sep 2025
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Beckerman Institutional 5.7k $433k 0% Sep 2025
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Mission Wealth Management 5.5k $421k 0% Sep 2025
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Capital Investment Counsel 5.2k $400k -4% Sep 2025
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Empowered Funds 4.9k $377k 100% Sep 2025
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D.B. Root & Company 4.9k $370k 0% Sep 2025
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Valley Brook Capital Group 4.5k $343k 1% Sep 2025
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HBW Advisory Services 4.3k $329k 8% Sep 2025
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Purkiss Capital Advisors 4.2k $322k 48% Sep 2025
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Monte Financial Group 4.2k $318k -2% Sep 2025
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IFP Advisors 4.1k $316k -32% Sep 2025
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River Wealth Advisors 4.1k $315k -9% Sep 2025
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Brian McDonald 4.1k $310k 0% Sep 2025
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Global Retirement Partners 4.0k $308k 0% Sep 2025
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Stratos Wealth Advisors 4.0k $305k 3% Sep 2025
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Panoramic Investment Advisors 3.9k $298k 0% Sep 2025
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CI Private Wealth 3.9k $296k 31% Sep 2025
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Cresset Asset Management 3.9k $295k -1% Sep 2025
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KCM Investment Advisors 3.8k $293k -1% Sep 2025
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Bp Wealth Management 3.8k $287k 0% Sep 2025
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Captrust Financial Advisors 3.7k $285k 30% Sep 2025
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Atlas Brown 3.7k $282k 0% Sep 2025
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Chas. P. Smith & Associates, PA, CPA's 3.7k $282k -7% Sep 2025
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Ieq Capital 3.6k $275k 100% Sep 2025
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Am Investment Strategies 3.6k $273k 0% Sep 2025
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Elevated Capital Advisors 3.5k $269k -16% Sep 2025
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Whalerock Point Partners 3.5k $266k 0% Sep 2025
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Prasad Wealth Partners 3.5k $265k 0% Sep 2025
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Keybank National Association 3.4k $259k -37% Sep 2025
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Rialto Wealth Management 3.4k $258k -23% Sep 2025
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Arkadios Wealth Advisors 3.4k $257k -9% Sep 2025
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H D Vest Advisory Services 3.2k $240k -13% Jun 2025
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Integrated Wealth Concepts 2.8k $217k -20% Sep 2025
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Who sold out of Fidelity msci finls idx?

Fund or Company Name Date Sold Shares Held Valued At
Patriot Financial Group Insurance Agency Jun 2025 33k $2.5M
VCI Wealth Management Jun 2025 33k $2.4M
Branch Banking & Trust Company Jun 2025 11k $784k
Goldman Sachs Group Mar 2025 8.4k $587k
Old Mission Capital Jun 2025 4.7k $348k