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 $211M 0% Dec 2025
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Charles Schwab Investment Management 1.9M $146M 3% Dec 2025
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Agf Management 866k $67M 1% Dec 2025
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Commonwealth Equity Services 474k $37M 6% Dec 2025
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Advisor Group Holdings 414k $32M -4% Dec 2025
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LPL Financial 348k $27M 19% Dec 2025
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Mercer Global Advisors 249k $19M -9% Dec 2025
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Full Sail Capital 236k $18M -3% Sep 2025
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Northwestern Mutual Wealth Management Company 219k $17M 5% Dec 2025
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Strategic Point Investment Advisors 217k $17M 3% Dec 2025
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Kestra Advisory Services 207k $16M 45% Dec 2025
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Kovitz Investment Group Partners 190k $15M -8% Dec 2025
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Independence Financial Advisors 151k $12M 3% Dec 2025
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Jpmorgan Chase & Co 141k $11M 100% Sep 2025
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Fischer Financial Services 141k $11M -4% Dec 2025
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Procyon Private Wealth Partners 131k $10M 4% Dec 2025
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Envestnet Asset Management 121k $9.4M 101% Dec 2025
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Ameriprise Financial 121k $9.2M 17% Sep 2025
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Wells Fargo & Company 119k $9.3M -28% Dec 2025
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Personal Cfo Solutions 116k $9.0M -2% Dec 2025
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Stifel Financial 115k $9.0M -2% Dec 2025
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AE Wealth Management 111k $8.6M 8% Dec 2025
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Modern Wealth Management 95k $7.4M -7% Dec 2025
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Thrivent Financial for Lutherans 88k $6.8M 6% Dec 2025
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FMR 86k $6.6M 21% Sep 2025
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Yoder Wealth Management 82k $6.4M 19% Dec 2025
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Two Sigma Investments 77k $5.9M -19% Sep 2025
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HighTower Advisors 70k $5.4M -16% Dec 2025
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Cambridge Investment Research Advisors 64k $5.0M 29% Dec 2025
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Beaumont Capital Management 64k $4.9M -2% Dec 2025
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Steward Partners Investment Advisory 63k $4.9M 1% Dec 2025
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Maltin Wealth Management 57k $4.4M 1% Dec 2025
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Smith, Salley & Associates 56k $4.4M 0% Dec 2025
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Mariner Wealth Advisors 50k $3.9M 5% Dec 2025
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Summit Financial 49k $3.8M 3% Dec 2025
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Aspire Capital Advisors 45k $3.5M 6% Dec 2025
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Buska Wealth Management 43k $3.4M -23% Dec 2025
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Robertson Stephens Wealth Management 38k $3.0M 56% Dec 2025
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CLS Investments 38k $3.0M -9% Dec 2025
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O'shaughnessy Asset Management 37k $2.9M -1% Dec 2025
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Kestra Private Wealth Services 37k $2.8M -2% Dec 2025
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LYNCH & Associates 36k $2.8M 1% Dec 2025
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UBS Group 32k $2.5M 8% Dec 2025
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CWM 32k $2.5M 4% Dec 2025
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Cetera Investment Advisers 31k $2.4M 22% Dec 2025
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Smith Shellnut Wilson 30k $2.3M -4% Sep 2025
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Susquehanna International 29k $2.3M -20% Dec 2025
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Harbor Asset Planning 29k $2.3M 1% Dec 2025
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EP Wealth Advisors 28k $2.1M -16% Dec 2025
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Snowden Capital Advisors 27k $2.1M -4% Dec 2025
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Lifeworks Advisors 26k $2.1M 17% Dec 2025
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Wealth Enhancement Advisory Services 26k $2.1M 97% Dec 2025
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Ameritas Advisory Services 26k $2.0M 0% Dec 2025
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KDK Private Wealth Management 25k $1.9M -3% Sep 2025
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Aspetuck Financial Management 21k $1.6M 0% Sep 2025
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Sigma Planning 21k $1.7M -2% Dec 2025
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Jacobs Equity 21k $1.6M 100% Dec 2025
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Meridian Wealth Management 20k $1.6M 8% Dec 2025
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PFG Advisors 20k $1.5M 6% Dec 2025
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Quantinno Capital Management 19k $1.5M 7% Dec 2025
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Fisher Investments 18k $1.4M 1% Dec 2025
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Retirement Planning Group 18k $1.4M 0% Dec 2025
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Raymond James Financial 18k $1.4M -5% Sep 2025
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Royal Bank of Canada 18k $1.4M -13% Sep 2025
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Great Valley Advisor Group 18k $1.4M -3% Dec 2025
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Jones Financial Companies, L.L 17k $1.3M 35% Sep 2025
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Creative Planning 16k $1.2M 6% Dec 2025
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Traynor Capital Management 15k $1.1M 3% Dec 2025
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Goss Wealth Management 15k $1.1M -32% Dec 2025
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Nova Wealth Management 14k $1.1M 1% Dec 2025
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Atlas Capital Advisors 14k $1.1M -10% Dec 2025
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American National Bank 14k $1.1M 27% Dec 2025
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Acorn Financial Advisory Services 14k $1.1M 13% Dec 2025
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Birchcreek Wealth Management 13k $1.0M -33% Dec 2025
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Sunbelt Securities 13k $985k -25% Dec 2025
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Private Advisor 13k $980k 0% Dec 2025
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G2 Capital Management, Llc / Oh 13k $970k 0% Dec 2025
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Western Wealth Management 12k $956k -1% Dec 2025
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Wiley Bros.-aintree Capital 11k $842k 20% Dec 2025
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Glass Jacobson Investment Advisors 11k $833k -4% Dec 2025
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Wedbush Morgan Securities 11k $814k 35% Dec 2025
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Mml Investors Services 10k $793k -6% Dec 2025
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LongView Wealth Management 10k $794k 1% Dec 2025
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Axxcess Wealth Management 9.7k $757k 1% Dec 2025
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Benchmark Financial Wealth Advisors 9.7k $757k 11% Dec 2025
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Pensionmark Financial Group 9.6k $728k 2% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.5k $742k -2% Dec 2025
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AssuredPartners Investment Advisors 9.5k $727k 0% Sep 2025
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MAI Wealth Advisors 9.3k $726k 471% Dec 2025
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Pacific Sun Financial Corp 8.9k $693k 5% Dec 2025
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Goldman Sachs Group 8.9k $692k 100% Dec 2025
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AQR Capital Management 8.9k $677k 100% Sep 2025
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Galvin, Gaustad & Stein 8.7k $678k -2% Dec 2025
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Bank of New York Mellon 8.7k $673k 8% Dec 2025
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Centaurus Financial 8.4k $656k 9% Dec 2025
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RFG Advisory 8.3k $649k -3% Dec 2025
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Court Place Advisors 8.3k $637k 0% Sep 2025
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Montis Financial 8.1k $632k 0% Dec 2025
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Roxbury Financial 8.1k $629k 1% Dec 2025
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Tower Research Capital 8.0k $624k 227% Dec 2025
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Citadel Advisors 7.9k $601k 99% Sep 2025
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Primoris Wealth Advisors 7.8k $604k -13% Dec 2025
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Financial Freedom 7.2k $562k 0% Dec 2025
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Advisory Services Network 7.1k $554k -10% Dec 2025
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Cornerstone Management 7.1k $553k 0% Dec 2025
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Merit Financial Group 6.8k $0 -28% Dec 2025
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Wagner Bowman Management 6.8k $526k 0% Dec 2025
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Mutual Advisors 6.7k $523k 1% Dec 2025
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J.w. Cole Advisors 6.4k $255k -6% Dec 2025
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Janney Montgomery Scott 6.3k $493k 11% Dec 2025
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Pallas Capital Advisors 6.3k $489k -6% Dec 2025
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Mcdonald Partners 6.2k $485k -4% Dec 2025
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Breakwater Capital Group 6.0k $464k 0% Dec 2025
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McRae Capital Management 5.7k $442k -10% Dec 2025
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PFG Financial Advisors 5.6k $435k -98% Dec 2025
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Beckerman Institutional 5.6k $435k -1% Dec 2025
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Mission Wealth Management 5.5k $429k 0% Dec 2025
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Paragon Private Wealth Management 5.4k $421k -24% Dec 2025
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Capital Investment Counsel 5.2k $407k 0% Dec 2025
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Atria Investments 5.1k $398k 100% Dec 2025
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Evoke Wealth 4.9k $383k 100% Dec 2025
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Variant Private Wealth 4.9k $383k -35% Dec 2025
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D.B. Root & Company 4.9k $377k 0% Dec 2025
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Stratos Wealth Advisors 4.6k $354k 14% Dec 2025
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Valley Brook Capital Group 4.5k $350k 0% Dec 2025
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IFP Advisors 4.4k $338k 5% Dec 2025
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Monte Financial Group 4.3k $333k 3% Dec 2025
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HBW Advisory Services 4.2k $327k -2% Dec 2025
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River Wealth Advisors 4.1k $319k 0% Dec 2025
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Brian McDonald 4.1k $316k 0% Dec 2025
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Global Retirement Partners 4.1k $316k 1% Dec 2025
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Atlas Brown 4.0k $311k 8% Dec 2025
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CI Private Wealth 4.0k $309k 3% Dec 2025
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Visionary Wealth Advisors 4.0k $309k 30% Dec 2025
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Chas. P. Smith & Associates, PA, CPA's 4.0k $308k 7% Dec 2025
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Pathstone Holdings 4.0k $307k -41% Dec 2025
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Panoramic Investment Advisors 3.9k $303k 0% Dec 2025
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Sequoia Financial Advisors 3.9k $302k 100% Dec 2025
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Vise Technologies 3.9k $301k 100% Dec 2025
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KCM Investment Advisors 3.8k $295k -1% Dec 2025
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Bp Wealth Management 3.8k $293k 0% Dec 2025
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Purkiss Capital Advisors 3.8k $292k -11% Dec 2025
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Captrust Financial Advisors 3.7k $285k 30% Sep 2025
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Ieq Capital 3.6k $280k 0% Dec 2025
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Am Investment Strategies 3.6k $279k 0% Dec 2025
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Instrumental Wealth 3.5k $263k 14% Dec 2025
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Whalerock Point Partners 3.5k $271k 0% Dec 2025
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Prasad Wealth Partners 3.5k $270k 0% Dec 2025
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Colony 3.5k $269k 18% Dec 2025
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Redwood Financial Network Corp 3.4k $268k 13% Dec 2025
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Elevated Capital Advisors 3.1k $244k -11% Dec 2025
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Prairie Wealth Advisors 0 $0 -100% Dec 2025
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Who sold out of Fidelity msci finls idx?

Fund or Company Name Date Sold Shares Held Valued At
Brighton Jones Sep 2025 18k $1.4M
Crossmark Global Holdings Sep 2025 13k $1.0M
Essex Financial Services Sep 2025 8.8k $675k
Empowered Funds Sep 2025 4.9k $377k