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 $187M -1% Mar 2026
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Charles Schwab Investment Management 1.9M $146M 3% Dec 2025
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Agf Management 867k $61M 0% Mar 2026
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Advisor Group Holdings 414k $32M -4% Dec 2025
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Morgan Stanley 383k $28M 14% Mar 2026
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Commonwealth Equity Services 376k $26M -21% Mar 2026
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LPL Financial 354k $25M 2% Mar 2026
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Sava Penzisko Drushtvo A.d. Skopje 342k $24M 100% Mar 2026
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Mercer Global Advisors 252k $18M 1% Mar 2026
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Kestra Advisory Services 242k $17M 17% Mar 2026
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Strategic Point Investment Advisors 218k $15M 1% Mar 2026
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Northwestern Mutual Wealth Management Company 177k $12M -19% Mar 2026
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Independence Financial Advisors 163k $11M 8% Mar 2026
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Procyon Private Wealth Partners 156k $11M 19% Mar 2026
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Two Sigma Investments 149k $11M 100% Mar 2026
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Fischer Financial Services 140k $9.8M -1% Mar 2026
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Bank of America Corporation 124k $8.7M 100% Mar 2026
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AE Wealth Management 124k $8.7M 12% Mar 2026
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Stifel Financial 118k $8.3M 2% Mar 2026
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Thrivent Financial for Lutherans 110k $7.7M 26% Mar 2026
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Modern Wealth Management 95k $7.4M -7% Dec 2025
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Yoder Wealth Management 94k $6.6M 14% Mar 2026
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FMR 91k $7.1M 6% Dec 2025
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Citigroup 82k $5.8M 100% Mar 2026
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Goldman Sachs Group 82k $5.7M 818% Mar 2026
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Royal Bank of Canada 80k $5.6M 347% Mar 2026
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Ameriprise Financial 67k $4.7M 0% Mar 2026
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Steward Partners Investment Advisory 66k $4.7M 5% Mar 2026
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HighTower Advisors 66k $4.6M -6% Mar 2026
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Smith, Salley & Associates 60k $4.2M 7% Mar 2026
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Maltin Wealth Management 53k $3.7M -6% Mar 2026
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Summit Financial 51k $3.6M 3% Mar 2026
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Cambridge Investment Research Advisors 50k $3.5M -22% Mar 2026
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Mariner Wealth Advisors 48k $3.4M -3% Mar 2026
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Wells Fargo & Company 41k $2.9M -65% Mar 2026
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Buska Wealth Management 41k $2.9M -6% Mar 2026
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Kovitz Investment Group Partners 40k $2.8M -79% Mar 2026
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Robertson Stephens Wealth Management 38k $2.7M 0% Mar 2026
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O'shaughnessy Asset Management 38k $2.7M 3% Mar 2026
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LYNCH & Associates 37k $2.6M 3% Mar 2026
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Cetera Investment Advisers 35k $2.4M 13% Mar 2026
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CWM 32k $2.5M 4% Dec 2025
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Maxele Advisors 31k $2.4M 100% Dec 2025
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Merit Financial Group 31k $0 348% Mar 2026
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Kestra Private Wealth Services 30k $2.1M -17% Mar 2026
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Harbor Asset Planning 30k $2.1M 4% Mar 2026
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Susquehanna International 29k $2.3M -20% Dec 2025
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Lifeworks Advisors 29k $2.0M 10% Mar 2026
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EP Wealth Advisors 27k $1.9M -3% Mar 2026
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Snowden Capital Advisors 27k $2.1M -4% Dec 2025
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Ameritas Advisory Services 26k $1.8M 0% Mar 2026
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UBS Group 25k $1.7M -23% Mar 2026
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KDK Private Wealth Management 24k $1.7M -2% Mar 2026
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Citadel Advisors 21k $1.5M 100% Mar 2026
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Jacobs Equity 21k $1.6M 100% Dec 2025
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PFG Advisors 21k $1.4M 4% Mar 2026
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Raymond James Financial 20k $1.6M 13% Dec 2025
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Quantinno Capital Management 20k $1.4M 6% Mar 2026
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Fisher Investments 20k $1.4M 8% Mar 2026
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Heck Capital Advisors 20k $1.4M 100% Mar 2026
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Jones Financial Companies, L.L 18k $1.4M 5% Dec 2025
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Retirement Planning Group 18k $1.3M 0% Mar 2026
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Meridian Wealth Management 18k $1.2M -13% Mar 2026
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Creative Planning 16k $1.1M 1% Mar 2026
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Atlas Capital Advisors 16k $1.1M 11% Mar 2026
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American National Bank 15k $1.0M 6% Mar 2026
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Traynor Capital Management 15k $1.1M 3% Dec 2025
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Acorn Financial Advisory Services 15k $1.0M 7% Mar 2026
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Birchcreek Wealth Management 14k $1.0M 7% Mar 2026
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Sigma Planning 14k $997k -34% Mar 2026
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CLS Investments 14k $997k -63% Mar 2026
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Aspetuck Financial Management 13k $936k -37% Mar 2026
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Nova Wealth Management 13k $897k -10% Mar 2026
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G2 Capital Management, Llc / Oh 13k $876k 0% Mar 2026
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Western Wealth Management 12k $863k 0% Mar 2026
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Sunbelt Securities 12k $840k -6% Mar 2026
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Envestnet Asset Management 12k $834k -90% Mar 2026
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Private Advisor 12k $832k -6% Mar 2026
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Wedbush Morgan Securities 12k $832k 13% Mar 2026
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Pacific Sun Financial Corp 11k $800k 28% Mar 2026
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Glass Jacobson Investment Advisors 11k $780k 4% Mar 2026
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Wiley Bros.-aintree Capital 11k $842k 20% Dec 2025
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Blue Jean Financial 11k $748k 100% Mar 2026
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AQR Capital Management 10k $732k -1% Mar 2026
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MAI Wealth Advisors 10k $728k 11% Mar 2026
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LongView Wealth Management 10k $749k 1% Mar 2026
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.8k $687k 2% Mar 2026
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Bayshore Capital Advisors 9.6k $675k 100% Mar 2026
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Pensionmark Financial Group 9.5k $666k -1% Mar 2026
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Benchmark Financial Wealth Advisors 9.0k $635k -7% Mar 2026
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Cornerstone Management 8.8k $621k 24% Mar 2026
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Centaurus Financial 8.8k $617k 4% Mar 2026
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Galvin, Gaustad & Stein 8.7k $678k -2% Dec 2025
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Gladstone Institutional Advisory 8.6k $604k 178% Mar 2026
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Athena Wealth Management 8.6k $602k 21% Mar 2026
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Roxbury Financial 8.2k $574k 1% Mar 2026
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Tower Research Capital 8.0k $624k 227% Dec 2025
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Bank of New York Mellon 8.0k $562k -8% Mar 2026
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Montis Financial 7.9k $557k -2% Mar 2026
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RFG Advisory 7.6k $536k -8% Mar 2026
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Advisory Services Network 7.1k $554k -10% Dec 2025
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AssuredPartners Investment Advisors 7.0k $496k -5% Mar 2026
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Mml Investors Services 7.0k $491k -31% Mar 2026
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Wagner Bowman Management 6.8k $474k 0% Mar 2026
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Captrust Financial Advisors 6.2k $480k 65% Dec 2025
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Janney Montgomery Scott 6.1k $432k -3% Mar 2026
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CI Private Wealth 6.0k $423k 51% Mar 2026
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Financial Freedom 6.0k $419k -17% Mar 2026
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McRae Capital Management 6.0k $419k 5% Mar 2026
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Breakwater Capital Group 6.0k $419k 0% Mar 2026
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Pallas Capital Advisors 5.9k $414k -6% Mar 2026
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Beckerman Institutional 5.4k $380k -3% Mar 2026
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Capital Investment Counsel 5.2k $364k -1% Mar 2026
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Mutual Advisors 5.0k $352k -25% Mar 2026
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Mcdonald Partners 5.0k $351k -20% Mar 2026
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Variant Private Wealth 5.0k $348k 1% Mar 2026
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Evoke Wealth 4.9k $383k 100% Dec 2025
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Mission Wealth Management 4.9k $346k -11% Mar 2026
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Valley Brook Capital Group 4.9k $344k 9% Mar 2026
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D.B. Root & Company 4.9k $341k 0% Mar 2026
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Nwam 4.8k $336k 60% Mar 2026
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Paragon Private Wealth Management 4.7k $328k -14% Mar 2026
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Fifth Third Bancorp 4.4k $310k 384% Mar 2026
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River Wealth Advisors 4.3k $302k 5% Mar 2026
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Monte Financial Group 4.3k $333k 3% Dec 2025
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IFP Advisors 4.3k $299k -2% Mar 2026
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Goss Wealth Management 4.2k $296k -71% Mar 2026
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Stock Yards Trust Company 4.1k $289k 100% Mar 2026
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Atlas Brown 4.1k $288k 3% Mar 2026
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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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Visionary Wealth Advisors 4.0k $280k 1% Mar 2026
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Chas. P. Smith & Associates, PA, CPA's 4.0k $278k 0% Mar 2026
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Pathstone Holdings 4.0k $277k 0% Mar 2026
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Purkiss Capital Advisors 3.9k $276k 5% Mar 2026
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Stratos Wealth Advisors 3.9k $274k -14% Mar 2026
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Vise Technologies 3.9k $301k 0% Mar 2026
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Instrumental Wealth 3.8k $269k 9% Mar 2026
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Bp Wealth Management 3.8k $264k 0% Mar 2026
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Harbour Investments 3.8k $264k 35% Mar 2026
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Am Investment Strategies 3.7k $256k 2% Mar 2026
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Ieq Capital 3.6k $280k 0% Dec 2025
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Independent Financial Group 3.6k $252k -39% Mar 2026
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Whalerock Point Partners 3.5k $244k 0% Mar 2026
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Prasad Wealth Partners 3.5k $244k 0% Mar 2026
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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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CWA Asset Management 3.4k $239k 0% Mar 2026
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Panoramic Investment Advisors 3.4k $239k -13% Mar 2026
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Principal Securities 3.3k $235k 3% Mar 2026
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KCM Investment Advisors 3.3k $234k -12% Mar 2026
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Rialto Wealth Management 1.9k $147k -44% Dec 2025
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Who sold out of Fidelity msci finls idx?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 141k $11M
Personal Cfo Solutions Dec 2025 116k $9.0M
Beaumont Capital Management Dec 2025 64k $4.9M
Aspire Capital Advisors Dec 2025 45k $3.5M
Wealth Enhancement Advisory Services Dec 2025 26k $2.1M
Great Valley Advisor Group Dec 2025 18k $1.4M
Axxcess Wealth Management Dec 2025 9.7k $757k
Primoris Wealth Advisors Dec 2025 7.8k $604k
J.w. Cole Advisors Dec 2025 6.4k $255k
PFG Financial Advisors Dec 2025 5.6k $435k
Atria Investments Dec 2025 5.1k $398k
Empowered Funds Sep 2025 4.9k $377k
HBW Advisory Services Dec 2025 4.2k $327k
Sequoia Financial Advisors Dec 2025 3.9k $302k
Arkadios Wealth Advisors Dec 2025 3.4k $265k