Fidelity MSCI Comm Serv IndxFCOMETF

13F holders, Q2 2026 (June 30)
212holders +12
24new positions
12sold out
2famous investors
$69.50avg. 13F price*

At the end of Q2 2026, 212 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 12 from Q1 2026. 24 opened new positions and 12 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($247.2M), Charles Schwab Investment Management Inc. ($172.4M) and Lido Advisors, LLC ($136.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).

Company
Fidelity MSCI Comm Serv Indx
CUSIP
316092873
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 135Q1 2024Q2 2024: 139Q2 2024Q3 2024: 144Q3 2024Q4 2024: 184Q4 2024Q1 2025: 169Q1 2025Q2 2025: 181Q2 2025Q3 2025: 192Q3 2025Q4 2025: 210Q4 2025Q1 2026: 200Q1 2026Q2 2026: 212Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$12.4M
Exits12$38.5M

All 13F filers, Q1 2026 → Q2 2026: 2,029,149 shares bought and 1,033,865 shares sold, net +995,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 212 holders

Harel Insurance Investments & Financial Services Ltd. 1.21% Add +13.1% 3,557,848 $247.2M
Charles Schwab Investment Management Inc. 0.02% Add +4.7% 2,480,774 $172.4M
Lido Advisors, LLC 0.49% Reduce -3.8% 1,959,222 $136.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +3.1% 1,075,138 $74.7M
Ameriprise Financial Inc. 0.01% Add +17455.4% 683,957 $47.5M
Morgan Stanley 0.00% Add +20.3% 626,072 $43.5M
Agf Management Ltd. 0.15% Add +1.7% 558,482 $38.8M
Commonwealth Equity Services, LLC 0.02% Reduce -11.4% 239,009 $16.6M
Mercer Global Advisors Inc. 0.02% Reduce -2.3% 222,930 $15.5M
Independence Financial Advisors, LLC 3.34% Add +8.8% 185,438 $12.9M
Kestra Advisory Services, LLC 0.04% Add +1.4% 168,719 $11.7M
Redstone Wealth Management, LLC 7.56% Add +32.3% 166,702 $11.6M
LPL Financial LLC 0.00% Reduce -12.0% 154,723 $10.8M
Royal Bank of Canada 0.00% Add +1149.1% 143,517 $10.0M
Stifel Financial Corp. 0.01% Reduce -1.8% 141,467 $9.8M
Crumly & Associates Inc. 1.87% Add +3.9% 140,850 $9.8M
AE Wealth Management LLC 0.04% Add +11.8% 120,581 $8.4M
Citigroup Inc. 0.00% Add +61.9% 117,884 $8.2M
Yoder Wealth Management, Inc. 3.20% Add +11.3% 117,773 $8.2M
Wells Fargo & Company 0.00% Reduce -48.4% 107,823 $7.5M
Fischer Financial Services, Inc. 1.85% Reduce -0.6% 105,722 $7.3M
Osaic Holdings, Inc. 0.01% Add +44.3% 100,866 $7.0M
Vertex Investment Solutions Co., Ltd. 4.23% New 89,900 $6.3M
HighTower Advisors, LLC 0.01% Reduce -52.3% 87,005 $6.0M
UBS Group AG 0.00% Reduce -0.5% 75,269 $5.2M
Bank of America Corp. 0.00% Add +4.5% 74,708 $5.2M
NorthCoast Asset Management LLC 0.11% Add +305.8% 73,084 $5.1M
Southern Capital Advisors, LLC 2.08% Add +0.8% 71,828 $5.0M
Janney Montgomery Scott LLC 0.01% Reduce -5.7% 70,327 $4.9M
Steward Partners Investment Advisory, LLC 0.02% Add +19.6% 68,836 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 63,080 $4.4M
Kingswood Wealth Advisors, LLC 0.18% Add +39.8% 62,747 $4.4M
Smith Salley Wealth Management 0.17% Reduce -1.7% 57,756 $4.0M
Raymond James Financial Inc. 0.00% Add +0.5% 56,825 $3.9M
Thrivent Financial for Lutherans 0.01% Add +4.8% 55,865 $3.9M
Maltin Wealth Management, Inc. 1.20% Add +3.1% 51,696 $3.6M
Atlas Capital Advisors Inc. 0.38% Reduce -4.4% 50,207 $3.5M
BNP Paribas Financial Markets 0.00% Reduce -50.0% 50,000 $3.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.13% Reduce -2.4% 49,701 $3.5M
FMR LLC 0.00% Reduce -0.7% 36,594 $2.5M
Alliance Private Wealth, LLC 0.76% Add +4.2% 31,541 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -25.6% 30,965 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +12.1% 29,700 $2.1M
GTS Securities LLC 0.04% New 29,199 $2.0M
Pacific Sun Financial Corp 0.83% Add +11.2% 28,984 $2.0M
Stonebridge Financial Planning Group, LLC 0.64% Add +8.3% 28,789 $2.0M
Lynch & Associates 0.33% Add +11.1% 27,319 $1.9M
Meridian Wealth Management, LLC 0.06% Add +66.1% 25,831 $1.8M
Jones Financial Companies LLLP 0.00% Add +17.1% 26,206 $1.8M
New York Life Investment Management LLC 0.01% Add +52.7% 25,481 $1.8M
Snowden Capital Advisors LLC 0.04% Reduce -0.6% 24,088 $1.7M
Mechanics Bank Trust Department 0.20% Add +7.2% 23,616 $1.6M
CX Institutional 0.05% Reduce -11.1% 23,476 $1.6M
D. E. Shaw & Co. 0.00% Add +523.1% 22,773 $1.6M
American National Bank & Trust 0.13% Add +8.8% 22,478 $1.6M
Beckerman Institutional, LLC 0.73% Reduce -0.3% 22,122 $1.5M
MAI Capital Management 0.01% Add +22.1% 21,367 $1.5M
Arkadios Wealth Advisors 0.02% Add +0.8% 21,233 $1.5M
Jacobs Equity LLC 1.01% Add +6.3% 21,058 $1.5M
Heck Capital Advisors, LLC 0.09% Reduce -1.5% 20,959 $1.5M
Live Oak Investment Partners 0.78% Add +8.5% 20,889 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -6.2% 19,709 $1.4M
Maxele Advisors, LLC 0.93% — 19,226 $1.3M
Vista Investment Management 0.40% Reduce -0.4% 19,174 $1.3M
Nomura Asset Management Co. Ltd. 0.00% Reduce -28.3% 19,000 $1.3M
KDK Private Wealth Management, LLC 1.09% Reduce -1.2% 18,936 $1.3M
Merit Financial Group, LLC 0.01% Add +1.2% 17,732 $1.2M
EPG Wealth Management LLC 0.29% Add +1.9% 17,495 $1.2M
Fifth Third Securities, Inc. 0.07% Add +0.2% 16,673 $1.2M
Cetera Investment Advisers 0.00% Add +26.5% 16,583 $1.2M
MML Investors Services, LLC 0.00% Add +16.9% 16,401 $1.1M
JPMorgan Chase & Co. 0.00% Add +302.9% 16,299 $1.1M
Summit Financial, LLC 0.01% Reduce -0.3% 15,398 $1.1M
Creative Planning 0.00% Add +11.1% 14,709 $1.0M
Novem Group 0.10% Add +33.5% 14,201 $987K
Integrity Alliance, Llc. 0.03% Add +2.1% 14,141 $983K
Advisory Services Network, LLC 0.01% Add +6.0% 13,055 $907K
Main Street Financial Solutions, LLC 0.06% Reduce -0.8% 12,894 $896K
Birchcreek Wealth Management, LLC 0.34% Reduce -25.1% 12,727 $884K
Acorn Financial Advisory Services Inc. 0.12% Add +34.1% 12,610 $876K
Envestnet Asset Management Inc. 0.00% Reduce -54.7% 12,018 $835K
Soltis Investment Advisors LLC 0.05% Reduce -11.0% 11,538 $802K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.2% 9,941 $719K
Tower Research Capital LLC (TRC) 0.02% New 10,330 $718K
Atlas Brown,Inc. 0.19% Reduce -2.0% 10,330 $718K
Victory Capital Management Inc. 0.00% New 10,136 $704K
Arax Advisory Partners 0.00% Add +2011.5% 9,037 $628K
HSBC Holdings PLC 0.00% Add +3.0% 8,962 $623K
Sigma Planning Corp 0.02% Reduce -32.5% 8,843 $614K
Bayshore Capital Advisors, LLC 0.26% No change 8,136 $565K
Sovran Advisors, LLC 0.04% Reduce -2.0% 7,529 $525K
Elm3 Financial Group, LLC 0.36% Reduce -2.1% 7,551 $525K
KCM Investment Advisors LLC 0.02% No change 7,352 $511K
Equitable Holdings, Inc. 0.00% Reduce -4.3% 7,117 $494K
Redwood Financial Network Corp 0.27% Add +30.3% 6,923 $481K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -6.6% 6,871 $477K
Lifeworks Advisors, LLC 0.05% Reduce -2.7% 6,816 $474K
Smithfield Trust Co 0.02% No change 6,775 $469K
Diversify Advisory Services, LLC 0.01% New 6,748 $464K
Diversify Wealth Management, LLC 0.01% New 6,748 $464K

"% of holder's portfolio" is FCOM's weight in each manager's 13F, not the share of Fidelity MSCI Comm Serv Indx the manager owns.

Show all 212 holders