Fidelity MSCI Comm Serv IndxFCOMETF
13F holders, Q1 2024 (March 31)135holders
2famous investors
$49.56avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($233.4M), Lido Advisors, LLC ($89.2M) and Northwestern Mutual Wealth Management Co. ($56.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Comm Serv Indx
- CUSIP
- 316092873
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.6M |
| Exits | 20 | $4.5M |
Ownership 135 holders
| Charles Schwab Investment Management Inc. | 0.05% | Add +43.9% | 4,709,322 | $233.4M |
| Lido Advisors, LLC | 0.80% | Add +3.3% | 1,800,154 | $89.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.7% | 1,139,893 | $56.5M |
| Morgan Stanley | 0.00% | Add +3.5% | 365,052 | $18.1M |
| Full Sail Capital, LLC | 0.93% | Reduce -5.2% | 269,593 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.4% | 255,745 | $12.7M |
| Agf Management Ltd. | 0.07% | Add +26.2% | 253,504 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 230,653 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -26.1% | 199,729 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 191,751 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.5% | 149,712 | $7.4M |
| Crumly & Associates Inc. | 1.56% | Add +863.4% | 119,369 | $5.9M |
| Personal Cfo Solutions, LLC | 0.91% | Reduce -4.6% | 117,685 | $5.8M |
| Connectus Wealth, LLC | 0.16% | Add +122.8% | 115,562 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.4% | 102,213 | $5.1M |
| Algorithmic Investment Models, LLC | 3.11% | Reduce -15.9% | 85,340 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.0% | 83,252 | $4.1M |
| AE Wealth Management LLC | 0.04% | Reduce -68.3% | 77,378 | $3.8M |
| Advisory Services Network, LLC | 0.08% | Add +190.5% | 73,953 | $3.7M |
| LPL Financial LLC | 0.00% | Add +9.3% | 73,421 | $3.6M |
| Southern Capital Advisors, LLC | 2.13% | Add +41.8% | 70,838 | $3.5M |
| UBS Group AG | 0.00% | Add +0.4% | 66,623 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 63,171 | $3.1M |
| Eudaimonia Advisors LLC | 1.63% | Add +39.0% | 61,958 | $3.1M |
| Win Advisors, Inc. | 1.30% | New | 59,756 | $3.0M |
| Smith Salley Wealth Management | 0.23% | Reduce -0.3% | 58,853 | $2.9M |
| Yoder Wealth Management, Inc. | 1.74% | Add +1.8% | 53,687 | $2.7M |
| Atlas Capital Advisors Inc. | 0.42% | Add +33.8% | 53,670 | $2.7M |
| Lincoln National Corp. | 0.04% | Reduce -8.8% | 53,213 | $2.6M |
| Maltin Wealth Management, Inc. | 1.48% | Add +4.2% | 53,060 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.1% | 51,346 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -34.1% | 47,223 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -34.1% | 47,223 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -8.7% | 45,289 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.9% | 38,810 | $1.9M |
| Exchange Capital Management, Inc. | 0.31% | Reduce -1.0% | 38,268 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.3% | 36,856 | $1.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -8.3% | 35,987 | $1.8M |
| Independent Order of Foresters | 1.13% | Reduce -8.3% | 35,987 | $1.8M |
| Eudaimonia Partners, LLC | 0.42% | Reduce -4.0% | 35,386 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -8.6% | 34,979 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 34,095 | $1.7M |
| Mechanics Bank Trust Department | 0.24% | Reduce -5.5% | 33,265 | $1.6M |
| Colonial River Investments, LLC | 0.76% | Add +66.3% | 27,320 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +12.1% | 27,045 | $1.3M |
| EPG Wealth Management LLC | 0.33% | Reduce -3.2% | 26,785 | $1.3M |
| Lifeworks Advisors, LLC | 0.36% | Add +1.3% | 25,892 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +30.9% | 25,744 | $1.3M |
| Merit Financial Group, LLC | 0.03% | New | 25,253 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 24,117 | $1.2M |
| Gimbal Financial | 0.95% | Reduce -45.3% | 23,538 | $1.2M |
| Lynch & Associates | 0.26% | Add +8.2% | 22,927 | $1.1M |
| Main Street Financial Solutions, LLC | 0.12% | No change | 22,721 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.49% | Reduce -2.0% | 18,660 | $925K |
| Vista Investment Management | 0.34% | Add +5.2% | 17,017 | $843K |
| Fifth Third Securities, Inc. | 0.08% | No change | 16,585 | $822K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.8% | 16,575 | $821K |
| Cetera Investment Advisers | 0.00% | New | 15,903 | $788K |
| Stonebridge Financial Planning Group, LLC | 0.40% | Add +15.4% | 15,269 | $757K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +16.3% | 14,937 | $740K |
| Two Sigma Investments, LP | 0.00% | Reduce -42.2% | 14,100 | $699K |
| Sigma Planning Corp | 0.02% | Add +7.7% | 13,492 | $669K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -16.6% | 12,924 | $641K |
| Court Place Advisors, LLC | 0.21% | Reduce -27.4% | 12,864 | $638K |
| Atlas Private Wealth Management, LLC | 0.26% | Add +0.9% | 12,686 | $629K |
| Comprehensive Wealth Management, LLC | 0.48% | Reduce -4.5% | 12,535 | $621K |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 12,462 | $618K |
| Royal Bank of Canada | 0.00% | Add +42.7% | 11,703 | $580K |
| Soltis Investment Advisors LLC | 0.06% | Add +2.4% | 11,691 | $579K |
| CX Institutional | 0.03% | New | 11,669 | $578K |
| Charter Oak Capital Management, LLC | 0.06% | Reduce -17.0% | 11,022 | $546K |
| Mercer Global Advisors Inc. | 0.00% | Add +79.9% | 10,580 | $524K |
| Mariner, LLC | 0.00% | New | 9,797 | $486K |
| Raymond James & Associates | 0.00% | Add +33.2% | 9,453 | $468K |
| D. E. Shaw & Co. | 0.00% | Add +89.5% | 9,414 | $467K |
| Atlas Brown,Inc. | 0.17% | Add +0.0% | 9,244 | $458K |
| FMR LLC | 0.00% | Add +52.3% | 8,643 | $428K |
| SVB Wealth LLC | 0.01% | Reduce -14.6% | 8,501 | $421K |
| KCM Investment Advisors LLC | 0.01% | No change | 7,860 | $390K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 7,405 | $367K |
| Citadel Advisors | 0.00% | Reduce -85.8% | 6,972 | $346K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 6,538 | $324K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,395 | $317K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.2% | 6,373 | $316K |
| Qube Research & Technologies Ltd | 0.00% | Add +50.9% | 5,944 | $295K |
| Williams & Novak, LLC | 0.33% | No change | 6,538 | $291K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -1.2% | 5,831 | $289K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -71.4% | 5,239 | $260K |
| NewEdge Advisors, LLC | 0.00% | Add +1.5% | 4,707 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +68.6% | 4,516 | $224K |
| Private Advisor Group, LLC | 0.00% | New | 4,486 | $222K |
| GeoWealth Management, LLC | 0.01% | New | 4,464 | $221K |
| Smithfield Trust Co | 0.01% | Add +72.2% | 3,400 | $169K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,110 | $155K |
| Cwm, LLC | 0.00% | Add +51.0% | 3,001 | $149K |
| Sunbelt Securities, Inc. | 0.01% | Add +25.6% | 2,349 | $116K |
| Franklin Resources Inc. | 0.00% | No change | 2,215 | $110K |
| Comerica Bank | 0.00% | Add +27.7% | 2,203 | $109K |
| Citigroup Inc. | 0.00% | Reduce -0.4% | 1,594 | $79K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -78.8% | 1,465 | $73K |
| Bogart Wealth, LLC | 0.00% | No change | 1,404 | $70K |
| Harbour Investments, Inc. | 0.00% | Add +6.8% | 1,357 | $67K |
| American National Bank & Trust | 0.01% | Add +57.1% | 1,277 | $63K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,223 | $61K |
| Independence Bank of Kentucky | 0.02% | Reduce -17.2% | 1,080 | $54K |
| Colonial Trust Co / SC | 0.01% | No change | 920 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 888 | $44K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 680 | $34K |
| Principal Securities, Inc. | 0.00% | Reduce -3.5% | 638 | $32K |
| AdvisorNet Financial, Inc | 0.00% | Add +198.5% | 606 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 584 | $29K |
| Allworth Financial LP | 0.00% | No change | 486 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 444 | $22K |
| Sandy Spring Bank | 0.00% | No change | 400 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.3% | 380 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 294 | $15K |
| BBJS Financial Advisors, LLC | 0.00% | Reduce -0.4% | 256 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 219 | $11K |
| Bank of New Hampshire | 0.00% | New | 204 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 150 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 132 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 108 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.9% | 105 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 80 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 74 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 64 | $3K |
| Element Wealth, LLC | 0.00% | No change | 43 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 43 | $2K |
| Private Trust Co. NA | 0.00% | New | 37 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 36 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 4 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 17 | $848 |
| Sachetta, LLC | 0.00% | No change | 7 | $313 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $36 |
"% 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.