Fidelity MSCI Comm Serv IndxFCOMETF
13F holders, Q3 2024 (September 30)144holders +5
16new positions
13sold out
2famous investors
$55.06avg. 13F price*
At the end of Q3 2024, 144 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 5 from Q2 2024. 16 opened new positions and 13 sold out. The largest holders were Charles Schwab Investment Management Inc. ($259.9M), Lido Advisors, LLC ($92.3M) and Northwestern Mutual Wealth Management Co. ($60.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity MSCI Comm Serv Indx
- CUSIP
- 316092873
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $21.4M |
| Exits | 13 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,021,697 shares bought and 552,808 shares sold, net +468,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.2% | 4,718,207 | $259.9M |
| Lido Advisors, LLC | 0.70% | Reduce -9.7% | 1,675,095 | $92.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.3% | 1,099,239 | $60.5M |
| Agf Management Ltd. | 0.19% | Add +124.6% | 673,999 | $37.1M |
| Morgan Stanley | 0.00% | Add +13.8% | 430,404 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.0% | 304,775 | $16.8M |
| Full Sail Capital, LLC | 0.91% | Reduce -1.9% | 259,022 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 209,617 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -24.1% | 172,379 | $9.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 166,638 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 154,442 | $8.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.2% | 153,230 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.1% | 150,480 | $8.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -0.8% | 116,871 | $6.4M |
| Personal Cfo Solutions, LLC | 0.84% | Reduce -5.4% | 109,538 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.1% | 104,780 | $5.8M |
| LPL Financial LLC | 0.00% | Add +26.9% | 103,152 | $5.7M |
| AE Wealth Management LLC | 0.05% | Add +14.2% | 97,701 | $5.4M |
| Algorithmic Investment Models, LLC | 3.68% | Add +10.3% | 90,997 | $5.0M |
| Advisory Services Network, LLC | 0.09% | No change | 84,873 | $4.4M |
| Southern Capital Advisors, LLC | 2.41% | Add +6.9% | 77,900 | $4.3M |
| UBS Group AG | 0.00% | Add +0.4% | 66,552 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 61,793 | $3.4M |
| Smith Salley Wealth Management | 0.22% | Add +2.5% | 60,349 | $3.3M |
| Yoder Wealth Management, Inc. | 1.99% | Add +9.1% | 60,106 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.4% | 57,982 | $3.2M |
| Bank of America Corp. | 0.00% | Add +12.4% | 57,005 | $3.1M |
| Maltin Wealth Management, Inc. | 1.46% | Add +1.4% | 54,343 | $3.0M |
| HSBC Holdings PLC | 0.00% | New | 52,680 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +28.9% | 52,306 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.0% | 47,832 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.0% | 47,832 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +24.7% | 47,236 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.18% | New | 44,714 | $2.5M |
| Atlas Capital Advisors Inc. | 0.38% | Reduce -19.4% | 44,671 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +4.8% | 42,162 | $2.3M |
| Crumly & Associates Inc. | 0.61% | Reduce -67.0% | 40,230 | $2.2M |
| Independent Order of Foresters | 1.14% | No change | 35,987 | $2.0M |
| Macquarie Group Ltd. | 0.00% | No change | 35,987 | $2.0M |
| Exchange Capital Management, Inc. | 0.31% | Reduce -4.2% | 35,132 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -3.8% | 31,337 | $1.7M |
| Colonial River Investments, LLC | 0.77% | Add +3.3% | 28,274 | $1.6M |
| Mechanics Bank Trust Department | 0.21% | Reduce -12.0% | 28,077 | $1.5M |
| CW Advisors, LLC | 0.02% | Reduce -3.4% | 27,929 | $1.5M |
| Prudential Financial Inc. | 0.00% | New | 27,130 | $1.5M |
| Lifeworks Advisors, LLC | 0.29% | Add +14.2% | 26,803 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.1% | 26,694 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 25,277 | $1.4M |
| Merit Financial Group, LLC | 0.03% | No change | 25,253 | $1.4M |
| Lynch & Associates | 0.29% | Add +4.2% | 24,542 | $1.4M |
| Beckerman Institutional, LLC | 1.08% | — | 23,219 | $1.3M |
| EPG Wealth Management LLC | 0.32% | Add +0.0% | 22,883 | $1.3M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -1.6% | 22,763 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -2.2% | 21,234 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 18,863 | $1.0M |
| Citadel Advisors | 0.00% | New | 17,997 | $991K |
| Vista Investment Management | 0.37% | Add +4.8% | 17,789 | $980K |
| Pacific Sun Financial Corp | 0.51% | Add +1.0% | 16,900 | $931K |
| Court Place Advisors, LLC | 0.27% | Add +0.0% | 16,710 | $920K |
| CX Institutional | 0.04% | Add +23.8% | 16,648 | $917K |
| Fifth Third Securities, Inc. | 0.08% | Reduce -0.3% | 16,233 | $894K |
| Birchcreek Wealth Management, LLC | 0.56% | Reduce -2.8% | 15,532 | $856K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.6% | 15,275 | $841K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Add +0.4% | 15,026 | $828K |
| Sigma Planning Corp | 0.02% | Add +3.5% | 14,724 | $811K |
| Meridian Wealth Management, LLC | 0.04% | New | 14,671 | $808K |
| FMR LLC | 0.00% | Reduce -1.5% | 13,771 | $759K |
| Focus Partners Wealth | 0.00% | Add +4.6% | 13,244 | $729K |
| Marshall Wace, LLP | 0.00% | New | 12,861 | $708K |
| D. E. Shaw & Co. | 0.00% | New | 12,192 | $672K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -0.5% | 11,944 | $658K |
| Integrated Advisors Network LLC | 0.03% | New | 11,540 | $636K |
| VCI Wealth Management LLC | 0.27% | Reduce -56.0% | 10,981 | $605K |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 10,601 | $584K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.1% | 10,406 | $574K |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 10,382 | $572K |
| Atlas Brown,Inc. | 0.19% | Add +3.4% | 10,161 | $560K |
| Jones Financial Companies LLLP | 0.00% | Add +101.2% | 10,170 | $558K |
| Mariner, LLC | 0.00% | Add +127.7% | 10,099 | $556K |
| Charter Oak Capital Management, LLC | 0.05% | Add +3.7% | 10,073 | $555K |
| MML Investors Services, LLC | 0.00% | Add +4.5% | 9,809 | $540K |
| Citigroup Inc. | 0.00% | Add +35.9% | 9,429 | $519K |
| Apollon Wealth Management, LLC | 0.01% | Add +12.9% | 8,063 | $444K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 7,788 | $429K |
| KCM Investment Advisors LLC | 0.01% | Reduce -4.0% | 7,544 | $416K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.2% | 7,182 | $396K |
| Gimbal Financial | 0.24% | Reduce -74.0% | 6,781 | $374K |
| Williams & Novak, LLC | 0.34% | No change | 6,538 | $360K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.4% | 6,264 | $345K |
| Avantax Advisory Services, Inc. | 0.00% | Add +24.7% | 6,056 | $334K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,831 | $321K |
| Gsa Capital Partners LLP | 0.02% | Add +4.0% | 5,314 | $293K |
| Savvy Advisors, Inc. | 0.06% | Add +23.6% | 5,207 | $287K |
| American National Bank & Trust | 0.03% | Add +10.7% | 5,197 | $286K |
| Equitable Holdings, Inc. | 0.00% | New | 4,930 | $272K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.6% | 4,348 | $252K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.1% | 4,211 | $232K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 4,172 | $230K |
| Rwa Wealth Partners, LLC | 0.00% | Add +2.2% | 4,094 | $225K |
| Capital Square, LLC | 0.13% | New | 3,990 | $220K |
| Smithfield Trust Co | 0.01% | Add +13.2% | 3,850 | $212K |
| Prairie Wealth Advisors, Inc. | 0.10% | New | 3,685 | $203K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 3,110 | $171K |
| Comerica Bank | 0.00% | Add +32.2% | 2,724 | $150K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,354 | $130K |
| Franklin Resources Inc. | 0.00% | No change | 2,215 | $123K |
| Farther Finance Advisors, LLC | 0.00% | Add +8688.2% | 1,494 | $82K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,243 | $68K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,223 | $67K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.5% | 1,170 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.6% | 1,116 | $62K |
| Colonial Trust Co / SC | 0.01% | No change | 920 | $51K |
| IFP Advisors, Inc | 0.00% | Add +103.4% | 903 | $50K |
| Principal Securities, Inc. | 0.00% | Add +12.2% | 716 | $39K |
| Cwm, LLC | 0.00% | Reduce -76.3% | 701 | $39K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -0.4% | 683 | $38K |
| Gables Capital Management Inc. | 0.02% | New | 662 | $36K |
| Blair William & Co. | 0.00% | No change | 633 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 609 | $34K |
| Aptus Capital Advisors, LLC | 0.00% | Add +38.4% | 587 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 584 | $32K |
| New Millennium Group LLC | 0.02% | Reduce -0.9% | 523 | $29K |
| Allworth Financial LP | 0.00% | No change | 486 | $27K |
| Sandy Spring Bank | 0.00% | No change | 400 | $22K |
| Bank of Montreal | 0.00% | New | 322 | $18K |
| Webster Bank, N. A. | 0.00% | No change | 294 | $16K |
| Qube Research & Technologies Ltd | 0.00% | Add +205.7% | 269 | $15K |
| BBJS Financial Advisors, LLC | 0.01% | Add +0.4% | 257 | $14K |
| Independence Bank of Kentucky | 0.00% | Reduce -65.7% | 245 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +10.1% | 241 | $13K |
| US Bancorp \de | 0.00% | Add +221.9% | 235 | $13K |
| Bank of New Hampshire | 0.00% | No change | 204 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 132 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -17.3% | 124 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 108 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 69 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 64 | $4K |
| Private Trust Co. NA | 0.00% | No change | 59 | $3K |
| Element Wealth, LLC | 0.00% | Reduce -42.7% | 43 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 43 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 36 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $55 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $40 |
"% 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.