Fidelity MSCI Comm Serv IndxFCOMETF
13F holders, Q4 2024 (December 31)184holders +40
36new positions
8sold out
1famous investor
$58.70avg. 13F price*
At the end of Q4 2024, 184 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 40 from Q3 2024. 36 opened new positions and 8 sold out. The largest holders were Charles Schwab Investment Management Inc. ($270.6M), Lido Advisors, LLC ($100.3M) and Northwestern Mutual Wealth Management Co. ($64.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $30.3M |
| Exits | 8 | $16.3M |
All 13F filers, Q3 2024 → Q4 2024: 827,789 shares bought and 798,039 shares sold, net +29,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -2.3% | 4,609,045 | $270.6M |
| Lido Advisors, LLC | 0.63% | Add +2.0% | 1,708,690 | $100.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.5% | 1,104,317 | $64.8M |
| Agf Management Ltd. | 0.16% | Reduce -17.0% | 559,196 | $32.8M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 381,564 | $22.4M |
| Wells Fargo & Company | 0.00% | Add +38.4% | 290,147 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.0% | 280,445 | $16.5M |
| Full Sail Capital, LLC | 0.94% | Reduce -3.1% | 250,856 | $14.7M |
| Q3 Asset Management | 7.06% | New | 193,500 | $11.4M |
| Destiny Wealth Partners, LLC | 1.72% | New | 178,885 | $10.5M |
| Guerra Advisors Inc | 5.82% | — | 178,861 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 173,955 | $10.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.4% | 169,098 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 165,997 | $9.7M |
| LPL Financial LLC | 0.00% | Add +24.1% | 128,004 | $7.5M |
| Personal Cfo Solutions, LLC | 1.34% | Add +6.0% | 116,090 | $6.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -2.2% | 114,336 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.8% | 113,094 | $6.6M |
| AE Wealth Management LLC | 0.06% | Add +15.0% | 112,349 | $6.6M |
| Fischer Financial Services, Inc. | 1.96% | — | 106,049 | $6.2M |
| Algorithmic Investment Models, LLC | 4.36% | Add +5.8% | 96,299 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.2% | 94,097 | $5.5M |
| Advisory Services Network, LLC | 0.10% | Add +3.2% | 87,555 | $5.1M |
| Southern Capital Advisors, LLC | 2.59% | Add +2.3% | 79,709 | $4.7M |
| UBS Group AG | 0.00% | Add +6.5% | 70,870 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.8% | 67,741 | $4.0M |
| Yoder Wealth Management, Inc. | 2.17% | Add +11.3% | 66,884 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 64,496 | $3.8M |
| Atlas Capital Advisors Inc. | 0.46% | Add +37.5% | 61,425 | $3.6M |
| Smith Salley Wealth Management | 0.22% | Reduce -3.8% | 58,047 | $3.4M |
| Maltin Wealth Management, Inc. | 1.57% | Reduce -0.0% | 54,331 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 54,318 | $3.2M |
| Raymond James Financial Inc. | 0.00% | — | 49,364 | $2.9M |
| Axxcess Wealth Management, LLC | 0.07% | Add +16.1% | 48,973 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.0% | 46,395 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -3.0% | 46,395 | $2.7M |
| Crumly & Associates Inc. | 0.57% | Reduce -11.4% | 35,660 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.9% | 35,603 | $2.1M |
| CW Advisors, LLC | 0.03% | Add +24.4% | 34,737 | $2.0M |
| Exchange Capital Management, Inc. | 0.32% | Reduce -3.0% | 34,089 | $2.0M |
| Prospera Financial Services Inc | 0.04% | New | 31,184 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -1.8% | 30,769 | $1.8M |
| Lifeworks Advisors, LLC | 0.33% | Add +14.8% | 30,764 | $1.8M |
| Colonial River Investments, LLC | 0.85% | Add +5.4% | 29,793 | $1.7M |
| CX Institutional | 0.06% | Add +65.8% | 27,608 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.7% | 26,867 | $1.6M |
| Mechanics Bank Trust Department | 0.20% | Reduce -7.6% | 25,942 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.0% | 25,245 | $1.5M |
| Lynch & Associates | 0.31% | Reduce -1.6% | 24,159 | $1.4M |
| Beckerman Institutional, LLC | 1.10% | Add +0.5% | 23,323 | $1.4M |
| VCI Wealth Management LLC | 0.57% | Add +109.7% | 23,031 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +7.7% | 22,876 | $1.3M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -2.0% | 22,315 | $1.3M |
| EPG Wealth Management LLC | 0.34% | Reduce -2.6% | 22,283 | $1.3M |
| KDK Private Wealth Management, LLC | 1.30% | — | 21,248 | $1.2M |
| Fulcrum Equity Management | 1.19% | New | 20,504 | $1.2M |
| Maxele Advisors, LLC | 1.11% | — | 19,892 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.0% | 18,855 | $1.1M |
| FMR LLC | 0.00% | Add +36.9% | 18,845 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.66% | Add +15.5% | 17,938 | $1.1M |
| Vista Investment Management | 0.40% | Add +0.2% | 17,829 | $1.0M |
| Pacific Sun Financial Corp | 0.57% | Add +5.0% | 17,748 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | Add +0.9% | 16,383 | $962K |
| Court Place Advisors, LLC | 0.31% | Reduce -3.6% | 16,110 | $946K |
| Citadel Advisors | 0.00% | Reduce -11.2% | 15,982 | $938K |
| Sigma Planning Corp | 0.03% | Add +1.3% | 14,918 | $876K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Reduce -2.0% | 14,729 | $865K |
| Royal Bank of Canada | 0.00% | Add +29.4% | 13,722 | $805K |
| Focus Partners Wealth | 0.00% | Reduce -2.1% | 12,959 | $761K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -18.0% | 12,034 | $706K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -0.7% | 11,857 | $696K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.7% | 11,352 | $666K |
| American National Bank & Trust | 0.07% | Add +115.1% | 11,181 | $656K |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 10,979 | $644K |
| MML Investors Services, LLC | 0.00% | Add +11.8% | 10,969 | $644K |
| Atlas Brown,Inc. | 0.22% | Add +7.5% | 10,921 | $641K |
| Mariner, LLC | 0.00% | Add +1.5% | 10,252 | $602K |
| Citigroup Inc. | 0.00% | Add +3.1% | 9,721 | $571K |
| Integrated Advisors Network LLC | 0.03% | Reduce -18.6% | 9,391 | $551K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.0% | 9,119 | $535K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -11.0% | 8,967 | $526K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 8,107 | $476K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 8,084 | $475K |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 7,950 | $467K |
| Marshall Wace, LLP | 0.00% | Reduce -40.7% | 7,632 | $448K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,544 | $443K |
| HSBC Holdings PLC | 0.00% | Reduce -85.9% | 7,439 | $437K |
| Gimbal Financial | 0.34% | Add +5.5% | 7,153 | $420K |
| Elevated Capital Advisors, LLC | 0.11% | New | 6,772 | $398K |
| Independent Advisor Alliance | 0.01% | New | 6,642 | $390K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -85.3% | 6,591 | $387K |
| Williams & Novak, LLC | 0.36% | Reduce -1.5% | 6,438 | $378K |
| Equitable Holdings, Inc. | 0.00% | Add +29.8% | 6,398 | $376K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 6,238 | $366K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 6,177 | $363K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.8% | 5,885 | $345K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -3.1% | 5,651 | $332K |
| Creative Planning | 0.00% | New | 5,447 | $320K |
| HRT Financial LP | 0.00% | New | 5,273 | $309K |
| Qube Research & Technologies Ltd | 0.00% | Add +1824.5% | 5,177 | $304K |
"% 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.