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 |
| Mercer Global Advisors Inc. | 0.00% | Reduce -52.3% | 4,965 | $291K |
| Capital Square, LLC | 0.17% | Add +18.3% | 4,720 | $291K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 4,953 | $290K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.3% | 4,537 | $285K |
| Savvy Advisors, Inc. | 0.03% | Reduce -9.7% | 4,701 | $276K |
| Sovran Advisors, LLC | 0.04% | — | 4,606 | $269K |
| Founders Financial Securities LLC | 0.02% | New | 4,538 | $266K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 4,482 | $263K |
| Secure Asset Management, LLC | 0.04% | New | 4,445 | $261K |
| Arkadios Wealth Advisors | 0.01% | New | 4,415 | $259K |
| Ameriprise Financial Inc. | 0.00% | New | 4,325 | $254K |
| Legacy Capital Group California, Inc. | 0.08% | New | 4,310 | $253K |
| PUREfi Wealth, LLC | 0.24% | — | 4,233 | $248K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,149 | $244K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 4,103 | $241K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 4,049 | $238K |
| Prairie Wealth Advisors, Inc. | 0.11% | Add +8.6% | 4,001 | $235K |
| Smithfield Trust Co | 0.01% | No change | 3,850 | $226K |
| Leigh Baldwin & Co., LLC | 0.19% | — | 3,750 | $220K |
| Moment Partners, LLC | 0.04% | — | 3,737 | $219K |
| HBW Advisory Services LLC | 0.02% | New | 3,662 | $215K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,585 | $210K |
| River Wealth Advisors LLC | 0.03% | New | 3,504 | $206K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -14.9% | 3,484 | $205K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,431 | $201K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,110 | $183K |
| Comerica Bank | 0.00% | Add +3.1% | 2,808 | $165K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,431 | $143K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,356 | $139K |
| Franklin Resources Inc. | 0.00% | No change | 2,215 | $130K |
| Harbour Investments, Inc. | 0.00% | Add +43.7% | 1,681 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +151100.0% | 1,512 | $89K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 1,491 | $88K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,243 | $73K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,223 | $72K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.1% | 1,173 | $69K |
| Colonial Trust Co / SC | 0.01% | No change | 920 | $54K |
| Lee Danner & Bass Inc. | 0.00% | New | 877 | $51K |
| Principal Securities, Inc. | 0.00% | Add +1.3% | 725 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -22.6% | 699 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 662 | $39K |
| Allworth Financial LP | 0.00% | Add +29.8% | 631 | $38K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 610 | $36K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.6% | 602 | $35K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -13.5% | 591 | $35K |
| Decker Retirement Planning Inc. | 0.02% | — | 573 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Add +757.8% | 549 | $33K |
| Sound Income Strategies, LLC | 0.00% | New | 546 | $32K |
| New Millennium Group LLC | 0.02% | Add +0.4% | 525 | $31K |
| Sandy Spring Bank | 0.00% | No change | 400 | $23K |
| Aspetuck Financial Management LLC | 0.02% | — | 335 | $20K |
| Global Retirement Partners, LLC | 0.00% | Add +38.6% | 334 | $20K |
| Bank of Montreal | 0.00% | No change | 322 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -47.8% | 305 | $18K |
| US Bancorp \de | 0.00% | Add +11.9% | 263 | $15K |
| Blair William & Co. | 0.00% | Reduce -64.6% | 224 | $13K |
| Bank of New Hampshire | 0.00% | No change | 204 | $12K |
| Assetmark, Inc. | 0.00% | New | 178 | $10K |
| PMV Capital Advisers, LLC | 0.03% | — | 170 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 166 | $10K |
| Independence Bank of Kentucky | 0.00% | Reduce -34.7% | 160 | $9K |
| Trust Co. of Vermont | 0.00% | New | 134 | $8K |
| GAMMA Investing LLC | 0.00% | No change | 132 | $8K |
| Truvestments Capital LLC | 0.00% | New | 129 | $8K |
| Copia Wealth Management | 0.01% | — | 125 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 124 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 108 | $6K |
| Private Trust Co. NA | 0.00% | Add +76.3% | 104 | $6K |
| Raffa Wealth Management, LLC | 0.00% | New | 104 | $6K |
| Cwm, LLC | 0.00% | Reduce -85.7% | 100 | $6K |
| Pillar Financial Advisors, LLC | 0.00% | — | 97 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | — | 84 | $5K |
| WPG Advisers, LLC | 0.00% | — | 79 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 69 | $4K |
| Element Wealth, LLC | 0.00% | No change | 43 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 43 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 41 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 36 | $2K |
| Red Tortoise LLC | 0.00% | New | 31 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 26 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 13 | $778 |
| High Note Wealth, LLC | 0.00% | New | 10 | $587 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $43 |
"% 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.