Fidelity MSCI Comm Serv IndxFCOMETF
13F holders, Q1 2025 (March 31)169holders −15
19new positions
35sold out
1famous investor
$56.26avg. 13F price*
At the end of Q1 2025, 169 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, down 15 from Q4 2024. 19 opened new positions and 35 sold out. The largest holders were Charles Schwab Investment Management Inc. ($251.4M), Harel Insurance Investments & Financial Services Ltd. ($113.9M) and Lido Advisors, LLC ($100.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $134.0M |
| Exits | 35 | $28.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,969,832 shares bought and 905,774 shares sold, net +2,064,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.0% | 4,469,022 | $251.4M |
| Harel Insurance Investments & Financial Services Ltd. | 1.49% | New | 2,025,192 | $113.9M |
| Lido Advisors, LLC | 0.60% | Add +4.6% | 1,787,506 | $100.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +14.4% | 1,263,294 | $71.1M |
| Agf Management Ltd. | 0.17% | Add +2.2% | 571,594 | $32.2M |
| Morgan Stanley | 0.00% | Add +6.5% | 406,162 | $22.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 284,078 | $16.0M |
| Vicus Capital | 1.45% | New | 277,504 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.0% | 252,502 | $14.2M |
| Full Sail Capital, LLC | 0.88% | Reduce -4.1% | 240,522 | $13.5M |
| Destiny Wealth Partners, LLC | 1.66% | Add +4.2% | 186,346 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 182,689 | $10.3M |
| LPL Financial LLC | 0.00% | Add +42.1% | 181,932 | $10.2M |
| Guerra Advisors Inc | 5.49% | Reduce -2.6% | 174,231 | $9.8M |
| Independence Financial Advisors, LLC | 3.42% | — | 159,750 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -6.6% | 155,013 | $8.7M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -10.9% | 150,696 | $8.5M |
| AE Wealth Management LLC | 0.05% | Reduce -0.6% | 111,635 | $6.3M |
| Crumly & Associates Inc. | 1.73% | Add +212.6% | 111,477 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 109,649 | $6.2M |
| Fischer Financial Services, Inc. | 1.93% | Add +0.2% | 106,282 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 94,473 | $5.3M |
| Algorithmic Investment Models, LLC | 3.75% | Reduce -6.1% | 90,458 | $5.1M |
| Southern Capital Advisors, LLC | 2.43% | Reduce -2.3% | 77,905 | $4.4M |
| Yoder Wealth Management, Inc. | 2.30% | Add +8.4% | 72,492 | $4.1M |
| UBS Group AG | 0.00% | Add +1.8% | 72,151 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 66,633 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Reduce -23.9% | 66,637 | $3.7M |
| Atlas Capital Advisors Inc. | 0.47% | Add +7.7% | 66,153 | $3.7M |
| Bank of America Corp. | 0.00% | Add +20.1% | 65,243 | $3.7M |
| Smith Salley Wealth Management | 0.22% | Add +0.8% | 58,531 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.1% | 57,994 | $3.3M |
| Maltin Wealth Management, Inc. | 1.50% | Add +4.7% | 56,907 | $3.2M |
| Citadel Advisors | 0.00% | Add +230.6% | 52,842 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 49,083 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 46,461 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.1% | 46,461 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -60.2% | 45,543 | $2.6M |
| CW Advisors, LLC | 0.02% | Reduce -0.6% | 34,515 | $1.9M |
| Exchange Capital Management, Inc. | 0.30% | Reduce -3.3% | 32,954 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.5% | 31,553 | $1.8M |
| Lifeworks Advisors, LLC | 0.29% | Add +2.3% | 31,460 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +159.5% | 29,462 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.8% | 26,660 | $1.5M |
| Merit Financial Group, LLC | 0.02% | No change | 25,245 | $1.4M |
| Mechanics Bank Trust Department | 0.19% | Reduce -5.3% | 24,565 | $1.4M |
| Lynch & Associates | 0.30% | Add +0.9% | 24,381 | $1.4M |
| Arkadios Wealth Advisors | 0.05% | Add +435.2% | 23,629 | $1.3M |
| Beckerman Institutional, LLC | 0.95% | Reduce -0.3% | 23,252 | $1.3M |
| Marshall Wace, LLP | 0.00% | Add +202.9% | 23,115 | $1.3M |
| EPG Wealth Management LLC | 0.35% | Add +1.3% | 22,568 | $1.3M |
| FMR LLC | 0.00% | Add +14.5% | 21,579 | $1.2M |
| KDK Private Wealth Management, LLC | 1.35% | Reduce -0.6% | 21,115 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +11.6% | 21,039 | $1.2M |
| Maxele Advisors, LLC | 1.09% | Add +0.7% | 20,030 | $1.1M |
| VCI Wealth Management LLC | 0.47% | Reduce -13.4% | 19,934 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +28.6% | 19,191 | $1.1M |
| Pacific Sun Financial Corp | 0.61% | Add +7.1% | 19,009 | $1.1M |
| Citigroup Inc. | 0.00% | Add +90.3% | 18,502 | $1.0M |
| Vista Investment Management | 0.39% | Add +0.7% | 17,946 | $1.0M |
| CX Institutional | 0.04% | Reduce -36.0% | 17,662 | $994K |
| Birchcreek Wealth Management, LLC | 0.61% | Reduce -3.8% | 17,252 | $971K |
| Fifth Third Securities, Inc. | 0.08% | Add +2.5% | 16,788 | $944K |
| Court Place Advisors, LLC | 0.31% | Add +3.1% | 16,603 | $934K |
| Stonebridge Financial Planning Group, LLC | 0.40% | Add +6.1% | 15,624 | $879K |
| Crossmark Global Holdings, Inc. | 0.02% | New | 15,283 | $860K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -69.1% | 15,127 | $851K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -33.2% | 14,905 | $839K |
| Live Oak Investment Partners | 0.64% | New | 14,443 | $813K |
| Integrity Alliance, Llc. | 0.03% | New | 13,596 | $765K |
| Jones Financial Companies LLLP | 0.00% | Add +24.2% | 13,632 | $764K |
| American National Bank & Trust | 0.08% | Add +17.2% | 13,100 | $737K |
| Focus Partners Wealth | 0.00% | Reduce -2.2% | 12,671 | $713K |
| Meridian Wealth Management, LLC | 0.03% | Add +3.6% | 12,471 | $702K |
| MML Investors Services, LLC | 0.00% | Add +7.5% | 11,787 | $663K |
| Integrated Advisors Network LLC | 0.03% | Add +24.4% | 11,687 | $657K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -2.1% | 11,610 | $653K |
| Royal Bank of Canada | 0.00% | Reduce -19.9% | 10,987 | $618K |
| HSBC Holdings PLC | 0.00% | Add +43.9% | 10,704 | $602K |
| Susquehanna International Group, LLP | 0.00% | New | 10,515 | $592K |
| Atlas Brown,Inc. | 0.21% | Reduce -4.1% | 10,473 | $589K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +18.6% | 9,616 | $541K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 9,489 | $534K |
| NewEdge Advisors, LLC | 0.00% | Add +128.0% | 9,354 | $526K |
| Mariner, LLC | 0.00% | Reduce -12.8% | 8,942 | $503K |
| Jane Street Group, LLC | 0.00% | Reduce -61.4% | 8,842 | $497K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 8,108 | $456K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 8,093 | $455K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +22.4% | 8,067 | $454K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -12.6% | 7,839 | $441K |
| Quadrature Capital Ltd | 0.01% | New | 7,680 | $432K |
| Creative Planning | 0.00% | Add +36.6% | 7,443 | $419K |
| KCM Investment Advisors LLC | 0.01% | Reduce -3.2% | 7,302 | $411K |
| Equitable Holdings, Inc. | 0.00% | Add +7.8% | 6,898 | $388K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -12.6% | 5,919 | $333K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.5% | 5,837 | $328K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.9% | 5,774 | $325K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -5.9% | 5,316 | $299K |
| Sovran Advisors, LLC | 0.04% | Add +22.8% | 5,656 | $298K |
| LaSalle St. Investment Advisors, LLC | 0.07% | No change | 4,953 | $278K |
"% 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.