Fidelity MSCI Comm Serv IndxFCOMETF

13F holders, Q2 2025 (June 30)
181holders +12
26new positions
15sold out
$64.81avg. 13F price*

At the end of Q2 2025, 181 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 12 from Q1 2025. 26 opened new positions and 15 sold out. The largest holders were Charles Schwab Investment Management Inc. ($286.6M), Harel Insurance Investments & Financial Services Ltd. ($161.0M) and Lido Advisors, LLC ($121.0M).

Company
Fidelity MSCI Comm Serv Indx
CUSIP
316092873
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 135Q1 2024Q2 2024: 139Q2 2024Q3 2024: 144Q3 2024Q4 2024: 184Q4 2024Q1 2025: 169Q1 2025Q2 2025: 181Q2 2025Q3 2025: 192Q3 2025Q4 2025: 210Q4 2025Q1 2026: 200Q1 2026Q2 2026: 212Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$10.7M
Exits15$11.2M

All 13F filers, Q1 2025 → Q2 2025: 1,256,229 shares bought and 584,891 shares sold, net +671,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

Charles Schwab Investment Management Inc. 0.05% Reduce -1.1% 4,421,397 $286.6M
Harel Insurance Investments & Financial Services Ltd. 1.84% Add +22.7% 2,484,280 $161.0M
Lido Advisors, LLC 0.64% Add +4.5% 1,867,729 $121.0M
Northwestern Mutual Wealth Management Co. 0.07% Add +9.4% 1,382,346 $89.6M
Agf Management Ltd. 0.19% Add +10.6% 632,275 $41.0M
Morgan Stanley 0.00% Add +5.5% 428,311 $27.8M
Vicus Capital 1.56% Add +4.4% 289,689 $18.8M
Wells Fargo & Company 0.00% Reduce -5.2% 269,359 $17.5M
Commonwealth Equity Services, LLC 0.02% Add +5.3% 265,779 $17.2M
LPL Financial LLC 0.01% Add +32.5% 241,133 $15.6M
Full Sail Capital, LLC 0.88% Reduce -2.4% 234,794 $15.2M
Destiny Wealth Partners, LLC 1.70% Add +4.6% 194,911 $12.6M
HighTower Advisors, LLC 0.01% Add +0.9% 184,383 $11.9M
Kestra Advisory Services, LLC 0.05% Add +8.9% 164,073 $10.6M
Stifel Financial Corp. 0.01% Reduce -5.4% 146,682 $9.5M
Independence Financial Advisors, LLC 3.69% Reduce -8.3% 146,441 $9.5M
Guerra Advisors Inc 3.97% Reduce -25.6% 129,640 $8.4M
Crumly & Associates Inc. 1.96% Add +11.2% 123,933 $8.0M
AE Wealth Management LLC 0.06% Add +7.3% 119,757 $7.8M
Fischer Financial Services, Inc. 2.02% Add +0.2% 106,462 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +35.7% 90,418 $5.9M
Southern Capital Advisors, LLC 2.58% Reduce -0.2% 77,730 $5.0M
Yoder Wealth Management, Inc. 2.58% Add +5.2% 76,265 $4.9M
UBS Group AG 0.00% Add +3.5% 74,709 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -23.3% 72,479 $4.7M
Bank of America Corp. 0.00% Add +7.7% 70,285 $4.6M
Janney Montgomery Scott LLC 0.01% Add +16.0% 67,249 $4.4M
NorthCoast Asset Management LLC 0.02% Add +44.8% 65,963 $4.3M
Smith Salley Wealth Management 0.22% Add +0.2% 58,636 $3.8M
Maltin Wealth Management, Inc. 1.69% Add +2.0% 58,061 $3.8M
Raymond James Financial Inc. 0.00% Add +0.6% 49,361 $3.2M
Atlas Capital Advisors Inc. 0.38% Reduce -26.7% 48,474 $3.1M
Steward Partners Investment Advisory, LLC 0.02% Add +150853.1% 48,305 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -56.8% 47,388 $3.1M
CW Advisors, LLC 0.03% Add +24.6% 43,008 $2.8M
Two Sigma Investments, LP 0.01% New 43,000 $2.8M
Susquehanna International Group, LLP 0.00% Add +275.1% 39,443 $2.6M
Thrivent Financial for Lutherans 0.01% New 38,103 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +2.2% 32,244 $2.1M
Lifeworks Advisors, LLC 0.31% Add +0.3% 31,567 $2.0M
Exchange Capital Management, Inc. 0.30% Reduce -6.3% 30,879 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -34.5% 30,448 $2.0M
Beaumont Financial Advisors, LLC 0.13% New 28,557 $1.9M
FMR LLC 0.00% Add +21.6% 26,237 $1.7M
Citigroup Inc. 0.00% Add +40.7% 26,029 $1.7M
Lynch & Associates 0.33% Add +3.7% 25,292 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -7.5% 24,646 $1.6M
Arkadios Wealth Advisors 0.05% Add +1.5% 23,978 $1.6M
Mechanics Bank Trust Department 0.22% Reduce -3.0% 23,816 $1.5M
Beckerman Institutional, LLC 0.95% Reduce -4.9% 22,107 $1.4M
VCI Wealth Management LLC 0.49% Add +7.4% 21,409 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 21,192 $1.4M
JPMorgan Chase & Co. 0.00% Add +155.9% 20,710 $1.3M
KDK Private Wealth Management, LLC 1.43% Reduce -2.1% 20,669 $1.3M
CX Institutional 0.04% Add +12.2% 19,815 $1.3M
Maxele Advisors, LLC 1.12% Reduce -1.2% 19,789 $1.3M
EPG Wealth Management LLC 0.38% Reduce -13.8% 19,458 $1.3M
Pacific Sun Financial Corp 0.66% Add +2.1% 19,406 $1.3M
Birchcreek Wealth Management, LLC 0.71% Add +12.1% 19,342 $1.3M
Vista Investment Management 0.43% Add +0.5% 18,037 $1.2M
Merit Financial Group, LLC 0.01% Reduce -30.6% 17,524 $1.1M
Atria Wealth Solutions, Inc. 0.03% Reduce -41.3% 17,298 $1.1M
Cetera Investment Advisers 0.00% Reduce -19.0% 17,034 $1.1M
Fifth Third Securities, Inc. 0.08% Add +0.2% 16,816 $1.1M
Court Place Advisors, LLC 0.34% Add +1.2% 16,805 $1.1M
Stonebridge Financial Planning Group, LLC 0.44% Add +3.9% 16,225 $1.1M
Live Oak Investment Partners 0.79% Add +10.5% 15,964 $1.0M
Crossmark Global Holdings, Inc. 0.02% No change 15,283 $990K
Sigma Planning Corp 0.03% Reduce -21.8% 15,010 $973K
Main Street Financial Solutions, LLC 0.07% Reduce -4.3% 14,256 $924K
Jones Financial Companies LLLP 0.00% Add +2.0% 13,903 $896K
MML Investors Services, LLC 0.00% Add +15.3% 13,592 $881K
American National Bank & Trust 0.09% Reduce -1.7% 12,878 $835K
Meridian Wealth Management, LLC 0.03% Add +1.0% 12,599 $817K
Focus Partners Wealth 0.00% Reduce -3.1% 12,274 $795K
Advisory Services Network, LLC 0.01% Reduce -83.0% 11,340 $752K
Soltis Investment Advisors LLC 0.06% Reduce -0.6% 11,538 $748K
Royal Bank of Canada 0.00% Add +0.2% 11,009 $714K
Creative Planning 0.00% Add +43.8% 10,702 $694K
Atlas Brown,Inc. 0.22% Reduce -1.1% 10,356 $671K
Mariner, LLC 0.00% Add +15.6% 10,338 $670K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.3% 9,650 $625K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.9% 9,310 $603K
NewEdge Advisors, LLC 0.00% Reduce -1.6% 9,204 $597K
Principal Securities, Inc. 0.01% Add +1166.8% 9,184 $595K
Kingswood Wealth Advisors, LLC 0.04% Add +5.5% 8,510 $552K
Brown Brothers Harriman & Co. 0.00% Add +243.9% 8,361 $542K
Apollon Wealth Management, LLC 0.01% Reduce -4.1% 7,774 $504K
KCM Investment Advisors LLC 0.02% No change 7,302 $473K
Elm3 Financial Group, LLC 0.39% New 7,263 $471K
Integrated Advisors Network LLC 0.02% Reduce -38.1% 7,230 $469K
Equitable Holdings, Inc. 0.00% Reduce -0.1% 6,889 $446K
Smithfield Trust Co 0.02% Add +41.2% 6,650 $431K
Charter Oak Capital Management, LLC 0.03% Reduce -20.1% 6,265 $406K
Sovran Advisors, LLC 0.04% Add +10.6% 6,256 $401K
Acorn Financial Advisory Services Inc. 0.06% Add +31.9% 5,977 $387K
Badgley Phelps Wealth Managers, LLC 0.01% No change 5,316 $345K
Elevated Capital Advisors, LLC 0.09% No change 5,919 $333K
Qube Research & Technologies Ltd 0.00% Add +1423.2% 4,920 $319K
Avantax Advisory Services, Inc. 0.00% Reduce -15.1% 4,902 $318K

"% 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.

Show all 181 holders