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
Trexquant Investment LP 0.00% Add +11.6% 4,845 $314K
IHT Wealth Management, LLC 0.01% New 4,807 $312K
Savvy Advisors, Inc. 0.02% Reduce -1.1% 4,788 $310K
Quantinno Capital Management LP 0.00% Add +25.9% 4,783 $310K
Tower Research Capital LLC (TRC) 0.01% New 4,721 $306K
Stratos Wealth Partners, LTD. 0.00% Reduce -19.3% 4,710 $305K
Sanctuary Advisors, LLC 0.00% Add +6.9% 4,647 $301K
Williams & Novak, LLC 0.25% Reduce -3.5% 4,573 $296K
Pathstone Holdings, LLC 0.00% Add +15.5% 4,491 $291K
HSBC Holdings PLC 0.00% Reduce -59.0% 4,392 $285K
Ameriprise Financial Inc. 0.00% Add +1.2% 4,280 $277K
PUREfi Wealth, LLC 0.22% No change 4,233 $274K
Leigh Baldwin & Co., LLC 0.18% Add +0.1% 4,181 $271K
Prairie Wealth Advisors, Inc. 0.12% Add +1.2% 4,166 $270K
Private Advisor Group, LLC 0.00% Add +0.3% 4,163 $270K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -18.2% 4,053 $262K
J.W. Cole Advisors, Inc. 0.01% Add +1.5% 3,642 $236K
SVB Wealth LLC 0.01% New 3,342 $217K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.4% 3,339 $216K
Capital Square, LLC 0.11% Reduce -23.1% 3,365 $215K
Moment Partners, LLC 0.04% Reduce -12.9% 3,228 $209K
Marshall Wace, LLP 0.00% Reduce -86.1% 3,218 $209K
McRae Capital Management Inc. 0.04% New 3,116 $202K
Corient Private Wealth LP 0.00% New 3,113 $202K
Rosenberg Matthew Hamilton 0.05% No change 3,110 $202K
Park Avenue Securities LLC 0.00% New 3,098 $201K
Comerica Bank 0.00% Add +0.1% 2,817 $183K
Sunbelt Securities, Inc. 0.01% Reduce -0.1% 2,356 $138K
Harbour Investments, Inc. 0.00% Add +14.4% 1,595 $103K
Sage Mountain Advisors LLC 0.01% No change 1,243 $81K
Creative Financial Designs Inc. 0.01% No change 1,223 $79K
Farther Finance Advisors, LLC 0.00% Add +0.3% 1,186 $77K
Federation des caisses Desjardins du Quebec 0.00% New 922 $60K
New Millennium Group LLC 0.03% Add +38.2% 727 $47K
IFP Advisors, Inc 0.00% No change 699 $45K
Colonial Trust Co / SC 0.01% Reduce -24.9% 691 $45K
AdvisorNet Financial, Inc 0.00% Add +0.3% 679 $44K
Gables Capital Management Inc. 0.02% No change 662 $43K
Signature Resources Capital Management, LLC 0.02% New 624 $40K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 604 $39K
Decker Retirement Planning Inc. 0.02% No change 573 $37K
Blair William & Co. 0.00% Add +24.3% 557 $36K
Sound Income Strategies, LLC 0.00% No change 546 $35K
Rossby Financial, LCC 0.01% No change 531 $34K
Allworth Financial LP 0.00% Reduce -38.9% 486 $31K
Arax Advisory Partners 0.00% New 428 $28K
Atlantic Union Bankshares Corp 0.00% New 400 $26K
Clearstead Advisors, LLC 0.00% New 375 $24K
Howe & Rusling Inc. 0.00% New 363 $24K
Asset Dedication, LLC 0.00% New 334 $22K
Legend Financial Advisors, Inc. 0.01% New 283 $18K
Assetmark, Inc. 0.00% New 228 $15K
Bank of New Hampshire 0.00% No change 204 $13K
Cwm, LLC 0.00% Add +100.0% 200 $13K
Russell Investments Group, Ltd. 0.00% Add +26.9% 189 $12K
Global Retirement Partners, LLC 0.00% — 187 $12K
Valued Wealth Advisors LLC 0.01% No change 178 $12K
Moser Wealth Advisors, LLC 0.01% New 171 $11K
Physician Wealth Advisors, Inc. 0.00% No change 166 $11K
Anfield Capital Management, LLC 0.00% Add +186.0% 163 $11K
AlphaCore Capital LLC 0.00% New 162 $10K
Financial Gravity Companies, Inc. 0.00% — 151 $10K
GAMMA Investing LLC 0.00% No change 132 $9K
PNC Financial Services Group, Inc. 0.00% New 128 $8K
Copia Wealth Management 0.01% No change 125 $8K
Dunhill Financial, LLC 0.00% No change 109 $7K
Pillar Financial Advisors, LLC 0.00% No change 97 $6K
WPG Advisers, LLC 0.00% No change 79 $5K
Capital Investment Advisory Services, LLC 0.00% No change 74 $5K
Independence Bank of Kentucky 0.00% Reduce -56.3% 70 $5K
Wolff Wiese Magana LLC 0.00% No change 69 $4K
Ameritas Advisory Services, LLC 0.00% New 68 $4K
CIBC Private Wealth Group LLC 0.00% No change 64 $4K
Chapman Financial Group, LLC 0.00% — 49 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 43 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 39 $3K
US Bancorp \de 0.00% Reduce -77.8% 36 $2K
Private Trust Co. NA 0.00% Add +26.3% 24 $2K
Capital A Wealth Management, LLC 0.01% New 27 $1K
Golden State Wealth Management, LLC 0.00% New 12 $778
Creekmur Asset Management LLC 0.00% No change 1 $48

"% 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.