Fidelity MSCI Comm Serv IndxFCOMETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 192 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 11 from Q2 2025. 25 opened new positions and 8 sold out. The largest holders were Charles Schwab Investment Management Inc. ($308.7M), Harel Insurance Investments & Financial Services Ltd. ($192.1M) and Lido Advisors, LLC ($146.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity MSCI Comm Serv Indx
- CUSIP
- 316092873
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $26.6M |
| Exits | 8 | $6.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,271,183 shares bought and 589,478 shares sold, net +681,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -1.6% | 4,350,385 | $308.7M |
| Harel Insurance Investments & Financial Services Ltd. | 1.73% | Add +8.9% | 2,706,109 | $192.1M |
| Lido Advisors, LLC | 0.61% | Add +10.4% | 2,062,288 | $146.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -9.3% | 1,254,117 | $89.0M |
| Agf Management Ltd. | 0.21% | Add +3.6% | 654,982 | $46.5M |
| Morgan Stanley | 0.00% | Add +3.3% | 442,216 | $31.4M |
| Vicus Capital | 1.89% | Add +20.1% | 348,045 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.3% | 295,874 | $21.0M |
| Mercer Global Advisors Inc. | 0.03% | New | 260,183 | $18.5M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 242,959 | $17.2M |
| Full Sail Capital, LLC | 0.89% | Reduce -3.5% | 226,641 | $16.1M |
| Destiny Wealth Partners, LLC | 1.74% | Add +2.5% | 199,798 | $14.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 185,070 | $13.1M |
| Independence Financial Advisors, LLC | 3.47% | Add +9.5% | 160,321 | $11.4M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.4% | 160,182 | $11.4M |
| LPL Financial LLC | 0.00% | Reduce -37.2% | 151,386 | $10.7M |
| Guerra Advisors Inc | 3.90% | Add +14.6% | 148,557 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.5% | 144,488 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +181.3% | 138,828 | $9.9M |
| Crumly & Associates Inc. | 1.95% | Add +1.3% | 125,591 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Add +49.3% | 108,190 | $7.7M |
| Fischer Financial Services, Inc. | 2.00% | Reduce -1.6% | 104,786 | $7.4M |
| AE Wealth Management LLC | 0.04% | Reduce -20.9% | 94,759 | $6.7M |
| NorthCoast Asset Management LLC | 0.02% | Add +35.8% | 89,595 | $6.4M |
| Kingswood Wealth Advisors, LLC | 0.38% | Add +944.3% | 88,867 | $6.3M |
| Yoder Wealth Management, Inc. | 2.78% | Add +8.7% | 82,870 | $5.9M |
| Southern Capital Advisors, LLC | 2.55% | Reduce -1.2% | 76,777 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.0% | 74,150 | $5.3M |
| Bank of America Corp. | 0.00% | Add +5.0% | 73,790 | $5.2M |
| UBS Group AG | 0.00% | Reduce -2.4% | 72,942 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.5% | 71,604 | $5.1M |
| Maltin Wealth Management, Inc. | 1.72% | Add +0.7% | 58,453 | $4.1M |
| Smith Salley Wealth Management | 0.21% | Reduce -0.9% | 58,093 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.3% | 52,775 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.8% | 37,054 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.3% | 32,047 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.8% | 31,981 | $2.3M |
| FMR LLC | 0.00% | Add +12.8% | 29,600 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 25,602 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +46.0% | 24,876 | $1.8M |
| Lynch & Associates | 0.34% | Reduce -1.7% | 24,855 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.1% | 24,609 | $1.7M |
| Mechanics Bank Trust Department | 0.23% | Reduce -2.7% | 23,168 | $1.6M |
| Beckerman Institutional, LLC | 0.95% | Add +2.6% | 22,673 | $1.6M |
| Arkadios Wealth Advisors | 0.04% | Reduce -10.6% | 21,449 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.0% | 21,201 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -27.6% | 20,668 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.55% | Add +26.4% | 20,502 | $1.5M |
| KDK Private Wealth Management, LLC | 1.43% | Reduce -3.6% | 19,932 | $1.4M |
| Pacific Sun Financial Corp | 0.67% | Add +0.7% | 19,547 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.71% | Add +0.6% | 19,457 | $1.4M |
| Maxele Advisors, LLC | 1.17% | Reduce -3.0% | 19,192 | $1.4M |
| CX Institutional | 0.04% | Reduce -4.8% | 18,872 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +30.1% | 18,082 | $1.3M |
| Vista Investment Management | 0.45% | Reduce -0.3% | 17,991 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 17,525 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 17,463 | $1.2M |
| EPG Wealth Management LLC | 0.33% | Reduce -13.2% | 16,894 | $1.2M |
| Live Oak Investment Partners | 0.79% | Add +4.7% | 16,713 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -1.1% | 16,635 | $1.2M |
| Court Place Advisors, LLC | 0.35% | Reduce -3.5% | 16,208 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 15,283 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +10.5% | 15,025 | $1.1M |
| American National Bank & Trust | 0.10% | Add +11.5% | 14,359 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +12.3% | 14,152 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -4.1% | 13,670 | $970K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 13,558 | $962K |
| VCI Wealth Management LLC | 0.28% | Reduce -39.4% | 12,983 | $921K |
| Sigma Planning Corp | 0.03% | Reduce -15.6% | 12,671 | $899K |
| Focus Partners Wealth | 0.00% | Reduce -2.0% | 12,033 | $854K |
| Advisory Services Network, LLC | 0.01% | Add +5.7% | 11,981 | $850K |
| Soltis Investment Advisors LLC | 0.06% | No change | 11,538 | $819K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.9% | 11,626 | $814K |
| Mariner, LLC | 0.00% | Add +6.7% | 11,034 | $783K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 10,973 | $779K |
| Atlas Brown,Inc. | 0.21% | Reduce -1.4% | 10,206 | $724K |
| Creative Planning | 0.00% | Reduce -6.9% | 9,965 | $707K |
| Sunbelt Securities, Inc. | 0.05% | Add +322.9% | 9,963 | $707K |
| Integrity Alliance, Llc. | 0.03% | New | 9,840 | $698K |
| Marshall Wace, LLP | 0.00% | Add +193.6% | 9,448 | $671K |
| HSBC Holdings PLC | 0.00% | Add +109.9% | 9,218 | $654K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -72.1% | 8,793 | $624K |
| Principal Securities, Inc. | 0.01% | Reduce -4.5% | 8,772 | $623K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.6% | 8,691 | $617K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.8% | 7,956 | $565K |
| Elm3 Financial Group, LLC | 0.46% | Add +9.3% | 7,940 | $564K |
| Smith Shellnut Wilson LLC | 0.21% | New | 7,785 | $553K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +28.5% | 7,682 | $545K |
| Sovran Advisors, LLC | 0.05% | Add +21.6% | 7,606 | $536K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,302 | $518K |
| Integrated Advisors Network LLC | 0.02% | No change | 7,230 | $513K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.6% | 7,182 | $510K |
| Equitable Holdings, Inc. | 0.00% | No change | 6,889 | $489K |
| Smithfield Trust Co | 0.02% | No change | 6,650 | $471K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.1% | 6,146 | $436K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -3.9% | 6,020 | $427K |
| IHT Wealth Management, LLC | 0.01% | Add +22.1% | 5,868 | $416K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,316 | $377K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -15.9% | 4,978 | $353K |
"% 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.