Fidelity MSCI Comm Serv IndxFCOMETF

13F holders, Q3 2025 (September 30)
192holders +11
25new positions
8sold out
1famous investor
$70.97avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions25$26.6M
Exits8$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
Quantinno Capital Management LP 0.00% Add +0.5% 4,806 $341K
Novem Group 0.04% New 4,787 $340K
Savvy Advisors, Inc. 0.01% Reduce -3.9% 4,602 $327K
Sanctuary Advisors, LLC 0.00% Reduce -1.1% 4,596 $326K
Williams & Novak, LLC 0.25% No change 4,573 $325K
Pathstone Holdings, LLC 0.00% Reduce -0.6% 4,463 $317K
CIBC Private Wealth Group LLC 0.00% Add +6823.4% 4,431 $314K
Stratos Wealth Partners, LTD. 0.00% Reduce -7.6% 4,350 $309K
PUREfi Wealth, LLC 0.23% No change 4,233 $300K
Private Advisor Group, LLC 0.00% Add +1.4% 4,220 $300K
Leigh Baldwin & Co., LLC 0.17% No change 4,181 $297K
Prairie Wealth Advisors, Inc. 0.12% Reduce -1.3% 4,111 $292K
Redwood Financial Network Corp 0.18% New 4,069 $289K
LaSalle St. Investment Advisors, LLC 0.05% No change 4,053 $287K
Ameriprise Financial Inc. 0.00% Reduce -7.8% 3,946 $280K
LongView Wealth Management 0.07% New 3,818 $271K
Qube Research & Technologies Ltd 0.00% Reduce -22.5% 3,811 $270K
J.W. Cole Advisors, Inc. 0.00% No change 3,642 $258K
Trexquant Investment LP 0.00% Reduce -26.5% 3,561 $253K
Capital Square, LLC 0.13% Add +5.6% 3,552 $252K
SVB Wealth LLC 0.01% Add +0.1% 3,345 $237K
Moment Partners, LLC 0.04% No change 3,228 $229K
McRae Capital Management Inc. 0.04% Add +2.4% 3,190 $226K
Rosenberg Matthew Hamilton 0.05% No change 3,110 $221K
Park Avenue Securities LLC 0.00% Reduce -0.1% 3,096 $220K
Brandywine Oak Private Wealth LLC 0.02% New 3,077 $218K
KW Wealth Management LLC 0.37% — 3,075 $218K
Atlantic Union Bankshares Corp 0.00% Add +667.5% 3,070 $218K
Mission Wealth Management, LP 0.00% New 3,013 $214K
Retirement Planning Group, LLC 0.01% New 3,002 $213K
AQR Capital Management 0.00% New 2,840 $202K
JPMorgan Chase & Co. 0.00% Reduce -86.3% 2,838 $201K
Comerica Bank 0.00% Add +0.1% 2,820 $200K
Harbour Investments, Inc. 0.00% Add +60.6% 2,562 $182K
Farther Finance Advisors, LLC 0.00% Add +31.1% 1,555 $110K
Rockefeller Capital Management L.P. 0.00% New 1,277 $91K
Sage Mountain Advisors LLC 0.01% No change 1,243 $88K
Creative Financial Designs Inc. 0.01% No change 1,223 $87K
Federation des caisses Desjardins du Quebec 0.00% Add +27.2% 1,173 $83K
Wealthspire Advisors, LLC 0.00% New 1,032 $73K
IFP Advisors, Inc 0.00% Add +20.6% 843 $60K
Gables Capital Management Inc. 0.02% No change 662 $47K
Signature Resources Capital Management, LLC 0.02% No change 624 $44K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.0% 613 $44K
Aptus Capital Advisors, LLC 0.00% No change 604 $43K
Pathway Financial Advisers, LLC 0.01% New 597 $42K
Larson Financial Group LLC 0.00% New 578 $41K
Decker Retirement Planning Inc. 0.02% No change 573 $41K
Colonial Trust Co / SC 0.01% Reduce -17.4% 571 $41K
Blair William & Co. 0.00% No change 557 $40K
Sound Income Strategies, LLC 0.00% No change 546 $38K
New Millennium Group LLC 0.02% Reduce -27.4% 528 $37K
Rossby Financial, LCC 0.01% No change 531 $37K
Russell Investments Group, Ltd. 0.00% Add +170.9% 512 $36K
Allworth Financial LP 0.00% No change 486 $34K
Private Trust Co. NA 0.00% Add +1737.5% 441 $31K
Arax Advisory Partners 0.00% No change 428 $30K
Clearstead Advisors, LLC 0.00% No change 375 $27K
Geneos Wealth Management Inc. 0.00% New 337 $24K
Assetmark, Inc. 0.00% No change 228 $16K
AdvisorNet Financial, Inc 0.00% Reduce -69.5% 207 $15K
Bank of New Hampshire 0.00% No change 204 $14K
Simplex Trading, LLC 0.00% New 199 $14K
Cwm, LLC 0.00% No change 200 $14K
Global Retirement Partners, LLC 0.00% Add +0.5% 188 $13K
Valued Wealth Advisors LLC 0.01% Reduce -6.2% 167 $12K
Physician Wealth Advisors, Inc. 0.00% No change 166 $12K
Anfield Capital Management, LLC 0.00% No change 163 $12K
AlphaCore Capital LLC 0.00% No change 162 $11K
Financial Gravity Asset Management, Inc. 0.00% — 151 $11K
GAMMA Investing LLC 0.00% No change 132 $9K
Copia Wealth Management 0.01% No change 125 $9K
Dunhill Financial, LLC 0.00% No change 109 $8K
Pillar Financial Advisors, LLC 0.00% No change 97 $7K
PNC Financial Services Group, Inc. 0.00% Reduce -24.2% 97 $7K
WPG Advisers, LLC 0.00% No change 79 $6K
Capital Investment Advisory Services, LLC 0.00% No change 74 $5K
Mark Sheptoff Financial Planning, LLC 0.00% New 72 $5K
Independence Bank of Kentucky 0.00% No change 70 $5K
Wolff Wiese Magana LLC 0.00% No change 69 $5K
Steigerwald, Gordon & Koch Inc. 0.00% New 54 $4K
Root Financial Partners, LLC 0.00% New 54 $4K
Chapman Financial Group, LLC 0.00% No change 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% No change 36 $3K
Blue Trust, Inc. 0.00% New 25 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 13 $957
Golden State Wealth Management, LLC 0.00% No change 12 $854
TFC Financial Management, Inc. 0.00% New 5 $369
Creekmur Asset Management LLC 0.00% No change 1 $53
Avion Wealth 0.00% New 9 $0

"% 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.