Fidelity MSCI Comm Serv IndxFCOMETF

13F holders, Q4 2025 (December 31)
210holders +18
26new positions
13sold out
2famous investors
$73.04avg. 13F price*

At the end of Q4 2025, 210 institutions reported holding Fidelity MSCI Comm Serv Indx (FCOM) in their 13F filings, up 18 from Q3 2025. 26 opened new positions and 13 sold out. The largest holders were Charles Schwab Investment Management Inc. ($316.2M), Harel Insurance Investments & Financial Services Ltd. ($219.2M) and Lido Advisors, LLC ($146.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$26.7M
Exits13$6.3M

All 13F filers, Q3 2025 → Q4 2025: 921,364 shares bought and 308,011 shares sold, net +613,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 210 holders

Charles Schwab Investment Management Inc. 0.05% Reduce -0.8% 4,314,847 $316.2M
Harel Insurance Investments & Financial Services Ltd. 1.90% Add +10.5% 2,990,672 $219.2M
Lido Advisors, LLC 0.58% Add +0.1% 2,065,170 $146.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -6.5% 1,173,277 $86.0M
Agf Management Ltd. 0.21% Reduce -0.7% 650,346 $47.7M
Morgan Stanley 0.00% Add +4.1% 460,192 $33.7M
Vicus Capital 1.99% Add +4.2% 362,496 $26.6M
Commonwealth Equity Services, LLC 0.03% Add +0.6% 297,696 $21.8M
Wells Fargo & Company 0.00% Add +1.6% 246,813 $18.1M
Mercer Global Advisors Inc. 0.03% Reduce -12.0% 228,884 $16.8M
Destiny Wealth Partners, LLC 1.70% Reduce -0.1% 199,633 $14.8M
Bellwether Advisors, LLC 2.34% New 200,355 $14.7M
HighTower Advisors, LLC 0.01% Reduce -0.0% 185,029 $13.6M
LPL Financial LLC 0.00% Add +21.0% 183,194 $13.4M
Stifel Financial Corp. 0.01% Add +18.6% 171,439 $12.6M
Independence Financial Advisors, LLC 3.32% Add +2.7% 164,639 $12.1M
Kestra Advisory Services, LLC 0.05% Add +1.8% 163,108 $12.0M
Crumly & Associates Inc. 2.44% Add +26.4% 158,791 $11.6M
Raymond James Financial Inc. 0.00% Reduce -2.5% 135,395 $9.9M
Redstone Wealth Management, LLC 7.11% — 122,722 $9.0M
Osaic Holdings, Inc. 0.01% Reduce -2.2% 105,853 $7.8M
Fischer Financial Services, Inc. 2.04% Add +0.2% 104,974 $7.7M
NorthCoast Asset Management LLC 0.17% Add +17.0% 104,850 $7.7M
AE Wealth Management LLC 0.04% Add +6.3% 100,769 $7.4M
Yoder Wealth Management, Inc. 3.26% Add +17.9% 97,690 $7.2M
Kingswood Wealth Advisors, LLC 0.32% Add +1.7% 90,399 $6.6M
Bank of America Corp. 0.00% Add +11.9% 82,551 $6.0M
Southern Capital Advisors, LLC 2.56% Reduce -1.2% 75,859 $5.6M
Janney Montgomery Scott LLC 0.01% Add +5.6% 75,646 $5.5M
UBS Group AG 0.00% Add +2.4% 74,672 $5.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.8% 67,613 $5.0M
Maltin Wealth Management, Inc. 1.70% Reduce -0.1% 58,364 $4.3M
Smith Salley Wealth Management 0.21% Reduce -0.3% 57,943 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Add +0.8% 53,173 $3.9M
NLB Skladi, upravljanje premozenja, d.o.o. 0.18% — 52,731 $3.9M
Atlas Capital Advisors Inc. 0.42% — 51,567 $3.8M
Thrivent Financial for Lutherans 0.01% New 49,900 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +90.4% 40,366 $3.0M
FMR LLC 0.00% Add +13.1% 33,490 $2.5M
Citigroup Inc. 0.00% Add +29.7% 33,201 $2.4M
Alliance Private Wealth, LLC 0.73% — 28,324 $2.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -13.2% 27,818 $2.0M
Citadel Advisors 0.00% New 25,687 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -31.1% 25,512 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -20.3% 25,506 $1.9M
Lynch & Associates 0.34% Reduce -0.9% 24,627 $1.8M
Cetera Investment Advisers 0.00% Reduce -1.1% 24,610 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -0.2% 24,570 $1.8M
Stonebridge Financial Planning Group, LLC 0.60% Add +11.1% 22,771 $1.7M
Beckerman Institutional, LLC 0.92% Reduce -0.9% 22,477 $1.6M
Mechanics Bank Trust Department 0.21% Reduce -4.1% 22,223 $1.6M
Arkadios Wealth Advisors 0.03% Add +1.4% 21,754 $1.6M
Jones Financial Companies LLLP 0.00% Add +19.7% 21,649 $1.6M
Susquehanna International Group, LLP 0.00% Add +54.8% 20,992 $1.5M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.1% 20,655 $1.5M
Pacific Sun Financial Corp 0.72% Add +4.8% 20,480 $1.5M
CX Institutional 0.04% Add +5.7% 19,955 $1.5M
KDK Private Wealth Management, LLC 1.26% Reduce -1.3% 19,680 $1.4M
Maxele Advisors, LLC 1.14% Add +0.1% 19,220 $1.4M
American National Bank & Trust 0.13% Add +30.7% 18,766 $1.4M
Vista Investment Management 0.45% Add +3.9% 18,691 $1.4M
Merit Financial Group, LLC 0.01% Add +1.7% 17,825 $1.3M
Summit Financial, LLC 0.02% Add +0.7% 17,577 $1.3M
Live Oak Investment Partners 0.79% Add +4.7% 17,498 $1.3M
EPG Wealth Management LLC 0.34% Add +2.0% 17,227 $1.3M
Jacobs Equity LLC 1.18% — 16,777 $1.2M
Sunbelt Securities, Inc. 0.08% Add +68.1% 16,747 $1.2M
Fifth Third Securities, Inc. 0.08% Reduce -0.9% 16,491 $1.2M
Birchcreek Wealth Management, LLC 0.59% Reduce -16.1% 16,327 $1.2M
MAI Capital Management 0.01% New 15,908 $1.2M
Meridian Wealth Management, LLC 0.04% Add +4.5% 14,790 $1.1M
Creative Planning 0.00% Add +44.6% 14,414 $1.1M
RFP Financial Group LLC 0.50% New 14,235 $1.0M
MML Investors Services, LLC 0.00% Reduce -6.4% 14,067 $1.0M
Main Street Financial Solutions, LLC 0.07% Reduce -0.9% 13,550 $993K
Sigma Planning Corp 0.03% Add +1.3% 12,837 $941K
Advisory Services Network, LLC 0.01% Add +5.6% 12,656 $927K
Royal Bank of Canada 0.00% Add +13.3% 12,436 $911K
Blue Jean Financial LLC 0.72% — 12,153 $891K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.6% 11,807 $868K
Focus Partners Wealth 0.00% Reduce -3.0% 11,670 $855K
Integrity Alliance, Llc. 0.03% Add +17.6% 11,576 $848K
Soltis Investment Advisors LLC 0.06% No change 11,538 $846K
Mariner, LLC 0.00% Reduce -1.7% 10,842 $794K
Atlas Brown,Inc. 0.23% Add +3.8% 10,593 $776K
HSBC Holdings PLC 0.00% No change 9,218 $675K
Acorn Financial Advisory Services Inc. 0.09% Add +12.3% 8,628 $632K
Lifeworks Advisors, LLC 0.08% Reduce -2.7% 8,554 $627K
NewEdge Advisors, LLC 0.00% Reduce -2.1% 8,504 $623K
KCM Investment Advisors LLC 0.02% Add +16.2% 8,486 $622K
Bayshore Capital Advisors, LLC 0.30% — 8,136 $596K
Brown Brothers Harriman & Co. 0.00% No change 7,956 $583K
Elm3 Financial Group, LLC 0.47% Reduce -1.7% 7,805 $572K
Sovran Advisors, LLC 0.05% Add +1.0% 7,681 $562K
Apollon Wealth Management, LLC 0.01% Reduce -0.4% 7,156 $524K
Odyssey Capital Advisors, Inc. 0.45% — 6,945 $509K
Equitable Holdings, Inc. 0.00% No change 6,889 $505K
Piscataqua Savings Bank 0.35% New 6,870 $503K
Smithfield Trust Co 0.02% Add +1.9% 6,775 $497K
Novem Group 0.06% Add +35.4% 6,483 $475K

"% 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 210 holders