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
IHT Wealth Management, LLC 0.01% Add +6.9% 6,274 $460K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.1% 6,142 $450K
Asset One Wealth Management LLC 0.06% — 5,681 $427K
Smith Shellnut Wilson LLC 0.16% Reduce -26.6% 5,710 $418K
New York Life Investment Management LLC 0.00% New 5,484 $402K
Badgley Phelps Wealth Managers, LLC 0.01% No change 5,316 $390K
JPMorgan Chase & Co. 0.00% Add +85.8% 5,273 $386K
VCI Wealth Management LLC 0.11% Reduce -60.2% 5,165 $378K
Charter Oak Capital Management, LLC 0.03% Reduce -15.8% 5,070 $372K
Quantinno Capital Management LP 0.00% Add +3.8% 4,990 $366K
Redwood Financial Network Corp 0.23% Add +20.5% 4,903 $359K
Williams & Novak, LLC 0.25% No change 4,573 $335K
Savvy Advisors, Inc. 0.01% Reduce -2.7% 4,476 $328K
Pathstone Holdings, LLC 0.00% Reduce -0.6% 4,436 $325K
CIBC Private Wealth Group LLC 0.00% No change 4,431 $325K
Sanctuary Advisors, LLC 0.00% Reduce -6.2% 4,313 $316K
Blue Fin Capital, Inc. 0.05% New 4,290 $314K
PUREfi Wealth, LLC 0.24% No change 4,233 $310K
Private Advisor Group, LLC 0.00% Reduce -1.0% 4,176 $306K
Leigh Baldwin & Co., LLC 0.20% Add +0.0% 4,182 $306K
Elevated Capital Advisors, LLC 0.07% Reduce -16.7% 4,147 $304K
Wealthcare Advisory Partners LLC 0.01% New 4,105 $301K
LaSalle St. Investment Advisors, LLC 0.05% No change 4,053 $297K
Schmidt P J Investment Management Inc. 0.05% New 4,044 $296K
Stratos Wealth Partners, LTD. 0.00% Reduce -7.7% 4,017 $294K
LongView Wealth Management 0.07% Add +3.8% 3,961 $293K
Stock Yards Bank & Trust Co. 0.01% New 3,936 $288K
Principal Securities, Inc. 0.00% Reduce -56.3% 3,830 $281K
Elmwood Wealth Management, Inc. 0.09% New 3,787 $278K
Evoke Wealth, LLC 0.01% New 3,756 $275K
Capital Square, LLC 0.14% Add +5.7% 3,753 $275K
J.W. Cole Advisors, Inc. 0.01% Add +0.9% 3,675 $263K
Ameriprise Financial Inc. 0.00% Reduce -11.9% 3,476 $255K
Corient Private Wealth LP 0.00% New 3,449 $253K
Integral Investment Advisors, Inc. 0.06% New 3,420 $251K
SVB Wealth LLC 0.01% Add +0.1% 3,347 $245K
Trexquant Investment LP 0.00% Reduce -9.5% 3,224 $236K
Insight Advisors, LLC/ PA 0.04% New 3,174 $233K
Qube Research & Technologies Ltd 0.00% Reduce -18.1% 3,121 $229K
Rosenberg Matthew Hamilton 0.05% No change 3,110 $228K
Park Avenue Securities LLC 0.00% No change 3,096 $227K
Brandywine Oak Private Wealth LLC 0.02% Add +0.2% 3,083 $226K
KW Wealth Management LLC 0.34% No change 3,075 $225K
Atlantic Union Bankshares Corp 0.00% No change 3,070 $225K
Mission Wealth Management, LP 0.00% No change 3,013 $221K
AQR Capital Management 0.00% Add +3.6% 2,941 $216K
Retirement Planning Group, LLC 0.01% Reduce -2.5% 2,927 $214K
HighPoint Advisor Group LLC 0.00% New 2,875 $211K
Comerica Bank 0.00% Add +0.1% 2,823 $207K
United Capital Financial Advisors, LLC 0.00% New 2,778 $204K
McRae Capital Management Inc. 0.04% Reduce -13.3% 2,766 $203K
Howe & Rusling Inc. 0.01% New 2,547 $187K
Harbour Investments, Inc. 0.00% Reduce -4.8% 2,438 $179K
Fifth Third Bancorp 0.00% New 2,393 $175K
Rockefeller Capital Management L.P. 0.00% Add +24.8% 1,594 $117K
Farther Finance Advisors, LLC 0.00% Add +0.2% 1,558 $114K
Federation des caisses Desjardins du Quebec 0.00% Add +19.8% 1,405 $103K
Sage Mountain Advisors LLC 0.00% No change 1,243 $91K
Creative Financial Designs Inc. 0.01% No change 1,223 $90K
Deutsche Bank AG 0.00% New 1,184 $87K
IFC & Insurance Marketing, Inc. 0.08% — 1,101 $81K
IFP Advisors, Inc 0.00% Reduce -8.4% 772 $57K
Global Retirement Partners, LLC 0.00% Add +286.7% 727 $53K
Gables Capital Management Inc. 0.02% No change 662 $49K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 605 $44K
Decker Retirement Planning Inc. 0.02% No change 573 $42K
Colonial Trust Co / SC 0.01% No change 571 $42K
Signature Resources Capital Management, LLC 0.02% Reduce -10.7% 557 $41K
Blair William & Co. 0.00% No change 557 $41K
Sound Income Strategies, LLC 0.00% No change 546 $40K
Rossby Financial, LCC 0.01% No change 531 $39K
New Millennium Group LLC 0.02% Add +0.2% 529 $39K
Allworth Financial LP 0.00% Add +5.6% 513 $38K
Russell Investments Group, Ltd. 0.00% Reduce -1.9% 502 $37K
Arax Advisory Partners 0.00% No change 428 $31K
Private Trust Co. NA 0.00% Reduce -6.8% 411 $30K
Clearstead Advisors, LLC 0.00% No change 375 $27K
Simplex Trading, LLC 0.00% Add +80.9% 360 $26K
Cwm, LLC 0.00% Add +31.5% 263 $19K
Franklin Resources Inc. 0.00% New 257 $19K
Assetmark, Inc. 0.00% No change 228 $17K
AdvisorNet Financial, Inc 0.00% No change 207 $15K
Bank of New Hampshire 0.00% No change 204 $15K
Valued Wealth Advisors LLC 0.01% No change 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 $12K
Financial Gravity Asset Management, Inc. 0.00% No change 151 $11K
Bank of Montreal 0.00% New 192 $11K
GAMMA Investing LLC 0.00% No change 132 $10K
Copia Wealth Management 0.01% No change 125 $9K
Root Financial Partners, LLC 0.00% Add +125.9% 122 $9K
Dunhill Financial, LLC 0.00% No change 109 $8K
Pillar Financial Advisors, LLC 0.00% No change 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% No change 72 $5K
Godfrey Financial Associates, Inc. 0.00% — 70 $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% No change 54 $4K
Chapman Financial Group, LLC 0.00% No change 49 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 43 $3K
SouthState Bank Corp 0.00% New 36 $3K
Turning Point Benefit Group, Inc. 0.00% New 36 $3K
US Bancorp \de 0.00% No change 36 $3K
Geneos Wealth Management Inc. 0.00% Reduce -94.7% 18 $1K
Golden State Wealth Management, LLC 0.00% No change 12 $884
Signaturefd, LLC 0.00% New 1 $57
Avion Wealth 0.00% No change 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.