Fidelity Stocks for Infl ETFFCPIETF
13F holders, Q1 2024 (March 31)34holders
$39.35avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding Fidelity Stocks for Infl ETF (FCPI) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($3.5M), Commonwealth Equity Services, LLC ($2.2M) and Osaic Holdings, Inc. ($1.8M).
- Company
- Fidelity Stocks for Infl ETF
- CUSIP
- 316092386
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 6 | $2.4M |
Ownership 34 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 88,842 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.8% | 56,695 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.2% | 45,426 | $1.8M |
| LPL Financial LLC | 0.00% | Add +9.4% | 35,763 | $1.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 32,868 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 29,206 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.1% | 27,498 | $1.1M |
| Integrated Advisors Network LLC | 0.04% | No change | 20,905 | $824K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,905 | $824K |
| NFSG Corp | 0.26% | Reduce -2.9% | 15,364 | $606K |
| Lincoln National Corp. | 0.01% | Reduce -13.4% | 13,950 | $550K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.1% | 13,513 | $533K |
| FMR LLC | 0.00% | Add +56.4% | 12,376 | $488K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 12,078 | $476K |
| Cetera Investment Advisers | 0.00% | New | 9,907 | $391K |
| Kestra Advisory Services, LLC | 0.00% | Add +64.7% | 9,525 | $375K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 8,940 | $352K |
| Harbour Investments, Inc. | 0.01% | No change | 8,182 | $323K |
| Williams & Novak, LLC | 0.36% | No change | 8,940 | $313K |
| IFP Advisors, Inc | 0.01% | Reduce -19.6% | 6,293 | $248K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.2% | 5,897 | $232K |
| 17 Capital Partners, LLC | 0.15% | New | 5,210 | $205K |
| Compound Planning, Inc. | 0.02% | New | 5,077 | $200K |
| Private Trust Co. NA | 0.02% | No change | 4,500 | $177K |
| Spire Wealth Management | 0.00% | No change | 3,377 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,560 | $101K |
| Concord Wealth Partners | 0.02% | Add +0.4% | 2,399 | $95K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 1,904 | $75K |
| Realta Investment Advisors | 0.01% | New | 1,000 | $39K |
| Continuum Advisory, LLC | 0.00% | New | 353 | $14K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 331 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 120 | $5K |
| Creekmur Asset Management LLC | 0.00% | Reduce -1.9% | 102 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $69 |
"% of holder's portfolio" is FCPI's weight in each manager's 13F, not the share of Fidelity Stocks for Infl ETF the manager owns.