Fidelity Stocks for Infl ETFFCPIETF
13F holders, Q2 2024 (June 30)40holders +6
7new positions
2sold out
1famous investor
$40.87avg. 13F price*
At the end of Q2 2024, 40 institutions reported holding Fidelity Stocks for Infl ETF (FCPI) in their 13F filings, up 6 from Q1 2024. 7 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($3.7M), Commonwealth Equity Services, LLC ($2.3M) and Osaic Holdings, Inc. ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Stocks for Infl ETF
- CUSIP
- 316092386
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 2 | $925K |
All 13F filers, Q1 2024 → Q2 2024: 126,956 shares bought and 46,819 shares sold, net +80,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 89,603 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 55,158 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +18.1% | 53,654 | $2.2M |
| LPL Financial LLC | 0.00% | Add +48.9% | 53,259 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +645.0% | 43,933 | $1.8M |
| Citadel Advisors | 0.00% | New | 31,460 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 31,256 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.4% | 27,385 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +55.5% | 21,013 | $859K |
| Integrated Advisors Network LLC | 0.04% | No change | 20,905 | $854K |
| Mercer Global Advisors Inc. | 0.00% | No change | 20,905 | $854K |
| Bank of America Corp. | 0.00% | Reduce -43.5% | 18,559 | $759K |
| NFSG Corp | 0.22% | Reduce -4.8% | 14,623 | $598K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.0% | 13,650 | $558K |
| FMR LLC | 0.00% | Add +5.3% | 13,036 | $533K |
| Wealthgarden F.S. LLC | 0.47% | — | 10,834 | $443K |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 10,518 | $430K |
| HighTower Advisors, LLC | 0.00% | New | 7,721 | $315K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.7% | 7,386 | $302K |
| Williams & Novak, LLC | 0.28% | Reduce -18.3% | 7,300 | $298K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.3% | 7,300 | $298K |
| XML Financial, LLC | 0.02% | New | 5,609 | $229K |
| Compound Planning, Inc. | 0.02% | Add +9.9% | 5,581 | $228K |
| 17 Capital Partners, LLC | 0.15% | No change | 5,210 | $213K |
| Private Trust Co. NA | 0.02% | No change | 4,500 | $184K |
| IFP Advisors, Inc | 0.01% | Reduce -40.0% | 3,774 | $154K |
| Spire Wealth Management | 0.00% | No change | 3,377 | $138K |
| Royal Bank of Canada | 0.00% | New | 2,807 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,560 | $105K |
| Concord Wealth Partners | 0.02% | Add +0.3% | 2,407 | $98K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,910 | $78K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | New | 1,800 | $74K |
| Realta Investment Advisors | 0.01% | No change | 1,000 | $41K |
| Continuum Advisory, LLC | 0.00% | Add +0.3% | 354 | $14K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 331 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 120 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -48.0% | 53 | $2K |
| Allworth Financial LP | 0.00% | New | 25 | $1K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $110 |
"% 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.