Fidelity Stocks for Infl ETFFCPIETF

13F holders, Q3 2024 (September 30)
41holders +1
5new positions
4sold out
1famous investor
$43.31avg. 13F price*

At the end of Q3 2024, 41 institutions reported holding Fidelity Stocks for Infl ETF (FCPI) in their 13F filings, up 1 from Q2 2024. 5 opened new positions and 4 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($4.0M), LPL Financial LLC ($3.1M) and Osaic Holdings, Inc. ($2.6M). 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

0204060 Q1 2024: 34Q1 2024Q2 2024: 40Q2 2024Q3 2024: 41Q3 2024Q4 2024: 45Q4 2024Q1 2025: 41Q1 2025Q2 2025: 51Q2 2025Q3 2025: 53Q3 2025Q4 2025: 54Q4 2025Q1 2026: 52Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions5$823K
Exits4$2.7M

All 13F filers, Q2 2024 → Q3 2024: 84,081 shares bought and 79,569 shares sold, net +4,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Wealth Enhancement Advisory Services, LLC 0.01% Add +4.3% 93,479 $4.0M
LPL Financial LLC 0.00% Add +34.8% 71,770 $3.1M
Osaic Holdings, Inc. 0.01% Add +11.4% 59,750 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -7.0% 51,283 $2.2M
Susquehanna International Group, LLP 0.00% Add +110.1% 44,140 $1.9M
Citadel Advisors 0.00% Add +14.9% 36,151 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 30,957 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.1% 27,348 $1.2M
Bank of America Corp. 0.00% Add +31.4% 24,385 $1.1M
Integrated Advisors Network LLC 0.04% Reduce -1.4% 20,605 $892K
Mercer Global Advisors Inc. 0.00% Reduce -1.4% 20,605 $892K
FMR LLC 0.00% Add +18.1% 15,389 $666K
Rockefeller Capital Management L.P. 0.00% Add +0.3% 13,698 $593K
Wealthgarden F.S. LLC 0.46% No change 10,834 $469K
Cetera Investment Advisers 0.00% Reduce -0.5% 10,470 $453K
HighTower Advisors, LLC 0.00% Add +7.2% 8,273 $358K
Schrum Private Wealth Management LLC 0.15% New 6,754 $293K
Harbour Investments, Inc. 0.01% Reduce -13.8% 6,363 $276K
Two Sigma Investments, LP 0.00% New 6,300 $273K
Equitable Holdings, Inc. 0.00% New 5,723 $248K
17 Capital Partners, LLC 0.15% No change 5,210 $226K
Williams & Novak, LLC 0.20% Reduce -30.8% 5,050 $219K
XML Financial, LLC 0.02% Reduce -11.1% 4,988 $216K
Compound Planning, Inc. 0.01% Reduce -10.8% 4,977 $216K
Private Trust Co. NA 0.02% No change 4,500 $195K
IFP Advisors, Inc 0.01% No change 3,774 $163K
Spire Wealth Management 0.00% No change 3,377 $146K
Royal Bank of Canada 0.00% Reduce -0.3% 2,798 $121K
Concord Wealth Partners 0.02% Add +0.3% 2,413 $105K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -2.8% 1,750 $76K
Steward Partners Investment Advisory, LLC 0.00% Reduce -58.3% 1,068 $46K
Continuum Advisory, LLC 0.00% Add +0.3% 355 $16K
Spectrum Wealth Counsel, LLC 0.00% No change 331 $14K
Qube Research & Technologies Ltd 0.00% New 216 $9K
Concourse Financial Group Securities, Inc. 0.00% No change 120 $5K
Global Retirement Partners, LLC 0.00% Reduce -94.5% 105 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 100 $4K
Creekmur Asset Management LLC 0.00% No change 53 $2K
Allworth Financial LP 0.00% No change 25 $1K
Morgan Stanley 0.00% No change 2 $97
Wells Fargo & Company 0.00% New 1 $22

"% 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.