Fidelity MSCI Cons Discr IndFDISETF
13F holders, Q1 2026 (March 31)227holders −22
24new positions
39sold out
3famous investors
$92.75avg. 13F price*
At the end of Q1 2026, 227 institutions reported holding Fidelity MSCI Cons Discr Ind (FDIS) in their 13F filings, down 22 from Q4 2025. 24 opened new positions and 39 sold out. The largest holders were Lido Advisors, LLC ($140.2M), Charles Schwab Investment Management Inc. ($122.0M) and AE Wealth Management LLC ($102.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity MSCI Cons Discr Ind
- CUSIP
- 316092204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $8.9M |
| Exits | 39 | $35.8M |
All 13F filers, Q4 2025 → Q1 2026: 609,520 shares bought and 1,940,872 shares sold, net −1,331,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Lido Advisors, LLC | 0.56% | Add +1.3% | 1,503,754 | $140.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.1% | 1,308,507 | $122.0M |
| AE Wealth Management LLC | 0.56% | Add +14.1% | 1,103,019 | $102.9M |
| Agf Management Ltd. | 0.13% | Reduce -0.6% | 300,710 | $28.0M |
| Morgan Stanley | 0.00% | Add +21.6% | 247,969 | $23.1M |
| Bank of America Corp. | 0.00% | Reduce -76.7% | 198,809 | $18.5M |
| Assetmark, Inc. | 0.04% | Reduce -12.2% | 186,211 | $17.4M |
| Fischer Financial Services, Inc. | 4.43% | Add +2.9% | 141,167 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -18.8% | 126,898 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 120,911 | $11.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.3% | 86,544 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 75,282 | $7.0M |
| Independence Financial Advisors, LLC | 1.91% | Add +10.2% | 68,136 | $6.4M |
| Fisher Asset Management | 0.00% | Reduce -0.7% | 66,957 | $6.2M |
| Yoder Wealth Management, Inc. | 2.53% | Add +14.7% | 59,519 | $5.6M |
| Keystone Global Partners, LLC | 2.46% | Add +3.2% | 59,094 | $5.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 56,569 | $5.3M |
| FMR LLC | 0.00% | Add +5.3% | 56,137 | $5.2M |
| Citigroup Inc. | 0.00% | Add +44.7% | 51,331 | $4.8M |
| KCM Investment Advisors LLC | 0.16% | Add +0.1% | 50,674 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 49,670 | $4.6M |
| Atlas Capital Advisors Inc. | 0.50% | Reduce -16.5% | 47,271 | $4.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -19.3% | 46,700 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.6% | 45,103 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -47.0% | 41,921 | $3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -4.5% | 40,945 | $3.8M |
| Cetera Investment Advisers | 0.00% | Reduce -26.5% | 40,546 | $3.8M |
| CX Institutional | 0.12% | Add +19.0% | 40,526 | $3.8M |
| Mariner, LLC | 0.00% | Add +5.4% | 40,205 | $3.7M |
| Penobscot Wealth Management | 1.11% | Add +16.5% | 40,194 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.3% | 38,541 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +71.1% | 37,827 | $3.5M |
| Maltin Wealth Management, Inc. | 1.20% | Reduce -3.4% | 33,772 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +46.3% | 33,432 | $3.1M |
| SFI Advisors, LLC | 3.14% | Reduce -33.1% | 32,080 | $3.0M |
| Schmidt P J Investment Management Inc. | 0.50% | Add +1.8% | 32,025 | $3.0M |
| National Bank of Canada | 0.00% | Add +9683.1% | 27,784 | $2.6M |
| Global Assets Advisory, LLC | 0.73% | New | 70,393 | $2.5M |
| UBS Group AG | 0.00% | Add +16.5% | 26,438 | $2.5M |
| Smith Salley Wealth Management | 0.11% | Add +1.3% | 24,512 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -79.7% | 24,471 | $2.3M |
| Lifeworks Advisors, LLC | 0.29% | Add +21.0% | 24,266 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.6% | 22,954 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -31.8% | 21,984 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -55.9% | 21,679 | $2.0M |
| Jacobs Equity LLC | 1.76% | Add +41.1% | 19,001 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.7% | 20,499 | $1.9M |
| Lynch & Associates | 0.35% | Add +3.3% | 19,932 | $1.9M |
| Elevated Capital Advisors, LLC | 0.43% | Reduce -7.1% | 18,510 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -19.9% | 18,136 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -74.7% | 18,026 | $1.7M |
| New York Life Investment Management LLC | 0.01% | Add +190.9% | 17,791 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +315.5% | 17,221 | $1.6M |
| Pathway Financial Advisers, LLC | 0.43% | Reduce -2.1% | 16,206 | $1.5M |
| KDK Private Wealth Management, LLC | 1.37% | Reduce -0.1% | 16,078 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 16,069 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +19.4% | 15,346 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 14,649 | $1.4M |
| American National Bank & Trust | 0.13% | Add +5.4% | 14,329 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -4.4% | 13,836 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +2.4% | 13,758 | $1.3M |
| J.Safra Asset Management Corp | 0.07% | Reduce -29.1% | 13,693 | $1.3M |
| Southern Capital Advisors, LLC | 0.60% | Reduce -21.1% | 13,644 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 13,539 | $1.3M |
| Investors Research Corp | 0.24% | Add +6.3% | 13,440 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +478.1% | 12,638 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +18.6% | 12,622 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -12.1% | 11,573 | $1.1M |
| Ellis Investment Partners, LLC | 0.18% | Reduce -17.6% | 11,172 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Reduce -15.0% | 10,288 | $960K |
| Summit Financial, LLC | 0.01% | Reduce -2.9% | 9,769 | $911K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.8% | 9,662 | $901K |
| Syon Capital LLC | 0.04% | Add +8.4% | 9,445 | $881K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.0% | 9,387 | $875K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -46.5% | 8,959 | $835K |
| Spire Wealth Management | 0.03% | Reduce -0.9% | 8,518 | $794K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 8,453 | $788K |
| Blue Jean Financial LLC | 0.64% | Add +3.2% | 8,320 | $776K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -6.5% | 7,795 | $727K |
| Bayshore Capital Advisors, LLC | 0.30% | Reduce -11.6% | 7,751 | $723K |
| Regal Investment Advisors LLC | 0.04% | Reduce -19.8% | 7,696 | $718K |
| Creative Planning | 0.00% | Add +16.6% | 7,637 | $712K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -2.6% | 7,415 | $692K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.0% | 7,366 | $687K |
| Soltis Investment Advisors LLC | 0.04% | Add +8.3% | 7,254 | $677K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -29.5% | 7,166 | $668K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 7,116 | $664K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.5% | 6,957 | $649K |
| Benjamin Edwards Inc. | 0.01% | Reduce -22.6% | 6,388 | $596K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.9% | 6,307 | $593K |
| Ameriprise Financial Inc. | 0.00% | Add +23.3% | 6,296 | $587K |
| Redwood Financial Network Corp | 0.37% | Add +17.3% | 6,124 | $571K |
| Centaurus Financial, Inc. | 0.03% | Add +3.3% | 5,760 | $537K |
| Hall Capital Management Co. Inc. | 0.19% | No change | 5,140 | $525K |
| Centennial Wealth Advisory LLC | 0.12% | Add +0.8% | 5,221 | $487K |
| Magnolia Capital Management Ltd. | 0.32% | Add +27.3% | 5,065 | $472K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -40.3% | 4,789 | $444K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +7.0% | 4,638 | $433K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.5% | 4,623 | $431K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -24.5% | 4,621 | $431K |
"% of holder's portfolio" is FDIS's weight in each manager's 13F, not the share of Fidelity MSCI Cons Discr Ind the manager owns.