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 |
| PGIM Custom Harvest LLC | 0.01% | Add +0.0% | 4,580 | $427K |
| Sanchez Gaunt Capital Management, LLC | 0.27% | — | 4,557 | $425K |
| Northern Trust Corp. | 0.00% | Add +52.1% | 4,381 | $409K |
| Eley Financial Management, Inc | 0.15% | Reduce -1.7% | 4,374 | $408K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.9% | 4,270 | $398K |
| Crumly & Associates Inc. | 0.08% | No change | 4,216 | $393K |
| Smithfield Trust Co | 0.02% | No change | 4,131 | $385K |
| Fifth Third Securities, Inc. | 0.02% | Add +1.3% | 4,054 | $378K |
| Tounjian Advisory Partners, LLC | 0.14% | Reduce -0.4% | 4,008 | $374K |
| Smith Shellnut Wilson LLC | 0.16% | Reduce -20.1% | 3,980 | $371K |
| Merit Financial Group, LLC | 0.00% | New | 3,852 | $359K |
| Zinnia Wealth Advisory, LLC | 0.39% | Reduce -9.9% | 3,765 | $351K |
| Whalerock Point Partners, LLC | 0.07% | No change | 3,680 | $343K |
| Purkiss Capital Advisors LLC | 0.15% | Reduce -41.9% | 3,556 | $332K |
| PFG Advisors | 0.02% | Add +0.0% | 3,391 | $316K |
| VCI Wealth Management LLC | 0.09% | Reduce -0.9% | 3,320 | $310K |
| Creative Financial Designs Inc. | 0.02% | Reduce -11.5% | 3,308 | $308K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -7.5% | 3,267 | $305K |
| McRae Capital Management Inc. | 0.06% | Add +3.8% | 3,033 | $283K |
| MAI Capital Management | 0.00% | Add +15.4% | 3,015 | $281K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -26.6% | 2,881 | $269K |
| Franklin Resources Inc. | 0.00% | No change | 2,879 | $268K |
| Trustco Bank Corp. N Y | 0.23% | No change | 2,800 | $261K |
| Monte Financial Group, LLC | 0.09% | Add +7.4% | 2,727 | $254K |
| Evoke Wealth, LLC | 0.00% | Reduce -46.9% | 2,688 | $251K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -99.5% | 2,672 | $249K |
| Interchange Capital Partners, LLC | 0.08% | New | 2,947 | $249K |
| Point72 Asset Management | 0.00% | Reduce -57.7% | 2,658 | $248K |
| Advisory Alpha, LLC | 0.01% | No change | 2,534 | $236K |
| Brighton Jones LLC | 0.01% | New | 2,482 | $232K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +2.8% | 2,458 | $229K |
| Fulton Bank, N.A. | 0.01% | Reduce -31.7% | 2,443 | $228K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,434 | $227K |
| MML Investors Services, LLC | 0.00% | Reduce -41.8% | 2,407 | $224K |
| Empower Advisory Group, LLC | 0.00% | New | 2,320 | $216K |
| Csenge Advisory Group | 0.01% | Reduce -12.7% | 2,276 | $212K |
| AQR Capital Management | 0.00% | New | 2,271 | $212K |
| Truist Financial Corp. | 0.00% | New | 2,269 | $212K |
| Piscataqua Savings Bank | 0.14% | No change | 2,186 | $204K |
| Fifth Third Bancorp | 0.00% | Add +748.3% | 2,180 | $203K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 1,965 | $183K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,468 | $137K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,441 | $134K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 1,431 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 1,406 | $131K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -0.7% | 1,394 | $130K |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 1,425 | $129K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,344 | $125K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.7% | 1,203 | $112K |
| BlackRock, Inc. | 0.00% | Add +1024.0% | 1,124 | $105K |
| Triumph Capital Management | 0.02% | Reduce -0.7% | 1,068 | $100K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,011 | $94K |
| Colonial Trust Advisors | 0.01% | No change | 831 | $78K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 800 | $75K |
| Proffitt & Goodson Inc. | 0.01% | No change | 695 | $65K |
| Clearstead Advisors, LLC | 0.00% | No change | 618 | $58K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 606 | $57K |
| Colonial Trust Co / SC | 0.01% | No change | 605 | $56K |
| Princeton Global Asset Management LLC | 0.01% | No change | 560 | $52K |
| WealthShield Partners, LLC | 0.01% | No change | 550 | $51K |
| Allworth Financial LP | 0.00% | Add +9.3% | 541 | $51K |
| Addison Advisors LLC | 0.01% | No change | 522 | $49K |
| Glenmede Trust Co. NA | 0.00% | No change | 434 | $40K |
| Decker Retirement Planning Inc. | 0.02% | No change | 364 | $34K |
| Dagco, Inc. | 0.01% | No change | 350 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 345 | $32K |
| Howe & Rusling Inc. | 0.00% | Reduce -70.8% | 343 | $32K |
| Arax Advisory Partners | 0.00% | Reduce -40.6% | 316 | $29K |
| Sound Income Strategies, LLC | 0.00% | No change | 312 | $29K |
| Anfield Capital Management, LLC | 0.01% | New | 300 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 261 | $24K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 253 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 250 | $23K |
| Rossby Financial, LCC | 0.00% | Add +157.0% | 239 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.2% | 211 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 212 | $20K |
| Waverly Advisors, LLC | 0.00% | Reduce -99.1% | 210 | $20K |
| Bank of Montreal | 0.00% | Add +21.1% | 207 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 192 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 190 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.9% | 188 | $17K |
| AlphaCore Capital LLC | 0.00% | No change | 185 | $17K |
| Root Financial Partners, LLC | 0.00% | Reduce -6.2% | 182 | $17K |
| HM Payson & Co. | 0.00% | No change | 172 | $16K |
| Tidemark, LLC | 0.00% | No change | 169 | $16K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 150 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -3.9% | 149 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.7% | 149 | $14K |
| Roxbury Financial LLC | 0.01% | No change | 134 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 128 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 123 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 106 | $10K |
| Napier Financial, LLC | 0.00% | New | 103 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 101 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 96 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 84 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 83 | $8K |
| Cwm, LLC | 0.00% | Reduce -14.9% | 80 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 70 | $7K |
| Truvestments Capital LLC | 0.00% | New | 68 | $6K |
| Van Eck Associates Corp. | 0.00% | Reduce -25.7% | 55 | $5K |
| TFC Financial Management, Inc. | 0.00% | New | 50 | $5K |
| MCF Advisors LLC | 0.00% | No change | 46 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 44 | $4K |
| NFSG Corp | 0.00% | No change | 42 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| Private Trust Co. NA | 0.00% | No change | 40 | $4K |
| US Bancorp \de | 0.00% | Reduce -25.9% | 40 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 37 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 35 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 34 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 26 | $2K |
| Operose Advisors LLC | 0.00% | New | 25 | $2K |
| Blair William & Co. | 0.00% | Reduce -85.4% | 25 | $2K |
| Key Capital Management, INC | 0.00% | Add +15.8% | 22 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.2% | 19 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 16 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 15 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 12 | $1K |
| LRI Investments, LLC | 0.00% | No change | 12 | $1K |
| Abound Wealth Management | 0.00% | New | 3 | $310 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 3 | $280 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -97.1% | 1 | $93 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% 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.