Fidelity MSCI Health CareFHLCETF
13F holders, Q2 2025 (June 30)336holders −14
28new positions
39sold out
3famous investors
$63.97avg. 13F price*
At the end of Q2 2025, 336 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, down 14 from Q1 2025. 28 opened new positions and 39 sold out. The largest holders were Lido Advisors, LLC ($121.2M), Charles Schwab Investment Management Inc. ($113.4M) and Agf Management Ltd. ($48.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Health Care
- CUSIP
- 316092600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $9.9M |
| Exits | 39 | $18.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,404,108 shares bought and 1,464,008 shares sold, net −59,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Lido Advisors, LLC | 0.64% | Add +3.7% | 1,895,162 | $121.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.8% | 1,773,868 | $113.4M |
| Agf Management Ltd. | 0.22% | Add +28.5% | 756,389 | $48.4M |
| LPL Financial LLC | 0.01% | Add +3.5% | 587,436 | $37.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -10.8% | 491,535 | $31.4M |
| Morgan Stanley | 0.00% | Add +5.0% | 452,493 | $28.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 291,535 | $18.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +24.8% | 280,190 | $17.9M |
| Weatherly Asset Management L. P. | 1.48% | Add +5.0% | 272,095 | $17.4M |
| McGlone Suttner Wealth Management, Inc. | 2.61% | Add +4.3% | 270,741 | $17.3M |
| Full Sail Capital, LLC | 0.86% | Add +0.9% | 231,789 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.4% | 207,447 | $13.3M |
| Investors Research Corp | 2.44% | Add +9.7% | 194,871 | $12.5M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -20.3% | 190,273 | $12.2M |
| Buttonwood Financial Advisors Inc. | 4.87% | Add +4.3% | 189,730 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 178,101 | $11.4M |
| Cetera Investment Advisers | 0.02% | Reduce -8.6% | 170,524 | $10.9M |
| Apollon Wealth Management, LLC | 0.22% | Add +9.5% | 170,376 | $10.9M |
| Fischer Financial Services, Inc. | 3.15% | Add +0.7% | 167,265 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.6% | 155,764 | $10.0M |
| Two Sigma Investments, LP | 0.02% | Add +3208.7% | 152,200 | $9.7M |
| AE Wealth Management LLC | 0.07% | Add +11.5% | 149,717 | $9.6M |
| Lifeworks Advisors, LLC | 1.37% | Reduce -15.2% | 143,971 | $9.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +38.0% | 137,665 | $8.8M |
| Modern Wealth Management, LLC | 0.21% | Add +372.0% | 134,650 | $8.6M |
| Centerline Wealth Advisors, LLC | 4.16% | Add +4.3% | 132,612 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -41.5% | 131,076 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -10.3% | 127,939 | $8.2M |
| Traynor Capital Management, Inc. | 0.57% | Reduce -11.1% | 124,050 | $8.0M |
| Marotta Asset Management | 1.49% | Add +189.9% | 116,482 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.7% | 114,849 | $7.3M |
| NewEdge Advisors, LLC | 0.03% | Add +7.0% | 102,371 | $6.5M |
| Assetmark, Inc. | 0.01% | Add +190.2% | 99,441 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -49.1% | 98,275 | $6.3M |
| Larson Financial Group LLC | 0.25% | Add +0.8% | 97,311 | $6.2M |
| FMR LLC | 0.00% | Reduce -5.6% | 92,240 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 92,210 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.2% | 89,429 | $5.7M |
| Spinnaker Trust | 0.33% | Add +5.8% | 86,059 | $5.5M |
| Armor Investment Advisors, LLC | 2.05% | Reduce -0.5% | 85,160 | $5.4M |
| Yoder Wealth Management, Inc. | 2.68% | Add +5.1% | 80,327 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -1.1% | 80,112 | $5.1M |
| Citadel Advisors | 0.00% | Add +335.9% | 79,230 | $5.1M |
| Sigma Planning Corp | 0.15% | Reduce -4.8% | 78,617 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.7% | 75,591 | $4.8M |
| Financial Partners Group, Inc | 0.64% | Add +3.6% | 71,816 | $4.6M |
| Aprio Wealth Management, LLC | 0.50% | Reduce -17.7% | 69,157 | $4.4M |
| UBS Group AG | 0.00% | Reduce -0.6% | 66,105 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 64,034 | $4.1M |
| Barry Investment Advisors, LLC | 0.91% | Reduce -1.7% | 56,851 | $3.6M |
| Maltin Wealth Management, Inc. | 1.62% | Add +3.9% | 56,256 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.17% | Add +0.3% | 51,021 | $3.3M |
| Exchange Capital Management, Inc. | 0.47% | Reduce -2.9% | 49,599 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +1.9% | 49,361 | $3.2M |
| Creative Planning | 0.00% | Reduce -50.0% | 47,493 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.9% | 47,324 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 45,836 | $2.9M |
| Heck Capital Advisors, LLC | 0.25% | Add +1.4% | 45,514 | $2.9M |
| Smith Salley Wealth Management | 0.16% | Add +0.7% | 44,177 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +0.6% | 41,179 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.21% | New | 39,492 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -3.5% | 38,702 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -11.1% | 36,568 | $2.3M |
| Arax Advisory Partners | 0.10% | Add +20.9% | 35,216 | $2.3M |
| Citigroup Inc. | 0.00% | Add +3.8% | 35,264 | $2.3M |
| Mariner, LLC | 0.00% | Add +9.6% | 34,115 | $2.2M |
| Lynch & Associates | 0.43% | Add +3.1% | 33,706 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 33,574 | $2.1M |
| Beckerman Institutional, LLC | 1.39% | Add +0.8% | 32,844 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.7% | 31,358 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +48.8% | 30,724 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.3% | 30,574 | $2.0M |
| Wbi Investments, LLC | 0.50% | Reduce -9.8% | 30,089 | $1.9M |
| CX Institutional | 0.07% | Add +1675.3% | 29,559 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +241.6% | 28,708 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +155.2% | 27,878 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.2% | 27,445 | $1.8M |
| Roxbury Financial LLC | 1.68% | Add +1.6% | 26,919 | $1.7M |
| KDK Private Wealth Management, LLC | 1.82% | Reduce -2.4% | 26,568 | $1.7M |
| Aspetuck Financial Management LLC | 1.27% | Add +3.5% | 26,434 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.5% | 26,148 | $1.7M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -8.3% | 26,168 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -65.4% | 26,020 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -72.1% | 25,202 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -40.9% | 25,127 | $1.6M |
| VCI Wealth Management LLC | 0.56% | Add +10.5% | 24,829 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +0.7% | 24,363 | $1.6M |
| Atlas Capital Advisors Inc. | 0.19% | Reduce -33.2% | 24,028 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -14.4% | 23,753 | $1.5M |
| Maxele Advisors, LLC | 1.23% | Add +0.6% | 21,966 | $1.4M |
| Atlas Brown,Inc. | 0.44% | Reduce -0.1% | 21,572 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.05% | New | 21,351 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 20,999 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +65.3% | 20,911 | $1.3M |
| CW Advisors, LLC | 0.01% | Add +58.7% | 20,777 | $1.3M |
| Independence Financial Advisors, LLC | 0.51% | Reduce -85.3% | 20,684 | $1.3M |
| Prospect Financial Services LLC | 0.82% | Reduce -35.1% | 20,654 | $1.3M |
| Renaissance Technologies | 0.00% | New | 19,300 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 19,215 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.69% | Add +26.3% | 19,051 | $1.2M |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.