Fidelity MSCI Health CareFHLCETF
13F holders, Q4 2025 (December 31)357holders +22
34new positions
17sold out
2famous investors
$73.34avg. 13F price*
At the end of Q4 2025, 357 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 22 from Q3 2025. 34 opened new positions and 17 sold out. The largest holders were Charles Schwab Investment Management Inc. ($203.5M), Lido Advisors, LLC ($136.4M) and Agf Management Ltd. ($68.9M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $22.8M |
| Exits | 17 | $20.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,782,684 shares bought and 1,123,913 shares sold, net +658,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| Charles Schwab Investment Management Inc. | 0.03% | Add +42.8% | 2,739,003 | $203.5M |
| Lido Advisors, LLC | 0.54% | Reduce -0.2% | 2,032,746 | $136.4M |
| Agf Management Ltd. | 0.30% | Add +2.3% | 928,163 | $68.9M |
| LPL Financial LLC | 0.01% | Add +4.6% | 675,065 | $50.1M |
| Morgan Stanley | 0.00% | Add +4.0% | 492,368 | $36.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.5% | 427,973 | $31.8M |
| Altfest L J & Co. Inc. | 2.81% | Add +19.2% | 345,718 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +80.2% | 330,787 | $24.6M |
| Weatherly Asset Management L. P. | 1.70% | Add +4.0% | 297,873 | $22.1M |
| McGlone Suttner Wealth Management, Inc. | 2.85% | Add +2.3% | 285,486 | $21.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.8% | 264,043 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Add +10.0% | 257,592 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.2% | 257,036 | $19.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -13.3% | 231,340 | $17.2M |
| Investors Research Corp | 2.90% | Add +3.7% | 213,079 | $15.8M |
| Buttonwood Financial Advisors Inc. | 5.23% | Reduce -1.3% | 211,054 | $15.7M |
| Cetera Investment Advisers | 0.02% | Add +9.8% | 206,260 | $15.3M |
| Apollon Wealth Management, LLC | 0.25% | Add +10.1% | 193,277 | $14.4M |
| AE Wealth Management LLC | 0.07% | Add +4.8% | 173,792 | $12.9M |
| Fischer Financial Services, Inc. | 3.36% | Add +2.6% | 171,073 | $12.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 159,372 | $11.8M |
| Marotta Asset Management | 2.12% | Add +3.8% | 153,847 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.8% | 152,345 | $11.3M |
| Aprio Wealth Management, LLC | 0.59% | Add +3.0% | 138,134 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.7% | 122,640 | $9.1M |
| Bank of America Corp. | 0.00% | Add +9.7% | 117,259 | $8.7M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -20.7% | 116,352 | $8.6M |
| NorthCoast Asset Management LLC | 0.19% | Add +62.2% | 113,720 | $8.4M |
| Modern Wealth Management, LLC | 0.15% | Reduce -3.2% | 112,530 | $8.4M |
| Lifeworks Advisors, LLC | 1.06% | Reduce -10.1% | 110,668 | $8.2M |
| Assetmark, Inc. | 0.02% | Reduce -8.7% | 105,243 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -2.3% | 103,730 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.4% | 100,174 | $7.4M |
| Spinnaker Trust | 0.38% | Add +5.8% | 95,740 | $7.1M |
| Yoder Wealth Management, Inc. | 3.22% | Add +8.9% | 95,236 | $7.1M |
| Larson Financial Group LLC | 0.24% | Reduce -0.3% | 94,829 | $7.0M |
| FMR LLC | 0.00% | Add +3.8% | 93,942 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +4.2% | 93,703 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +13.8% | 91,804 | $6.8M |
| Traynor Capital Management, Inc. | 0.36% | Reduce -11.9% | 88,699 | $6.6M |
| Q3 Asset Management | 1.44% | New | 84,880 | $6.3M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.8% | 79,844 | $5.9M |
| Financial Partners Group, Inc | 0.63% | Add +19.7% | 73,218 | $5.4M |
| Advisors Capital Management, LLC | 0.06% | New | 72,324 | $5.4M |
| Maltin Wealth Management, Inc. | 1.74% | Add +2.5% | 58,865 | $4.4M |
| Barry Investment Advisors, LLC | 0.94% | Add +0.1% | 56,810 | $4.2M |
| UBS Group AG | 0.00% | Reduce -16.9% | 54,850 | $4.1M |
| Bellwether Advisors, LLC | 0.65% | New | 54,511 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -7.9% | 52,798 | $3.9M |
| Sigma Planning Corp | 0.11% | Reduce -4.0% | 52,647 | $3.9M |
| Valmark Advisers, Inc. | 0.05% | Reduce -0.7% | 51,022 | $3.8M |
| Citigroup Inc. | 0.00% | Add +23.1% | 48,433 | $3.6M |
| MAI Capital Management | 0.02% | Add +29.7% | 46,817 | $3.5M |
| Heck Capital Advisors, LLC | 0.25% | Reduce -0.3% | 45,687 | $3.4M |
| Smith Salley Wealth Management | 0.16% | Reduce -0.1% | 43,431 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.1% | 43,203 | $3.2M |
| CX Institutional | 0.09% | Add +3.6% | 40,146 | $3.0M |
| Atlas Capital Advisors Inc. | 0.32% | — | 38,517 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +124.2% | 36,902 | $2.7M |
| Creative Planning | 0.00% | Add +3.6% | 36,423 | $2.7M |
| Lynch & Associates | 0.50% | Add +2.6% | 35,566 | $2.6M |
| Centerline Wealth Advisors, LLC | 0.95% | Reduce -75.5% | 35,455 | $2.6M |
| Beckerman Institutional, LLC | 1.42% | Add +0.3% | 33,935 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.9% | 33,111 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.6% | 32,750 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -24.6% | 32,730 | $2.4M |
| Armor Investment Advisors, LLC | 0.88% | Reduce -56.5% | 32,394 | $2.4M |
| Rockland Trust Co. | 0.09% | Reduce -90.2% | 32,087 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +118.0% | 32,035 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 32,020 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -1.9% | 31,456 | $2.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -18.3% | 29,733 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 27,797 | $2.1M |
| Summit Financial, LLC | 0.03% | Reduce -46.8% | 28,025 | $2.1M |
| Aspetuck Financial Management LLC | 1.37% | Add +0.1% | 27,370 | $2.0M |
| KDK Private Wealth Management, LLC | 1.71% | Reduce -0.2% | 26,341 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.9% | 26,036 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +14.5% | 25,172 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +1.1% | 24,804 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -0.9% | 24,685 | $1.8M |
| Roxbury Financial LLC | 1.64% | Add +0.6% | 24,646 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.6% | 24,175 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 23,439 | $1.7M |
| Maxele Advisors, LLC | 1.33% | Add +0.5% | 22,037 | $1.6M |
| Prospect Financial Services LLC | 0.94% | Add +14.0% | 21,983 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -8.7% | 21,690 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -16.7% | 21,307 | $1.6M |
| Atlas Brown,Inc. | 0.45% | Reduce -2.7% | 20,217 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +164.3% | 18,895 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.9% | 18,481 | $1.4M |
| Independence Financial Advisors, LLC | 0.37% | Reduce -4.0% | 18,307 | $1.4M |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -2.4% | 16,548 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -34.5% | 16,000 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +177.4% | 15,034 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -22.9% | 14,967 | $1.1M |
| Jacobs Equity LLC | 1.05% | — | 14,663 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.52% | Reduce -31.9% | 14,368 | $1.1M |
| Partners Wealth Management, LLC | 1.10% | Reduce -0.1% | 14,231 | $1.1M |
| American National Bank & Trust | 0.10% | Add +29.8% | 13,752 | $1.0M |
| Meridian Wealth Management, LLC | 0.03% | Add +0.5% | 13,274 | $986K |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.