Fidelity MSCI Health CareFHLCETF
13F holders, Q1 2026 (March 31)361holders +4
44new positions
34sold out
2famous investors
$70.40avg. 13F price*
At the end of Q1 2026, 361 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 4 from Q4 2025. 44 opened new positions and 34 sold out. The largest holders were Charles Schwab Investment Management Inc. ($199.3M), Lido Advisors, LLC ($152.0M) and AE Wealth Management LLC ($97.0M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $19.3M |
| Exits | 34 | $21.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,462,989 shares bought and 1,066,094 shares sold, net +1,396,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.4% | 2,832,002 | $199.3M |
| Lido Advisors, LLC | 0.60% | Add +6.3% | 2,160,071 | $152.0M |
| AE Wealth Management LLC | 0.52% | Add +693.6% | 1,379,183 | $97.0M |
| LPL Financial LLC | 0.02% | Add +39.0% | 938,070 | $66.0M |
| Agf Management Ltd. | 0.30% | Add +1.0% | 937,724 | $66.0M |
| Morgan Stanley | 0.00% | Add +7.0% | 527,063 | $37.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.7% | 407,897 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 333,943 | $23.5M |
| Weatherly Asset Management L. P. | 1.74% | Add +2.9% | 306,475 | $21.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +9.1% | 287,946 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 266,735 | $18.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.3% | 234,323 | $16.5M |
| Investors Research Corp | 2.93% | Add +2.4% | 218,250 | $15.4M |
| Apollon Wealth Management, LLC | 0.25% | Add +12.0% | 216,412 | $15.2M |
| Cetera Investment Advisers | 0.02% | Add +4.4% | 215,250 | $15.1M |
| Altfest L J & Co. Inc. | 1.61% | Reduce -38.2% | 213,796 | $15.0M |
| Buttonwood Financial Advisors Inc. | 4.76% | Reduce -4.2% | 202,237 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.2% | 192,669 | $13.6M |
| Aprio Wealth Management, LLC | 0.72% | Add +34.8% | 186,208 | $13.1M |
| Fischer Financial Services, Inc. | 4.06% | Add +0.2% | 171,442 | $12.1M |
| Marotta Asset Management | 2.19% | Add +8.8% | 167,439 | $11.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 156,882 | $11.0M |
| Strengthening Families & Communities, LLC | 2.75% | New | 156,622 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.7% | 140,610 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 121,077 | $8.5M |
| Bank of America Corp. | 0.00% | Add +1.0% | 118,410 | $8.3M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.9% | 114,183 | $8.0M |
| Modern Wealth Management, LLC | 0.14% | Reduce -0.2% | 112,302 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +3.6% | 109,036 | $7.7M |
| FMR LLC | 0.00% | Add +15.2% | 108,227 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.5% | 106,270 | $7.5M |
| Spinnaker Trust | 0.39% | Add +3.8% | 99,411 | $7.0M |
| Larson Financial Group LLC | 0.21% | Reduce -1.0% | 93,860 | $6.6M |
| Lifeworks Advisors, LLC | 0.84% | Reduce -15.6% | 93,396 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 93,070 | $6.5M |
| Yoder Wealth Management, Inc. | 2.88% | Reduce -5.6% | 89,930 | $6.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -11.4% | 88,717 | $6.2M |
| Citigroup Inc. | 0.00% | Add +78.9% | 86,636 | $6.1M |
| Traynor Capital Management, Inc. | 0.35% | Reduce -3.0% | 86,045 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 85,086 | $5.9M |
| Financial Partners Group, Inc | 0.62% | Add +0.6% | 73,658 | $5.2M |
| McGlone Suttner Wealth Management, Inc. | 0.68% | Reduce -74.4% | 73,181 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +175.6% | 69,385 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +28.2% | 67,676 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +336.5% | 57,158 | $4.0M |
| Barry Investment Advisors, LLC | 0.88% | Reduce -0.5% | 56,552 | $4.0M |
| Maltin Wealth Management, Inc. | 1.52% | Reduce -3.9% | 56,546 | $4.0M |
| Valmark Advisers, Inc. | 0.04% | Add +3.5% | 52,819 | $3.7M |
| Sigma Planning Corp | 0.10% | Reduce -2.1% | 51,545 | $3.6M |
| UBS Group AG | 0.00% | Reduce -14.3% | 46,999 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +1.1% | 43,678 | $3.2M |
| Smith Salley Wealth Management | 0.16% | Add +1.6% | 44,112 | $3.1M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -62.7% | 42,429 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +29.7% | 41,539 | $2.9M |
| Atlas Capital Advisors Inc. | 0.33% | Add +6.9% | 41,178 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +9.5% | 40,408 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +20.7% | 39,494 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -15.9% | 39,387 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +26.2% | 40,414 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +158.6% | 38,873 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -52.0% | 38,319 | $2.7M |
| Creative Planning | 0.00% | Reduce -0.4% | 36,292 | $2.6M |
| Lynch & Associates | 0.48% | Add +1.2% | 35,991 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.4% | 34,504 | $2.4M |
| Beckerman Institutional, LLC | 1.28% | Add +1.2% | 34,357 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.8% | 32,528 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +7.9% | 32,072 | $2.3M |
| Armor Investment Advisors, LLC | 0.79% | Reduce -3.2% | 31,343 | $2.2M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -32.5% | 30,848 | $2.2M |
| Rockland Trust Co. | 0.09% | Reduce -4.3% | 30,707 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | New | 30,333 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -6.1% | 29,549 | $2.1M |
| Aspetuck Financial Management LLC | 1.33% | Add +0.8% | 27,577 | $1.9M |
| CX Institutional | 0.06% | Reduce -32.3% | 27,187 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +8.3% | 26,740 | $1.9M |
| KDK Private Wealth Management, LLC | 1.68% | Reduce -1.0% | 26,071 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.3% | 25,174 | $1.8M |
| Roxbury Financial LLC | 1.56% | Reduce -0.3% | 24,580 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -2.0% | 24,301 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -0.3% | 24,113 | $1.7M |
| Jacobs Equity LLC | 1.46% | Add +57.3% | 23,060 | $1.6M |
| Elevated Capital Advisors, LLC | 0.39% | Add +736.3% | 22,188 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -21.9% | 21,889 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.0% | 21,309 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 20,647 | $1.5M |
| Atlas Brown,Inc. | 0.42% | Reduce -0.9% | 20,024 | $1.4M |
| Prospect Financial Services LLC | 0.82% | Reduce -13.3% | 19,057 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.2% | 18,301 | $1.3M |
| Independence Financial Advisors, LLC | 0.39% | Add +0.0% | 18,313 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -9.0% | 17,200 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +41.7% | 16,702 | $1.2M |
| American National Bank & Trust | 0.11% | Add +14.0% | 15,683 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.1% | 15,499 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +11.2% | 14,759 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -11.9% | 14,577 | $1.0M |
| Sunbelt Securities, Inc. | 0.06% | Reduce -3.7% | 14,413 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.6% | 14,150 | $996K |
| Partners Wealth Management, LLC | 1.02% | Reduce -0.8% | 14,124 | $994K |
| Birchcreek Wealth Management, LLC | 0.47% | Reduce -3.3% | 13,901 | $978K |
| Quantinno Capital Management LP | 0.00% | Add +47.2% | 13,617 | $958K |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.