Fidelity MSCI Indust IndxFIDUETF
13F holders, Q2 2026 (June 30)240holders +19
31new positions
15sold out
1famous investor
$99.66avg. 13F price*
At the end of Q2 2026, 240 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 19 from Q1 2026. 31 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($166.5M), AE Wealth Management LLC ($139.9M) and Northwestern Mutual Wealth Management Co. ($93.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $15.4M |
| Exits | 15 | $6.6M |
All 13F filers, Q1 2026 → Q2 2026: 974,787 shares bought and 286,236 shares sold, net +688,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Lido Advisors, LLC | 0.60% | Reduce -3.8% | 1,672,011 | $166.5M |
| AE Wealth Management LLC | 0.65% | Add +8.2% | 1,404,619 | $139.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.9% | 942,093 | $93.8M |
| Agf Management Ltd. | 0.20% | Add +1.7% | 510,373 | $50.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 400,727 | $39.9M |
| LPL Financial LLC | 0.01% | Add +3.9% | 285,843 | $28.5M |
| Vicus Capital | 1.67% | Add +416.1% | 259,849 | $25.9M |
| Morgan Stanley | 0.00% | Add +2.5% | 219,372 | $21.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +1.2% | 184,436 | $18.4M |
| NorthCoast Asset Management LLC | 0.36% | Add +169.6% | 161,766 | $16.1M |
| Bank of America Corp. | 0.00% | Add +2.4% | 145,719 | $14.5M |
| Independence Financial Advisors, LLC | 3.52% | Add +4.6% | 136,325 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 126,154 | $12.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.8% | 124,721 | $12.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.3% | 123,202 | $12.3M |
| Lifeworks Advisors, LLC | 1.19% | Add +2.0% | 114,531 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -16.5% | 106,256 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +4.6% | 100,169 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +12.2% | 99,985 | $10.0M |
| FMR LLC | 0.00% | Add +13.8% | 92,107 | $9.2M |
| Yoder Wealth Management, Inc. | 3.10% | Add +4.7% | 79,748 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 78,645 | $7.8M |
| Arax Advisory Partners | 0.05% | Add +12552.4% | 74,143 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 73,519 | $7.3M |
| NewEdge Advisors, LLC | 0.02% | Add +7.5% | 72,031 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 65,286 | $6.5M |
| Traynor Capital Management, Inc. | 0.29% | Add +0.0% | 62,990 | $6.3M |
| Fischer Financial Services, Inc. | 1.50% | Add +1.5% | 59,946 | $6.0M |
| Bank of Montreal | 0.00% | Add +10851.2% | 54,756 | $5.5M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 52,193 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $5.0M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.7% | 41,441 | $4.1M |
| Penobscot Wealth Management | 1.05% | Add +3.5% | 39,321 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +54.0% | 37,534 | $3.6M |
| Atlas Capital Advisors Inc. | 0.39% | Reduce -5.6% | 36,045 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.4% | 32,496 | $3.2M |
| Smith Salley Wealth Management | 0.13% | Reduce -1.9% | 30,587 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.2% | 30,191 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +224.1% | 30,059 | $3.0M |
| Buska Wealth Management, LLC | 1.04% | Reduce -30.3% | 29,049 | $2.9M |
| EPG Wealth Management LLC | 0.68% | Reduce -0.0% | 28,310 | $2.8M |
| Citigroup Inc. | 0.00% | Add +13.1% | 27,488 | $2.7M |
| Clear Creek Financial Management, LLC | 0.17% | Add +2.2% | 26,946 | $2.7M |
| Lynch & Associates | 0.46% | Add +4.7% | 26,515 | $2.6M |
| KDK Private Wealth Management, LLC | 2.14% | Reduce -0.5% | 25,867 | $2.6M |
| Richmond Brothers, Inc. | 1.31% | New | 25,307 | $2.5M |
| Hanseatic Management Services Inc. | 1.67% | Reduce -1.5% | 22,799 | $2.3M |
| Fifth Third Securities, Inc. | 0.12% | Add +9.1% | 21,023 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.7% | 21,010 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.8% | 19,813 | $2.0M |
| Essex Financial Services, Inc. | 0.09% | Add +1.5% | 18,817 | $1.9M |
| Montag A & Associates Inc. | 0.08% | Add +35.1% | 18,753 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.6% | 18,669 | $1.9M |
| Maxele Advisors, LLC | 1.29% | — | 18,546 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +20.3% | 18,092 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 17,793 | $1.8M |
| UBS Group AG | 0.00% | Add +177.3% | 17,767 | $1.8M |
| Trail Ridge Investment Advisors, LLC | 0.70% | Reduce -6.5% | 16,732 | $1.7M |
| Meridian Wealth Management, LLC | 0.05% | Add +52.6% | 16,643 | $1.7M |
| Jacobs Equity LLC | 1.13% | Add +8.6% | 16,459 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -14.3% | 16,426 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Reduce -5.0% | 16,142 | $1.6M |
| American National Bank & Trust | 0.14% | Add +5.6% | 16,072 | $1.6M |
| Trust Co. of Oklahoma | 0.41% | Reduce -0.2% | 15,975 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 15,801 | $1.6M |
| Smith Shellnut Wilson LLC | 0.59% | Add +4.8% | 15,744 | $1.6M |
| Virtue Capital Management, LLC | 0.21% | Add +12.8% | 15,646 | $1.6M |
| Roxbury Financial LLC | 1.15% | Add +1.2% | 14,605 | $1.5M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.8% | 13,929 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.0% | 13,362 | $1.3M |
| Sigma Planning Corp | 0.03% | Add +19.3% | 12,952 | $1.3M |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.0% | 12,471 | $1.2M |
| Elevated Capital Advisors, LLC | 0.34% | Reduce -42.4% | 12,244 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | Add +336.7% | 11,626 | $1.2M |
| Heck Capital Advisors, LLC | 0.07% | Reduce -1.3% | 11,217 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -1.0% | 10,922 | $1.1M |
| Blue Jean Financial LLC | 0.70% | New | 10,095 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -30.4% | 10,014 | $997K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 9,749 | $971K |
| Mosley Wealth Management | 0.29% | New | 9,140 | $910K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -3.7% | 9,100 | $906K |
| VCI Wealth Management LLC | 0.22% | Add +2.5% | 8,743 | $871K |
| Bayshore Capital Advisors, LLC | 0.39% | No change | 8,467 | $843K |
| Centaurus Financial, Inc. | 0.03% | Add +4.3% | 8,443 | $841K |
| Ameritas Advisory Services, LLC | 0.02% | Add +47.8% | 8,350 | $832K |
| Mariner, LLC | 0.00% | Reduce -54.0% | 8,333 | $830K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +5.2% | 8,285 | $825K |
| Nova Wealth Management, Inc. | 0.42% | Reduce -7.7% | 7,622 | $759K |
| Ironwood Financial, llc | 0.12% | Add +27.8% | 7,838 | $751K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.5% | 7,362 | $733K |
| AQR Capital Management | 0.00% | Add +9.4% | 7,166 | $714K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.4% | 7,087 | $706K |
| Focus Financial Network, Inc. | 0.02% | Add +9.4% | 7,067 | $704K |
| Valley Brook Capital Group, Inc. | 0.38% | Add +6.4% | 6,688 | $666K |
| Redwood Financial Network Corp | 0.35% | Add +48.3% | 6,425 | $640K |
| Summit Financial, LLC | 0.01% | Reduce -0.1% | 6,320 | $630K |
| Creative Planning | 0.00% | Reduce -2.1% | 6,292 | $627K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +75.2% | 6,261 | $624K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 6,256 | $623K |
| HRT Financial LP | 0.00% | New | 6,097 | $607K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.