Fidelity MSCI Indust IndxFIDUETF
13F holders, Q2 2025 (June 30)192holders +15
31new positions
19sold out
$77.49avg. 13F price*
At the end of Q2 2025, 192 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 15 from Q1 2025. 31 opened new positions and 19 sold out. The largest holders were Lido Advisors, LLC ($132.1M), AE Wealth Management LLC ($72.5M) and Northwestern Mutual Wealth Management Co. ($68.4M).
- Company
- Fidelity MSCI Indust Indx
- CUSIP
- 316092709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $6.3M |
| Exits | 19 | $11.8M |
All 13F filers, Q1 2025 → Q2 2025: 688,068 shares bought and 461,185 shares sold, net +226,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| Lido Advisors, LLC | 0.70% | Add +7.9% | 1,704,467 | $132.1M |
| AE Wealth Management LLC | 0.53% | Add +1.1% | 934,788 | $72.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +17.0% | 882,815 | $68.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +19.4% | 327,871 | $25.4M |
| Agf Management Ltd. | 0.10% | Add +1.5% | 287,911 | $22.3M |
| Morgan Stanley | 0.00% | Reduce -21.9% | 198,915 | $15.4M |
| LPL Financial LLC | 0.00% | Add +1.9% | 181,712 | $14.1M |
| Sanctuary Advisors, LLC | 0.08% | Add +2.3% | 163,919 | $12.7M |
| Full Sail Capital, LLC | 0.66% | Add +6.2% | 146,950 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Add +75.4% | 138,329 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +100.9% | 111,840 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -8.8% | 111,285 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -11.3% | 107,444 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.6% | 102,212 | $7.9M |
| NorthCoast Asset Management LLC | 0.03% | Add +231.9% | 98,860 | $7.7M |
| Buska Wealth Management, LLC | 2.06% | Reduce -26.7% | 97,427 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -2.2% | 90,793 | $7.0M |
| Independence Financial Advisors, LLC | 2.53% | Reduce -4.8% | 83,950 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -16.5% | 76,846 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.3% | 75,899 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 70,451 | $5.5M |
| Yoder Wealth Management, Inc. | 2.81% | Add +6.9% | 69,564 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.7% | 66,869 | $5.2M |
| FMR LLC | 0.00% | Add +10.7% | 66,058 | $5.1M |
| Traynor Capital Management, Inc. | 0.33% | Add +0.6% | 60,427 | $4.7M |
| Fischer Financial Services, Inc. | 1.35% | Add +0.4% | 59,351 | $4.6M |
| Modern Wealth Management, LLC | 0.10% | Add +6.4% | 52,981 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -29.5% | 48,645 | $3.8M |
| Lifeworks Advisors, LLC | 0.54% | Reduce -10.4% | 46,413 | $3.6M |
| IHT Wealth Management, LLC | 0.09% | Add +6.8% | 43,295 | $3.4M |
| Armor Investment Advisors, LLC | 1.26% | Reduce -1.3% | 43,102 | $3.3M |
| Atlas Capital Advisors Inc. | 0.36% | Reduce -1.2% | 37,608 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 33,859 | $2.6M |
| Arkadios Wealth Advisors | 0.08% | Reduce -0.3% | 32,935 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +6.2% | 32,419 | $2.5M |
| Smith Salley Wealth Management | 0.14% | Add +0.5% | 30,934 | $2.4M |
| EPG Wealth Management LLC | 0.71% | Reduce -0.7% | 30,506 | $2.4M |
| Exchange Capital Management, Inc. | 0.35% | Reduce -2.5% | 30,156 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.5% | 30,012 | $2.3M |
| Penobscot Wealth Management | 0.82% | Add +9.2% | 29,376 | $2.3M |
| Fifth Third Securities, Inc. | 0.16% | Add +2.5% | 27,519 | $2.1M |
| KDK Private Wealth Management, LLC | 2.21% | Reduce -1.1% | 26,637 | $2.1M |
| Lynch & Associates | 0.40% | Add +5.2% | 25,388 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -7.1% | 22,508 | $1.7M |
| VCI Wealth Management LLC | 0.58% | Add +6.6% | 21,379 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -5.9% | 20,209 | $1.6M |
| Sunbelt Securities, Inc. | 0.14% | Add +48.0% | 22,244 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.6% | 19,888 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +0.5% | 17,759 | $1.5M |
| Tounjian Advisory Partners, LLC | 0.28% | Reduce -1.6% | 21,010 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 17,980 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -11.6% | 17,471 | $1.4M |
| Maxele Advisors, LLC | 1.16% | Reduce -0.4% | 17,146 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -76.2% | 16,810 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Add +1.8% | 16,547 | $1.3M |
| Elevated Capital Advisors, LLC | 0.35% | No change | 18,282 | $1.3M |
| Trail Ridge Investment Advisors, LLC | 0.59% | Reduce -4.2% | 15,185 | $1.2M |
| Trust Co. of Oklahoma | 0.39% | Add +2.4% | 15,690 | $1.2M |
| Mariner, LLC | 0.00% | Add +11.6% | 15,473 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.2% | 15,045 | $1.2M |
| Smith Shellnut Wilson LLC | 0.49% | Reduce -1.1% | 14,677 | $1.1M |
| Roxbury Financial LLC | 1.11% | Reduce -1.3% | 14,660 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.0% | 14,214 | $1.1M |
| Citigroup Inc. | 0.00% | Add +22.0% | 13,146 | $1.0M |
| UBS Group AG | 0.00% | Add +220.2% | 13,136 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +10.5% | 13,076 | $1.0M |
| Heck Capital Advisors, LLC | 0.08% | Add +1.9% | 12,109 | $939K |
| Montag A & Associates Inc. | 0.04% | Add +2.6% | 11,434 | $886K |
| American National Bank & Trust | 0.09% | Add +3.5% | 11,086 | $859K |
| Mgo One Seven LLC | 0.03% | Reduce -2.2% | 10,762 | $834K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -4.2% | 10,436 | $809K |
| CW Advisors, LLC | 0.01% | Reduce -0.8% | 10,133 | $786K |
| Nova Wealth Management, Inc. | 0.55% | Reduce -16.1% | 9,641 | $747K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.6% | 9,194 | $739K |
| Raymond James Financial Inc. | 0.00% | Add +10.4% | 9,514 | $738K |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 8,633 | $667K |
| Continuum Advisory, LLC | 0.08% | Reduce -3.4% | 8,231 | $638K |
| SCS Capital Management LLC | 0.01% | No change | 7,955 | $617K |
| Primoris Wealth Advisors, LLC | 0.40% | Reduce -16.9% | 7,479 | $580K |
| Maltin Wealth Management, Inc. | 0.25% | Add +1.5% | 7,287 | $565K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +16.1% | 7,120 | $552K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -14.1% | 7,099 | $550K |
| Integrated Advisors Network LLC | 0.02% | Reduce -38.8% | 6,955 | $539K |
| Prairie Wealth Advisors, Inc. | 0.22% | No change | 6,702 | $520K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.3% | 6,577 | $510K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -4.5% | 6,051 | $469K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $457K |
| Summit Financial, LLC | 0.01% | Reduce -12.3% | 5,835 | $452K |
| Valley Brook Capital Group, Inc. | 0.32% | Add +1.4% | 5,562 | $431K |
| PUREfi Wealth, LLC | 0.33% | No change | 5,395 | $418K |
| Q3 Asset Management | 0.14% | New | 5,161 | $400K |
| Centennial Wealth Advisory LLC | 0.13% | Reduce -7.1% | 5,134 | $399K |
| McRae Capital Management Inc. | 0.08% | New | 5,123 | $397K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.0% | 5,046 | $391K |
| One Wealth Management Investment & Advisory Services, LLC | 0.50% | Reduce -0.9% | 4,996 | $387K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,928 | $382K |
| PKS Advisory Services, LLC | 0.09% | Reduce -12.4% | 4,921 | $382K |
| Retirement Planning Group, LLC | 0.02% | New | 4,797 | $372K |
| Pathstone Holdings, LLC | 0.00% | Reduce -44.3% | 4,646 | $360K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.9% | 4,552 | $353K |
| Independent Financial Group, LLC | 0.01% | New | 4,194 | $325K |
| Crumly & Associates Inc. | 0.08% | No change | 4,175 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 4,170 | $323K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 4,131 | $320K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 4,078 | $316K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 4,000 | $310K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.3% | 3,935 | $305K |
| Pathway Financial Advisers, LLC | 0.10% | Add +6.2% | 3,821 | $296K |
| Ibex Wealth Advisors | 0.03% | New | 3,700 | $287K |
| Advisors Preferred, LLC | 0.05% | New | 3,536 | $276K |
| World Investment Advisors | 0.01% | No change | 3,502 | $272K |
| Brookstone Capital Management | 0.00% | Reduce -7.3% | 3,467 | $269K |
| Monte Financial Group, LLC | 0.10% | Reduce -1.7% | 3,442 | $267K |
| Purkiss Capital Advisors LLC | 0.15% | New | 3,440 | $267K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -25.8% | 3,424 | $265K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.8% | 3,205 | $258K |
| BIP Wealth, LLC | 0.02% | Add +0.3% | 3,225 | $250K |
| Comerica Bank | 0.00% | Add +15.5% | 3,139 | $243K |
| Fortitude Advisory Group L.L.C. | 0.14% | New | 3,122 | $242K |
| Define Financial, LLC | 0.15% | New | 3,029 | $235K |
| SVB Wealth LLC | 0.01% | New | 2,962 | $230K |
| Creative Planning | 0.00% | New | 2,925 | $227K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,886 | $224K |
| Selective Wealth Management, Inc. | 0.08% | New | 2,746 | $217K |
| HBW Advisory Services LLC | 0.03% | New | 2,791 | $216K |
| Kingdom Financial Group LLC. | 0.19% | New | 2,762 | $214K |
| Choreo, LLC | 0.00% | New | 2,757 | $214K |
| Fidelis Capital Partners, LLC | 0.02% | New | 2,669 | $213K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,734 | $212K |
| River Wealth Advisors LLC | 0.03% | New | 2,715 | $210K |
| Kintra Wealth, LLC | 0.13% | New | 2,690 | $209K |
| Harbor Asset Planning, Inc. | 0.20% | — | 2,678 | $208K |
| Canton Hathaway, LLC | 0.04% | No change | 2,300 | $178K |
| Bogart Wealth, LLC | 0.01% | No change | 2,295 | $178K |
| Principal Securities, Inc. | 0.00% | Add +31.9% | 2,177 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,124 | $165K |
| CoreCap Advisors, LLC | 0.01% | Add +60.1% | 2,057 | $159K |
| Hurley Capital, LLC | 0.11% | Add +0.1% | 2,017 | $156K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,905 | $148K |
| Dunhill Financial, LLC | 0.04% | New | 1,686 | $131K |
| Global Retirement Partners, LLC | 0.00% | — | 1,554 | $120K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,104 | $86K |
| JPMorgan Chase & Co. | 0.00% | Add +1866.7% | 944 | $73K |
| US Bancorp \de | 0.00% | New | 851 | $66K |
| Godsey & Gibb, Inc. | 0.01% | Add +48.9% | 761 | $59K |
| Creative Financial Designs Inc. | 0.00% | No change | 633 | $49K |
| Cwm, LLC | 0.00% | No change | 578 | $45K |
| Colonial Trust Co / SC | 0.01% | Reduce -18.9% | 559 | $43K |
| Signature Resources Capital Management, LLC | 0.03% | New | 554 | $43K |
| CX Institutional | 0.00% | Reduce -16.5% | 545 | $42K |
| Princeton Global Asset Management LLC | 0.01% | No change | 518 | $40K |
| Bank of Montreal | 0.00% | Reduce -54.8% | 500 | $39K |
| MTM Investment Management, LLC | 0.01% | New | 479 | $37K |
| Simplex Trading, LLC | 0.00% | Add +63.5% | 484 | $37K |
| Decker Retirement Planning Inc. | 0.02% | No change | 434 | $34K |
| Versant Capital Management, Inc | 0.01% | No change | 433 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -58.4% | 427 | $33K |
| Arax Advisory Partners | 0.00% | Add +317.0% | 417 | $32K |
| Hilltop National Bank | 0.01% | — | 390 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.2% | 378 | $29K |
| SYM FINANCIAL Corp | 0.00% | New | 365 | $28K |
| Transce3nd, LLC | 0.01% | New | 312 | $24K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 262 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 250 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 245 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 228 | $18K |
| Capital A Wealth Management, LLC | 0.18% | Add +209.6% | 257 | $16K |
| MAI Capital Management | 0.00% | No change | 179 | $14K |
| Ridgewood Investments LLC | 0.00% | No change | 132 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 140 | $10K |
| Qube Research & Technologies Ltd | 0.00% | New | 120 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 116 | $9K |
| DecisionPoint Financial, LLC | 0.00% | No change | 108 | $8K |
| Bank of New Hampshire | 0.00% | No change | 108 | $8K |
| Chilton Capital Management LLC | 0.00% | No change | 100 | $8K |
| Promus Capital, LLC | 0.01% | No change | 99 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +48.9% | 67 | $5K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 65 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 59 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $4K |
| IMA Advisory Services, Inc. | 0.00% | No change | 33 | $3K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 29 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 25 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 23 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 19 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 12 | $931 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -69.0% | 9 | $698 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -97.5% | 1 | $80 |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.