Fidelity MSCI Indust IndxFIDUETF
13F holders, Q3 2025 (September 30)200holders +8
20new positions
7sold out
1famous investor
$81.94avg. 13F price*
At the end of Q3 2025, 200 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 8 from Q2 2025. 20 opened new positions and 7 sold out. The largest holders were Lido Advisors, LLC ($142.3M), AE Wealth Management LLC ($86.2M) and Northwestern Mutual Wealth Management Co. ($74.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.8M |
| Exits | 7 | $589K |
All 13F filers, Q2 2025 → Q3 2025: 831,117 shares bought and 481,258 shares sold, net +349,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Lido Advisors, LLC | 0.59% | Add +1.9% | 1,736,585 | $142.3M |
| AE Wealth Management LLC | 0.55% | Add +12.5% | 1,051,799 | $86.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.1% | 910,474 | $74.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +23.5% | 404,939 | $33.2M |
| LPL Financial LLC | 0.01% | Add +38.2% | 251,110 | $20.6M |
| Morgan Stanley | 0.00% | Add +6.6% | 211,959 | $17.4M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.0% | 172,068 | $14.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +5800.9% | 161,332 | $13.2M |
| Agf Management Ltd. | 0.05% | Reduce -49.9% | 144,193 | $11.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +42.5% | 140,841 | $11.5M |
| Full Sail Capital, LLC | 0.60% | Reduce -8.9% | 133,923 | $11.0M |
| Independence Financial Advisors, LLC | 3.31% | Add +58.1% | 132,727 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +9.3% | 122,253 | $10.0M |
| NewEdge Advisors, LLC | 0.04% | Add +23.9% | 112,448 | $9.2M |
| Bank of America Corp. | 0.00% | Add +3.9% | 111,604 | $9.1M |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 97,854 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 94,284 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.0% | 89,134 | $7.3M |
| Buska Wealth Management, LLC | 1.97% | Reduce -17.9% | 80,015 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.0% | 77,390 | $6.3M |
| Yoder Wealth Management, Inc. | 2.79% | Add +3.6% | 72,056 | $5.9M |
| FMR LLC | 0.00% | Add +7.9% | 71,287 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.0% | 69,011 | $5.7M |
| Lifeworks Advisors, LLC | 0.69% | Add +36.0% | 63,129 | $5.2M |
| Traynor Capital Management, Inc. | 0.29% | Add +0.8% | 60,901 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +24.6% | 60,587 | $4.9M |
| Fischer Financial Services, Inc. | 1.27% | Reduce -3.4% | 57,360 | $4.7M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.2% | 43,213 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +24.6% | 42,173 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | New | 34,875 | $2.9M |
| Penobscot Wealth Management | 0.91% | Add +17.9% | 34,619 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +14.5% | 34,365 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -50.2% | 33,283 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +1.5% | 32,900 | $2.7M |
| Arkadios Wealth Advisors | 0.06% | Reduce -4.8% | 31,355 | $2.6M |
| Smith Salley Wealth Management | 0.13% | Reduce -0.8% | 30,679 | $2.5M |
| EPG Wealth Management LLC | 0.65% | Reduce -5.4% | 28,861 | $2.4M |
| Lynch & Associates | 0.42% | Add +5.3% | 26,726 | $2.2M |
| KDK Private Wealth Management, LLC | 2.19% | Reduce -0.8% | 26,429 | $2.2M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -15.9% | 23,133 | $1.9M |
| Elevated Capital Advisors, LLC | 0.46% | Add +23.7% | 22,611 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | Reduce -59.6% | 21,378 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.0% | 20,135 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 19,888 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 18,853 | $1.5M |
| Maxele Advisors, LLC | 1.29% | Add +6.6% | 18,283 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -19.6% | 18,096 | $1.5M |
| VCI Wealth Management LLC | 0.45% | Reduce -15.4% | 18,090 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +0.6% | 17,857 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -87.4% | 17,426 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +2.4% | 16,948 | $1.4M |
| Mariner, LLC | 0.00% | Add +6.8% | 16,517 | $1.4M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -26.6% | 16,333 | $1.3M |
| Trust Co. of Oklahoma | 0.38% | Reduce -0.9% | 15,541 | $1.3M |
| Trail Ridge Investment Advisors, LLC | 0.56% | Add +1.1% | 15,356 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -24.5% | 15,263 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -9.5% | 15,217 | $1.2M |
| Tounjian Advisory Partners, LLC | 0.41% | Reduce -28.1% | 15,114 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.1% | 15,052 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +11.3% | 14,548 | $1.2M |
| Roxbury Financial LLC | 1.10% | Reduce -1.1% | 14,500 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | No change | 14,214 | $1.2M |
| Montag A & Associates Inc. | 0.05% | Add +18.7% | 13,572 | $1.1M |
| Smith Shellnut Wilson LLC | 0.42% | Reduce -8.7% | 13,397 | $1.1M |
| Armor Investment Advisors, LLC | 0.33% | Reduce -70.2% | 12,828 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -2.5% | 12,816 | $1.1M |
| Heck Capital Advisors, LLC | 0.08% | Add +1.0% | 12,225 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +16.6% | 12,172 | $997K |
| American National Bank & Trust | 0.09% | Add +3.0% | 11,414 | $935K |
| Mgo One Seven LLC | 0.02% | Add +0.1% | 10,777 | $883K |
| Jones Financial Companies LLLP | 0.00% | Add +25.3% | 10,816 | $876K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 9,345 | $766K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 9,167 | $751K |
| Nova Wealth Management, Inc. | 0.52% | Reduce -6.4% | 9,020 | $739K |
| Private Advisor Group, LLC | 0.00% | New | 8,390 | $687K |
| Continuum Advisory, LLC | 0.07% | Reduce -1.9% | 8,074 | $662K |
| SCS Capital Management LLC | 0.01% | No change | 7,955 | $652K |
| Primoris Wealth Advisors, LLC | 0.40% | Add +2.0% | 7,629 | $625K |
| Maltin Wealth Management, Inc. | 0.25% | Add +0.2% | 7,300 | $598K |
| Kingdom Financial Group LLC. | 0.36% | Add +159.0% | 7,153 | $586K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.4% | 6,807 | $558K |
| Prairie Wealth Advisors, Inc. | 0.22% | Reduce -1.3% | 6,612 | $542K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.0% | 6,540 | $536K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.8% | 6,325 | $518K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -0.9% | 5,996 | $491K |
| Summit Financial, LLC | 0.01% | Add +2.6% | 5,989 | $491K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $483K |
| Q3 Asset Management | 0.16% | Add +9.5% | 5,651 | $463K |
| Valley Brook Capital Group, Inc. | 0.31% | Add +0.5% | 5,588 | $458K |
| Centennial Wealth Advisory LLC | 0.12% | Add +5.3% | 5,407 | $443K |
| PUREfi Wealth, LLC | 0.34% | No change | 5,395 | $442K |
| McRae Capital Management Inc. | 0.09% | Add +2.9% | 5,272 | $432K |
| PKS Advisory Services, LLC | 0.10% | Add +2.0% | 5,021 | $411K |
| AQR Capital Management | 0.00% | New | 5,016 | $411K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.0% | 4,996 | $409K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 4,953 | $406K |
| One Wealth Management Investment & Advisory Services, LLC | 0.47% | Reduce -0.9% | 4,951 | $406K |
| Retirement Planning Group, LLC | 0.01% | No change | 4,797 | $393K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +24352.6% | 4,646 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,451 | $366K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.