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 |
| Larson Financial Group LLC | 0.01% | Add +8.1% | 4,467 | $366K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.8% | 4,410 | $361K |
| Pathway Financial Advisers, LLC | 0.10% | Add +12.0% | 4,278 | $349K |
| Crumly & Associates Inc. | 0.07% | No change | 4,175 | $342K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.4% | 4,137 | $339K |
| Purkiss Capital Advisors LLC | 0.16% | Add +16.7% | 4,016 | $329K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.3% | 3,948 | $323K |
| Quantinno Capital Management LP | 0.00% | New | 3,915 | $321K |
| Diversify Advisory Services, LLC | 0.01% | Add +19.9% | 3,843 | $318K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.3% | 3,858 | $316K |
| Ibex Wealth Advisors | 0.03% | No change | 3,700 | $303K |
| Sigma Planning Corp | 0.01% | Reduce -7.9% | 3,685 | $302K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -13.3% | 3,537 | $290K |
| World Investment Advisors | 0.01% | No change | 3,502 | $287K |
| Creative Planning | 0.00% | Add +18.6% | 3,469 | $284K |
| UBS Group AG | 0.00% | Reduce -73.6% | 3,467 | $284K |
| AssuredPartners Investment Advisors, LLC | 0.06% | No change | 3,424 | $281K |
| Monte Financial Group, LLC | 0.10% | Reduce -2.1% | 3,371 | $276K |
| BIP Wealth, LLC | 0.01% | Add +0.3% | 3,236 | $265K |
| Brookstone Capital Management | 0.00% | Reduce -7.4% | 3,209 | $263K |
| Capital Square, LLC | 0.13% | New | 3,170 | $260K |
| Comerica Bank | 0.00% | Add +0.1% | 3,143 | $258K |
| Fortitude Advisory Group L.L.C. | 0.14% | Add +0.0% | 3,123 | $256K |
| Redwood Financial Network Corp | 0.16% | New | 3,112 | $255K |
| Define Financial, LLC | 0.15% | Add +0.4% | 3,040 | $249K |
| Choreo, LLC | 0.00% | Add +8.9% | 3,003 | $246K |
| Pathstone Holdings, LLC | 0.00% | Reduce -35.9% | 2,977 | $244K |
| SVB Wealth LLC | 0.01% | No change | 2,962 | $243K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,886 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.3% | 2,810 | $230K |
| HBW Advisory Services LLC | 0.03% | Add +0.6% | 2,807 | $230K |
| Selective Wealth Management, Inc. | 0.07% | Add +0.1% | 2,750 | $226K |
| Harbor Asset Planning, Inc. | 0.20% | Add +0.3% | 2,687 | $220K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,669 | $219K |
| Kintra Wealth, LLC | 0.12% | Reduce -0.9% | 2,665 | $218K |
| Farther Finance Advisors, LLC | 0.00% | Add +29411.1% | 2,656 | $218K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 2,526 | $207K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,524 | $207K |
| Gateway Wealth Partners, LLC | 0.03% | New | 2,507 | $205K |
| Founders Financial Alliance, LLC | 0.04% | New | 2,317 | $190K |
| Bogart Wealth, LLC | 0.01% | No change | 2,295 | $188K |
| Canton Hathaway, LLC | 0.04% | No change | 2,300 | $188K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 2,281 | $187K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.1% | 2,250 | $184K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.8% | 1,978 | $162K |
| Hurley Capital, LLC | 0.09% | Reduce -5.1% | 1,915 | $157K |
| Dunhill Financial, LLC | 0.05% | Add +0.4% | 1,692 | $139K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,631 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,559 | $128K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,280 | $105K |
| US Bancorp \de | 0.00% | Add +38.4% | 1,178 | $97K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,104 | $90K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -87.3% | 904 | $74K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 872 | $71K |
| Godsey & Gibb, Inc. | 0.01% | No change | 761 | $62K |
| Creative Financial Designs Inc. | 0.00% | No change | 633 | $52K |
| Cwm, LLC | 0.00% | No change | 578 | $47K |
| Colonial Trust Co / SC | 0.01% | No change | 559 | $46K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 554 | $45K |
| Princeton Global Asset Management LLC | 0.01% | No change | 518 | $42K |
| Bank of Montreal | 0.00% | Add +0.6% | 503 | $41K |
| MTM Investment Management, LLC | 0.01% | Add +0.4% | 481 | $39K |
| CX Institutional | 0.00% | Reduce -12.8% | 475 | $39K |
| Decker Retirement Planning Inc. | 0.02% | No change | 434 | $36K |
| Versant Capital Management, Inc | 0.00% | No change | 433 | $35K |
| Simplex Trading, LLC | 0.00% | Reduce -9.5% | 438 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 427 | $35K |
| Hilltop National Bank | 0.01% | No change | 390 | $32K |
| Private Trust Co. NA | 0.00% | New | 369 | $30K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 262 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 260 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | Add +117.2% | 252 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.9% | 250 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +8.3% | 247 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 245 | $20K |
| Strengthening Families & Communities, LLC | 0.00% | New | 204 | $17K |
| Wealthspire Advisors, LLC | 0.00% | New | 189 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18100.0% | 182 | $15K |
| MAI Capital Management | 0.00% | No change | 179 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 140 | $11K |
| Bank of New Hampshire | 0.00% | No change | 108 | $9K |
| DecisionPoint Financial, LLC | 0.00% | No change | 108 | $9K |
| Promus Capital, LLC | 0.01% | No change | 99 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.5% | 68 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 65 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 59 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.8% | 59 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 45 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 44 | $4K |
| IMA Advisory Services, Inc. | 0.00% | No change | 33 | $3K |
| Allworth Financial LP | 0.00% | No change | 31 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 29 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 25 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 23 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 12 | $984 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.