Fidelity MSCI Indust IndxFIDUETF
13F holders, Q4 2025 (December 31)207holders +7
18new positions
15sold out
1famous investor
$82.45avg. 13F price*
At the end of Q4 2025, 207 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 7 from Q3 2025. 18 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($142.5M), AE Wealth Management LLC ($107.8M) and Northwestern Mutual Wealth Management Co. ($69.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $21.6M |
| Exits | 15 | $3.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,055,145 shares bought and 313,312 shares sold, net +741,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| Lido Advisors, LLC | 0.56% | Add +0.1% | 1,738,386 | $142.5M |
| AE Wealth Management LLC | 0.62% | Add +24.3% | 1,307,516 | $107.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -8.1% | 837,055 | $69.0M |
| Agf Management Ltd. | 0.18% | Add +246.1% | 499,003 | $41.2M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.0% | 396,655 | $32.7M |
| LPL Financial LLC | 0.01% | Reduce -12.3% | 220,278 | $18.2M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 209,071 | $17.2M |
| Bellwether Advisors, LLC | 2.54% | New | 192,749 | $15.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +1.1% | 173,919 | $14.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -14.1% | 138,540 | $11.4M |
| Independence Financial Advisors, LLC | 3.10% | Add +3.0% | 136,703 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 131,134 | $10.8M |
| NorthCoast Asset Management LLC | 0.24% | Reduce -7.7% | 129,994 | $10.7M |
| Bank of America Corp. | 0.00% | Add +12.3% | 125,315 | $10.3M |
| Lifeworks Advisors, LLC | 1.20% | Add +77.3% | 111,918 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +15.7% | 103,159 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 96,933 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 96,870 | $8.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -22.9% | 86,719 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.1% | 85,171 | $7.0M |
| Yoder Wealth Management, Inc. | 2.80% | Add +3.6% | 74,634 | $6.2M |
| FMR LLC | 0.00% | Add +2.7% | 73,243 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +3.0% | 71,070 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +5.3% | 63,799 | $5.3M |
| Traynor Capital Management, Inc. | 0.28% | Add +0.7% | 61,340 | $5.1M |
| Fischer Financial Services, Inc. | 1.29% | Add +3.1% | 59,113 | $4.9M |
| Buska Wealth Management, LLC | 1.74% | Reduce -28.7% | 57,023 | $4.7M |
| Cetera Investment Advisers | 0.00% | Add +10.1% | 46,423 | $3.8M |
| IHT Wealth Management, LLC | 0.09% | Add +1.7% | 43,945 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +15.0% | 40,108 | $3.3M |
| Atlas Capital Advisors Inc. | 0.33% | — | 36,128 | $3.0M |
| Penobscot Wealth Management | 0.90% | Add +2.3% | 35,406 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +3.8% | 34,165 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -1.9% | 33,704 | $2.8M |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.1% | 31,004 | $2.6M |
| Smith Salley Wealth Management | 0.13% | Reduce -0.1% | 30,643 | $2.5M |
| Elevated Capital Advisors, LLC | 0.55% | Add +27.5% | 28,823 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 28,696 | $2.4M |
| EPG Wealth Management LLC | 0.64% | Reduce -0.9% | 28,614 | $2.4M |
| Mach-1 Financial Group, LLC | 0.46% | New | 26,961 | $2.2M |
| Lynch & Associates | 0.41% | Reduce -1.0% | 26,455 | $2.2M |
| KDK Private Wealth Management, LLC | 1.89% | Reduce -0.8% | 26,217 | $2.2M |
| Sunbelt Securities, Inc. | 0.11% | Add +21.7% | 19,870 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -14.5% | 19,784 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.5% | 19,201 | $1.6M |
| Maxele Advisors, LLC | 1.25% | Add +1.8% | 18,608 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +101.6% | 18,478 | $1.5M |
| Mariner, LLC | 0.00% | Add +11.2% | 18,368 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -0.2% | 18,054 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -5.3% | 17,853 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.6% | 17,205 | $1.4M |
| Trail Ridge Investment Advisors, LLC | 0.61% | Add +11.8% | 17,175 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.50% | Reduce -1.8% | 16,648 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.0% | 16,506 | $1.4M |
| Essex Financial Services, Inc. | 0.08% | Add +12.0% | 16,291 | $1.3M |
| Trust Co. of Oklahoma | 0.39% | Add +3.2% | 16,033 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 15,426 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 15,283 | $1.3M |
| Smith Shellnut Wilson LLC | 0.48% | Add +12.2% | 15,034 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -30.9% | 14,775 | $1.2M |
| Tounjian Advisory Partners, LLC | 0.41% | Reduce -3.5% | 14,580 | $1.2M |
| Roxbury Financial LLC | 1.07% | Reduce -0.3% | 14,458 | $1.2M |
| American National Bank & Trust | 0.11% | Add +26.4% | 14,433 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | No change | 14,214 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +31.1% | 14,176 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -7.3% | 13,954 | $1.2M |
| Citigroup Inc. | 0.00% | Add +0.1% | 12,834 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +5.0% | 12,777 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -9.9% | 12,223 | $1.0M |
| Heck Capital Advisors, LLC | 0.07% | Reduce -1.2% | 12,079 | $996K |
| Jacobs Equity LLC | 0.95% | — | 11,991 | $989K |
| Mgo One Seven LLC | 0.02% | Add +0.1% | 10,785 | $890K |
| Armor Investment Advisors, LLC | 0.33% | Reduce -16.4% | 10,722 | $884K |
| Truist Financial Corp. | 0.00% | Reduce -30.2% | 10,656 | $879K |
| Blue Jean Financial LLC | 0.67% | — | 9,965 | $822K |
| VCI Wealth Management LLC | 0.22% | Reduce -45.8% | 9,798 | $808K |
| Raymond James Financial Inc. | 0.00% | Add +3.6% | 9,678 | $798K |
| Q3 Asset Management | 0.17% | Add +61.6% | 9,131 | $753K |
| Bayshore Capital Advisors, LLC | 0.36% | — | 8,843 | $729K |
| HighTower Advisors, LLC | 0.00% | Reduce -49.8% | 8,754 | $722K |
| Nova Wealth Management, Inc. | 0.48% | Reduce -6.3% | 8,447 | $697K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 8,391 | $692K |
| SCS Capital Management LLC | 0.01% | No change | 7,955 | $656K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 7,643 | $630K |
| Centaurus Financial, Inc. | 0.03% | Add +16.9% | 7,391 | $610K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.4% | 6,708 | $553K |
| Continuum Advisory, LLC | 0.05% | Reduce -21.8% | 6,311 | $521K |
| Summit Financial, LLC | 0.01% | Add +1.6% | 6,083 | $502K |
| Maltin Wealth Management, Inc. | 0.20% | Reduce -17.6% | 6,013 | $496K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -0.9% | 5,939 | $490K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $486K |
| Centennial Wealth Advisory LLC | 0.13% | Add +6.0% | 5,729 | $473K |
| Ameritas Advisory Services, LLC | 0.02% | Add +528.6% | 5,683 | $469K |
| Valley Brook Capital Group, Inc. | 0.30% | Reduce -2.9% | 5,428 | $448K |
| PUREfi Wealth, LLC | 0.34% | No change | 5,395 | $445K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +128.3% | 5,136 | $424K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.3% | 5,129 | $423K |
| AQR Capital Management | 0.00% | No change | 5,016 | $414K |
| PKS Advisory Services, LLC | 0.09% | Reduce -0.8% | 4,981 | $411K |
| One Wealth Management Investment & Advisory Services, LLC | 0.44% | Reduce -0.6% | 4,923 | $406K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.