Fidelity MSCI Indust IndxFIDUETF
13F holders, Q1 2026 (March 31)221holders +14
33new positions
15sold out
1famous investor
$86.54avg. 13F price*
At the end of Q1 2026, 221 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 14 from Q4 2025. 33 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($150.4M), AE Wealth Management LLC ($112.3M) and Northwestern Mutual Wealth Management Co. ($77.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $15.5M |
| Exits | 15 | $20.8M |
All 13F filers, Q4 2025 → Q1 2026: 533,041 shares bought and 452,902 shares sold, net +80,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Lido Advisors, LLC | 0.60% | Reduce -0.0% | 1,738,015 | $150.4M |
| AE Wealth Management LLC | 0.61% | Reduce -0.7% | 1,297,885 | $112.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.3% | 889,710 | $77.0M |
| Agf Management Ltd. | 0.20% | Add +0.6% | 501,729 | $43.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.9% | 389,110 | $33.7M |
| LPL Financial LLC | 0.01% | Add +24.9% | 275,115 | $23.8M |
| Morgan Stanley | 0.00% | Add +2.3% | 213,925 | $18.5M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.8% | 182,270 | $15.8M |
| Bank of America Corp. | 0.00% | Add +13.6% | 142,307 | $12.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 131,475 | $11.4M |
| Independence Financial Advisors, LLC | 3.38% | Reduce -4.7% | 130,313 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 129,886 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +23.4% | 127,293 | $11.0M |
| Lifeworks Advisors, LLC | 1.25% | Add +0.3% | 112,300 | $9.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.2% | 104,956 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +184.3% | 95,802 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 92,660 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 89,145 | $7.4M |
| FMR LLC | 0.00% | Add +10.5% | 80,949 | $7.0M |
| Yoder Wealth Management, Inc. | 3.00% | Add +2.0% | 76,159 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 72,680 | $6.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -22.8% | 66,991 | $5.8M |
| Traynor Capital Management, Inc. | 0.31% | Add +2.7% | 62,979 | $5.3M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -53.8% | 60,013 | $5.2M |
| Fischer Financial Services, Inc. | 1.72% | Reduce -0.1% | 59,042 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.9% | 58,118 | $5.0M |
| Cetera Investment Advisers | 0.00% | Add +11.7% | 51,868 | $4.5M |
| Vicus Capital | 0.32% | New | 50,344 | $4.4M |
| IHT Wealth Management, LLC | 0.09% | Add +1.1% | 44,437 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.8% | 42,974 | $3.7M |
| Buska Wealth Management, LLC | 1.45% | Reduce -27.0% | 41,650 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.2% | 39,640 | $3.4M |
| Atlas Capital Advisors Inc. | 0.38% | Add +5.7% | 38,168 | $3.3M |
| Penobscot Wealth Management | 0.97% | Add +7.3% | 37,991 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -4.1% | 32,752 | $2.8M |
| Smith Salley Wealth Management | 0.14% | Add +1.8% | 31,179 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.4% | 30,246 | $2.6M |
| EPG Wealth Management LLC | 0.66% | Reduce -1.0% | 28,317 | $2.4M |
| Clear Creek Financial Management, LLC | 0.17% | New | 26,357 | $2.3M |
| KDK Private Wealth Management, LLC | 2.06% | Reduce -0.9% | 25,990 | $2.2M |
| Lynch & Associates | 0.41% | Reduce -4.3% | 25,319 | $2.2M |
| Citigroup Inc. | 0.00% | Add +89.4% | 24,313 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +72.0% | 24,376 | $2.1M |
| Hanseatic Management Services Inc. | 1.92% | — | 23,142 | $2.0M |
| Elevated Capital Advisors, LLC | 0.46% | Reduce -26.2% | 21,272 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.4% | 19,657 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +9.3% | 19,506 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -2.6% | 19,274 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +6.2% | 19,169 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +2.7% | 18,976 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Add +13.8% | 18,540 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 18,104 | $1.6M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -9.8% | 17,923 | $1.6M |
| Trail Ridge Investment Advisors, LLC | 0.67% | Add +4.2% | 17,904 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 17,686 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Add +2.1% | 16,991 | $1.5M |
| Merit Financial Group, LLC | 0.01% | New | 16,029 | $1.4M |
| Trust Co. of Oklahoma | 0.40% | Reduce -0.2% | 16,001 | $1.4M |
| American National Bank & Trust | 0.13% | Add +5.5% | 15,222 | $1.3M |
| Jacobs Equity LLC | 1.17% | Add +26.4% | 15,153 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 15,040 | $1.3M |
| Smith Shellnut Wilson LLC | 0.57% | Reduce -0.1% | 15,020 | $1.3M |
| Roxbury Financial LLC | 1.12% | Reduce -0.2% | 14,427 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -16.3% | 14,399 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.2% | 14,038 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.3% | 13,917 | $1.2M |
| Montag A & Associates Inc. | 0.06% | Add +13.5% | 13,876 | $1.2M |
| Virtue Capital Management, LLC | 0.18% | New | 13,871 | $1.2M |
| Compound Planning, Inc. | 0.03% | New | 12,853 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Reduce -14.8% | 12,595 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.38% | Reduce -16.5% | 12,178 | $1.1M |
| Heck Capital Advisors, LLC | 0.07% | Reduce -5.9% | 11,369 | $984K |
| Mgo One Seven LLC | 0.02% | Add +2.3% | 11,036 | $955K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -14.6% | 10,907 | $944K |
| Sigma Planning Corp | 0.03% | Add +197.2% | 10,856 | $939K |
| Jane Street Group, LLC | 0.00% | Reduce -30.8% | 10,676 | $924K |
| Truist Financial Corp. | 0.00% | Reduce -7.6% | 9,843 | $852K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -11.8% | 9,452 | $818K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 9,276 | $803K |
| VCI Wealth Management LLC | 0.20% | Reduce -12.9% | 8,531 | $738K |
| Bayshore Capital Advisors, LLC | 0.31% | Reduce -4.3% | 8,467 | $733K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 8,359 | $723K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 8,323 | $720K |
| Nova Wealth Management, Inc. | 0.47% | Reduce -2.2% | 8,260 | $718K |
| Centaurus Financial, Inc. | 0.03% | Add +9.5% | 8,095 | $700K |
| SCS Capital Management LLC | 0.01% | No change | 7,955 | $688K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.1% | 7,877 | $681K |
| Integrated Wealth Concepts LLC | 0.01% | New | 7,874 | $681K |
| Farther Finance Advisors, LLC | 0.01% | Add +146.3% | 7,113 | $626K |
| AQR Capital Management | 0.00% | Add +30.6% | 6,552 | $567K |
| Focus Financial Network, Inc. | 0.02% | New | 6,457 | $559K |
| Creative Planning | 0.00% | Add +37.5% | 6,429 | $556K |
| Continuum Advisory, LLC | 0.05% | Add +1.7% | 6,418 | $555K |
| UBS Group AG | 0.00% | Add +79.5% | 6,406 | $554K |
| Summit Financial, LLC | 0.01% | Add +4.0% | 6,329 | $548K |
| Valley Brook Capital Group, Inc. | 0.36% | Add +15.8% | 6,288 | $544K |
| Ironwood Financial, llc | 0.09% | New | 6,133 | $531K |
| Whalerock Point Partners, LLC | 0.10% | No change | 5,890 | $510K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -2.2% | 5,811 | $503K |
| Maltin Wealth Management, Inc. | 0.19% | Reduce -5.0% | 5,710 | $494K |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.