Fidelity MSCI Indust IndxFIDUETF
13F holders, Q2 2026 (June 30)240holders +19
31new positions
15sold out
1famous investor
$99.66avg. 13F price*
At the end of Q2 2026, 240 institutions reported holding Fidelity MSCI Indust Indx (FIDU) in their 13F filings, up 19 from Q1 2026. 31 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($166.5M), AE Wealth Management LLC ($139.9M) and Northwestern Mutual Wealth Management Co. ($93.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $15.4M |
| Exits | 15 | $6.6M |
All 13F filers, Q1 2026 → Q2 2026: 974,787 shares bought and 286,236 shares sold, net +688,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Lido Advisors, LLC | 0.60% | Reduce -3.8% | 1,672,011 | $166.5M |
| AE Wealth Management LLC | 0.65% | Add +8.2% | 1,404,619 | $139.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.9% | 942,093 | $93.8M |
| Agf Management Ltd. | 0.20% | Add +1.7% | 510,373 | $50.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 400,727 | $39.9M |
| LPL Financial LLC | 0.01% | Add +3.9% | 285,843 | $28.5M |
| Vicus Capital | 1.67% | Add +416.1% | 259,849 | $25.9M |
| Morgan Stanley | 0.00% | Add +2.5% | 219,372 | $21.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +1.2% | 184,436 | $18.4M |
| NorthCoast Asset Management LLC | 0.36% | Add +169.6% | 161,766 | $16.1M |
| Bank of America Corp. | 0.00% | Add +2.4% | 145,719 | $14.5M |
| Independence Financial Advisors, LLC | 3.52% | Add +4.6% | 136,325 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 126,154 | $12.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.8% | 124,721 | $12.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.3% | 123,202 | $12.3M |
| Lifeworks Advisors, LLC | 1.19% | Add +2.0% | 114,531 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -16.5% | 106,256 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +4.6% | 100,169 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +12.2% | 99,985 | $10.0M |
| FMR LLC | 0.00% | Add +13.8% | 92,107 | $9.2M |
| Yoder Wealth Management, Inc. | 3.10% | Add +4.7% | 79,748 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 78,645 | $7.8M |
| Arax Advisory Partners | 0.05% | Add +12552.4% | 74,143 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 73,519 | $7.3M |
| NewEdge Advisors, LLC | 0.02% | Add +7.5% | 72,031 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 65,286 | $6.5M |
| Traynor Capital Management, Inc. | 0.29% | Add +0.0% | 62,990 | $6.3M |
| Fischer Financial Services, Inc. | 1.50% | Add +1.5% | 59,946 | $6.0M |
| Bank of Montreal | 0.00% | Add +10851.2% | 54,756 | $5.5M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 52,193 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $5.0M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.7% | 41,441 | $4.1M |
| Penobscot Wealth Management | 1.05% | Add +3.5% | 39,321 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +54.0% | 37,534 | $3.6M |
| Atlas Capital Advisors Inc. | 0.39% | Reduce -5.6% | 36,045 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.4% | 32,496 | $3.2M |
| Smith Salley Wealth Management | 0.13% | Reduce -1.9% | 30,587 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.2% | 30,191 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +224.1% | 30,059 | $3.0M |
| Buska Wealth Management, LLC | 1.04% | Reduce -30.3% | 29,049 | $2.9M |
| EPG Wealth Management LLC | 0.68% | Reduce -0.0% | 28,310 | $2.8M |
| Citigroup Inc. | 0.00% | Add +13.1% | 27,488 | $2.7M |
| Clear Creek Financial Management, LLC | 0.17% | Add +2.2% | 26,946 | $2.7M |
| Lynch & Associates | 0.46% | Add +4.7% | 26,515 | $2.6M |
| KDK Private Wealth Management, LLC | 2.14% | Reduce -0.5% | 25,867 | $2.6M |
| Richmond Brothers, Inc. | 1.31% | New | 25,307 | $2.5M |
| Hanseatic Management Services Inc. | 1.67% | Reduce -1.5% | 22,799 | $2.3M |
| Fifth Third Securities, Inc. | 0.12% | Add +9.1% | 21,023 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.7% | 21,010 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.8% | 19,813 | $2.0M |
| Essex Financial Services, Inc. | 0.09% | Add +1.5% | 18,817 | $1.9M |
| Montag A & Associates Inc. | 0.08% | Add +35.1% | 18,753 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.6% | 18,669 | $1.9M |
| Maxele Advisors, LLC | 1.29% | — | 18,546 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +20.3% | 18,092 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 17,793 | $1.8M |
| UBS Group AG | 0.00% | Add +177.3% | 17,767 | $1.8M |
| Trail Ridge Investment Advisors, LLC | 0.70% | Reduce -6.5% | 16,732 | $1.7M |
| Meridian Wealth Management, LLC | 0.05% | Add +52.6% | 16,643 | $1.7M |
| Jacobs Equity LLC | 1.13% | Add +8.6% | 16,459 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -14.3% | 16,426 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Reduce -5.0% | 16,142 | $1.6M |
| American National Bank & Trust | 0.14% | Add +5.6% | 16,072 | $1.6M |
| Trust Co. of Oklahoma | 0.41% | Reduce -0.2% | 15,975 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 15,801 | $1.6M |
| Smith Shellnut Wilson LLC | 0.59% | Add +4.8% | 15,744 | $1.6M |
| Virtue Capital Management, LLC | 0.21% | Add +12.8% | 15,646 | $1.6M |
| Roxbury Financial LLC | 1.15% | Add +1.2% | 14,605 | $1.5M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.8% | 13,929 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.0% | 13,362 | $1.3M |
| Sigma Planning Corp | 0.03% | Add +19.3% | 12,952 | $1.3M |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.0% | 12,471 | $1.2M |
| Elevated Capital Advisors, LLC | 0.34% | Reduce -42.4% | 12,244 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | Add +336.7% | 11,626 | $1.2M |
| Heck Capital Advisors, LLC | 0.07% | Reduce -1.3% | 11,217 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -1.0% | 10,922 | $1.1M |
| Blue Jean Financial LLC | 0.70% | New | 10,095 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -30.4% | 10,014 | $997K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 9,749 | $971K |
| Mosley Wealth Management | 0.29% | New | 9,140 | $910K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -3.7% | 9,100 | $906K |
| VCI Wealth Management LLC | 0.22% | Add +2.5% | 8,743 | $871K |
| Bayshore Capital Advisors, LLC | 0.39% | No change | 8,467 | $843K |
| Centaurus Financial, Inc. | 0.03% | Add +4.3% | 8,443 | $841K |
| Ameritas Advisory Services, LLC | 0.02% | Add +47.8% | 8,350 | $832K |
| Mariner, LLC | 0.00% | Reduce -54.0% | 8,333 | $830K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +5.2% | 8,285 | $825K |
| Nova Wealth Management, Inc. | 0.42% | Reduce -7.7% | 7,622 | $759K |
| Ironwood Financial, llc | 0.12% | Add +27.8% | 7,838 | $751K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.5% | 7,362 | $733K |
| AQR Capital Management | 0.00% | Add +9.4% | 7,166 | $714K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.4% | 7,087 | $706K |
| Focus Financial Network, Inc. | 0.02% | Add +9.4% | 7,067 | $704K |
| Valley Brook Capital Group, Inc. | 0.38% | Add +6.4% | 6,688 | $666K |
| Redwood Financial Network Corp | 0.35% | Add +48.3% | 6,425 | $640K |
| Summit Financial, LLC | 0.01% | Reduce -0.1% | 6,320 | $630K |
| Creative Planning | 0.00% | Reduce -2.1% | 6,292 | $627K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +75.2% | 6,261 | $624K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 6,256 | $623K |
| HRT Financial LP | 0.00% | New | 6,097 | $607K |
| Purkiss Capital Advisors LLC | 0.23% | Add +26.3% | 6,034 | $601K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.4% | 5,787 | $576K |
| Whalerock Point Partners, LLC | 0.10% | Reduce -5.1% | 5,589 | $557K |
| Aprio Wealth Management, LLC | 0.03% | New | 5,537 | $552K |
| Maltin Wealth Management, Inc. | 0.18% | Reduce -3.9% | 5,490 | $547K |
| Centennial Wealth Advisory LLC | 0.12% | Reduce -2.0% | 5,436 | $541K |
| PUREfi Wealth, LLC | 0.30% | No change | 5,395 | $537K |
| Continuum Advisory, LLC | 0.04% | Reduce -17.1% | 5,320 | $530K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,968 | $495K |
| Pathway Financial Advisers, LLC | 0.12% | Add +7.4% | 4,963 | $494K |
| Capital Square, LLC | 0.22% | No change | 5,104 | $494K |
| McRae Capital Management Inc. | 0.10% | Add +2.8% | 4,872 | $485K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.9% | 4,810 | $479K |
| Fortitude Advisory Group L.L.C. | 0.18% | Add +14.5% | 4,740 | $472K |
| One Wealth Management Investment & Advisory Services, LLC | 0.47% | Reduce -5.7% | 4,515 | $450K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 4,438 | $442K |
| Monte Financial Group, LLC | 0.14% | Add +22.3% | 4,630 | $441K |
| Crumly & Associates Inc. | 0.08% | No change | 4,175 | $416K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 4,174 | $416K |
| Betterment LLC | 0.00% | Add +8.8% | 4,168 | $415K |
| Primoris Wealth Advisors, LLC | 0.19% | Reduce -4.6% | 4,125 | $411K |
| Madison Wealth Partners, Inc | 0.05% | New | 4,100 | $408K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -16.0% | 4,098 | $408K |
| Quantinno Capital Management LP | 0.00% | Reduce -8.6% | 4,033 | $402K |
| SCS Capital Management LLC | 0.00% | Reduce -49.8% | 3,995 | $398K |
| CWA Asset Management Group, LLC | 0.01% | Add +5.0% | 3,967 | $395K |
| Ibex Wealth Advisors | 0.03% | No change | 3,700 | $369K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -14.7% | 3,545 | $353K |
| World Investment Advisors | 0.01% | No change | 4,003 | $353K |
| Integrity Alliance, Llc. | 0.01% | New | 3,460 | $345K |
| MAI Capital Management | 0.00% | Add +1721.0% | 3,460 | $345K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.4% | 3,551 | $344K |
| AssuredPartners Investment Advisors, LLC | 0.03% | No change | 3,424 | $341K |
| Two Sigma Securities, LLC | 0.03% | New | 3,389 | $338K |
| Compass Financial Management LLC | 0.04% | — | 3,347 | $333K |
| Choreo, LLC | 0.00% | Add +13.0% | 3,342 | $333K |
| Principal Securities, Inc. | 0.00% | Add +13.2% | 3,338 | $332K |
| OneAscent Financial Services LLC | 0.02% | New | 3,275 | $326K |
| BIP Wealth, LLC | 0.01% | Add +0.2% | 3,258 | $325K |
| Fiduciary Financial Advisors | 0.03% | New | 3,108 | $309K |
| Define Financial, LLC | 0.14% | Add +0.2% | 3,061 | $305K |
| Harbor Asset Planning, Inc. | 0.23% | Add +0.2% | 3,041 | $303K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 3,033 | $302K |
| HBW Advisory Services LLC | 0.03% | Add +2.7% | 3,029 | $302K |
| HighTower Advisors, LLC | 0.00% | Reduce -64.1% | 2,988 | $298K |
| Financial Partners Group, Inc | 0.03% | Add +0.2% | 2,975 | $296K |
| SVB Wealth LLC | 0.02% | No change | 2,962 | $295K |
| PKS Advisory Services, LLC | 0.05% | Reduce -37.8% | 2,911 | $290K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,886 | $287K |
| Diversify Advisory Services, LLC | 0.00% | Reduce -23.4% | 2,852 | $277K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -25.9% | 2,852 | $277K |
| Kovack Advisors, Inc. | 0.01% | Reduce -5.5% | 2,807 | $276K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 2,752 | $274K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,727 | $272K |
| Harbour Investments, Inc. | 0.00% | Add +74.4% | 2,698 | $269K |
| Brookstone Capital Management | 0.00% | Reduce -5.0% | 2,662 | $265K |
| Corient Private Wealth LP | 0.00% | New | 2,637 | $262K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -49.9% | 2,524 | $251K |
| Belpointe Asset Management LLC | 0.01% | Add +5.4% | 2,474 | $246K |
| Nwam LLC | 0.01% | No change | 2,417 | $241K |
| Accelerate Investment Advisors LLC | 0.14% | Add +0.6% | 2,391 | $238K |
| Verity Asset Management, Inc. | 0.09% | New | 2,379 | $237K |
| Selective Wealth Management, Inc. | 0.06% | Reduce -2.0% | 2,442 | $233K |
| Canton Hathaway, LLC | 0.04% | No change | 2,300 | $229K |
| Bogart Wealth, LLC | 0.01% | No change | 2,295 | $229K |
| Fifth Third Bancorp | 0.00% | Reduce -30.9% | 2,269 | $226K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | New | 2,259 | $225K |
| Richard C. Young & CO., LTD. | 0.02% | New | 2,244 | $224K |
| KCM Investment Advisors LLC | 0.01% | New | 2,165 | $216K |
| Safeguard Investment Advisory Group, LLC | 0.05% | New | 2,162 | $215K |
| Dakota Wealth Management | 0.00% | New | 2,121 | $211K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -16.9% | 2,087 | $208K |
| CoreCap Advisors, LLC | 0.01% | Add +1.6% | 2,064 | $206K |
| Independent Financial Group, LLC | 0.00% | Reduce -22.6% | 2,050 | $204K |
| GeoWealth Management, LLC | 0.01% | New | 1,922 | $191K |
| Hurley Capital, LLC | 0.10% | Add +0.1% | 1,921 | $191K |
| Atlantic Union Bankshares Corp | 0.00% | Add +8.2% | 1,764 | $176K |
| Dunhill Financial, LLC | 0.03% | Add +0.2% | 1,704 | $170K |
| Global Retirement Partners, LLC | 0.00% | — | 1,419 | $141K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,104 | $110K |
| US Bancorp \de | 0.00% | Add +9.0% | 1,068 | $106K |
| IFG Advisory, LLC | 0.00% | New | 977 | $97K |
| First Horizon Corp. | 0.00% | Add +2.3% | 929 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 882 | $87K |
| Godsey & Gibb, Inc. | 0.01% | No change | 761 | $76K |
| Banque Transatlantique SA | 0.00% | No change | 689 | $69K |
| CX Institutional | 0.00% | Reduce -54.4% | 667 | $66K |
| Creative Financial Designs Inc. | 0.00% | No change | 633 | $63K |
| Colonial Trust Co / SC | 0.01% | No change | 559 | $56K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 554 | $55K |
| Regatta Research & Money Management | 0.05% | — | 541 | $54K |
| Princeton Global Asset Management LLC | 0.01% | No change | 518 | $52K |
| BlackRock, Inc. | 0.00% | No change | 500 | $50K |
| Kingdom Financial Group LLC. | 0.01% | New | 499 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +26.9% | 486 | $48K |
| IFP Advisors, Inc | 0.00% | Add +6.5% | 457 | $46K |
| Decker Retirement Planning Inc. | 0.01% | No change | 434 | $43K |
| Hilltop National Bank | 0.01% | No change | 390 | $39K |
| SYM FINANCIAL Corp | 0.00% | New | 365 | $36K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 262 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 250 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 245 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +16.4% | 234 | $23K |
| Vima LLC | 0.02% | — | 217 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3566.7% | 220 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 207 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -65.4% | 204 | $20K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 197 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 183 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 140 | $14K |
| Allworth Financial LP | 0.00% | Add +12.0% | 131 | $13K |
| Motco | 0.00% | New | 125 | $12K |
| Tounjian Advisory Partners, LLC | 0.01% | Reduce -99.0% | 124 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.8% | 121 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | New | 115 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 115 | $11K |
| DecisionPoint Financial, LLC | 0.00% | No change | 108 | $11K |
| Allied Private Wealth LLC | 0.01% | — | 109 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +44.1% | 98 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 86 | $9K |
| Key Capital Management, INC | 0.00% | Add +286.4% | 85 | $8K |
| Webster Bank, N. A. | 0.00% | New | 79 | $8K |
| Waverly Advisors, LLC | 0.00% | Reduce -33.3% | 66 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $6K |
| TOP Private Wealth LLC. | 0.01% | — | 53 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -91.8% | 46 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 45 | $4K |
| Oakmont Advisory Group, LLC | 0.00% | New | 38 | $4K |
| Operose Advisors LLC | 0.00% | No change | 36 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 35 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -46.1% | 35 | $3K |
| Assetmark, Inc. | 0.00% | No change | 26 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 25 | $2K |
| Gill Capital Partners, LLC | 0.00% | Add +4.2% | 25 | $2K |
| Birchbrook, Inc. | 0.00% | New | 22 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 12 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -94.4% | 5 | $498 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is FIDU's weight in each manager's 13F, not the share of Fidelity MSCI Indust Indx the manager owns.