Fidelity Magellan ETFFMAGETF
13F holders, Q2 2024 (June 30)21holders +4
7new positions
4sold out
$29.67avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Fidelity Magellan ETF (FMAG) in their 13F filings, up 4 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were UBS Group AG ($3.8M), Beam Wealth Advisors, Inc. ($3.6M) and Cambridge Investment Research Advisors, Inc. ($3.3M).
- Company
- Fidelity Magellan ETF
- CUSIP
- 316092329
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 4 | $761K |
All 13F filers, Q1 2024 → Q2 2024: 263,861 shares bought and 82,926 shares sold, net +180,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| UBS Group AG | 0.00% | Add +213.2% | 127,566 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.19% | Reduce -14.2% | 120,363 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 109,806 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -55.2% | 29,084 | $863K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 24,876 | $738K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,814 | $558K |
| Summit X, LLC | 0.09% | Reduce -1.1% | 14,099 | $418K |
| Sigma Planning Corp | 0.01% | New | 12,487 | $371K |
| PNC Financial Services Group, Inc. | 0.00% | New | 11,655 | $346K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,655 | $346K |
| Elevation Capital Advisory, LLC | 0.12% | — | 8,925 | $265K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,432 | $221K |
| Principal Securities, Inc. | 0.00% | No change | 2,000 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +3852.0% | 1,976 | $59K |
| Bank of Montreal | 0.00% | New | 1,120 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 935 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 471 | $14K |
| IFP Advisors, Inc | 0.00% | Add +7.9% | 259 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 178 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +7.5% | 114 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is FMAG's weight in each manager's 13F, not the share of Fidelity Magellan ETF the manager owns.