Fidelity Magellan ETFFMAGETF
13F holders, Q3 2024 (September 30)28holders +7
10new positions
3sold out
1famous investor
$30.60avg. 13F price*
At the end of Q3 2024, 28 institutions reported holding Fidelity Magellan ETF (FMAG) in their 13F filings, up 7 from Q2 2024. 10 opened new positions and 3 sold out. The largest holders were UBS Group AG ($4.9M), Beam Wealth Advisors, Inc. ($3.9M) and Arkadios Wealth Advisors ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Magellan ETF
- CUSIP
- 316092329
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.8M |
| Exits | 3 | $3.7M |
All 13F filers, Q2 2024 → Q3 2024: 358,264 shares bought and 146,471 shares sold, net +211,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| UBS Group AG | 0.00% | Add +24.5% | 158,829 | $4.9M |
| Beam Wealth Advisors, Inc. | 1.17% | Add +4.6% | 125,866 | $3.9M |
| Arkadios Wealth Advisors | 0.18% | New | 106,155 | $3.3M |
| FIL Ltd | 0.00% | New | 67,865 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +344.0% | 51,753 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +344.0% | 51,743 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.9% | 39,279 | $1.2M |
| Wells Fargo & Company | 0.00% | New | 18,558 | $568K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.0% | 18,435 | $564K |
| Sigma Planning Corp | 0.01% | Add +24.9% | 15,601 | $478K |
| Citadel Advisors | 0.00% | New | 14,890 | $456K |
| Summit X, LLC | 0.10% | No change | 14,099 | $418K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -68.2% | 9,241 | $283K |
| Old Mission Capital LLC | 0.01% | New | 8,716 | $267K |
| Susquehanna International Group, LLP | 0.00% | New | 7,038 | $216K |
| Principal Securities, Inc. | 0.00% | No change | 2,000 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 1,891 | $58K |
| Bank of Montreal | 0.00% | No change | 1,120 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 935 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 471 | $14K |
| IFP Advisors, Inc | 0.00% | Add +39.8% | 362 | $11K |
| Peterson Financial Group, Inc. | 0.03% | New | 265 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 177 | $5K |
| Spire Wealth Management | 0.00% | New | 173 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +0.9% | 115 | $4K |
| Abound Wealth Management | 0.00% | New | 30 | $919 |
| Morgan Stanley | 0.00% | No change | 1 | $60 |
| FMR LLC | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is FMAG's weight in each manager's 13F, not the share of Fidelity Magellan ETF the manager owns.