Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q2 2026 (June 30)
214holders +8
31new positions
23sold out
3famous investors
$52.61avg. 13F price*

At the end of Q2 2026, 214 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 8 from Q1 2026. 31 opened new positions and 23 sold out. The largest holders were Charles Schwab Investment Management Inc. ($148.4M), Lido Advisors, LLC ($69.4M) and Agf Management Ltd. ($27.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Fidelity MSCI Cons Stap Indx
CUSIP
316092303
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 161Q1 2024Q2 2024: 153Q2 2024Q3 2024: 169Q3 2024Q4 2024: 181Q4 2024Q1 2025: 193Q1 2025Q2 2025: 204Q2 2025Q3 2025: 193Q3 2025Q4 2025: 211Q4 2025Q1 2026: 206Q1 2026Q2 2026: 214Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$10.1M
Exits23$3.9M

All 13F filers, Q1 2026 → Q2 2026: 933,558 shares bought and 652,281 shares sold, net +281,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 214 holders

Charles Schwab Investment Management Inc. 0.02% Add +6.7% 2,824,061 $148.4M
Lido Advisors, LLC 0.25% Reduce -2.7% 1,321,529 $69.4M
Agf Management Ltd. 0.11% Add +1.7% 514,033 $27.0M
Osaic Holdings, Inc. 0.03% Add +29.5% 474,781 $25.0M
LPL Financial LLC 0.01% Reduce -8.6% 466,281 $24.5M
Commonwealth Equity Services, LLC 0.03% Reduce -0.4% 407,070 $21.4M
Compass Financial Group, INC 2.14% Add +8.7% 354,202 $18.6M
Morgan Stanley 0.00% Add +3.6% 224,727 $11.8M
Marotta Asset Management 1.93% Add +13.1% 220,729 $11.6M
Certified Advisory Corp 0.93% Add +1.6% 219,172 $11.5M
Larson Financial Group LLC 0.29% Add +5.4% 207,592 $10.9M
Goldman Sachs Group Inc. 0.00% Add +34.5% 164,069 $8.6M
BNP Paribas Financial Markets 0.00% Add +1500000.0% 150,010 $7.9M
Fischer Financial Services, Inc. 1.94% Add +2.4% 147,158 $7.7M
Financial Perspectives, Inc 1.79% Add +2.9% 139,634 $7.3M
Kestra Advisory Services, LLC 0.02% Reduce -2.9% 105,769 $5.6M
CacheTech Inc. 0.86% Add +3.4% 100,967 $5.3M
Bellwether Advisors, LLC 0.77% Reduce -10.9% 98,689 $5.2M
Atlas Capital Advisors Inc. 0.55% Add +10.1% 96,336 $5.1M
Adams Wealth Management 0.96% Add +2.2% 95,871 $5.0M
Stifel Financial Corp. 0.00% Add +3.0% 95,576 $5.0M
NorthCoast Asset Management LLC 0.10% Add +139.5% 87,632 $4.6M
UBS Group AG 0.00% Add +5.8% 86,933 $4.6M
NewEdge Advisors, LLC 0.01% Add +4.9% 84,762 $4.5M
FMR LLC 0.00% Add +6.8% 81,631 $4.3M
Arkadios Wealth Advisors 0.06% Add +10.4% 78,147 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.9% 75,637 $4.0M
Mercer Global Advisors Inc. 0.00% Reduce -9.0% 74,870 $3.9M
J.W. Cole Advisors, Inc. 0.06% New 71,637 $3.8M
Lifeworks Advisors, LLC 0.38% Add +3.4% 69,794 $3.7M
Southern Capital Advisors, LLC 1.43% Add +2.2% 65,003 $3.4M
Bank of America Corp. 0.00% Reduce -4.7% 64,507 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -54.4% 64,341 $3.4M
Advisory Services Network, LLC 0.04% Reduce -9.4% 58,932 $3.1M
Cetera Investment Advisers 0.00% Reduce -6.5% 56,906 $3.0M
Roxbury Financial LLC 2.36% Add +0.0% 56,809 $3.0M
Yoder Wealth Management, Inc. 0.98% Add +1.3% 47,769 $2.5M
Raymond James Financial Inc. 0.00% Reduce -5.8% 46,633 $2.5M
Citigroup Inc. 0.00% Reduce -29.4% 46,372 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -1.8% 43,460 $2.3M
Herbst Group, LLC 1.10% Add +1.4% 38,555 $2.0M
Arax Advisory Partners 0.01% Add +13.1% 35,774 $1.9M
Lynch & Associates 0.33% Add +19.8% 35,666 $1.9M
Wells Fargo & Company 0.00% Add +16.3% 35,079 $1.8M
Beaumont Financial Advisors, LLC 0.12% Reduce -4.5% 35,042 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +2.9% 31,884 $1.7M
Ameriprise Financial Inc. 0.00% Add +2.9% 31,817 $1.7M
Sigma Planning Corp 0.04% Reduce -18.2% 31,832 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -44.8% 31,244 $1.7M
Royal Bank of Canada 0.00% Add +50.6% 30,435 $1.6M
Creative Planning 0.00% Reduce -3.2% 28,021 $1.5M
Jones Financial Companies LLLP 0.00% Add +31.0% 27,072 $1.4M
Mission Wealth Management, LP 0.02% New 27,264 $1.4M
Gotham Asset Management 0.00% New 26,750 $1.4M
Heck Capital Advisors, LLC 0.08% Reduce -1.2% 26,459 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +25.0% 25,802 $1.4M
Atlas Brown,Inc. 0.36% Reduce -1.5% 25,677 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -1.7% 24,447 $1.3M
Smith Salley Wealth Management 0.05% Reduce -1.8% 23,280 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.3% 22,654 $1.2M
KDK Private Wealth Management, LLC 0.95% Reduce -0.7% 21,799 $1.1M
Beacon Pointe Advisors, LLC 0.01% No change 21,415 $1.1M
Jacobs Equity LLC 0.77% Add +8.6% 21,241 $1.1M
OneAscent Financial Services LLC 0.05% Add +28.8% 20,952 $1.1M
Principal Securities, Inc. 0.01% Reduce -39.0% 19,801 $1.0M
Sweeney & Michel, LLC 0.26% Add +0.4% 18,312 $986K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.2% 18,048 $948K
MML Investors Services, LLC 0.00% Reduce -14.2% 16,618 $873K
Nova Wealth Management, Inc. 0.48% Add +4.9% 16,607 $873K
American National Bank & Trust 0.07% Add +3.6% 16,165 $849K
Meridian Wealth Management, LLC 0.03% Add +38.2% 16,043 $843K
Fortis Capital Advisors, LLC 0.09% Add +14.9% 15,777 $829K
Belpointe Asset Management LLC 0.03% Add +14.9% 15,777 $829K
Concurrent Investment Advisors, LLC 0.01% Add +100.3% 15,050 $791K
Partners Wealth Management, LLC 0.76% Reduce -0.6% 14,696 $772K
Clear Wave Wealth Management LLC 0.17% Add +0.0% 14,486 $761K
Truist Financial Corp. 0.00% Reduce -2.1% 14,130 $742K
Maxele Advisors, LLC 0.51% — 13,860 $728K
Walker Financial Services, Inc. 0.22% Reduce -25.7% 13,343 $701K
Curran Financial Partners, LLC 0.10% Add +0.1% 13,141 $690K
Mariner, LLC 0.00% Add +28.6% 13,075 $687K
Acorn Financial Advisory Services Inc. 0.08% Add +22.2% 11,587 $609K
Financial Partners Group, Inc 0.06% New 11,502 $604K
Ameritas Advisory Services, LLC 0.01% Add +33.3% 11,391 $598K
Stock Yards Bank & Trust Co. 0.02% Reduce -5.1% 11,244 $591K
Demars Financial Group, LLC 0.16% Reduce -7.0% 10,703 $562K
HighTower Advisors, LLC 0.00% Reduce -10.6% 9,841 $517K
PNC Financial Services Group, Inc. 0.00% Reduce -7.8% 9,670 $508K
O'shaughnessy Asset Management, LLC 0.00% Add +20.9% 8,913 $468K
PGIM Custom Harvest LLC 0.01% Add +0.0% 8,758 $460K
Avidian Wealth Enterprises, LLC 0.01% No change 8,669 $455K
Robertson Stephens Wealth Management, LLC 0.01% No change 8,635 $454K
Stonebridge Financial Planning Group, LLC 0.14% Reduce -7.5% 8,510 $447K
Pacific Sun Financial Corp 0.18% Reduce -6.3% 8,487 $446K
Farther Finance Advisors, LLC 0.00% Add +33.9% 8,198 $431K
Brookstone Capital Management 0.00% Reduce -4.6% 8,156 $429K
Fisher Asset Management 0.00% Reduce -6.6% 8,060 $423K
TrueWealth Advisors, LLC 0.10% No change 8,021 $421K
Roman Butler Fullerton & Co. 0.10% Reduce -10.9% 7,858 $420K
Tower Research Capital LLC (TRC) 0.01% New 7,981 $419K

"% of holder's portfolio" is FSTA's weight in each manager's 13F, not the share of Fidelity MSCI Cons Stap Indx the manager owns.

Show all 214 holders