Fidelity MSCI Cons Stap IndxFSTAETF
13F holders, Q3 2024 (September 30)169holders +16
22new positions
9sold out
1famous investor
$51.05avg. 13F price*
At the end of Q3 2024, 169 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 16 from Q2 2024. 22 opened new positions and 9 sold out. The largest holders were Charles Schwab Investment Management Inc. ($113.9M), Lido Advisors, LLC ($56.7M) and Agf Management Ltd. ($22.2M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Cons Stap Indx
- CUSIP
- 316092303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.6M |
| Exits | 9 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,045,562 shares bought and 333,891 shares sold, net +711,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.9% | 2,230,440 | $113.9M |
| Lido Advisors, LLC | 0.43% | Reduce -8.8% | 1,111,215 | $56.7M |
| Agf Management Ltd. | 0.11% | Add +420.5% | 435,084 | $22.2M |
| Morningstar Investment Services LLC | 0.22% | Add +28.8% | 416,993 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.8% | 402,476 | $20.5M |
| Osaic Holdings, Inc. | 0.03% | Add +1.2% | 291,098 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 265,205 | $13.5M |
| Systelligence, LLC | 3.32% | Add +4.0% | 261,874 | $13.4M |
| LPL Financial LLC | 0.01% | Add +4.7% | 249,449 | $12.7M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -10.4% | 212,248 | $10.8M |
| NorthCoast Asset Management LLC | 0.07% | Add +13.4% | 180,728 | $9.2M |
| Compass Financial Group, INC | 1.63% | Add +13.3% | 162,975 | $8.3M |
| Atlas Capital Advisors Inc. | 1.26% | Add +39.9% | 161,357 | $8.2M |
| Larson Financial Group LLC | 0.46% | Add +523.6% | 159,195 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 126,943 | $6.5M |
| Morgan Stanley | 0.00% | Add +18.7% | 126,763 | $6.5M |
| AE Wealth Management LLC | 0.05% | Add +5.6% | 112,037 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.7% | 109,522 | $5.6M |
| Financial Perspectives, Inc | 1.92% | Add +1.6% | 108,390 | $5.5M |
| Full Sail Capital, LLC | 0.33% | Reduce -0.9% | 99,926 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +4.3% | 96,424 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.1% | 91,846 | $4.7M |
| Marotta Asset Management | 0.91% | Add +17.6% | 90,395 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | New | 88,532 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -0.5% | 63,542 | $3.2M |
| FMR LLC | 0.00% | Add +16.6% | 59,932 | $3.1M |
| Elk River Wealth Management LLC | 0.55% | New | 59,643 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +7.9% | 55,573 | $2.8M |
| UBS Group AG | 0.00% | Reduce -1.6% | 50,821 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 48,975 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.6% | 47,436 | $2.4M |
| Bank of America Corp. | 0.00% | Add +10.2% | 42,516 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +30.9% | 40,862 | $2.1M |
| Arkadios Wealth Advisors | 0.12% | Add +34.5% | 39,958 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -14.5% | 35,613 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +4.9% | 35,539 | $1.8M |
| Walker Financial Services, Inc. | 1.20% | Add +6.2% | 34,783 | $1.8M |
| Buska Wealth Management, LLC | 0.59% | Reduce -19.7% | 33,413 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.0% | 32,500 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +2.2% | 32,399 | $1.7M |
| Lifeworks Advisors, LLC | 0.30% | Add +8.8% | 30,295 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.3% | 28,996 | $1.5M |
| Cedrus LLC | 0.55% | Add +22.4% | 28,824 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 28,727 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 28,306 | $1.4M |
| Smith Salley Wealth Management | 0.09% | Add +17.3% | 28,040 | $1.4M |
| Yoder Wealth Management, Inc. | 0.84% | Add +8.5% | 27,468 | $1.4M |
| Heck Capital Advisors, LLC | 0.16% | Add +0.5% | 27,456 | $1.4M |
| Atlas Brown,Inc. | 0.48% | Add +1.9% | 27,231 | $1.4M |
| Lynch & Associates | 0.29% | Add +5.1% | 26,661 | $1.4M |
| Independent Order of Foresters | 0.76% | No change | 25,886 | $1.3M |
| Macquarie Group Ltd. | 0.00% | No change | 25,886 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.23% | No change | 25,310 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.6% | 24,028 | $1.2M |
| Wbi Investments, LLC | 0.27% | Reduce -7.4% | 21,736 | $1.1M |
| Exchange Capital Management, Inc. | 0.18% | Reduce -1.2% | 21,596 | $1.1M |
| Advocacy Wealth Management, LLC | 0.07% | Reduce -12.7% | 18,573 | $948K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 18,296 | $934K |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 18,108 | $924K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.5% | 17,904 | $914K |
| Sweeney & Michel, LLC | 0.36% | Add +3.3% | 17,774 | $903K |
| Meridian Wealth Management, LLC | 0.04% | New | 15,900 | $812K |
| PGIM Custom Harvest LLC | 0.02% | Add +64.0% | 14,980 | $765K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.2% | 14,939 | $763K |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 14,675 | $749K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -20.9% | 14,606 | $746K |
| Comerica Bank | 0.00% | Add +6.0% | 14,360 | $733K |
| Dakota Wealth Management | 0.02% | Reduce -10.2% | 14,075 | $719K |
| VCI Wealth Management LLC | 0.32% | Reduce -57.0% | 13,934 | $711K |
| Curran Financial Partners, LLC | 0.20% | Reduce -0.1% | 13,889 | $709K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.4% | 13,516 | $689K |
| Pacific Sun Financial Corp | 0.37% | Reduce -1.9% | 13,118 | $670K |
| RFG Advisory, LLC | 0.02% | Add +1.7% | 12,556 | $641K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Reduce -11.4% | 11,988 | $612K |
| Brookstone Capital Management | 0.01% | Reduce -2.0% | 11,892 | $607K |
| Mariner, LLC | 0.00% | Add +10.7% | 11,691 | $597K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.8% | 10,930 | $558K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.3% | 10,217 | $522K |
| Fisher Asset Management | 0.00% | Add +0.7% | 9,991 | $510K |
| Bray Capital Advisors | 0.12% | No change | 9,750 | $498K |
| Prairie Wealth Advisors, Inc. | 0.24% | Add +0.3% | 9,395 | $480K |
| World Investment Advisors | 0.01% | Add +0.2% | 9,345 | $477K |
| Royal Bank of Canada | 0.00% | Add +6.2% | 9,327 | $476K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -0.5% | 9,074 | $463K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 8,760 | $447K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 8,422 | $429K |
| Soltis Investment Advisors LLC | 0.04% | Add +6.0% | 8,322 | $425K |
| Lanark Financial, Inc. | 0.04% | Add +16.8% | 8,292 | $423K |
| Advisory Services Network, LLC | 0.01% | No change | 8,748 | $415K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -15.9% | 8,074 | $412K |
| Southern Capital Advisors, LLC | 0.23% | Reduce -0.7% | 8,052 | $411K |
| Independent Advisor Alliance | 0.01% | Reduce -4.8% | 7,821 | $399K |
| Keybank National Association | 0.00% | Reduce -15.7% | 7,819 | $399K |
| GeoWealth Management, LLC | 0.01% | New | 7,519 | $384K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 7,273 | $371K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -4.6% | 7,137 | $364K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 7,025 | $359K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.8% | 6,857 | $350K |
| CW Advisors, LLC | 0.00% | New | 6,755 | $345K |
| Summit Financial, LLC | 0.01% | New | 6,469 | $330K |
"% 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.