Fidelity MSCI Cons Stap IndxFSTAETF
13F holders, Q4 2024 (December 31)181holders +12
17new positions
16sold out
2famous investors
$49.45avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 12 from Q3 2024. 17 opened new positions and 16 sold out. The largest holders were Charles Schwab Investment Management Inc. ($111.4M), Lido Advisors, LLC ($57.0M) and Agf Management Ltd. ($21.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $23.1M |
| Exits | 16 | $9.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,180,160 shares bought and 1,196,497 shares sold, net −16,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 2,253,707 | $111.4M |
| Lido Advisors, LLC | 0.36% | Add +3.8% | 1,153,894 | $57.0M |
| Agf Management Ltd. | 0.11% | Reduce -1.0% | 430,580 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.9% | 410,091 | $20.3M |
| LPL Financial LLC | 0.01% | Add +54.2% | 384,690 | $19.0M |
| UBS Group AG | 0.00% | Add +438.1% | 273,476 | $13.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 271,168 | $13.4M |
| Certified Advisory Corp | 1.15% | New | 213,386 | $10.5M |
| Compass Financial Group, INC | 1.66% | Add +8.6% | 177,042 | $8.8M |
| Larson Financial Group LLC | 0.44% | Add +7.3% | 170,748 | $8.4M |
| Systelligence, LLC | 1.79% | Reduce -44.0% | 146,556 | $7.2M |
| Fischer Financial Services, Inc. | 2.27% | — | 145,446 | $7.2M |
| Atlas Capital Advisors Inc. | 0.91% | Reduce -10.9% | 143,772 | $7.1M |
| Morgan Stanley | 0.00% | Add +8.5% | 137,501 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 122,003 | $6.0M |
| AE Wealth Management LLC | 0.05% | Add +4.1% | 116,645 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.8% | 114,704 | $5.7M |
| Financial Perspectives, Inc | 1.84% | Add +2.3% | 110,875 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.7% | 110,242 | $5.4M |
| Avondale Wealth Management | 3.32% | New | 104,796 | $5.2M |
| Full Sail Capital, LLC | 0.31% | Reduce -1.2% | 98,719 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -45.7% | 98,175 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +9.9% | 97,267 | $4.8M |
| Marotta Asset Management | 0.96% | Add +3.6% | 93,656 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.8% | 91,834 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 87,967 | $4.3M |
| Demars Financial Group, LLC | 1.77% | Add +1852.8% | 82,036 | $4.1M |
| Morningstar Investment Services LLC | 0.30% | Reduce -84.2% | 65,776 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +2.0% | 64,792 | $3.2M |
| UNIVEST FINANCIAL Corp | 0.20% | New | 64,674 | $3.2M |
| Roxbury Financial LLC | 2.86% | — | 56,657 | $3.0M |
| FMR LLC | 0.00% | Reduce -4.2% | 57,435 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +463.9% | 52,597 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 52,006 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 47,764 | $2.4M |
| Bank of America Corp. | 0.00% | Add +0.7% | 42,806 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +3.9% | 42,466 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.2% | 39,753 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +20.1% | 38,894 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -82.8% | 36,495 | $1.8M |
| Walker Financial Services, Inc. | 1.04% | Add +4.2% | 36,259 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +26.7% | 35,872 | $1.8M |
| Lifeworks Advisors, LLC | 0.32% | Add +17.6% | 35,640 | $1.8M |
| Arax Advisory Partners | 0.11% | New | 33,894 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -8.0% | 32,702 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 32,409 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | Reduce -21.1% | 31,535 | $1.6M |
| Yoder Wealth Management, Inc. | 0.84% | Add +12.1% | 30,790 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.8% | 29,306 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 29,081 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.0% | 28,714 | $1.4M |
| Buska Wealth Management, LLC | 0.43% | Reduce -17.8% | 27,456 | $1.4M |
| Atlas Brown,Inc. | 0.46% | Add +0.7% | 27,409 | $1.4M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -0.4% | 27,347 | $1.4M |
| Lynch & Associates | 0.29% | Reduce -0.2% | 26,611 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.23% | No change | 25,310 | $1.3M |
| KDK Private Wealth Management, LLC | 1.26% | — | 24,439 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.4% | 24,128 | $1.2M |
| Smith Salley Wealth Management | 0.07% | Reduce -16.3% | 23,477 | $1.2M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -1.0% | 21,376 | $1.1M |
| VCI Wealth Management LLC | 0.44% | Add +50.2% | 20,924 | $1.0M |
| Wbi Investments, LLC | 0.26% | Reduce -4.1% | 20,845 | $1.0M |
| Independent Advisor Alliance | 0.01% | Add +149.9% | 19,547 | $966K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 18,127 | $896K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 17,929 | $886K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 17,474 | $864K |
| Assetmark, Inc. | 0.00% | Add +4423.9% | 16,874 | $834K |
| Partners Wealth Management, LLC | 0.89% | — | 15,835 | $783K |
| PGIM Custom Harvest LLC | 0.02% | Add +5.5% | 15,806 | $781K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 14,882 | $736K |
| Maxele Advisors, LLC | 0.70% | — | 14,879 | $735K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 14,574 | $720K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 14,515 | $717K |
| Comerica Bank | 0.00% | Add +0.5% | 14,425 | $713K |
| Nova Wealth Management, Inc. | 0.60% | — | 13,934 | $689K |
| Curran Financial Partners, LLC | 0.18% | Reduce -1.3% | 13,713 | $678K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -16.9% | 13,211 | $653K |
| Dakota Wealth Management | 0.01% | Reduce -7.3% | 13,045 | $645K |
| American National Bank & Trust | 0.07% | Add +320.5% | 12,808 | $633K |
| Ameritas Advisory Services, LLC | 0.02% | Add +56.3% | 12,620 | $624K |
| Brookstone Capital Management | 0.01% | Reduce -0.3% | 11,851 | $586K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -19.5% | 11,758 | $581K |
| RFG Advisory, LLC | 0.02% | Reduce -6.5% | 11,735 | $580K |
| Fisher Asset Management | 0.00% | Add +17.1% | 11,697 | $578K |
| Pacific Sun Financial Corp | 0.31% | Reduce -12.4% | 11,488 | $568K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.8% | 10,512 | $520K |
| PNC Financial Services Group, Inc. | 0.00% | Add +580.4% | 10,404 | $514K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 10,248 | $505K |
| Mariner, LLC | 0.00% | Reduce -14.2% | 10,036 | $496K |
| Prairie Wealth Advisors, Inc. | 0.23% | Add +0.9% | 9,476 | $468K |
| World Investment Advisors | 0.01% | Add +0.2% | 9,360 | $463K |
| Stonebridge Financial Planning Group, LLC | 0.20% | Reduce -24.0% | 9,108 | $450K |
| TrueWealth Advisors, LLC | 0.15% | No change | 9,074 | $449K |
| GeoWealth Management, LLC | 0.01% | Add +16.5% | 8,763 | $433K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 8,422 | $427K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.2% | 8,564 | $423K |
| Southern Capital Advisors, LLC | 0.22% | Add +0.6% | 8,097 | $400K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -3.0% | 8,075 | $399K |
| Creative Planning | 0.00% | Add +27.6% | 8,066 | $399K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.7% | 7,809 | $386K |
"% 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.