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 |
| Pathstone Holdings, LLC | 0.00% | Add +5.1% | 7,382 | $365K |
| D. E. Shaw & Co. | 0.00% | New | 7,326 | $362K |
| Corient Private Wealth LP | 0.00% | No change | 7,273 | $360K |
| Grey Ledge Advisors, LLC | 0.09% | Add +1.9% | 7,271 | $359K |
| Keybank National Association | 0.00% | Reduce -12.7% | 6,826 | $337K |
| Raymond James Financial Inc. | 0.00% | — | 6,812 | $337K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.2% | 6,708 | $332K |
| Summit Financial, LLC | 0.01% | Add +0.5% | 6,499 | $321K |
| Talon Private Wealth, LLC | 0.07% | Add +0.1% | 6,442 | $318K |
| Csenge Advisory Group | 0.02% | Reduce -0.8% | 6,430 | $318K |
| Jones Financial Companies LLLP | 0.00% | Add +97.4% | 5,797 | $287K |
| LongView Wealth Management | 0.09% | Add +12.1% | 5,712 | $282K |
| FLC Capital Advisors | 0.06% | Reduce -0.5% | 5,003 | $247K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,922 | $243K |
| Creative Financial Designs Inc. | 0.02% | Add +5.6% | 4,905 | $242K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -0.2% | 4,532 | $224K |
| Apexium Financial, LP | 0.01% | New | 4,426 | $219K |
| Define Financial, LLC | 0.16% | — | 4,316 | $213K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 4,185 | $207K |
| Davis Wealth Advisors, LLC | 0.22% | — | 4,132 | $204K |
| Wingate Wealth Advisors, Inc. | 0.18% | — | 3,648 | $180K |
| Global Retirement Partners, LLC | 0.01% | Add +151.4% | 3,641 | $180K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 3,442 | $170K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 2,987 | $148K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,986 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 2,743 | $136K |
| Citigroup Inc. | 0.00% | Add +394.4% | 2,670 | $132K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.4% | 2,580 | $128K |
| Allworth Financial LP | 0.00% | Add +264.1% | 2,556 | $125K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 2,436 | $120K |
| MAI Capital Management | 0.00% | New | 2,104 | $104K |
| Whittier Trust Co. | 0.00% | No change | 1,885 | $93K |
| Bokf, NA | 0.00% | No change | 1,535 | $74K |
| Franklin Resources Inc. | 0.00% | No change | 1,440 | $71K |
| Castleview Partners, LLC | 0.04% | New | 1,374 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 1,055 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.7% | 1,028 | $51K |
| Spire Wealth Management | 0.00% | Reduce -3.6% | 1,011 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1696.4% | 1,006 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.6% | 1,006 | $50K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $49K |
| Colonial Trust Co / SC | 0.01% | No change | 954 | $47K |
| TFC Financial Management, Inc. | 0.01% | No change | 905 | $45K |
| NFSG Corp | 0.01% | New | 843 | $42K |
| Sage Mountain Advisors LLC | 0.00% | No change | 825 | $41K |
| EPG Wealth Management LLC | 0.01% | Add +0.1% | 669 | $33K |
| Bray Capital Advisors | 0.01% | Reduce -94.0% | 580 | $29K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -90.5% | 495 | $24K |
| Smartleaf Asset Management LLC | 0.00% | No change | 484 | $24K |
| Private Trust Co. NA | 0.00% | No change | 471 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 466 | $23K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 463 | $23K |
| Mascoma Wealth Management LLC | 0.01% | No change | 424 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $20K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 388 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | New | 321 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 308 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 240 | $12K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 226 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 214 | $11K |
| PMV Capital Advisers, LLC | 0.03% | — | 201 | $10K |
| Element Wealth, LLC | 0.00% | Add +0.6% | 175 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 159 | $8K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 118 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 117 | $6K |
| HighMark Wealth Management LLC | 0.00% | New | 111 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 104 | $5K |
| Concord Wealth Partners | 0.00% | New | 101 | $5K |
| Blair William & Co. | 0.00% | Reduce -64.6% | 99 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 73 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 59 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | — | 57 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 50 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 40 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 31 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 23 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 21 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $494 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $409 |
| Parkside Financial Bank & Trust | 0.00% | No change | 4 | $198 |
"% 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.