Fidelity MSCI Cons Stap IndxFSTAETF
13F holders, Q1 2025 (March 31)193holders +12
25new positions
11sold out
1famous investor
$51.14avg. 13F price*
At the end of Q1 2025, 193 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 12 from Q4 2024. 25 opened new positions and 11 sold out. The largest holders were Charles Schwab Investment Management Inc. ($115.3M), Lido Advisors, LLC ($68.1M) and Commonwealth Equity Services, LLC ($22.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.3M |
| Exits | 11 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 982,105 shares bought and 749,383 shares sold, net +232,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.1% | 2,255,849 | $115.3M |
| Lido Advisors, LLC | 0.41% | Add +15.4% | 1,332,123 | $68.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.2% | 435,448 | $22.3M |
| Agf Management Ltd. | 0.11% | Reduce -2.8% | 418,717 | $21.4M |
| LPL Financial LLC | 0.01% | Reduce -13.6% | 332,473 | $17.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.3% | 259,366 | $13.3M |
| Certified Advisory Corp | 1.26% | Add +1.8% | 217,111 | $11.1M |
| Compass Financial Group, INC | 1.92% | Add +12.1% | 198,496 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +54.5% | 177,159 | $9.1M |
| Larson Financial Group LLC | 0.43% | Add +3.3% | 176,452 | $9.0M |
| Morgan Stanley | 0.00% | Add +10.9% | 152,488 | $7.8M |
| Fischer Financial Services, Inc. | 2.39% | Reduce -0.3% | 145,086 | $7.4M |
| Avondale Wealth Management | 4.29% | Add +27.1% | 133,169 | $6.8M |
| Atlas Capital Advisors Inc. | 0.83% | Reduce -9.8% | 129,659 | $6.6M |
| AE Wealth Management LLC | 0.05% | Add +5.1% | 122,630 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 122,003 | $6.2M |
| Financial Perspectives, Inc | 2.02% | Add +3.2% | 114,419 | $5.9M |
| Systelligence, LLC | 1.40% | Reduce -22.1% | 114,210 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.1% | 112,517 | $5.8M |
| Adams Wealth Management | 1.03% | New | 103,058 | $5.3M |
| CacheTech Inc. | 1.03% | New | 103,058 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.8% | 99,180 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +2.4% | 94,046 | $4.8M |
| Full Sail Capital, LLC | 0.30% | Reduce -7.0% | 91,786 | $4.7M |
| Foundations Investment Advisors, LLC | 0.09% | New | 90,365 | $4.6M |
| Marotta Asset Management | 0.91% | Reduce -3.5% | 90,395 | $4.6M |
| Demars Financial Group, LLC | 1.87% | Add +5.0% | 86,140 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +49.4% | 71,369 | $3.6M |
| FMR LLC | 0.00% | Add +23.2% | 70,760 | $3.6M |
| Wbi Investments, LLC | 0.88% | Add +213.3% | 65,318 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +105.2% | 59,660 | $3.1M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -40.1% | 58,810 | $3.0M |
| Roxbury Financial LLC | 2.92% | Add +0.3% | 56,798 | $3.0M |
| Grant/GrossMendelsohn, LLC | 1.65% | New | 58,233 | $3.0M |
| UBS Group AG | 0.00% | Reduce -80.6% | 53,142 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +42.1% | 51,857 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 50,342 | $2.6M |
| Bank of America Corp. | 0.00% | Add +12.6% | 48,204 | $2.5M |
| UNIVEST FINANCIAL Corp | 0.16% | Reduce -26.9% | 47,312 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -31.6% | 44,353 | $2.3M |
| Principal Securities, Inc. | 0.05% | No change | 42,466 | $2.1M |
| Arkadios Wealth Advisors | 0.08% | Add +29.8% | 40,929 | $2.1M |
| Walker Financial Services, Inc. | 1.04% | Add +7.2% | 38,851 | $2.0M |
| Lifeworks Advisors, LLC | 0.32% | Add +5.6% | 37,640 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -3.9% | 37,389 | $1.9M |
| Arax Advisory Partners | 0.12% | Add +8.0% | 36,617 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +4.0% | 33,998 | $1.7M |
| Yoder Wealth Management, Inc. | 0.95% | Add +7.1% | 32,965 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 30,351 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -18.2% | 29,342 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -3.0% | 27,852 | $1.4M |
| Lynch & Associates | 0.31% | Add +4.6% | 27,842 | $1.4M |
| Heck Capital Advisors, LLC | 0.16% | Add +1.0% | 27,626 | $1.4M |
| Atlas Brown,Inc. | 0.49% | Reduce -1.0% | 27,140 | $1.4M |
| Buska Wealth Management, LLC | 0.42% | Reduce -3.4% | 26,516 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.9% | 24,697 | $1.3M |
| KDK Private Wealth Management, LLC | 1.37% | Reduce -3.5% | 23,582 | $1.2M |
| Smith Salley Wealth Management | 0.08% | Add +0.2% | 23,527 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.7% | 22,522 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.6% | 21,768 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.21% | Reduce -15.6% | 21,360 | $1.1M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -1.9% | 20,977 | $1.1M |
| Morningstar Investment Services LLC | 0.18% | Reduce -70.0% | 19,714 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.3% | 18,879 | $965K |
| Truist Financial Corp. | 0.00% | Add +2.4% | 18,570 | $949K |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 17,097 | $874K |
| Sweeney & Michel, LLC | 0.38% | — | 17,922 | $859K |
| American National Bank & Trust | 0.09% | Add +27.0% | 16,262 | $831K |
| Partners Wealth Management, LLC | 0.93% | Add +1.0% | 15,995 | $818K |
| Nova Wealth Management, Inc. | 0.69% | Add +12.7% | 15,699 | $803K |
| Comerica Bank | 0.00% | Add +3.4% | 14,918 | $763K |
| VCI Wealth Management LLC | 0.31% | Reduce -31.0% | 14,442 | $738K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.2% | 14,346 | $734K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -11.3% | 14,019 | $717K |
| Maxele Advisors, LLC | 0.69% | Reduce -5.8% | 14,010 | $716K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 13,845 | $708K |
| Curran Financial Partners, LLC | 0.16% | Reduce -4.4% | 13,111 | $670K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -5.8% | 12,439 | $636K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.4% | 12,573 | $629K |
| Royal Bank of Canada | 0.00% | Reduce -77.8% | 11,700 | $598K |
| RFG Advisory, LLC | 0.02% | Reduce -1.3% | 11,586 | $592K |
| Mariner, LLC | 0.00% | Add +9.7% | 11,006 | $563K |
| Pacific Sun Financial Corp | 0.32% | Reduce -4.3% | 10,988 | $562K |
| Assetmark, Inc. | 0.00% | Reduce -35.9% | 10,823 | $553K |
| World Investment Advisors | 0.01% | Add +15.1% | 10,773 | $551K |
| Citigroup Inc. | 0.00% | Add +303.3% | 10,768 | $551K |
| Bank of New York Mellon Corp | 0.00% | New | 10,719 | $548K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 10,188 | $521K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -1.5% | 10,098 | $516K |
| Fisher Asset Management | 0.00% | Reduce -14.9% | 9,953 | $509K |
| Brookstone Capital Management | 0.01% | Reduce -17.0% | 9,841 | $503K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -1.9% | 9,301 | $476K |
| Pathstone Holdings, LLC | 0.00% | Add +25.7% | 9,282 | $475K |
| Thrive Capital Management, LLC | 0.28% | New | 5,867 | $467K |
| Stonebridge Financial Planning Group, LLC | 0.21% | No change | 9,108 | $466K |
| Jones Financial Companies LLLP | 0.00% | Add +59.1% | 9,224 | $465K |
| Advisory Services Network, LLC | 0.01% | Add +16.1% | 9,068 | $464K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -0.5% | 9,026 | $461K |
| MML Investors Services, LLC | 0.00% | Reduce -38.6% | 8,944 | $457K |
| Roman Butler Fullerton & Co. | 0.18% | Add +4.7% | 8,820 | $450K |
"% 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.