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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$21.3M
Exits11$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
Castleview Partners, LLC 0.30% Add +528.6% 8,637 $442K
Avidian Wealth Enterprises, LLC 0.02% No change 8,564 $438K
Southern Capital Advisors, LLC 0.23% Add +0.6% 8,142 $416K
Soltis Investment Advisors LLC 0.04% Add +0.3% 8,103 $414K
Corient Private Wealth LP 0.00% Add +10.8% 8,058 $412K
Lanark Financial, Inc. 0.04% — 8,071 $412K
Avantax Advisory Services, Inc. 0.00% New 7,894 $404K
Independent Advisor Alliance 0.01% Reduce -59.9% 7,833 $401K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.7% 7,701 $394K
Grey Ledge Advisors, LLC 0.10% Add +3.7% 7,542 $386K
Maridea Wealth Management LLC 0.12% New 7,376 $377K
Raymond James Financial Inc. 0.00% Add +5.1% 7,160 $366K
O'shaughnessy Asset Management, LLC 0.00% Add +573.5% 6,924 $354K
Creative Planning 0.00% Reduce -14.8% 6,874 $351K
Keybank National Association 0.00% No change 6,826 $349K
Park Avenue Securities LLC 0.00% New 6,672 $341K
Summit Financial, LLC 0.01% Add +0.1% 6,509 $333K
Csenge Advisory Group 0.02% Add +0.4% 6,456 $333K
Dakota Wealth Management 0.01% Reduce -51.3% 6,360 $325K
Kingsview Wealth Management, LLC 0.01% Reduce -13.1% 5,827 $298K
Retirement Planning Group, LLC 0.01% New 5,660 $289K
LongView Wealth Management 0.09% Reduce -1.6% 5,623 $288K
FLC Capital Advisors 0.06% No change 5,003 $256K
Talon Private Wealth, LLC 0.03% Reduce -23.6% 4,925 $252K
Creative Financial Designs Inc. 0.02% Add +0.0% 4,906 $251K
Janney Montgomery Scott LLC 0.00% New 4,836 $247K
Fifth Third Securities, Inc. 0.02% Reduce -59.3% 4,789 $245K
Pathway Financial Advisers, LLC 0.08% Add +2.2% 4,632 $237K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -7.9% 4,533 $232K
Define Financial, LLC 0.17% Add +0.6% 4,340 $220K
Acorn Financial Advisory Services Inc. 0.04% New 4,219 $216K
AssuredPartners Investment Advisors, LLC 0.04% No change 4,185 $214K
Davis Wealth Advisors, LLC 0.24% No change 4,132 $211K
IFP Advisors, Inc 0.01% No change 3,442 $176K
Rosenberg Matthew Hamilton 0.04% No change 2,986 $153K
Centaurus Financial, Inc. 0.01% Add +9.7% 2,830 $145K
Allworth Financial LP 0.00% Add +10.3% 2,819 $144K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.4% 2,513 $128K
Harbour Investments, Inc. 0.00% Add +0.1% 2,438 $125K
MAI Capital Management 0.00% Add +5.0% 2,209 $113K
CX Institutional 0.00% New 1,981 $101K
Whittier Trust Co. 0.00% No change 1,885 $96K
Bokf, NA 0.00% No change 1,535 $78K
Franklin Resources Inc. 0.00% No change 1,440 $74K
Federation des caisses Desjardins du Quebec 0.00% New 1,410 $72K
Asset Dedication, LLC 0.00% No change 1,055 $54K
Coston, McIsaac & Partners 0.02% New 1,024 $52K
Farther Finance Advisors, LLC 0.00% Add +0.5% 1,011 $52K
Spire Wealth Management 0.00% Add +0.1% 1,012 $52K
Quadrant Capital Group LLC 0.00% No change 1,000 $51K
Cape Investment Advisory, Inc. 0.02% Reduce -1.9% 987 $50K
Colonial Trust Co / SC 0.01% No change 954 $49K
TFC Financial Management, Inc. 0.01% No change 905 $46K
Sage Mountain Advisors LLC 0.00% No change 825 $42K
EPG Wealth Management LLC 0.01% Add +1.9% 682 $35K
Pacifica Partners Inc. 0.02% New 671 $35K
Smartleaf Asset Management LLC 0.00% No change 484 $24K
Private Trust Co. NA 0.00% No change 471 $24K
Capital Analysts, LLC 0.00% Add +0.7% 466 $24K
Cullen/Frost Bankers, Inc. 0.00% New 426 $22K
Mascoma Wealth Management LLC 0.01% No change 424 $22K
Godsey & Gibb, Inc. 0.00% No change 400 $20K
Rossby Financial, LCC 0.01% New 396 $20K
MeadowBrook Investment Advisors LLC 0.02% No change 388 $20K
NFSG Corp 0.00% Reduce -59.3% 343 $18K
Gables Capital Management Inc. 0.01% No change 308 $16K
Heritage Wealth Advisors 0.00% No change 240 $12K
Columbia River Financial Group, LLC 0.01% New 239 $12K
Ameriflex Group, Inc. 0.00% No change 214 $11K
Blair William & Co. 0.00% Add +100.0% 198 $10K
1620 Investment Advisors, Inc. 0.00% No change 118 $6K
Beacon Capital Management, LLC 0.00% No change 117 $6K
Concord Wealth Partners 0.00% No change 101 $5K
HighMark Wealth Management LLC 0.00% Reduce -9.9% 100 $5K
Cwm, LLC 0.00% Reduce -96.4% 107 $5K
Valued Wealth Advisors LLC 0.00% New 93 $5K
Aptus Capital Advisors, LLC 0.00% No change 73 $4K
Coldstream Capital Management Inc. 0.00% New 72 $4K
Crewe Advisors LLC 0.00% New 68 $3K
Continuum Advisory, LLC 0.00% Reduce -41.4% 61 $3K
Sound Income Strategies, LLC 0.00% No change 59 $3K
Pillar Financial Advisors, LLC 0.00% No change 57 $3K
Geneos Wealth Management Inc. 0.00% Add +147.6% 52 $3K
EverSource Wealth Advisors, LLC 0.00% No change 50 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.7% 34 $2K
Wolff Wiese Magana LLC 0.00% No change 31 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $1K
Bartlett & Co. Wealth Management LLC 0.00% New 19 $971
Russell Investments Group, Ltd. 0.00% New 15 $767
CVA Family Office, LLC 0.00% No change 10 $511
HHM Wealth Advisors, LLC 0.00% New 8 $410
Parkside Financial Bank & Trust 0.00% No change 4 $205
Colonial Trust Advisors 0.00% Reduce -99.1% 2 $77

"% 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.