Fidelity MSCI Cons Stap IndxFSTAETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 204 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 11 from Q1 2025. 30 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($115.6M), Lido Advisors, LLC ($71.6M) and Osaic Holdings, Inc. ($22.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $16.1M |
| Exits | 19 | $12.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,168,275 shares bought and 558,453 shares sold, net +609,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.2% | 2,260,071 | $115.6M |
| Lido Advisors, LLC | 0.38% | Add +5.1% | 1,399,498 | $71.6M |
| Osaic Holdings, Inc. | 0.04% | Add +66.0% | 430,477 | $22.0M |
| Agf Management Ltd. | 0.10% | Add +1.5% | 424,991 | $21.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.0% | 422,155 | $21.6M |
| LPL Financial LLC | 0.01% | Add +16.4% | 387,090 | $19.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.4% | 225,612 | $11.5M |
| Certified Advisory Corp | 1.17% | Add +1.1% | 219,584 | $11.2M |
| Compass Financial Group, INC | 1.83% | Add +10.0% | 218,431 | $11.2M |
| Larson Financial Group LLC | 0.37% | Add +3.4% | 182,426 | $9.3M |
| NorthCoast Asset Management LLC | 0.04% | Add +196.9% | 174,604 | $8.9M |
| Morgan Stanley | 0.00% | Add +3.8% | 158,272 | $8.1M |
| Fischer Financial Services, Inc. | 2.18% | Add +0.0% | 145,094 | $7.4M |
| AE Wealth Management LLC | 0.05% | Add +9.2% | 133,958 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 122,003 | $6.2M |
| Financial Perspectives, Inc | 1.85% | Add +4.7% | 119,747 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.8% | 117,859 | $6.0M |
| Assetmark, Inc. | 0.01% | Add +926.4% | 111,090 | $5.7M |
| Adams Wealth Management | 1.00% | Reduce -0.2% | 102,810 | $5.3M |
| CacheTech Inc. | 0.97% | Reduce -0.2% | 102,810 | $5.3M |
| Marotta Asset Management | 1.05% | Add +13.5% | 102,599 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.3% | 98,934 | $5.1M |
| Foundations Investment Advisors, LLC | 0.08% | Add +9.4% | 98,888 | $5.1M |
| Atlas Capital Advisors Inc. | 0.59% | Reduce -26.6% | 95,118 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.9% | 91,281 | $4.7M |
| Full Sail Capital, LLC | 0.27% | Reduce -0.9% | 90,921 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +76.4% | 78,244 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +21.7% | 72,589 | $3.7M |
| Lifeworks Advisors, LLC | 0.55% | Add +91.9% | 72,232 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 68,841 | $3.5M |
| Citadel Advisors | 0.00% | New | 64,961 | $3.3M |
| Wbi Investments, LLC | 0.82% | Reduce -6.0% | 61,394 | $3.1M |
| Waverly Advisors, LLC | 0.03% | New | 58,036 | $3.0M |
| Bank of America Corp. | 0.00% | Add +17.6% | 56,699 | $2.9M |
| Roxbury Financial LLC | 2.80% | Reduce -1.0% | 56,213 | $2.9M |
| FMR LLC | 0.00% | Reduce -20.8% | 56,039 | $2.9M |
| UBS Group AG | 0.00% | Add +0.4% | 53,378 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +1.8% | 52,791 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +137.3% | 51,653 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 48,151 | $2.5M |
| Sykon Capital LLC | 0.89% | New | 47,557 | $2.4M |
| Arkadios Wealth Advisors | 0.07% | Add +15.9% | 47,423 | $2.4M |
| Soundwatch Capital LLC | 0.40% | New | 3,951 | $2.3M |
| Arax Advisory Partners | 0.10% | Add +18.8% | 43,508 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +73.5% | 42,846 | $2.2M |
| Walker Financial Services, Inc. | 0.95% | Add +4.8% | 40,724 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +1.3% | 37,885 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -14.9% | 36,125 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +2.1% | 34,705 | $1.8M |
| Yoder Wealth Management, Inc. | 0.91% | Add +3.3% | 34,067 | $1.7M |
| FRG Family Wealth Advisors LLC | 0.29% | Add +51.1% | 32,285 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 30,185 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 28,840 | $1.5M |
| Lynch & Associates | 0.29% | Add +0.5% | 27,978 | $1.4M |
| Heck Capital Advisors, LLC | 0.12% | Add +1.3% | 27,973 | $1.4M |
| Atlas Brown,Inc. | 0.45% | Reduce -0.0% | 27,133 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.3% | 26,946 | $1.4M |
| Smith Salley Wealth Management | 0.07% | Add +0.8% | 23,706 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +161.1% | 23,352 | $1.2M |
| Buska Wealth Management, LLC | 0.33% | Reduce -12.1% | 23,300 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +805.8% | 22,762 | $1.2M |
| KDK Private Wealth Management, LLC | 1.23% | Reduce -4.6% | 22,505 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.9% | 22,086 | $1.1M |
| Exchange Capital Management, Inc. | 0.16% | Reduce -2.0% | 20,562 | $1.1M |
| Sweeney & Michel, LLC | 0.33% | Add +0.4% | 18,000 | $918K |
| Truist Financial Corp. | 0.00% | Reduce -4.8% | 17,684 | $905K |
| Nova Wealth Management, Inc. | 0.66% | Add +11.7% | 17,537 | $897K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +21.4% | 17,413 | $891K |
| Demars Financial Group, LLC | 0.32% | Reduce -81.2% | 16,193 | $828K |
| Partners Wealth Management, LLC | 0.93% | No change | 15,995 | $821K |
| VCI Wealth Management LLC | 0.28% | Add +7.2% | 15,475 | $792K |
| Comerica Bank | 0.00% | Add +0.0% | 14,924 | $763K |
| OneAscent Financial Services LLC | 0.05% | New | 14,879 | $761K |
| American National Bank & Trust | 0.08% | Reduce -8.5% | 14,877 | $761K |
| Maxele Advisors, LLC | 0.63% | Add +0.4% | 14,067 | $720K |
| Jane Street Group, LLC | 0.00% | New | 14,006 | $716K |
| Bank of New York Mellon Corp | 0.00% | Add +29.9% | 13,926 | $712K |
| Jones Financial Companies LLLP | 0.00% | Add +50.9% | 13,919 | $709K |
| Royal Bank of Canada | 0.00% | Add +12.9% | 13,205 | $675K |
| Curran Financial Partners, LLC | 0.15% | Reduce -1.2% | 12,957 | $663K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.6% | 12,508 | $640K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -14.7% | 11,963 | $612K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +51.4% | 11,659 | $596K |
| Citigroup Inc. | 0.00% | Add +6.8% | 11,497 | $588K |
| World Investment Advisors | 0.01% | Add +3.2% | 11,114 | $568K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +31391.2% | 10,707 | $548K |
| Pacific Sun Financial Corp | 0.29% | Reduce -2.7% | 10,688 | $547K |
| Mariner, LLC | 0.00% | Reduce -3.8% | 10,588 | $542K |
| HighTower Advisors, LLC | 0.00% | Reduce -23.6% | 10,573 | $541K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.6% | 10,553 | $540K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -16.4% | 10,507 | $537K |
| Prairie Wealth Advisors, Inc. | 0.22% | Add +7.0% | 9,952 | $509K |
| Sunbelt Securities, Inc. | 0.04% | Add +1.5% | 10,248 | $507K |
| HRT Financial LP | 0.00% | New | 9,484 | $485K |
| Marshall Wace, LLP | 0.00% | New | 9,342 | $478K |
| Stonebridge Financial Planning Group, LLC | 0.19% | No change | 9,108 | $466K |
| TrueWealth Advisors, LLC | 0.14% | No change | 9,026 | $462K |
| Brookstone Capital Management | 0.01% | Reduce -9.9% | 8,871 | $454K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 8,820 | $453K |
| Raymond James Financial Inc. | 0.00% | Add +22.8% | 8,795 | $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.