Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q2 2025 (June 30)
204holders +11
30new positions
19sold out
2famous investors
$51.36avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions30$16.1M
Exits19$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.

Show all 204 holders