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
Park Avenue Securities LLC 0.00% Add +31.6% 8,781 $449K
RFG Advisory, LLC 0.01% Reduce -25.8% 8,600 $440K
Avidian Wealth Enterprises, LLC 0.02% No change 8,564 $438K
Avantax Advisory Services, Inc. 0.00% Add +6.5% 8,405 $430K
Soltis Investment Advisors LLC 0.03% Add +3.4% 8,376 $428K
Fisher Asset Management 0.00% Reduce -15.8% 8,375 $428K
Grey Ledge Advisors, LLC 0.10% Add +10.6% 8,342 $427K
Southern Capital Advisors, LLC 0.21% Add +0.6% 8,189 $419K
Corient Private Wealth LP 0.00% No change 8,058 $412K
Independent Advisor Alliance 0.01% Add +0.9% 7,906 $404K
Lanark Financial, Inc. 0.03% Reduce -5.8% 7,606 $389K
Two Sigma Investments, LP 0.00% New 7,400 $379K
O'shaughnessy Asset Management, LLC 0.00% Add +2.8% 7,117 $364K
Creative Planning 0.00% Add +0.2% 6,890 $352K
Keybank National Association 0.00% No change 6,826 $349K
Csenge Advisory Group 0.02% No change 6,456 $338K
Rothschild Wealth LLC 0.08% New 6,406 $328K
LongView Wealth Management 0.09% Add +9.0% 6,127 $313K
Kingsview Wealth Management, LLC 0.01% Add +2.6% 5,977 $306K
Castleview Partners, LLC 0.19% Reduce -32.7% 5,811 $297K
Acorn Financial Advisory Services Inc. 0.05% Add +35.7% 5,726 $293K
Creative Financial Designs Inc. 0.02% Add +13.8% 5,583 $286K
Retirement Planning Group, LLC 0.01% Reduce -5.1% 5,372 $275K
Summit Financial, LLC 0.01% Reduce -18.4% 5,309 $272K
Janney Montgomery Scott LLC 0.00% Add +4.3% 5,045 $258K
FLC Capital Advisors 0.05% No change 5,003 $256K
Pathway Financial Advisers, LLC 0.08% Add +4.7% 4,849 $248K
Talon Private Wealth, LLC 0.03% Reduce -4.3% 4,715 $241K
Atria Investments, Inc 0.00% New 4,690 $240K
Fifth Third Securities, Inc. 0.02% Reduce -4.8% 4,561 $233K
Robertson Stephens Wealth Management, LLC 0.01% No change 4,533 $232K
Quantinno Capital Management LP 0.00% New 4,389 $225K
Define Financial, LLC 0.15% Add +0.6% 4,365 $223K
Davis Wealth Advisors, LLC 0.22% No change 4,132 $211K
CX Institutional 0.01% Add +108.1% 4,122 $211K
OneDigital Investment Advisors LLC 0.00% New 3,997 $204K
Liberty Wealth Management LLC 0.03% New 3,937 $201K
Fortis Capital Advisors, LLC 0.04% New 3,913 $200K
Belpointe Asset Management LLC 0.01% New 3,913 $200K
Global Retirement Partners, LLC 0.00% — 3,699 $189K
Brown Brothers Harriman & Co. 0.00% New 3,445 $176K
IFP Advisors, Inc 0.01% Reduce -0.9% 3,412 $175K
Centaurus Financial, Inc. 0.01% Add +9.0% 3,085 $158K
Rosenberg Matthew Hamilton 0.04% No change 2,986 $153K
AlphaCore Capital LLC 0.01% New 2,860 $146K
Allworth Financial LP 0.00% Reduce -2.2% 2,756 $141K
Harbour Investments, Inc. 0.00% Reduce -0.8% 2,418 $124K
MAI Capital Management 0.00% Add +2.8% 2,270 $116K
Whittier Trust Co. 0.00% No change 1,885 $96K
Cwm, LLC 0.00% Add +1462.6% 1,672 $86K
Bokf, NA 0.00% No change 1,535 $79K
Pacifica Partners Inc. 0.03% Add +117.7% 1,461 $74K
Federation des caisses Desjardins du Quebec 0.00% No change 1,410 $72K
GPS Wealth Strategies Group, LLC 0.01% New 1,337 $68K
Spire Wealth Management 0.00% Add +13.0% 1,144 $59K
Cape Investment Advisory, Inc. 0.02% Add +11.0% 1,096 $56K
Asset Dedication, LLC 0.00% No change 1,055 $54K
Coston, McIsaac & Partners 0.01% Add +0.6% 1,030 $52K
Private Trust Co. NA 0.00% Add +113.8% 1,007 $52K
Dunhill Financial, LLC 0.01% New 974 $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
Cullen/Frost Bankers, Inc. 0.00% Add +61.3% 687 $35K
EPG Wealth Management LLC 0.01% Add +0.4% 685 $35K
Bogart Wealth, LLC 0.00% New 624 $32K
Brooklyn Investment Group 0.00% New 551 $28K
Signature Resources Capital Management, LLC 0.01% New 470 $24K
Capital Analysts, LLC 0.00% Add +0.6% 469 $24K
Farther Finance Advisors, LLC 0.00% Reduce -57.9% 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% No change 396 $20K
SYM FINANCIAL Corp 0.00% New 395 $20K
NFSG Corp 0.00% No change 343 $18K
Gables Capital Management Inc. 0.01% No change 308 $16K
Briaud Financial Planning Inc 0.01% New 256 $13K
Heritage Wealth Advisors 0.00% No change 240 $12K
Ameriflex Group, Inc. 0.01% No change 214 $11K
Blair William & Co. 0.00% No change 198 $10K
Oliver Lagore Vanvalin Investment Group 0.00% — 169 $9K
Smartleaf Asset Management LLC 0.00% Reduce -70.9% 141 $7K
Howe & Rusling Inc. 0.00% New 119 $6K
1620 Investment Advisors, Inc. 0.00% No change 118 $6K
Beacon Capital Management, LLC 0.00% Add +0.8% 118 $6K
Parallel Advisors, LLC 0.00% New 115 $6K
Concord Wealth Partners 0.00% Add +1.0% 102 $5K
HighMark Wealth Management LLC 0.00% No change 100 $5K
Valued Wealth Advisors LLC 0.00% No change 93 $5K
Moser Wealth Advisors, LLC 0.00% New 93 $5K
Mid-American Wealth Advisory Group, Inc. 0.00% New 73 $4K
Aptus Capital Advisors, LLC 0.00% No change 73 $4K
Russell Investments Group, Ltd. 0.00% Add +380.0% 72 $4K
Sound Income Strategies, LLC 0.00% No change 59 $3K
Pillar Financial Advisors, LLC 0.00% No change 57 $3K
EverSource Wealth Advisors, LLC 0.00% No change 50 $3K
Signaturefd, LLC 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
Geneos Wealth Management Inc. 0.00% Reduce -59.6% 21 $1K
Bartlett & Co. Wealth Management LLC 0.00% No change 19 $972
CVA Family Office, LLC 0.00% No change 10 $512
Parkside Financial Bank & Trust 0.00% No change 4 $205
Avondale Wealth Management 0.00% Reduce -100.0% 1 $60

"% 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.