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 |
| 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.