Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q3 2025 (September 30)
193holders −11
21new positions
26sold out
1famous investor
$49.85avg. 13F price*

At the end of Q3 2025, 193 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, down 11 from Q2 2025. 21 opened new positions and 26 sold out. The largest holders were Charles Schwab Investment Management Inc. ($118.4M), Lido Advisors, LLC ($66.7M) and LPL Financial LLC ($24.5M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$8.6M
Exits26$19.8M

All 13F filers, Q2 2025 → Q3 2025: 1,028,741 shares bought and 785,839 shares sold, net +242,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 193 holders

Charles Schwab Investment Management Inc. 0.02% Add +5.1% 2,375,684 $118.4M
Lido Advisors, LLC 0.28% Reduce -4.3% 1,339,030 $66.7M
LPL Financial LLC 0.01% Add +27.2% 492,473 $24.5M
Agf Management Ltd. 0.10% Add +10.2% 468,321 $23.3M
Osaic Holdings, Inc. 0.03% Add +3.7% 446,226 $22.4M
Commonwealth Equity Services, LLC 0.03% Reduce -8.4% 386,485 $19.3M
Envestnet Asset Management Inc. 0.01% Add +60.9% 363,019 $18.1M
Compass Financial Group, INC 1.96% Add +20.0% 262,100 $13.1M
Certified Advisory Corp 1.07% Add +2.5% 225,123 $11.2M
Larson Financial Group LLC 0.32% Add +1.6% 185,389 $9.2M
Morgan Stanley 0.00% Add +8.9% 172,291 $8.6M
Cetera Investment Advisers 0.01% Add +101.2% 146,068 $7.3M
Fischer Financial Services, Inc. 1.94% Reduce -0.3% 144,677 $7.2M
AE Wealth Management LLC 0.04% Add +5.2% 140,953 $7.0M
Goldman Sachs Group Inc. 0.00% Add +10.8% 135,187 $6.7M
Marotta Asset Management 1.24% Add +28.8% 132,105 $6.6M
Two Sigma Investments, LP 0.01% Add +1658.1% 130,100 $6.5M
Financial Perspectives, Inc 1.70% Add +2.5% 122,768 $6.1M
Assetmark, Inc. 0.01% Add +8.2% 120,214 $6.0M
Kestra Advisory Services, LLC 0.03% Add +1.1% 119,132 $5.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.9% 100,794 $5.0M
Mercer Global Advisors Inc. 0.01% New 93,887 $4.7M
NewEdge Advisors, LLC 0.02% Reduce -1.5% 89,947 $4.5M
Adams Wealth Management 0.95% Reduce -13.8% 88,627 $4.4M
CacheTech Inc. 0.89% Reduce -13.8% 88,627 $4.4M
Lifeworks Advisors, LLC 0.54% Add +12.4% 81,180 $4.0M
J.W. Cole Advisors, Inc. 0.07% Reduce -0.7% 77,679 $3.9M
Full Sail Capital, LLC 0.21% Reduce -16.1% 76,235 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -3.5% 66,436 $3.3M
FMR LLC 0.00% Add +17.4% 65,767 $3.3M
NorthCoast Asset Management LLC 0.01% Reduce -66.6% 58,370 $2.9M
Bank of America Corp. 0.00% Add +2.3% 57,982 $2.9M
Roxbury Financial LLC 2.59% Add +0.3% 56,381 $2.8M
UBS Group AG 0.00% Add +1.6% 54,212 $2.7M
Waverly Advisors, LLC 0.03% Reduce -7.9% 53,463 $2.7M
Arkadios Wealth Advisors 0.06% Add +11.7% 52,948 $2.6M
Stifel Financial Corp. 0.00% Reduce -0.5% 47,897 $2.4M
Walker Financial Services, Inc. 0.71% Reduce -10.4% 36,476 $1.8M
Yoder Wealth Management, Inc. 0.86% Add +6.7% 36,355 $1.8M
Principal Securities, Inc. 0.03% Reduce -7.8% 33,296 $1.7M
Sigma Planning Corp 0.05% Reduce -4.3% 33,203 $1.7M
Bank of New York Mellon Corp 0.00% Add +135.4% 32,781 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -24.0% 32,561 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +10.3% 31,816 $1.6M
Lynch & Associates 0.28% Add +4.7% 29,278 $1.5M
Heck Capital Advisors, LLC 0.11% Add +0.7% 28,165 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -46.7% 27,508 $1.4M
Wells Fargo & Company 0.00% Reduce -9.3% 27,373 $1.4M
Raymond James Financial Inc. 0.00% Add +210.1% 27,276 $1.4M
FRG Family Wealth Advisors LLC 0.22% Reduce -17.0% 26,810 $1.3M
Atlas Brown,Inc. 0.39% Reduce -3.3% 26,239 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -5.5% 25,454 $1.3M
Smith Salley Wealth Management 0.06% Reduce -1.0% 23,473 $1.2M
MML Investors Services, LLC 0.00% Reduce -3.8% 22,472 $1.1M
KDK Private Wealth Management, LLC 1.13% Reduce -0.9% 22,299 $1.1M
Park Avenue Securities LLC 0.01% Add +148.3% 21,802 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.9% 21,649 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -2.8% 21,463 $1.1M
Wbi Investments, LLC 0.27% Reduce -66.0% 20,886 $1.0M
Beacon Pointe Advisors, LLC 0.01% New 20,748 $1.0M
Buska Wealth Management, LLC 0.29% Reduce -16.7% 19,405 $967K
Steward Partners Investment Advisory, LLC 0.01% Add +8.4% 18,872 $941K
Sweeney & Michel, LLC 0.30% Add +0.4% 18,075 $898K
Citigroup Inc. 0.00% Add +55.6% 17,892 $892K
Nova Wealth Management, Inc. 0.63% Add +1.6% 17,810 $888K
Jones Financial Companies LLLP 0.00% Add +12.4% 15,641 $776K
OneAscent Financial Services LLC 0.05% Add +2.8% 15,301 $763K
Comerica Bank 0.00% Add +0.0% 14,930 $744K
Partners Wealth Management, LLC 0.73% Reduce -7.1% 14,865 $741K
Demars Financial Group, LLC 0.25% Reduce -8.9% 14,759 $736K
Maxele Advisors, LLC 0.60% Reduce -0.5% 13,999 $698K
Curran Financial Partners, LLC 0.13% Add +0.1% 12,965 $646K
Csenge Advisory Group 0.03% Add +98.2% 12,796 $638K
American National Bank & Trust 0.06% Reduce -16.6% 12,412 $619K
Truist Financial Corp. 0.00% Reduce -30.8% 12,232 $610K
Royal Bank of Canada 0.00% Reduce -11.4% 11,697 $584K
Meridian Wealth Management, LLC 0.02% Reduce -7.4% 11,587 $577K
HighTower Advisors, LLC 0.00% Add +9.0% 11,529 $575K
Stonebridge Financial Planning Group, LLC 0.20% Add +20.3% 10,955 $546K
Pacific Sun Financial Corp 0.25% Reduce -1.6% 10,515 $524K
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 10,495 $523K
Mariner, LLC 0.00% Reduce -2.1% 10,366 $517K
Sunbelt Securities, Inc. 0.03% Reduce -2.9% 9,947 $496K
Prairie Wealth Advisors, Inc. 0.20% Reduce -1.7% 9,783 $488K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.1% 9,661 $482K
American Trust 0.04% New 8,931 $445K
Brookstone Capital Management 0.01% Reduce -0.2% 8,856 $441K
RFG Advisory, LLC 0.01% Add +1.4% 8,725 $435K
Roman Butler Fullerton & Co. 0.12% No change 8,820 $431K
Avidian Wealth Enterprises, LLC 0.02% No change 8,564 $427K
Fisher Asset Management 0.00% Reduce -0.3% 8,346 $416K
Ameritas Advisory Services, LLC 0.03% Reduce -20.9% 8,310 $414K
Southern Capital Advisors, LLC 0.19% Add +0.6% 8,234 $410K
Soltis Investment Advisors LLC 0.03% Reduce -2.3% 8,186 $408K
TrueWealth Advisors, LLC 0.11% Reduce -11.1% 8,026 $400K
Independent Advisor Alliance 0.01% Reduce -2.0% 7,749 $386K
Acorn Financial Advisory Services Inc. 0.06% Add +34.0% 7,673 $382K
Corient Private Wealth LP 0.00% Reduce -5.5% 7,612 $379K
Lanark Financial, Inc. 0.03% Reduce -0.1% 7,599 $379K
Creative Planning 0.00% Add +10.1% 7,588 $378K

"% 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 193 holders