Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q4 2025 (December 31)
211holders +18
24new positions
11sold out
1famous investor
$49.19avg. 13F price*

At the end of Q4 2025, 211 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, up 18 from Q3 2025. 24 opened new positions and 11 sold out. The largest holders were Charles Schwab Investment Management Inc. ($125.1M), Lido Advisors, LLC ($66.9M) and Agf Management Ltd. ($29.6M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$9.7M
Exits11$11.1M

All 13F filers, Q3 2025 → Q4 2025: 1,055,134 shares bought and 846,772 shares sold, net +208,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Charles Schwab Investment Management Inc. 0.02% Add +7.1% 2,543,555 $125.1M
Lido Advisors, LLC 0.27% Add +0.2% 1,341,891 $66.9M
Agf Management Ltd. 0.13% Add +28.3% 600,874 $29.6M
LPL Financial LLC 0.01% Add +6.5% 524,438 $25.8M
Commonwealth Equity Services, LLC 0.03% Add +4.5% 403,858 $19.9M
Osaic Holdings, Inc. 0.02% Reduce -27.4% 323,784 $15.9M
Compass Financial Group, INC 2.06% Add +12.2% 293,954 $14.5M
Certified Advisory Corp 1.01% Reduce -0.4% 224,197 $11.0M
Morgan Stanley 0.00% Add +25.6% 216,362 $10.6M
Marotta Asset Management 1.84% Add +52.8% 201,896 $9.9M
Larson Financial Group LLC 0.31% Add +1.5% 188,161 $9.3M
AE Wealth Management LLC 0.05% Add +13.9% 160,506 $7.9M
Fischer Financial Services, Inc. 1.85% Reduce -1.8% 142,010 $7.0M
Assetmark, Inc. 0.01% Add +9.4% 131,511 $6.5M
Financial Perspectives, Inc 1.72% Add +5.7% 129,789 $6.4M
Envestnet Asset Management Inc. 0.00% Reduce -64.9% 127,268 $6.3M
Goldman Sachs Group Inc. 0.00% Reduce -9.8% 122,003 $6.0M
Kestra Advisory Services, LLC 0.02% Reduce -2.6% 115,984 $5.7M
Adams Wealth Management 1.16% Add +24.8% 110,604 $5.4M
CacheTech Inc. 1.01% Add +24.8% 110,604 $5.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% New 98,759 $4.9M
NewEdge Advisors, LLC 0.01% Reduce -8.2% 82,562 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -20.7% 79,909 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -15.6% 79,243 $3.9M
Lifeworks Advisors, LLC 0.50% Reduce -3.0% 78,777 $3.9M
Advisory Services Network, LLC 0.05% Add +2354.1% 78,581 $3.9M
JPMorgan Chase & Co. 0.00% Add +13.4% 75,326 $3.7M
UBS Group AG 0.00% Add +26.6% 68,662 $3.4M
Arkadios Wealth Advisors 0.07% Add +27.5% 67,518 $3.3M
FMR LLC 0.00% Add +0.9% 66,344 $3.3M
Bank of America Corp. 0.00% Add +7.8% 62,502 $3.1M
Atlas Capital Advisors Inc. 0.34% — 61,323 $3.0M
Roxbury Financial LLC 2.50% Add +0.3% 56,562 $2.8M
Cetera Investment Advisers 0.00% Reduce -62.0% 55,447 $2.7M
Stifel Financial Corp. 0.00% Add +15.8% 55,443 $2.7M
NorthCoast Asset Management LLC 0.06% Reduce -8.1% 53,623 $2.6M
Principal Securities, Inc. 0.04% Add +58.0% 52,598 $2.6M
Yoder Wealth Management, Inc. 1.00% Add +22.8% 44,636 $2.2M
J.W. Cole Advisors, Inc. 0.05% Reduce -3.0% 75,385 $2.2M
Wells Fargo & Company 0.00% Add +48.6% 40,687 $2.0M
Raymond James Financial Inc. 0.00% Add +34.1% 36,571 $1.8M
Citigroup Inc. 0.00% Add +93.1% 34,544 $1.7M
Sigma Planning Corp 0.04% Reduce -5.0% 31,549 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -1.8% 31,233 $1.5M
Arax Advisory Partners 0.04% New 31,120 $1.5M
Lynch & Associates 0.29% Add +5.8% 30,987 $1.5M
Ameriprise Financial Inc. 0.00% Reduce -10.4% 29,179 $1.4M
Heck Capital Advisors, LLC 0.10% Add +0.6% 28,331 $1.4M
Atlas Brown,Inc. 0.38% Reduce -0.3% 26,150 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -7.2% 25,531 $1.3M
Walker Financial Services, Inc. 0.45% Reduce -30.1% 25,513 $1.3M
FRG Family Wealth Advisors LLC 0.19% Reduce -6.0% 25,210 $1.2M
Snowden Capital Advisors LLC 0.03% Reduce -1.3% 25,122 $1.2M
Smith Salley Wealth Management 0.06% Reduce -0.5% 23,347 $1.1M
Royal Bank of Canada 0.00% Add +99.3% 23,309 $1.1M
Wbi Investments, LLC 0.29% Add +8.8% 22,716 $1.1M
MML Investors Services, LLC 0.00% Add +0.7% 22,630 $1.1M
KDK Private Wealth Management, LLC 0.95% Reduce -0.6% 22,157 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +2.8% 21,334 $1.0M
Kestra Private Wealth Services, LLC 0.01% Reduce -3.9% 20,635 $1.0M
Sweeney & Michel, LLC 0.30% Add +0.5% 18,158 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.9% 19,288 $949K
Jones Financial Companies LLLP 0.00% Add +22.3% 19,121 $941K
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.4% 18,604 $915K
American National Bank & Trust 0.07% Add +27.8% 15,866 $780K
OneAscent Financial Services LLC 0.07% Add +0.0% 15,304 $753K
Partners Wealth Management, LLC 0.76% Add +0.0% 14,870 $731K
Nova Wealth Management, Inc. 0.50% Reduce -17.0% 14,789 $727K
Jacobs Equity LLC 0.69% — 14,526 $715K
Buska Wealth Management, LLC 0.26% Reduce -26.2% 14,329 $705K
Maxele Advisors, LLC 0.55% Reduce -1.0% 13,856 $682K
Curran Financial Partners, LLC 0.12% Add +0.5% 13,034 $641K
HRT Financial LP 0.00% New 12,928 $635K
Orion Porfolio Solutions, LLC 0.00% Add +151.8% 12,596 $620K
Creative Planning 0.00% Add +64.2% 12,460 $613K
Stock Yards Bank & Trust Co. 0.02% Add +61.9% 12,268 $603K
Demars Financial Group, LLC 0.20% Reduce -19.4% 11,891 $585K
Meridian Wealth Management, LLC 0.02% Add +1.8% 11,791 $580K
HighTower Advisors, LLC 0.00% Add +0.7% 11,613 $571K
Gsa Capital Partners LLP 0.05% Add +85.2% 11,125 $547K
Tower Research Capital LLC (TRC) 0.01% Add +192.6% 11,083 $545K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 10,578 $520K
Comerica Bank 0.00% Reduce -29.3% 10,549 $519K
Mariner, LLC 0.00% Reduce -0.9% 10,268 $505K
Stonebridge Financial Planning Group, LLC 0.18% Reduce -8.7% 10,000 $492K
Sunbelt Securities, Inc. 0.03% Reduce -3.6% 9,584 $471K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.2% 9,541 $469K
Roman Butler Fullerton & Co. 0.12% No change 8,820 $461K
CX Institutional 0.01% Add +243.2% 9,343 $460K
Pacific Sun Financial Corp 0.22% Reduce -12.0% 9,250 $455K
Sage Investment Advisers LLC 0.34% — 9,105 $448K
Jane Street Group, LLC 0.00% New 9,005 $443K
Ameritas Advisory Services, LLC 0.02% Add +7.1% 8,900 $438K
Acorn Financial Advisory Services Inc. 0.06% Add +15.6% 8,867 $436K
PGIM Custom Harvest LLC 0.01% Add +72.0% 8,802 $433K
American Trust 0.04% Reduce -1.8% 8,768 $431K
Avidian Wealth Enterprises, LLC 0.02% Add +1.2% 8,669 $426K
Robertson Stephens Wealth Management, LLC 0.01% Add +90.5% 8,635 $425K
Brookstone Capital Management 0.00% Reduce -3.4% 8,553 $421K
Fisher Asset Management 0.00% Reduce -0.2% 8,333 $410K

"% 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 211 holders