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
Southern Capital Advisors, LLC 0.19% Add +1.0% 8,319 $409K
Soltis Investment Advisors LLC 0.03% Add +0.2% 8,202 $403K
Elevation Wealth Management LLC 0.38% — 8,047 $396K
TrueWealth Advisors, LLC 0.10% Reduce -0.1% 8,021 $395K
RFG Advisory, LLC 0.01% Reduce -8.7% 7,967 $392K
Corient Private Wealth LP 0.00% Add +1.6% 7,736 $381K
Independent Advisor Alliance 0.01% Reduce -0.8% 7,690 $378K
Lanark Financial, Inc. 0.03% Add +0.1% 7,604 $374K
Rothschild Wealth LLC 0.04% Add +8.0% 7,508 $369K
Concurrent Investment Advisors, LLC 0.00% Add +37.0% 7,213 $355K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.9% 7,052 $347K
Castleview Partners, LLC 0.16% Add +4.4% 6,729 $331K
LongView Wealth Management 0.08% Add +0.3% 6,157 $313K
Grey Ledge Advisors, LLC 0.07% Reduce -3.4% 6,317 $311K
Bank of New York Mellon Corp 0.00% Reduce -82.1% 5,865 $288K
Atria Investments, Inc 0.00% Add +7.5% 5,617 $276K
Cherry Tree Wealth Management, LLC 0.06% New 5,532 $272K
Farther Finance Advisors, LLC 0.00% Add +426.1% 5,393 $265K
SageView Advisory Group, LLC 0.01% New 5,328 $262K
Csenge Advisory Group 0.01% Reduce -58.5% 5,313 $261K
Summit Financial, LLC 0.00% Add +7.1% 5,313 $261K
Retirement Planning Group, LLC 0.01% Reduce -2.2% 5,310 $261K
Exencial Wealth Advisors, LLC 0.01% New 5,126 $252K
Truist Financial Corp. 0.00% Reduce -58.9% 5,026 $247K
Pathway Financial Advisers, LLC 0.07% Reduce -1.3% 5,001 $246K
FLC Capital Advisors 0.05% Reduce -0.0% 5,001 $246K
Fortis Capital Advisors, LLC 0.04% Add +21.1% 4,912 $242K
Belpointe Asset Management LLC 0.01% Add +21.1% 4,912 $242K
Beaumont Financial Advisors, LLC 0.02% No change 4,877 $240K
Quantinno Capital Management LP 0.00% Add +3.2% 4,659 $229K
Private Advisor Group, LLC 0.00% Add +2.3% 4,577 $225K
Swmg, LLC 0.06% New 3,967 $221K
Janney Montgomery Scott LLC 0.00% Reduce -5.4% 4,388 $216K
Westhampton Capital, LLC 0.10% New 4,160 $205K
AssuredPartners Investment Advisors, LLC 0.03% New 4,117 $203K
Wealth Enhancement Advisory Services, LLC 0.00% New 4,084 $201K
IFP Advisors, Inc 0.00% Add +14.5% 3,965 $195K
Piscataqua Savings Bank 0.13% New 3,705 $182K
Creative Financial Designs Inc. 0.01% Reduce -31.2% 3,601 $177K
Global Retirement Partners, LLC 0.00% Reduce -4.8% 3,533 $174K
Brown Brothers Harriman & Co. 0.00% No change 3,445 $169K
Centaurus Financial, Inc. 0.01% Reduce -10.4% 3,330 $164K
Rosenberg Matthew Hamilton 0.03% No change 2,986 $147K
AlphaCore Capital LLC 0.00% No change 2,860 $141K
MAI Capital Management 0.00% Add +17.0% 2,584 $127K
Allworth Financial LP 0.00% Add +0.6% 2,571 $126K
Flagship Harbor Advisors, LLC 0.01% New 2,283 $112K
Harbour Investments, Inc. 0.00% No change 2,129 $105K
Cwm, LLC 0.00% Reduce -24.1% 1,982 $97K
Qube Research & Technologies Ltd 0.00% New 1,778 $87K
Howe & Rusling Inc. 0.01% New 1,723 $85K
Motiv8 Investments LLC 0.04% New 1,619 $80K
Bokf, NA 0.00% No change 1,535 $76K
Federation des caisses Desjardins du Quebec 0.00% No change 1,410 $69K
Whittier Trust Co. 0.00% No change 1,409 $69K
Atlantic Union Bankshares Corp 0.00% No change 1,383 $68K
Colonial Trust Co / SC 0.01% Add +36.3% 1,300 $64K
Spire Wealth Management 0.00% Add +1.5% 1,171 $58K
Cape Investment Advisory, Inc. 0.02% Add +680.6% 1,124 $55K
High Point Wealth Management, LLC 0.05% — 1,055 $52K
Asset Dedication, LLC 0.00% No change 1,055 $52K
Private Trust Co. NA 0.00% No change 1,001 $49K
McGuire Capital Advisors Inc. 0.03% — 995 $49K
Dunhill Financial, LLC 0.02% Add +0.6% 986 $49K
TFC Financial Management, Inc. 0.01% No change 905 $45K
Sage Mountain Advisors LLC 0.00% No change 825 $41K
Deutsche Bank AG 0.00% New 765 $38K
EPG Wealth Management LLC 0.01% Reduce -1.2% 679 $33K
Coston, McIsaac & Partners 0.01% Reduce -41.5% 606 $29K
IFC & Insurance Marketing, Inc. 0.03% — 566 $28K
Elyxium Wealth, LLC 0.01% New 537 $26K
Capital Analysts, LLC 0.00% Add +0.6% 474 $23K
Mascoma Wealth Management LLC 0.00% No change 424 $21K
Godsey & Gibb, Inc. 0.00% No change 400 $20K
SYM FINANCIAL Corp 0.00% New 395 $19K
NFSG Corp 0.00% No change 343 $17K
Gables Capital Management Inc. 0.01% No change 308 $15K
Rossby Financial, LCC 0.00% Reduce -28.0% 285 $14K
SHP Wealth Management 0.00% — 240 $12K
Abound Wealth Management 0.00% New 238 $12K
Russell Investments Group, Ltd. 0.00% Reduce -4.9% 213 $10K
Caldwell Trust Co 0.00% No change 200 $10K
Blair William & Co. 0.00% No change 198 $10K
Signature Resources Capital Management, LLC 0.00% Reduce -61.9% 179 $9K
Root Financial Partners, LLC 0.00% Add +59.8% 163 $8K
Heritage Wealth Advisors 0.00% No change 162 $8K
CIBC Private Wealth Group LLC 0.00% Add +0.6% 158 $8K
Smartleaf Asset Management LLC 0.00% No change 141 $7K
Franklin Resources Inc. 0.00% New 132 $6K
1620 Investment Advisors, Inc. 0.00% No change 118 $6K
Concord Wealth Partners 0.00% Add +1.0% 103 $5K
HighMark Wealth Management LLC 0.00% No change 100 $5K
Bank of Montreal 0.00% New 100 $5K
Valued Wealth Advisors LLC 0.00% No change 93 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -95.7% 84 $4K
Aptus Capital Advisors, LLC 0.00% No change 73 $4K
Sound Income Strategies, LLC 0.00% No change 59 $3K
Sankala Group LLC 0.00% — 50 $3K
Pillar Financial Advisors, LLC 0.00% No change 57 $3K
EverSource Wealth Advisors, LLC 0.00% No change 50 $2K
Wolff Wiese Magana LLC 0.00% No change 31 $2K
SouthState Bank Corp 0.00% New 25 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $1K
Geneos Wealth Management Inc. 0.00% Add +4.8% 22 $1K
LRI Investments, LLC 0.00% No change 21 $1K
CVA Family Office, LLC 0.00% No change 10 $492
Camelot Portfolios, LLC 0.00% New 8 $394
Parkside Financial Bank & Trust 0.00% No change 4 $197
Duncker Streett & Co. Inc. 0.00% No change 3 $148
Cullen/Frost Bankers, Inc. 0.00% Reduce -99.9% 2 $89
Avion Wealth 0.00% No change 12 $0

"% 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.