Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q1 2026 (March 31)
206holders −5
24new positions
25sold out
1famous investor
$52.38avg. 13F price*

At the end of Q1 2026, 206 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, down 5 from Q4 2025. 24 opened new positions and 25 sold out. The largest holders were Charles Schwab Investment Management Inc. ($138.5M), Lido Advisors, LLC ($71.1M) and LPL Financial LLC ($26.7M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions24$10.5M
Exits25$12.0M

All 13F filers, Q4 2025 → Q1 2026: 787,529 shares bought and 604,841 shares sold, net +182,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

Charles Schwab Investment Management Inc. 0.02% Add +4.0% 2,646,303 $138.5M
Lido Advisors, LLC 0.28% Add +1.3% 1,358,767 $71.1M
LPL Financial LLC 0.01% Reduce -2.7% 510,287 $26.7M
Agf Management Ltd. 0.12% Reduce -15.9% 505,327 $26.4M
Commonwealth Equity Services, LLC 0.03% Add +1.2% 408,617 $21.4M
Osaic Holdings, Inc. 0.03% Add +13.2% 366,620 $19.2M
Compass Financial Group, INC 2.39% Add +10.9% 325,949 $17.1M
Morgan Stanley 0.00% Add +0.3% 216,998 $11.4M
Certified Advisory Corp 1.01% Reduce -3.8% 215,780 $11.3M
Larson Financial Group LLC 0.33% Add +4.7% 197,003 $10.3M
Marotta Asset Management 1.87% Reduce -3.4% 195,107 $10.2M
Fischer Financial Services, Inc. 2.53% Add +1.2% 143,702 $7.5M
Envestnet Asset Management Inc. 0.00% Add +10.8% 141,003 $7.4M
Financial Perspectives, Inc 1.98% Add +4.5% 135,678 $7.1M
Assetmark, Inc. 0.01% Add +1.2% 133,114 $7.0M
AE Wealth Management LLC 0.04% Reduce -20.9% 127,017 $6.6M
Goldman Sachs Group Inc. 0.00% No change 122,003 $6.4M
Bellwether Advisors, LLC 0.98% New 110,793 $5.8M
Kestra Advisory Services, LLC 0.02% Reduce -6.1% 108,893 $5.7M
CacheTech Inc. 0.98% Reduce -11.7% 97,674 $5.1M
Adams Wealth Management 1.08% Reduce -15.2% 93,828 $4.9M
Stifel Financial Corp. 0.00% Add +67.3% 92,759 $4.9M
Atlas Capital Advisors Inc. 0.52% Add +42.6% 87,474 $4.6M
Mercer Global Advisors Inc. 0.01% Add +3.8% 82,272 $4.3M
UBS Group AG 0.00% Add +19.6% 82,131 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.6% 81,222 $4.3M
NewEdge Advisors, LLC 0.02% Reduce -2.1% 80,783 $4.2M
FMR LLC 0.00% Add +15.2% 76,407 $4.0M
Arkadios Wealth Advisors 0.06% Add +4.9% 70,811 $3.7M
Bank of America Corp. 0.00% Add +8.3% 67,707 $3.5M
Lifeworks Advisors, LLC 0.45% Reduce -14.3% 67,477 $3.5M
Citigroup Inc. 0.00% Add +90.0% 65,644 $3.4M
Advisory Services Network, LLC 0.05% Reduce -17.2% 65,074 $3.4M
Southern Capital Advisors, LLC 1.56% Add +664.5% 63,603 $3.3M
Cetera Investment Advisers 0.00% Add +9.8% 60,869 $3.2M
Roxbury Financial LLC 2.67% Add +0.4% 56,794 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -24.9% 56,564 $3.0M
Raymond James Financial Inc. 0.00% Add +35.4% 49,509 $2.6M
Yoder Wealth Management, Inc. 1.13% Add +5.7% 47,158 $2.5M
Susquehanna International Group, LLP 0.00% Add +73.4% 44,270 $2.3M
Sigma Planning Corp 0.06% Add +23.4% 38,929 $2.0M
Herbst Group, LLC 1.23% New 38,003 $2.0M
Beaumont Financial Advisors, LLC 0.13% Add +652.4% 36,693 $1.9M
NorthCoast Asset Management LLC 0.04% Reduce -31.8% 36,589 $1.9M
Principal Securities, Inc. 0.02% Reduce -38.3% 32,469 $1.7M
Arax Advisory Partners 0.05% Add +1.6% 31,635 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -0.8% 30,987 $1.6M
Ameriprise Financial Inc. 0.00% Add +6.0% 30,930 $1.6M
Wells Fargo & Company 0.00% Reduce -25.8% 30,176 $1.6M
Lynch & Associates 0.29% Reduce -3.9% 29,771 $1.6M
Creative Planning 0.00% Add +132.3% 28,949 $1.5M
Heck Capital Advisors, LLC 0.10% Reduce -5.4% 26,792 $1.4M
Atlas Brown,Inc. 0.41% Reduce -0.3% 26,058 $1.4M
FRG Family Wealth Advisors LLC 0.22% No change 25,210 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -1.0% 24,862 $1.3M
Two Sigma Investments, LP 0.00% New 24,400 $1.3M
Smith Salley Wealth Management 0.06% Add +1.6% 23,714 $1.2M
KDK Private Wealth Management, LLC 1.05% Reduce -1.0% 21,943 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +0.4% 21,415 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.4% 20,723 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +10.9% 20,637 $1.1M
Independent Advisor Alliance 0.01% Add +168.3% 20,634 $1.1M
Jones Financial Companies LLLP 0.00% Add +8.1% 20,670 $1.1M
Royal Bank of Canada 0.00% Reduce -13.3% 20,214 $1.1M
Jacobs Equity LLC 0.94% Add +34.6% 19,551 $1.1M
MML Investors Services, LLC 0.00% Reduce -14.4% 19,361 $1.0M
Kestra Private Wealth Services, LLC 0.01% Reduce -9.6% 18,648 $976K
Sweeney & Michel, LLC 0.28% Add +0.4% 18,234 $953K
Walker Financial Services, Inc. 0.32% Reduce -29.6% 17,950 $939K
OneAscent Financial Services LLC 0.05% Add +6.3% 16,266 $851K
Nova Wealth Management, Inc. 0.54% Add +7.0% 15,826 $828K
American National Bank & Trust 0.08% Reduce -1.6% 15,605 $816K
Partners Wealth Management, LLC 0.80% Reduce -0.6% 14,778 $773K
Clear Wave Wealth Management LLC 0.19% — 14,481 $758K
Truist Financial Corp. 0.00% Add +187.2% 14,434 $755K
Fortis Capital Advisors, LLC 0.09% Add +179.5% 13,728 $718K
Belpointe Asset Management LLC 0.03% Add +179.5% 13,728 $718K
Curran Financial Partners, LLC 0.12% Add +0.7% 13,122 $687K
Sage Investment Advisers LLC 0.48% Add +36.0% 12,385 $645K
Stock Yards Bank & Trust Co. 0.02% Reduce -3.4% 11,853 $620K
Meridian Wealth Management, LLC 0.02% Reduce -1.5% 11,610 $608K
Demars Financial Group, LLC 0.20% Reduce -3.2% 11,511 $602K
HighTower Advisors, LLC 0.00% Reduce -5.2% 11,013 $576K
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 10,491 $549K
Mariner, LLC 0.00% Reduce -1.0% 10,163 $532K
Sunbelt Securities, Inc. 0.03% Add +0.3% 9,616 $503K
Acorn Financial Advisory Services Inc. 0.07% Add +6.9% 9,482 $496K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.6% 9,481 $496K
Stonebridge Financial Planning Group, LLC 0.18% Reduce -8.0% 9,200 $481K
Pacific Sun Financial Corp 0.23% Reduce -2.1% 9,057 $474K
Roman Butler Fullerton & Co. 0.13% No change 8,820 $468K
Fifth Third Bancorp 0.00% New 8,795 $460K
Soltis Investment Advisors LLC 0.03% Add +7.2% 8,790 $460K
PGIM Custom Harvest LLC 0.01% Reduce -0.5% 8,755 $458K
Avidian Wealth Enterprises, LLC 0.01% No change 8,669 $454K
Robertson Stephens Wealth Management, LLC 0.01% No change 8,635 $452K
Fisher Asset Management 0.00% Add +3.6% 8,632 $452K
Ameritas Advisory Services, LLC 0.02% Reduce -4.0% 8,548 $447K
Brookstone Capital Management 0.01% Reduce -0.1% 8,547 $447K
Buska Wealth Management, LLC 0.17% Reduce -42.8% 8,198 $429K

"% 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 206 holders