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
TrueWealth Advisors, LLC 0.11% No change 8,021 $420K
Corient Private Wealth LP 0.00% No change 7,736 $405K
Lanark Financial, Inc. 0.03% Add +1.2% 7,698 $403K
Concurrent Investment Advisors, LLC 0.00% Add +4.2% 7,513 $393K
Bank of New York Mellon Corp 0.00% Add +26.6% 7,425 $389K
Rothschild Wealth LLC 0.04% Reduce -1.3% 7,409 $388K
O'shaughnessy Asset Management, LLC 0.00% Add +4.6% 7,375 $386K
CX Institutional 0.01% Reduce -24.6% 7,046 $369K
RFG Advisory, LLC 0.01% Reduce -11.5% 7,050 $369K
Castleview Partners, LLC 0.18% Add +0.8% 6,785 $355K
Harbour Investments, Inc. 0.01% Add +199.4% 6,374 $334K
Grey Ledge Advisors, LLC 0.07% Add +0.0% 6,318 $331K
Farther Finance Advisors, LLC 0.00% Add +13.5% 6,121 $319K
Csenge Advisory Group 0.01% Add +14.3% 6,073 $318K
LongView Wealth Management 0.08% Reduce -1.7% 6,054 $316K
Exencial Wealth Advisors, LLC 0.01% Add +17.3% 6,011 $315K
Orion Porfolio Solutions, LLC 0.00% Reduce -53.0% 5,916 $310K
Quantinno Capital Management LP 0.00% Add +24.9% 5,821 $305K
Atria Investments, Inc 0.00% Add +2.3% 5,748 $301K
Cherry Tree Wealth Management, LLC 0.06% No change 5,532 $289K
Retirement Planning Group, LLC 0.01% Add +0.2% 5,323 $279K
Patriot Financial Group Insurance Agency, LLC 0.02% New 5,144 $269K
FLC Capital Advisors 0.05% No change 5,001 $262K
Pathway Financial Advisers, LLC 0.07% Reduce -1.5% 4,928 $258K
Talon Private Wealth, LLC 0.03% — 4,715 $247K
Qube Research & Technologies Ltd 0.00% Add +160.8% 4,637 $243K
Summit Financial, LLC 0.00% Reduce -16.5% 4,435 $232K
Merit Financial Group, LLC 0.00% New 4,381 $229K
IFP Advisors, Inc 0.00% Add +6.5% 4,223 $221K
Westhampton Capital, LLC 0.10% No change 4,160 $218K
AssuredPartners Investment Advisors, LLC 0.02% No change 4,117 $218K
Janney Montgomery Scott LLC 0.00% Reduce -5.6% 4,144 $217K
Swmg, LLC 0.06% Add +0.8% 3,998 $209K
Private Advisor Group, LLC 0.00% Reduce -13.8% 3,943 $206K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.9% 3,884 $204K
Schmidt P J Investment Management Inc. 0.03% New 3,863 $202K
Creative Financial Designs Inc. 0.01% Add +4.2% 3,751 $196K
Piscataqua Savings Bank 0.14% No change 3,705 $194K
Centaurus Financial, Inc. 0.01% No change 3,330 $174K
MAI Capital Management 0.00% Add +17.4% 3,035 $159K
Rosenberg Matthew Hamilton 0.03% No change 2,986 $156K
AlphaCore Capital LLC 0.00% No change 2,860 $150K
Allworth Financial LP 0.00% Add +4.1% 2,677 $140K
Cwm, LLC 0.00% Reduce -1.4% 1,954 $102K
Howe & Rusling Inc. 0.01% No change 1,723 $90K
BlackRock, Inc. 0.00% New 1,610 $84K
Bokf, NA 0.00% No change 1,535 $80K
Federation des caisses Desjardins du Quebec 0.00% Add +0.4% 1,416 $74K
Atlantic Union Bankshares Corp 0.00% No change 1,383 $72K
Colonial Trust Co / SC 0.01% No change 1,300 $68K
Spire Wealth Management 0.00% Reduce -2.0% 1,147 $60K
High Point Wealth Management, LLC 0.05% Add +0.6% 1,061 $56K
Asset Dedication, LLC 0.00% No change 1,055 $55K
Dunhill Financial, LLC 0.01% Add +0.5% 991 $52K
Private Trust Co. NA 0.00% Reduce -6.2% 939 $49K
TFC Financial Management, Inc. 0.01% No change 905 $47K
Sage Mountain Advisors LLC 0.00% No change 825 $43K
Medallion Wealth Advisors, LLC 0.01% New 750 $39K
National Bank of Canada 0.00% New 701 $37K
EPG Wealth Management LLC 0.01% Add +0.4% 682 $36K
Coston, McIsaac & Partners 0.01% Add +6.8% 647 $33K
Smartleaf Asset Management LLC 0.00% Add +288.6% 548 $29K
Capital Analysts, LLC 0.00% Add +0.6% 477 $25K
Mascoma Wealth Management LLC 0.00% No change 424 $22K
Godsey & Gibb, Inc. 0.00% No change 400 $21K
NFSG Corp 0.00% No change 343 $18K
Rossby Financial, LCC 0.00% Add +17.9% 336 $18K
Gables Capital Management Inc. 0.01% No change 308 $16K
Silver Grove Financial Group, Inc. 0.01% New 275 $14K
SHP Wealth Management 0.00% No change 240 $13K
Abound Wealth Management 0.00% No change 238 $12K
True Wealth Design, LLC 0.00% New 235 $12K
Russell Investments Group, Ltd. 0.00% No change 213 $11K
Caldwell Trust Co 0.00% No change 200 $10K
Hantz Financial Services, Inc. 0.00% New 200 $10K
Heritage Wealth Advisors 0.00% No change 162 $8K
Signature Resources Capital Management, LLC 0.00% Reduce -23.5% 137 $7K
Blair William & Co. 0.00% Reduce -32.8% 133 $7K
Franklin Resources Inc. 0.00% No change 132 $7K
1620 Investment Advisors, Inc. 0.00% No change 118 $6K
Evergreen Advisors, LLC 0.00% New 111 $6K
Root Financial Partners, LLC 0.00% Reduce -37.4% 102 $5K
HighMark Wealth Management LLC 0.00% No change 100 $5K
Mosley Wealth Management 0.00% New 100 $5K
Valued Wealth Advisors LLC 0.00% No change 93 $5K
Operose Advisors LLC 0.00% New 84 $4K
Triumph Capital Management 0.00% New 82 $4K
Simplex Trading, LLC 0.00% New 81 $4K
Truvestments Capital LLC 0.00% New 61 $3K
Tidemark, LLC 0.00% New 60 $3K
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
Sankala Group LLC 0.00% No change 50 $3K
Geneos Wealth Management Inc. 0.00% Add +113.6% 47 $2K
Financial Freedom, LLC 0.00% New 38 $2K
Wolff Wiese Magana LLC 0.00% No change 31 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -67.9% 27 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $1K
LRI Investments, LLC 0.00% No change 21 $1K
CVA Family Office, LLC 0.00% No change 10 $523
BNP Paribas Financial Markets 0.00% New 10 $523
Parkside Financial Bank & Trust 0.00% No change 4 $210
Duncker Streett & Co. Inc. 0.00% No change 3 $157
Ashton Thomas Private Wealth, LLC 0.00% New 3 $157
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.