FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1.2% | 1.45% | #8 | $247.2M | 3.6M | $214.3M | 3.1M | +412,109+13.10% | Add | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.02% | 0.02% | #73 | $172.4M | 2.5M | $161.4M | 2.4M | +111,894+4.72% | Add | |
| Lido Advisors, LLC | 0.37% | 0.42% | #20 | $136.1M | 2.0M | $138.8M | 2.0M | -78,325-3.84% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.04% | 0.04% | #63 | $74.7M | 1.1M | $71.0M | 1.0M | +32,221+3.09% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | <0.01% | #98 | $47.5M | 683,957 | $265,413 | 3,896 | +680,061+17,455.36% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #136 | $43.5M | 626,072 | $31.4M | 442,216 | +183,856+41.58% | Add | |
| AGF MANAGEMENT LTD | 0.15% | 0.17% | #37 | $38.8M | 558,482 | $37.4M | 549,015 | +9,467+1.72% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.03% | #75 | $16.6M | 239,009 | $18.4M | 269,677 | -30,668-11.37% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.02% | 0.02% | #76 | $15.5M | 222,873 | $15.5M | 228,250 | -5,377-2.36% | Reduce | |
| Independence Financial Advisors, LLC | 3.34% | 3.48% | #3 | $12.9M | 185,438 | $11.6M | 170,404 | +15,034+8.82% | Add | |
| Kestra Advisory Services, LLC | 0.04% | 0.04% | #67 | $11.7M | 168,719 | $11.3M | 166,444 | +2,275+1.37% | Add | |
| REDSTONE WEALTH MANAGEMENT, LLC | 7.56% | 6.84% | #1 | $11.6M | 166,702 | $8.6M | 126,022 | +40,680+32.28% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #133 | $10.8M | 154,723 | $12.0M | 175,827 | -21,104-12.00% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #144 | $10.0M | 143,517 | $782,000 | 11,490 | +132,027+1,149.06% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #102 | $9.8M | 141,467 | $9.8M | 144,078 | -2,611-1.81% | Reduce | |
| Crumly & Associates Inc. | 1.87% | 1.94% | #6 | $9.8M | 140,850 | $9.2M | 135,505 | +5,345+3.94% | Add | |
| AE Wealth Management LLC | 0.04% | 0.04% | #65 | $8.4M | 120,581 | $7.3M | 107,893 | +12,688+11.76% | Add | |
| CITIGROUP INC | <0.01% | <0.01% | #131 | $8.2M | 117,884 | $5.0M | 72,836 | +45,048+61.85% | Add | |
| Yoder Wealth Management, Inc. | 3.2% | 3.29% | #4 | $8.2M | 117,773 | $7.2M | 105,800 | +11,973+11.32% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #150 | $7.5M | 107,823 | $14.2M | 208,879 | -101,056-48.38% | Reduce | |
| Fischer Financial Services, Inc. | 1.85% | 2.44% | #7 | $7.3M | 105,722 | $7.2M | 106,332 | -610-0.57% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #101 | $7.0M | 100,866 | $4.8M | 69,919 | +30,947+44.26% | Add | |
| Vertex Investment Solutions Co., Ltd. | 4.23% | — | #2 | $6.3M | 89,900 | $0 | 0 | +89,900 | New Buy | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #110 | $6.0M | 87,005 | $12.4M | 182,344 | -95,339-52.29% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #167 | $5.2M | 75,269 | $5.2M | 75,637 | -368-0.49% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #178 | $5.2M | 74,708 | $4.9M | 71,463 | +3,245+4.54% | Add | |
| NorthCoast Asset Management LLC | 0.11% | 0.03% | #44 | $5.1M | 73,084 | $1.2M | 18,009 | +55,075+305.82% | Add | |
| SOUTHERN CAPITAL ADVISORS, LLC | 2.08% | 2.27% | #5 | $5.0M | 71,828 | $4.9M | 71,252 | +576+0.81% | Add | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #100 | $4.9M | 70,327 | $5.1M | 74,599 | -4,272-5.73% | Reduce | |
| Steward Partners Investment Advisory, LLC | 0.02% | 0.02% | #72 | $4.8M | 68,836 | $3.9M | 57,547 | +11,289+19.62% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #96 | $4.4M | 63,080 | $4.2M | 61,496 | +1,584+2.58% | Add | |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.18% | 0.15% | #32 | $4.4M | 62,747 | $3.1M | 44,871 | +17,876+39.84% | Add | |
| Smith Salley Wealth Management | 0.17% | 0.2% | #33 | $4.0M | 57,756 | $4.0M | 58,740 | -984-1.68% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #153 | $3.9M | 56,825 | $3.9M | 56,573 | +252+0.45% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.01% | 0.01% | #108 | $3.9M | 55,865 | $3.6M | 53,327 | +2,538+4.76% | Add | |
| Maltin Wealth Management, Inc. | 1.2% | 1.3% | #9 | $3.6M | 51,696 | $3.4M | 50,120 | +1,576+3.14% | Add | |
| ATLAS CAPITAL ADVISORS INC. | 0.38% | 0.41% | #19 | $3.5M | 50,207 | $3.6M | 52,522 | -2,315-4.41% | Reduce | |
| BNP PARIBAS FINANCIAL MARKETS | <0.01% | <0.01% | #141 | $3.5M | 50,000 | $6.8M | 100,000 | -50,000-50.00% | Reduce | |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.13% | 0.17% | #41 | $3.5M | 49,701 | $3.5M | 50,900 | -1,199-2.36% | Reduce | |
| FMR LLC | <0.01% | <0.01% | #192 | $2.5M | 36,594 | $2.5M | 36,861 | -267-0.72% | Reduce | |
| Alliance Private Wealth, LLC | 0.76% | 0.74% | #15 | $2.2M | 31,541 | $2.1M | 30,284 | +1,257+4.15% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #190 | $2.2M | 30,965 | $2.8M | 41,621 | -10,656-25.60% | Reduce | |
| Orion Porfolio Solutions, LLC | 0.02% | 0.02% | #82 | $2.1M | 29,700 | $1.8M | 26,494 | +3,206+12.10% | Add | |
| GTS SECURITIES LLC | 0.04% | — | #59 | $2.0M | 29,199 | $0 | 0 | +29,199 | New Buy | |
| PACIFIC SUN FINANCIAL CORP | 0.83% | 0.86% | #13 | $2.0M | 28,984 | $1.8M | 26,055 | +2,929+11.24% | Add | |
| Stonebridge Financial Planning Group, LLC | 0.64% | 0.66% | #17 | $2.0M | 28,789 | $1.8M | 26,583 | +2,206+8.30% | Add | |
| LYNCH & ASSOCIATES/IN | 0.33% | 0.32% | #23 | $1.9M | 27,319 | $1.7M | 24,584 | +2,735+11.13% | Add | |
| Meridian Wealth Management, LLC | 0.06% | 0.04% | #53 | $1.8M | 25,831 | $1.1M | 15,549 | +10,282+66.13% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #165 | $1.8M | 26,206 | $1.5M | 22,371 | +3,835+17.14% | Add | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | #91 | $1.8M | 25,481 | $1.1M | 16,691 | +8,790+52.66% | Add |