Filing Research | FIDELITY MSCI CONSUMER STAPLES ETF Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Marotta Asset Management	Shares	220.7KSH	$11.6M
2	Certified Advisory Corp	Shares	219.2KSH	$11.5M
3	Financial Perspectives, Inc	Shares	139.6KSH	$7.3M
4	J.W. COLE ADVISORS, INC.	Shares	71.6KSH	$3.8M
5	SOUTHERN CAPITAL ADVISORS, LLC	Shares	65.0KSH	$3.4M
6	Roxbury Financial LLC	Shares	56.8KSH	$3.0M
7	Yoder Wealth Management, Inc.	Shares	47.8KSH	$2.5M
8	HERBST GROUP, LLC	Shares	38.6KSH	$2.0M
9	LYNCH & ASSOCIATES/IN	Shares	35.7KSH	$1.9M
10	MISSION WEALTH MANAGEMENT, LP	Shares	27.3KSH	$1.4M
11	Heck Capital Advisors, LLC	Shares	26.5KSH	$1.4M
12	Atlas Brown,Inc.	Shares	25.7KSH	$1.3M
13	Smith Salley Wealth Management	Shares	23.3KSH	$1.2M
14	Nova Wealth Management, Inc.	Shares	16.6KSH	$872.5K
15	AMERICAN NATIONAL BANK & TRUST	Shares	16.2KSH	$849.2K
16	PARTNERS WEALTH MANAGEMENT, LLC	Shares	14.7KSH	$772.1K
17	Walker Financial Services, Inc.	Shares	13.3KSH	$701.0K
18	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	11.6KSH	$608.8K
19	Financial Partners Group, Inc	Shares	11.5KSH	$604.3K
20	Demars Financial Group, LLC	Shares	10.7KSH	$562.4K
21	Avidian Wealth Enterprises, LLC	Shares	8.7KSH	$455.5K
22	Farther Finance Advisors, LLC	Shares	8.2KSH	$430.7K
23	Brookstone Capital Management	Shares	8.2KSH	$428.5K
24	TrueWealth Advisors, LLC	Shares	8.0KSH	$421.4K
25	LANARK FINANCIAL, INC.	Shares	7.6KSH	$401.8K
26	First Heartland Consultants, Inc.	Shares	7.2KSH	$376.9K
27	Castleview Partners, LLC	Shares	7.1KSH	$374.8K
28	Buska Wealth Management, LLC	Shares	7.1KSH	$373.0K
29	Sage Investment Advisers LLC	Shares	6.6KSH	$344.4K
30	LongView Wealth Management	Shares	6.1KSH	$318.8K
31	RFG Advisory, LLC	Shares	6.0KSH	$314.0K
32	FLC Capital Advisors	Shares	5.0KSH	$262.8K
33	Bright Futures Wealth Management, LLC.	Shares	4.5KSH	$238.1K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.4KSH	$234.9K
35	Merit Financial Group, LLC	Shares	4.4KSH	$231.4K
36	Westhampton Capital, LLC	Shares	4.2KSH	$218.6K
37	IFP Advisors, Inc	Shares	4.0KSH	$210.1K
38	Rosenberg Matthew Hamilton	Shares	3.0KSH	$156.9K
39	Piscataqua Savings Bank	Shares	2.2KSH	$115.6K
40	Spire Wealth Management	Shares	1.1KSH	$60.3K
41	Allied Private Wealth LLC	Shares	1.1KSH	$60.0K
42	High Point Wealth Management, LLC	Shares	1.1KSH	$56.1K
43	TFC Financial Management, Inc.	Shares	905SH	$47.5K
44	Cape Investment Advisory, Inc.	Shares	510SH	$26.8K
45	Tradewinds Capital Management, LLC	Shares	435SH	$22.9K
46	Mascoma Wealth Management LLC	Shares	424SH	$22.3K
47	GODSEY & GIBB, INC	Shares	400SH	$21.0K
48	Abound Wealth Management	Shares	238SH	$12.5K
49	Signature Resources Capital Management, LLC	Shares	137SH	$7.2K
50	1620 INVESTMENT ADVISORS, INC.	Shares	118SH	$6.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+71.6K	+$3.8M	$3.8M
2	Marotta Asset Management added	Shares	+25.6K	+$1.4M	$11.6M
3	MISSION WEALTH MANAGEMENT, LP new	Shares	+27.3K	+$1.4M	$1.4M
4	Financial Partners Group, Inc new	Shares	+11.5K	+$604.3K	$604.3K
5	First Heartland Consultants, Inc. new	Shares	+7.2K	+$376.9K	$376.9K
6	LYNCH & ASSOCIATES/IN added	Shares	+5.9K	+$316.0K	$1.9M
7	Bright Futures Wealth Management, LLC. new	Shares	+4.5K	+$238.1K	$238.1K
8	Financial Perspectives, Inc added	Shares	+4.0K	+$236.3K	$7.3M
9	Certified Advisory Corp added	Shares	+3.4K	+$223.6K	$11.5M
10	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+2.1K	+$112.6K	$608.8K
11	Farther Finance Advisors, LLC added	Shares	+2.1K	+$111.8K	$430.7K
12	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+1.4K	+$86.9K	$3.4M
13	Nova Wealth Management, Inc. added	Shares	+781	+$44.4K	$872.5K
14	Yoder Wealth Management, Inc. added	Shares	+611	+$42.0K	$2.5M
15	HERBST GROUP, LLC added	Shares	+552	+$37.0K	$2.0M
16	AMERICAN NATIONAL BANK & TRUST added	Shares	+560	+$32.7K	$849.2K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+541	+$31.4K	$234.9K
18	Cape Investment Advisory, Inc. new	Shares	+510	+$26.8K	$26.8K
19	Tradewinds Capital Management, LLC new	Shares	+435	+$22.9K	$22.9K
20	Castleview Partners, LLC added	Shares	+349	+$19.8K	$374.8K
21	Roxbury Financial LLC added	Shares	+15	+$12.7K	$3.0M
22	LongView Wealth Management added	Shares	+15	+$3.1K	$318.8K
23	Merit Financial Group, LLC added	Shares	+24	+$2.2K	$231.4K
24	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$1.8K	$455.5K
25	TrueWealth Advisors, LLC unchanged	Shares	0	+$1.7K	$421.4K
26	BIRCHBROOK, INC. new	Shares	+25	+$1.3K	$1.3K
27	FLC Capital Advisors unchanged	Shares	0	+$1.1K	$262.8K
28	Westhampton Capital, LLC unchanged	Shares	0	+$873	$218.6K
29	Rosenberg Matthew Hamilton unchanged	Shares	0	+$627	$156.9K
30	High Point Wealth Management, LLC added	Shares	+6	+$538	$56.1K
31	Bear Mountain Capital, Inc. new	Shares	+8	+$422	$422
32	Spire Wealth Management added	Shares	+1	+$303	$60.3K
33	TFC Financial Management, Inc. unchanged	Shares	0	+$190	$47.5K
34	Mascoma Wealth Management LLC unchanged	Shares	0	+$89	$22.3K
35	GODSEY & GIBB, INC unchanged	Shares	0	+$84	$21.0K
36	Abound Wealth Management unchanged	Shares	0	+$50	$12.5K
37	Signature Resources Capital Management, LLC unchanged	Shares	0	+$29	$7.2K
38	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$25	$6.2K
39	Triumph Capital Management unchanged	Shares	0	+$17	$4.3K
40	Pillar Financial Advisors, LLC unchanged	Shares	0	+$12	$3.0K
41	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$10	$2.6K
42	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$6	$1.6K
43	LRI Investments, LLC unchanged	Shares	0	+$4	$1.1K
44	Cordant, Inc. unchanged	Shares	0	$0	$26
45	CX Institutional trimmed	Shares	-852	-$44	$325
46	LANARK FINANCIAL, INC. trimmed	Shares	-50	-$1.0K	$401.8K
47	PARTNERS WEALTH MANAGEMENT, LLC trimmed	Shares	-82	-$1.2K	$772.1K
48	Sound Income Strategies, LLC exited	Shares	-59	-$3.1K	$0
49	Valued Wealth Advisors LLC exited	Shares	-93	-$4.9K	$0
50	Mosley Wealth Management exited	Shares	-100	-$5.0K	$0

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