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FNCL · Fidelity MSCI Financials Index ETF ETF

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$82.74 -0.59 (-0.71%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $503,151
Total Shares: 6,572

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
99.4%
Mar 2020 → Jun 2026 · range 13.5% – 100.0%
−0.6 pts
Top 5
100.0%
Mar 2020 → Jun 2026 · range 38.7% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 55.3% – 100.0%
0.0 pts
HHI
9,876
Mar 2020 → Jun 2026 · range 468 – 10,000
Highly concentrated−124

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +115.7%
Shares held: +119.1%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 6,531 $500,013
BROWN, LISLE/CUMMINGS, INC. 41 $3,138

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 3,000 $233,220
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC FNCL $500,013 99.38% 6,531
BROWN, LISLE/CUMMINGS, INC. FNCL $3,138 0.62% 41