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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$76.54 +0.13 (+0.17%)
Closing price 04:10 PM Eastern
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$76.50 -0.04 (-0.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$220.60M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$117.63M
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Skip Chart & View Institutional Buying and Selling Data

FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC39,904$2.95M0.0%-4.9%0.130%
8/26/2025 Thrivent Financial for Lutherans78,514$5.81M0.0%+6.2%0.255%
8/19/2025 Advisory Services Network LLC8,061$599K0.0%-88.3%0.026%
8/15/2025 Tower Research Capital LLC TRC 2,855$211K0.0%-59.2%0.009%
8/15/2025 Captrust Financial Advisors2,866$212K0.0%N/A0.009%
8/15/2025 Snowden Capital Advisors LLC28,063$2.08M0.1%-0.9%0.091%
8/15/2025 Orion Porfolio Solutions LLC55,851$4.14M0.0%+33.2%0.181%
8/15/2025 MML Investors Services LLC13,111$971K0.0%-74.2%0.043%
8/15/2025 Modern Wealth Management LLC137,539$10.18M0.3%+139.9%0.447%
8/15/2025 Great Valley Advisor Group Inc.17,752$1.31M0.0%-10.3%0.058%
8/15/2025 EP Wealth Advisors LLC32,802$2.43M0.0%-1.6%0.107%
8/15/2025 Blue Capital Inc.14,392$1.07M0.8%N/A0.047%
8/15/2025 Bank of America Corp DE102,212$7.57M0.0%+17.4%0.332%
8/15/2025 Ameriprise Financial Inc.103,983$7.70M0.0%+120.4%0.338%
8/14/2025 Raymond James Financial Inc.18,810$1.39M0.0%-2.3%0.061%
8/14/2025 Quantinno Capital Management LP18,459$1.37M0.0%+15.0%0.060%
8/14/2025 NewEdge Advisors LLC12,793$947K0.0%-19.6%0.042%
8/14/2025 Qube Research & Technologies Ltd1,801$133K0.0%+14.1%0.006%
8/14/2025 SVB Wealth LLC3,762$279K0.0%N/A0.012%
8/13/2025 Cresset Asset Management LLC3,890$288K0.0%-5.0%0.013%
8/13/2025 CW Advisors LLC312,278$23.12M0.2%-2.0%1.014%
8/13/2025 Fisher Asset Management LLC14,705$1.09M0.0%+52.5%0.048%
8/13/2025 Lido Advisors LLC2,508,013$185.69M0.7%-0.8%8.143%
8/13/2025 Northwestern Mutual Wealth Management Co.93,931$6.96M0.0%-53.3%0.305%
8/12/2025 J.W. Cole Advisors Inc.6,404$474K0.0%N/A0.021%
8/12/2025 Steward Partners Investment Advisory LLC56,819$4.21M0.0%+3,394.4%0.184%
8/12/2025 Global Retirement Partners LLC4,052$300K0.0%N/A0.013%
8/12/2025 Charles Schwab Investment Management Inc.1,820,635$134.80M0.0%-1.8%5.911%
8/12/2025 Tableaux LLC17,756$1.32M0.1%N/A0.058%
8/12/2025 Franklin Resources Inc.1,000$74K0.0%-69.8%0.003%
8/12/2025 Personal CFO Solutions LLC119,296$8.83M1.6%+7.4%0.387%
8/12/2025 Howe & Rusling Inc.797$59K0.0%N/A0.003%
8/8/2025 Cetera Investment Advisers23,901$1.77M0.0%+2.5%0.078%
8/8/2025 Creative Planning13,595$1.01M0.0%+6.2%0.044%
8/8/2025 Independence Financial Advisors LLC144,405$10.69M4.2%+3.4%0.470%
8/8/2025 Capital Investment Counsel Inc5,433$402K0.1%-3.5%0.018%
8/7/2025 Nwam LLC2,967$222K0.0%-23.1%0.010%
8/7/2025 Birchcreek Wealth Management LLC19,576$1.45M0.8%+5.4%0.064%
8/6/2025 Prospera Financial Services Inc3,137$233K0.0%-8.7%0.010%
8/6/2025 AGF Management Ltd.579,183$42.88M0.2%-30.1%1.887%
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8/6/2025 AE Wealth Management LLC92,730$6.87M0.1%+6.5%0.302%
8/6/2025 Maltin Wealth Management Inc.55,546$4.11M1.9%+1.6%0.181%
8/6/2025 Mcrae Capital Management Inc.6,110$452K0.1%N/A0.020%
8/6/2025 Aspetuck Financial Management LLC21,482$1.59M1.2%-1.8%0.070%
8/5/2025 Benchmark Financial Wealth Advisors LLC8,756$648K0.2%N/A0.029%
8/5/2025 Sigma Planning Corp20,767$1.54M0.0%-9.9%0.068%
8/5/2025 Smith Shellnut Wilson LLC ADV30,894$2.29M1.0%-5.1%0.101%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,694$718K0.1%-11.7%0.032%
8/4/2025 Prairie Wealth Advisors Inc.7,045$522K0.2%+2.8%0.023%
8/4/2025 Assetmark Inc.448$33K0.0%-23.4%0.001%
8/4/2025 World Investment Advisors9,636$713K0.0%+5.5%0.031%
8/1/2025 SYM FINANCIAL Corp700$52K0.0%N/A0.002%
8/1/2025 Envestnet Asset Management Inc.94,086$6.97M0.0%+44.3%0.306%
7/31/2025 Glass Jacobson Investment Advisors llc12,202$903K0.3%-2.2%0.040%
7/31/2025 Cornerstone Management Inc.7,110$526K0.1%+15.3%0.023%
7/31/2025 Briaud Financial Planning Inc346$25K0.0%N/A0.001%
7/30/2025 Retirement Planning Group LLC18,033$1.34M0.1%+12.1%0.059%
7/30/2025 Pacific Sun Financial Corp8,287$614K0.3%+3.9%0.027%
7/30/2025 VCI Wealth Management LLC32,989$2.44M0.9%+8.2%0.107%
7/30/2025 WBH Advisory Inc.6,760$501K0.0%+28.4%0.022%
7/29/2025 Signature Estate & Investment Advisors LLC2,716$201K0.0%-11.7%0.009%
7/29/2025 Spirit of America Management Corp NY2,433$181K0.0%-11.6%0.008%
7/29/2025 Koshinski Asset Management Inc.3,462$256K0.0%-9.2%0.011%
7/29/2025 AssuredPartners Investment Advisors LLC9,519$705K0.2%-6.5%0.031%
7/29/2025 Primoris Wealth Advisors LLC4,225$313K0.2%N/A0.014%
7/29/2025 Harbor Asset Planning Inc.28,348$2.10M2.0%N/A0.092%
7/28/2025 RFG Advisory LLC5,870$435K0.0%+72.6%0.019%
7/28/2025 Axxcess Wealth Management LLC12,180$902K0.0%+127.7%0.040%
7/28/2025 Acorn Financial Advisory Services Inc. ADV9,471$701K0.1%+34.2%0.031%
7/25/2025 Atria Wealth Solutions Inc.25,514$1.92M0.0%-40.7%0.083%
7/25/2025 CWM LLC32,406$2.40M0.0%+347.5%0.106%
7/25/2025 Strategic Point Investment Advisors LLC205,883$15.24M2.4%+0.8%0.671%
7/24/2025 Williams & Novak LLC3,325$246K0.2%-18.2%0.011%
7/24/2025 Robertson Stephens Wealth Management LLC24,640$1.82M0.1%-5.4%0.080%
7/24/2025 Galvin Gaustad & Stein LLC8,801$652K0.1%-14.1%0.029%
7/24/2025 IFP Advisors Inc6,071$450K0.0%-20.5%0.020%
7/24/2025 Court Place Advisors LLC8,340$617K0.2%-2.2%0.027%
7/22/2025 D.B. Root & Company LLC4,850$359K0.1%-5.3%0.016%
7/22/2025 Yoder Wealth Management Inc.63,159$4.68M2.4%+1.5%0.206%
7/21/2025 Ameritas Advisory Services LLC23,511$1.74M0.1%-22.4%0.077%
7/21/2025 Exchange Capital Management Inc.31,955$2.37M0.4%-2.8%0.104%
7/21/2025 Patriot Financial Group Insurance Agency LLC33,181$2.46M0.3%+2.1%0.108%
7/18/2025 Vicus Capital299,652$22.19M1.8%+2.5%0.978%
7/18/2025 Truist Financial Corp10,592$784K0.0%+5.1%0.035%
7/17/2025 Janney Montgomery Scott LLC6,432$476K0.0%+2.6%0.021%
7/17/2025 Montis Financial LLC9,708$719K0.2%-18.8%0.032%
7/17/2025 Smith Salley Wealth Management53,785$3.98M0.2%+1.3%0.175%
7/16/2025 Signature Resources Capital Management LLC889$66K0.0%N/A0.003%
7/16/2025 CX Institutional1,478$109K0.0%+283.9%0.005%
7/16/2025 American National Bank & Trust9,711$719K0.1%+11.3%0.032%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
7/16/2025 Fischer Financial Services Inc.148,236$10.97M3.2%-2.1%0.484%
7/15/2025 Aspire Capital Advisors LLC27,216$2.02M0.6%-44.1%0.089%
7/15/2025 Lynch & Associates IN34,820$2.58M0.5%+3.6%0.114%
7/14/2025 Buska Wealth Management LLC68,815$5.10M1.4%+114.7%0.225%
7/11/2025 Farther Finance Advisors LLC848$63K0.0%-70.7%0.003%
7/11/2025 CX Institutional1,478$109K0.0%+283.9%0.005%
7/11/2025 LongView Wealth Management7,562$560K0.2%+8.1%0.025%
7/10/2025 Wealth Enhancement Advisory Services LLC10,662$804K0.0%+5.2%0.035%
7/9/2025 Procyon Advisors LLC114,516$8.48M0.8%+52.6%0.374%
7/7/2025 Roxbury Financial LLC7,944$588K0.6%+3.8%0.026%
(Data available from 1/1/2016 forward)

FNCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNCL shares?

During the previous two years, 234 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($185.69M), Charles Schwab Investment Management Inc. ($134.80M), AGF Management Ltd. ($42.88M), Commonwealth Equity Services LLC ($40.98M), CW Advisors LLC ($23.12M), International Assets Investment Management LLC ($22.43M), and Vicus Capital ($22.19M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Which institutional investors have been buying Fidelity MSCI Financials Index ETF's stock?

Of the 205 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($439.99K), Commonwealth Equity Services LLC ($330.64K), Vicus Capital ($326.66K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($206.87K), LPL Financial LLC ($180.97K), and Aptus Capital Advisors LLC ($153.97K).

How much institutional buying is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have bought a total of 3,191,404 shares in the last 24 months. This purchase volume represents approximately $220.60M in transactions.

Which of Fidelity MSCI Financials Index ETF's major shareholders have been selling company stock?

Of the 88 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AGF Management Ltd. ($249.75K), Charles Schwab Investment Management Inc. ($218.27K), Northwestern Mutual Wealth Management Co. ($182.40K), Aptus Capital Advisors LLC ($153.92K), Kovitz Investment Group Partners LLC ($146.64K), Advisory Services Network LLC ($116.97K), and Envestnet Asset Management Inc. ($69.89K).

How much institutional selling is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have sold a total of 1,675,081 shares in the last 24 months. This volume of shares sold represents approximately $117.63M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 8/27/2025 by MarketBeat.com Staff
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