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Fidelity Msci Cons Discr IND (FDIS)

CUSIP: 316092204 | NYSE | 696 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC1,665,373
0.4% of portfolio›$157.7M
AGF Management LTD241,112
0.1% of portfolio›$22.8M
Assetmark, Inc230,487
0.0% of portfolio›$21.8M
Fischer Financial Services, Inc.148,671
3.5% of portfolio›$14.1M
Independence Financial Advisors, LLC131,483
3.1% of portfolio›$12.5M
Commonwealth Equity Services, LLC123,037
0.0% of portfolio›$11.7M
Kestra Advisory Services, LLC86,846
0.0% of portfolio›$8.2M
Yoder Wealth Management, Inc.76,816
2.7% of portfolio›$7.3M
Citigroup Inc70,636
0.0% of portfolio›$6.7M
Congress Asset Management Co67,763
0.0% of portfolio›$6.4M
KCM Investment Advisors LLC50,476
0.1% of portfolio›$4.8M
Keystone Global Partners, LLC45,917
1.6% of portfolio›$4.3M
CX Institutional44,840
0.1% of portfolio›$4.2K
Penobscot Wealth Management44,224
1.1% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.36,591
0.0% of portfolio›$3.5M
Signal Advisors Wealth, LLC36,479
0.2% of portfolio›$3.5M
Maltin Wealth Management, Inc.34,311
1.1% of portfolio›$3.2M
Schmidt P J Investment Management Inc33,354
0.5% of portfolio›$3.2M
SFI Advisors, LLC31,280
2.4% of portfolio›$3.0M
Smith Salley Wealth Management25,952
0.1% of portfolio›$2.5M
Lynch & Associates22,163
0.3% of portfolio›$2.1M
Meridian Wealth Management, LLC22,046
0.1% of portfolio›$2.1M
RFG Advisory, LLC20,846
0.0% of portfolio›$2.0M
J.Safra Asset Management Corp20,378
0.1% of portfolio›$1.9M
Kestra Private Wealth Services, LLC18,843
0.0% of portfolio›$1.8M
American National Bank & Trust16,639
0.1% of portfolio›$1.6M
KDK Private Wealth Management, LLC15,873
1.2% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC15,131
0.0% of portfolio›$1.4M
Southern Capital Advisors, LLC14,476
0.5% of portfolio›$1.4M
Pathway Financial Advisers, LLC12,575
0.3% of portfolio›$1.2M
Investors Research Corp12,325
0.2% of portfolio›$1.2M
Mosley Wealth Management10,630
0.3% of portfolio›$1.0M
Ellis Investment Partners, LLC10,373
0.1% of portfolio›$982.5K
Heck Capital Advisors, LLC8,480
0.0% of portfolio›$803.1K
Redwood Financial Network Corp7,976
0.4% of portfolio›$755.4K
Blue Jean Financial LLC7,865
0.5% of portfolio›$744.9K
Bayshore Capital Advisors, LLC7,751
0.4% of portfolio›$734.1K
Pension & Wealth Management Advisors, Inc.7,749
0.2% of portfolio›$734.1K
Creative Planning7,387
0.0% of portfolio›$699.7K
Soltis Investment Advisors LLC6,957
0.0% of portfolio›$658.9K
Farther Finance Advisors, LLC5,755
0.0% of portfolio›$545.1K
Allspring Global Investments Holdings, LLC5,504
0.0% of portfolio›$521.9K
Centennial Wealth Advisory LLC5,336
0.1% of portfolio›$507.4K
Wealth Enhancement Advisory Services, LLC5,153
0.0% of portfolio›$500.8K
Concurrent Investment Advisors, LLC5,151
0.0% of portfolio›$487.9K
Fifth Third Securities, Inc.4,981
0.0% of portfolio›$471.8K
Center For Asset Management LLC4,731
0.2% of portfolio›$448.1K
Sanchez Gaunt Capital Management, LLC4,612
0.2% of portfolio›$436.8K
Spire Wealth Management4,562
0.0% of portfolio›$432.1K
Eley Financial Management, Inc4,393
0.1% of portfolio›$416.1K
Crumly & Associates Inc.4,216
0.1% of portfolio›$399.3K
Lanark Financial, Inc.4,075
0.0% of portfolio›$385.9K
Sigma Planning Corp3,568
0.0% of portfolio›$337.9K
PFG Advisors3,416
0.0% of portfolio›$323.5K
Harbor Investment Advisory, LLC3,267
0.0% of portfolio›$309.5K
Fulton Bank, N.A.3,216
0.0% of portfolio›$304.6K
Mcrae Capital Management Inc3,215
0.1% of portfolio›$304.5K
Smith Shellnut Wilson LLC3,000
0.1% of portfolio›$284.1K
VCI Wealth Management LLC2,958
0.1% of portfolio›$280.2K
Monte Financial Group, LLC2,910
0.1% of portfolio›$275.6K
Creative Financial Designs Inc2,903
0.0% of portfolio›$275.0K
Apollon Wealth Management, LLC2,884
0.0% of portfolio›$273.1K
Kingswood Wealth Advisors, LLC2,731
0.0% of portfolio›$258.7K
Brighton Jones LLC2,588
0.0% of portfolio›$245.2K
Csenge Advisory Group2,527
0.0% of portfolio›$239.3K
Rosenberg Matthew Hamilton2,434
0.0% of portfolio›$230.5K
Magnolia Capital Management LTD2,420
0.8% of portfolio›$229.0K
Amplius Wealth Advisors, LLC2,204
0.0% of portfolio›$208.7K
Partners Wealth Management, LLC2,171
0.0% of portfolio›$205.6K
PKS Advisory Services, LLC2,066
0.0% of portfolio›$212.3K
IFP Advisors, Inc1,966
0.0% of portfolio›$186.2K
Elevated Capital Advisors, LLC1,650
0.1% of portfolio›$156.2K
CoreCap Advisors, LLC1,516
0.0% of portfolio›$143.6K
Pinnacle Wealth Planning Services, Inc.1,468
0.0% of portfolio›$139.0K
Piscataqua Savings Bank1,253
0.1% of portfolio›$118.7K
Capital Investment Advisory Services, LLC1,084
0.0% of portfolio›$102.7K
Sage Mountain Advisors LLC1,011
0.0% of portfolio›$95.8K
Triumph Capital Management850
0.0% of portfolio›$80.5K
Cape Investment Advisory, Inc.765
0.0% of portfolio›$72.5K
Signaturefd, LLC606
0.0% of portfolio›$57.4K
Princeton Global Asset Management LLC549
0.0% of portfolio›$52.0K
Root Financial Partners, LLC336
0.0% of portfolio›$31.8K
Decker Retirement Planning Inc.322
0.0% of portfolio›$30.5K
Quest 10 Wealth Builders, Inc.271
0.0% of portfolio›$25.7K
IFS Advisors, LLC265
0.0% of portfolio›$25.1K
Barnes Dennig Private Wealth Management LLC253
0.0% of portfolio›$24.0K
TD Waterhouse Canada Inc.250
0.0% of portfolio›$23.7K
Plante Moran Financial Advisors, LLC237
0.0% of portfolio›$22.4K
Barrett & Company, Inc.211
0.0% of portfolio›$20.0K
Cassaday & Co Wealth Management LLC210
0.0% of portfolio›$19.9K
Wilmington Savings Fund Society, FSB200
0.0% of portfolio›$18.9K
Gables Capital Management Inc.192
0.0% of portfolio›$18.2K
Cherry Tree Wealth Management, LLC190
0.0% of portfolio›$18.0K
AlphaCore Capital LLC185
0.0% of portfolio›$17.5K
WestEnd Advisors, LLC170
0.0% of portfolio›$16.1K
Signature Resources Capital Management, LLC149
0.0% of portfolio›$14.1K
Versant Capital Management, Inc149
0.0% of portfolio›$14.1K
Roxbury Financial LLC134
0.0% of portfolio›$12.7K
Gamma Investing LLC128
0.0% of portfolio›$12.1K
Key Capital Management, Inc113
0.0% of portfolio›$10.7K
Morton Brown Family Wealth, LLC106
0.0% of portfolio›$10.0K
Byrne Asset Management LLC96
0.0% of portfolio›$9.1K
Latitude Advisors, LLC91
0.0% of portfolio›$8.6K
Hoey Investments, Inc83
0.0% of portfolio›$7.9K
Ashton Thomas Private Wealth, LLC70
0.0% of portfolio›$6.6K
EverSource Wealth Advisors, LLC64
0.0% of portfolio›$6.1K
JFS Wealth Advisors, LLC45
0.0% of portfolio›$4.3K
EPG Wealth Management LLC45
0.0% of portfolio›$4.2K
Nfsg Corp42
0.0% of portfolio›$4.0K
Private Trust Co NA40
0.0% of portfolio›$3.8K
Country Trust Bank39
0.0% of portfolio›$3.7K
Armstrong Advisory Group, Inc36
0.0% of portfolio›$3.4K
GHP Investment Advisors, Inc.36
0.0% of portfolio›$3.4K
Parallel Advisors, LLC35
0.0% of portfolio›$3.3K
Pillar Financial Advisors, LLC34
0.0% of portfolio›$3.2K
Tounjian Advisory Partners, LLC26
0.0% of portfolio›$2.5K
Gilpin Wealth Management, LLC26
0.0% of portfolio›$2.5K
Lloyd Advisory Services, Llc.26
0.0% of portfolio›$2.5K
Kingdom Financial Group Llc.17
0.0% of portfolio›$1.6K
DecisionPoint Financial, LLC16
0.0% of portfolio›$1.5K
Strengthening Families & Communities, LLC15
0.0% of portfolio›$1.5K
Wolff Wiese Magana LLC15
0.0% of portfolio›$1.4K
Rydar Equities, Inc.13
0.0% of portfolio›$1.3K
Brown, Lisle Ings, Inc.12
0.0% of portfolio›$1.1K
Mondrian Investment Partners LTD7
0.0% of portfolio›$680
Birchbrook, Inc.6
0.0% of portfolio›$569
Halbert Hargrove Global Advisors, LLC0
0.0% of portfolio›$39
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,665,373$157.7M0.4%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
241,112$22.8M0.1%GrowthHighToronto, Australia2026-11-03
Assetmark, Inc
230,487$21.8M0.0%ETFLowConcord, CA2026-10-21
Fischer Financial Services, Inc.
148,671$14.1M3.5%GrowthVery LowHarrisburg, PA2026-10-30
Independence Financial Advisors, LLC
131,483$12.5M3.1%ETFMediumFranklin, NH2026-10-08
Commonwealth Equity Services, LLC
123,037$11.7M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
86,846$8.2M0.0%CoreLowAustin, TX2026-11-02
Yoder Wealth Management, Inc.
76,816$7.3M2.7%ETFLowWalnut Creek, CA2026-10-13
Citigroup Inc
70,636$6.7M0.0%CoreMediumNew York, NY2026-11-04
Congress Asset Management Co
67,763$6.4M0.0%GrowthMediumBoston, MA2026-10-06
KCM Investment Advisors LLC
50,476$4.8M0.1%CoreVery LowGreenbrae, CA2026-10-27
Keystone Global Partners, LLC
45,917$4.3M1.6%ETFMediumDenver, CO2026-10-13
CX Institutional
44,840$4.2K0.1%CoreMediumAuburn, IN2026-10-02
Penobscot Wealth Management
44,224$4.2M1.1%ETFVery LowPortland, ME2026-10-21
Cambridge Investment Research Advisors, Inc.
36,591$3.5M0.0%ETFLowFairfield, IA2026-11-02
Signal Advisors Wealth, LLC
36,479$3.5M0.2%ETFLowDetroit, MI2026-10-13
Maltin Wealth Management, Inc.
34,311$3.2M1.1%ETFMediumRidgewood, NJ2026-10-13
Schmidt P J Investment Management Inc
33,354$3.2M0.5%GrowthVery LowCedarburg, WI2026-11-02
SFI Advisors, LLC
31,280$3.0M2.4%ETFLowMontclair, NJ2026-10-30
Smith Salley Wealth Management
25,952$2.5M0.1%GrowthLowGreensboro, NC2026-11-03
Lynch & Associates
22,163$2.1M0.3%CoreVery LowEvansville, IN2026-10-13
Meridian Wealth Management, LLC
22,046$2.1M0.1%GrowthLowLexington, KY2026-11-05
RFG Advisory, LLC
20,846$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
J.Safra Asset Management Corp
20,378$1.9M0.1%ETFLowNew York, NY2026-11-03
Kestra Private Wealth Services, LLC
18,843$1.8M0.0%GrowthLowAustin, TX2026-10-30
American National Bank & Trust
16,639$1.6M0.1%CoreVery LowWichita Falls, TX2026-10-07
KDK Private Wealth Management, LLC
15,873$1.5M1.2%ETFVery LowHouston, TX2026-11-03
Robertson Stephens Wealth Management, LLC
15,131$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Southern Capital Advisors, LLC
14,476$1.4M0.5%ETFLowJackson, TN2026-10-26
Pathway Financial Advisers, LLC
12,575$1.2M0.3%CoreLowAuburn, IN2026-10-27
Investors Research Corp
12,325$1.2M0.2%ETFLowAtlanta, GA2026-10-07
Mosley Wealth Management
10,630$1.0M0.3%ETFHighAnaheim, CA2026-10-16
Ellis Investment Partners, LLC
10,373$982.5K0.1%ETFLowBerwyn, PA2026-10-21
Heck Capital Advisors, LLC
8,480$803.1K0.0%ETFMediumRhinelander, WI2026-10-14
Redwood Financial Network Corp
7,976$755.4K0.4%ETFLowSolon, OH2026-11-03
Blue Jean Financial LLC
7,865$744.9K0.5%GrowthVery HighAlbany, NY2026-10-20
Bayshore Capital Advisors, LLC
7,751$734.1K0.4%YieldMediumTampa, FL2026-11-02
Pension & Wealth Management Advisors, Inc.
7,749$734.1K0.2%ETFLowWaltham, MA2026-10-16
Creative Planning
7,387$699.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Soltis Investment Advisors LLC
6,957$658.9K0.0%CoreMediumSt. George, UT2026-10-28
Farther Finance Advisors, LLC
5,755$545.1K0.0%IndexLowSan Francisco, CA2026-10-08
Allspring Global Investments Holdings, LLC
5,504$521.9K0.0%CoreMediumCharlotte, NC2026-11-04
Centennial Wealth Advisory LLC
5,336$507.4K0.1%ETFLowTraverse City, MI2026-10-16
Wealth Enhancement Advisory Services, LLC
5,153$500.8K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
5,151$487.9K0.0%GrowthMediumTampa, FL2026-10-16
Fifth Third Securities, Inc.
4,981$471.8K0.0%ETFLowCincinnati, OH2026-10-21
Center For Asset Management LLC
4,731$448.1K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Sanchez Gaunt Capital Management, LLC
4,612$436.8K0.2%ETFN/AReno, NV2026-11-03
Spire Wealth Management
4,562$432.1K0.0%GrowthMediumMclean, VA2026-10-30
Eley Financial Management, Inc
4,393$416.1K0.1%ETFVery LowSouth Burlington, VT2026-11-03
Crumly & Associates Inc.
4,216$399.3K0.1%ETFMediumSpringfield, IL2026-10-07
Lanark Financial, Inc.
4,075$385.9K0.0%CoreMediumBirmingham, AL2026-10-26
Sigma Planning Corp
3,568$337.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
PFG Advisors
3,416$323.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Harbor Investment Advisory, LLC
3,267$309.5K0.0%GrowthLowLutherville, MD2026-10-13
Fulton Bank, N.A.
3,216$304.6K0.0%CoreLowLancaster, PA2026-10-14
Mcrae Capital Management Inc
3,215$304.5K0.1%CoreLowMorristown, NJ2026-10-15
Smith Shellnut Wilson LLC
3,000$284.1K0.1%CoreVery LowRidgeland, MS2026-10-21
VCI Wealth Management LLC
2,958$280.2K0.1%CoreHighSt Louis, MO2026-10-29
Monte Financial Group, LLC
2,910$275.6K0.1%ValueMediumGuilford, CT2026-11-02
Creative Financial Designs Inc
2,903$275.0K0.0%ETFMediumKokomo, IN2026-11-04
Apollon Wealth Management, LLC
2,884$273.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Kingswood Wealth Advisors, LLC
2,731$258.7K0.0%GrowthLowSan Diego, CA2026-10-23
Brighton Jones LLC
2,588$245.2K0.0%CoreVery LowSeattle, WA2026-11-03
Csenge Advisory Group
2,527$239.3K0.0%ETFMediumClearwater, FL2026-11-04
Rosenberg Matthew Hamilton
2,434$230.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Magnolia Capital Management LTD
2,420$229.0K0.8%GrowthVery LowCold Spring, NY2026-10-09
Amplius Wealth Advisors, LLC
2,204$208.7K0.0%ETFLowBlue Bell, PA2026-10-20
Partners Wealth Management, LLC
2,171$205.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
PKS Advisory Services, LLC
2,066$212.3K0.0%ETFMediumAlbany, NY2026-10-26
IFP Advisors, Inc
1,966$186.2K0.0%GrowthLowTampa, FL2026-10-16
Elevated Capital Advisors, LLC
1,650$156.2K0.1%ETFMediumSandy, UT2026-11-04
CoreCap Advisors, LLC
1,516$143.6K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,468$139.0K0.0%GARPLowMansfield, OH2026-10-27
Piscataqua Savings Bank
1,253$118.7K0.1%CoreVery LowPortsmouth, NH2026-10-21
Capital Investment Advisory Services, LLC
1,084$102.7K0.0%CoreMediumRaleigh, NC2026-10-30
Sage Mountain Advisors LLC
1,011$95.8K0.0%ETFLowAtlanta, GA2026-11-02
Triumph Capital Management
850$80.5K0.0%ETFMediumDenver, CO2026-10-14
Cape Investment Advisory, Inc.
765$72.5K0.0%ETFLowMcdonough, GA2026-10-13
Signaturefd, LLC
606$57.4K0.0%IndexLowAtlanta, GA2026-10-23
Princeton Global Asset Management LLC
549$52.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Root Financial Partners, LLC
336$31.8K0.0%ETFMediumEncinitas, CA2026-10-21
Decker Retirement Planning Inc.
322$30.5K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Quest 10 Wealth Builders, Inc.
271$25.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
IFS Advisors, LLC
265$25.1K0.0%ETFLowOverland Park, KS2026-10-14
Barnes Dennig Private Wealth Management LLC
253$24.0K0.0%CoreLowCincinnati, OH2026-10-30
TD Waterhouse Canada Inc.
250$23.7K0.0%CoreLowToronto, Australia2026-10-16
Plante Moran Financial Advisors, LLC
237$22.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Barrett & Company, Inc.
211$20.0K0.0%ETFLowProvidence, RI2026-10-22
Cassaday & Co Wealth Management LLC
210$19.9K0.0%ETFVery LowMclean, VA2026-10-27
Wilmington Savings Fund Society, FSB
200$18.9K0.0%CoreLowWilmington, DE2026-10-23
Gables Capital Management Inc.
192$18.2K0.0%GrowthVery LowMiami, FL2026-11-04
Cherry Tree Wealth Management, LLC
190$18.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
AlphaCore Capital LLC
185$17.5K0.0%ETFLowLa Jolla, CA2026-11-04
WestEnd Advisors, LLC
170$16.1K0.0%ETFMediumCharlotte, NC2026-10-27
Signature Resources Capital Management, LLC
149$14.1K0.0%ETFLowNewport Beach, CA2026-10-16
Versant Capital Management, Inc
149$14.1K0.0%GARPLowPhoenix, AZ2026-10-02
Roxbury Financial LLC
134$12.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Gamma Investing LLC
128$12.1K0.0%IndexVery LowFoster City, CA2026-10-08
Key Capital Management, Inc
113$10.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Morton Brown Family Wealth, LLC
106$10.0K0.0%ETFVery LowAllentown, PA2026-10-23
Byrne Asset Management LLC
96$9.1K0.0%CoreLowKingston, NJ2026-10-06
Latitude Advisors, LLC
91$8.6K0.0%ETFLowYorkville, IL2026-10-27
Hoey Investments, Inc
83$7.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Ashton Thomas Private Wealth, LLC
70$6.6K0.0%CoreMediumScottsdale, AZ2026-11-03
EverSource Wealth Advisors, LLC
64$6.1K0.0%CoreMediumBirmingham, AL2026-11-04
JFS Wealth Advisors, LLC
45$4.3K0.0%ETFVery LowHermitage, PA2026-11-03
EPG Wealth Management LLC
45$4.2K0.0%GrowthLowAtlanta, GA2026-11-03
Nfsg Corp
42$4.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Private Trust Co NA
40$3.8K0.0%CoreLowCleveland, OH2026-10-20
Country Trust Bank
39$3.7K0.0%GrowthLowBloomington, IL2026-10-30
Armstrong Advisory Group, Inc
36$3.4K0.0%ETFHighNeedham, MA2026-10-09
GHP Investment Advisors, Inc.
36$3.4K0.0%CoreVery LowDenver, CO2026-10-15
Parallel Advisors, LLC
35$3.3K0.0%IndexLowSan Francisco, CA2026-11-03
Pillar Financial Advisors, LLC
34$3.2K0.0%ETFVery LowLouisville, KY2026-10-21
Tounjian Advisory Partners, LLC
26$2.5K0.0%GrowthHighFort Myers, FL2026-11-04
Gilpin Wealth Management, LLC
26$2.5K0.0%GrowthLowDenver, CO2026-10-09
Lloyd Advisory Services, Llc.
26$2.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Kingdom Financial Group Llc.
17$1.6K0.0%ETFMediumPeoria, AZ2026-11-04
DecisionPoint Financial, LLC
16$1.5K0.0%ETFVery LowMesa, AZ2026-10-27
Strengthening Families & Communities, LLC
15$1.5K0.0%CoreMediumBoston, MA2026-10-21
Wolff Wiese Magana LLC
15$1.4K0.0%GrowthLowCarslbad, CA2026-10-15
Rydar Equities, Inc.
13$1.3K0.0%CoreVery LowWeatherford, TX2026-10-13
Brown, Lisle Ings, Inc.
12$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Mondrian Investment Partners LTD
7$6800.0%YieldMediumLondon, United Kingdom2026-10-23
Birchbrook, Inc.
6$5690.0%ETFLowBangor, ME2026-10-14
Halbert Hargrove Global Advisors, LLC
0$390.0%ETFLowLong Beach, CA2026-10-16