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Fidelity Clean Energy ETF (FRNW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares45,654 from 34,670
Change+10,984 (+32%)
Value$962.4K (+$117.1K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares9,758 from 24,588
Change-14,830 (-60%)
Value$205.7K (-$393.8K)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares3,799 from 3,790
Change+9 (+0%)
Value$80.1K (-$12.3K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$63.2K (-$9.9K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares2,529 from 2,525
Change+4 (+0%)
Value$53.3K (-$8.2K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,006
Change+1,006
Value$21.2K
Filed 2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.3K (-$990)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares267 from 266
Change+1 (+0%)
Value$5.6K (-$866)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$3.9K (+$3.9K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$211 (-$33)
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares5
Change+5
Value$105
Filed 2026-10-08
VestGen Advisors, LLC
CLOSED
Shares0 from 23,142
Change-23,142 (-100%)
Value$0 (-$564.2K)
Filed 2026-10-27
Global View Capital Management LLC
CLOSED
Shares0 from 8,960
Change-8,960 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-28
Assetmark, Inc
CLOSED
Shares0 from 3,294
Change-3,294 (-100%)
Value$0 (-$80.3K)
Filed 2026-10-21
Phillip James Consulting Co.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$19.5K)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-04
SYM Financial Corp
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Jane Street Group, LLC
N/A
Shares— from 191,964
Change-191,964 (-100%)
Value—
FIL Ltd
N/A
Shares— from 132,704
Change-132,704 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 73,325
Change-73,325 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 71,395
Change-71,395 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 28,840
Change-28,840 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 23,142
Change-23,142 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 16,451
Change-16,451 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,404
Change-13,404 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 689
Change-689 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED45,65434,670+10,984+32%$845.2K$962.4K+$117.1K2026-10-22
Commonwealth Equity Services, LLC
DECREASED9,75824,588-14,830-60%$599.5K$205.7K-$393.8K2026-11-02
First Pacific Financial
INCREASED3,7993,790+9+0%$92.4K$80.1K-$12.3K2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED3,0003,00000%$73.1K$63.2K-$9.9K2026-11-06
IFP Advisors, Inc
INCREASED2,5292,525+4+0%$61.6K$53.3K-$8.2K2026-10-16
Root Financial Partners, LLC
NEW1,006—+1,006——$21.2K—2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED30030000%$7.3K$6.3K-$9902026-10-16
Signaturefd, LLC
INCREASED267266+1+0%$6.5K$5.6K-$8662026-10-23
Winthrop Capital Management, LLC
UNCHANGED18618600%$5$3.9K+$3.9K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED101000%$244$211-$332026-10-23
Farther Finance Advisors, LLC
NEW5—+5——$105—2026-10-08
VestGen Advisors, LLC
CLOSED023,142-23,142-100%$564.2K$0-$564.2K2026-10-27
Global View Capital Management LLC
CLOSED08,960-8,960-100%$218.4K$0-$218.4K2026-10-28
Assetmark, Inc
CLOSED03,294-3,294-100%$80.3K$0-$80.3K2026-10-21
Phillip James Consulting Co.
CLOSED0550-550-100%$19.5K$0-$19.5K2026-11-03
Simplex Trading, LLC
CLOSED0199-199-100%$4.9K$0-$4.9K2026-11-04
SYM Financial Corp
CLOSED091-91-100%$2.2K$0-$2.2K2026-10-26
Stone House Investment Management, LLC
CLOSED061-61-100%$1.5K$0-$1.5K2026-10-23
Jane Street Group, LLC
N/A—191,964-191,964-100%$4.7M———
FIL Ltd
N/A—132,704-132,704-100%$3.2M———
Goldman Sachs Group Inc
N/A—73,325-73,325-100%$1.8M———
Westview Management dba Westview Investment Advisors
N/A—71,395-71,395-100%$1.7M———
Advisors Preferred, LLC
N/A—28,840-28,840-100%$682.9K———
VestGen Investment Management
N/A—23,142-23,142-100%$564.2K———
Menora Mivtachim Holdings Ltd.
N/A—16,451-16,451-100%$401.1K———
Citadel Advisors LLC
N/A—13,404-13,404-100%$326.8K———
FMR LLC
N/A—3,103-3,103-100%$75.6K———
Osaic Holdings, Inc.
N/A—2,901-2,901-100%$70.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,970-1,970-100%$48.0K———
Capital Analysts, LLC
N/A—783-783-100%$19.0K———
Hantz Financial Services, Inc.
N/A—689-689-100%$17———
Global Retirement Partners, LLC
N/A—335-335-100%$8.2K———
Godfrey Financial Associates, Inc.
N/A—199-199-100%$4.8K———
Morgan Stanley
N/A—1-1-100%$39———
Showing 34 of 34 institutions