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Fidelity Msci Cons Stap Indx (FSTA)

CUSIP: 316092303 | NYSE | 605 institutional holders

Quarters

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

Lido Advisors, LLC1,393,974
0.2% of portfolio›$70.9M
AGF Management LTD457,852
0.1% of portfolio›$23.3M
Compass Financial Group, Inc359,370
2.0% of portfolio›$18.3M
Commonwealth Equity Services, LLC292,616
0.0% of portfolio›$14.9M
Marotta Asset Management258,975
2.2% of portfolio›$13.2M
Certified Advisory Corp221,068
0.9% of portfolio›$11.2M
Larson Financial Group LLC215,972
0.3% of portfolio›$11.0M
Fischer Financial Services, Inc.151,460
1.9% of portfolio›$7.7M
Financial Perspectives, Inc144,092
1.7% of portfolio›$7.3M
Kestra Advisory Services, LLC115,493
0.0% of portfolio›$5.9M
Cambridge Investment Research Advisors, Inc.71,432
0.0% of portfolio›$3.6M
J.W. Cole Advisors, Inc.70,444
0.1% of portfolio›$3.6M
Southern Capital Advisors, LLC67,715
1.3% of portfolio›$3.4M
Roxbury Financial LLC59,140
2.3% of portfolio›$3.0M
Yoder Wealth Management, Inc.50,215
1.0% of portfolio›$2.6M
Citigroup Inc45,255
0.0% of portfolio›$2.3M
Lynch & Associates37,963
0.3% of portfolio›$1.9M
Beaumont Financial Advisors, LLC35,689
0.1% of portfolio›$1.8M
Herbst Group, LLC29,766
0.9% of portfolio›$1.5M
Heck Capital Advisors, LLC29,660
0.1% of portfolio›$1.5M
Creative Planning28,397
0.0% of portfolio›$1.4M
Atlas Brown,Inc.25,396
0.3% of portfolio›$1.3M
Sigma Planning Corp23,852
0.0% of portfolio›$1.2M
Smith Salley Wealth Management23,261
0.0% of portfolio›$1.2M
KDK Private Wealth Management, LLC21,779
0.9% of portfolio›$1.1M
Financial Partners Group, Inc21,340
0.1% of portfolio›$1.1M
Kestra Private Wealth Services, LLC20,048
0.0% of portfolio›$1.0M
Meridian Wealth Management, LLC19,541
0.0% of portfolio›$993.5K
American National Bank & Trust17,062
0.1% of portfolio›$867.4K
Sweeney & Michel, LLC16,890
0.2% of portfolio›$858.7K
Signal Advisors Wealth, LLC16,724
0.0% of portfolio›$850.2K
Concurrent Investment Advisors, LLC16,258
0.0% of portfolio›$826.5K
Mission Wealth Management, LP16,064
0.0% of portfolio›$816.7K
Partners Wealth Management, LLC14,683
0.1% of portfolio›$746.5K
Truist Financial Corp13,748
0.0% of portfolio›$699.0K
Clear Wave Wealth Management LLC13,729
0.1% of portfolio›$698.0K
Csenge Advisory Group13,200
0.0% of portfolio›$671.1K
Curran Financial Partners, LLC12,251
0.1% of portfolio›$622.8K
Acorn Financial Advisory Services Inc11,480
0.1% of portfolio›$583.6K
Demars Financial Group, LLC10,595
0.1% of portfolio›$538.6K
Walker Financial Services, Inc.10,480
0.2% of portfolio›$532.8K
First Heartland Consultants, Inc.9,892
0.0% of portfolio›$502.9K
Atria Investments, Inc9,002
0.0% of portfolio›$457.7K
Avidian Wealth Enterprises, LLC8,564
0.0% of portfolio›$435.4K
Farther Finance Advisors, LLC8,281
0.0% of portfolio›$421.0K
Soltis Investment Advisors LLC8,085
0.0% of portfolio›$411.1K
TrueWealth Advisors, LLC8,021
0.1% of portfolio›$407.8K
Brookstone Capital Management7,954
0.0% of portfolio›$404.4K
Roman Butler Fullerton & Co7,857
0.1% of portfolio›$433.3K
Castleview Partners, LLC7,268
0.2% of portfolio›$369.5K
Lanark Financial, Inc.7,023
0.0% of portfolio›$357.0K
Sage Investment Advisers LLC6,893
0.2% of portfolio›$350.4K
Grey Ledge Advisors, LLC6,343
0.1% of portfolio›$322.5K
CX Institutional6,276
0.0% of portfolio›$319
LongView Wealth Management6,083
0.1% of portfolio›$309.3K
Bank of New York Mellon Corp5,549
0.0% of portfolio›$282.1K
Buska Wealth Management, LLC4,970
0.1% of portfolio›$252.7K
Redwood Financial Network Corp4,929
0.1% of portfolio›$250.6K
RFG Advisory, LLC4,832
0.0% of portfolio›$245.7K
Schmidt P J Investment Management Inc4,678
0.0% of portfolio›$237.8K
Pathway Financial Advisers, LLC4,626
0.1% of portfolio›$235.2K
Bright Futures Wealth Management, Llc.4,609
0.2% of portfolio›$234.3K
Cherry Tree Wealth Management, LLC4,570
0.0% of portfolio›$232.3K
Thompson Siegel & Walmsley LLC4,330
0.0% of portfolio›$220.0K
Avondale Wealth Management4,300
0.1% of portfolio›$218.6K
Westhampton Capital, LLC4,160
0.1% of portfolio›$211.5K
RDA Financial Network4,035
0.0% of portfolio›$205.1K
IFP Advisors, Inc3,934
0.0% of portfolio›$200.0K
Creative Financial Designs Inc3,640
0.0% of portfolio›$185.0K
Rosenberg Matthew Hamilton2,986
0.0% of portfolio›$151.8K
AlphaCore Capital LLC2,860
0.0% of portfolio›$145.4K
Piscataqua Savings Bank2,200
0.1% of portfolio›$111.8K
Fifth Third Bancorp1,795
0.0% of portfolio›$91.3K
Assetmark, Inc1,562
0.0% of portfolio›$79.4K
Bokf, NA1,535
0.0% of portfolio›$78.0K
High Point Wealth Management, LLC1,073
0.0% of portfolio›$54.6K
Asset Dedication, LLC1,055
0.0% of portfolio›$53.6K
Spire Wealth Management1,044
0.0% of portfolio›$53.1K
TFC Financial Management, Inc.905
0.0% of portfolio›$46.0K
Sage Mountain Advisors LLC825
0.0% of portfolio›$41.9K
EPG Wealth Management LLC688
0.0% of portfolio›$35.0K
Cape Investment Advisory, Inc.510
0.0% of portfolio›$26.0K
Private Trust Co NA471
0.0% of portfolio›$23.9K
Tradewinds Capital Management, LLC435
0.0% of portfolio›$22.1K
Mascoma Wealth Management LLC424
0.0% of portfolio›$21.6K
Godsey & Gibb, Inc400
0.0% of portfolio›$20.3K
Nfsg Corp343
0.0% of portfolio›$17.4K
Rossby Financial, LCC336
0.0% of portfolio›$17.1K
Gables Capital Management Inc.308
0.0% of portfolio›$15.7K
Silver Grove Financial Group, Inc.275
0.0% of portfolio›$14.0K
Abound Wealth Management238
0.0% of portfolio›$12.1K
Parallel Advisors, LLC226
0.0% of portfolio›$11.5K
Avion Wealth215
0.0% of portfolio›$10
Signature Resources Capital Management, LLC137
0.0% of portfolio›$7.0K
Ashton Thomas Private Wealth, LLC132
0.0% of portfolio›$6.7K
1620 Investment Advisors, Inc.118
0.0% of portfolio›$6.0K
Allspring Global Investments Holdings, LLC107
0.0% of portfolio›$5.4K
Concord Wealth Partners105
0.0% of portfolio›$5.3K
Root Financial Partners, LLC102
0.0% of portfolio›$5.2K
Latitude Advisors, LLC93
0.0% of portfolio›$4.7K
Triumph Capital Management82
0.0% of portfolio›$4.2K
Nvest Wealth Strategies, Inc.71
0.0% of portfolio›$3.6K
Pillar Financial Advisors, LLC57
0.0% of portfolio›$2.9K
EverSource Wealth Advisors, LLC50
0.0% of portfolio›$2.5K
Tounjian Advisory Partners, LLC48
0.0% of portfolio›$2.4K
Wolff Wiese Magana LLC31
0.0% of portfolio›$1.6K
Rydar Equities, Inc.27
0.0% of portfolio›$1.4K
Birchbrook, Inc.25
0.0% of portfolio›$1.3K
Brown, Lisle Ings, Inc.23
0.0% of portfolio›$1.2K
Compass Financial Management LLC15
0.0% of portfolio›$763
Mondrian Investment Partners LTD6
0.0% of portfolio›$308
Parkside Financial Bank & Trust4
0.0% of portfolio›$204
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$527.9K
StyleTurnoverLocationFiled
Lido Advisors, LLC
1,393,974$70.9M0.2%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
457,852$23.3M0.1%GrowthHighToronto, Australia2026-11-03
Compass Financial Group, Inc
359,370$18.3M2.0%ETFVery LowSioux Falls, SD2026-10-13
Commonwealth Equity Services, LLC
292,616$14.9M0.0%ETFLowWaltham, MA2026-11-02
Marotta Asset Management
258,975$13.2M2.2%ETFLowCharlottesville, VA2026-10-02
Certified Advisory Corp
221,068$11.2M0.9%ETFLowAltamonte Springs, FL2026-10-29
Larson Financial Group LLC
215,972$11.0M0.3%GrowthLowSt Louis, MO2026-11-05
Fischer Financial Services, Inc.
151,460$7.7M1.9%GrowthVery LowHarrisburg, PA2026-10-30
Financial Perspectives, Inc
144,092$7.3M1.7%GrowthVery LowMinneapolis, MN2026-11-03
Kestra Advisory Services, LLC
115,493$5.9M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
71,432$3.6M0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
70,444$3.6M0.1%IndexLowTampa, FL2026-11-05
Southern Capital Advisors, LLC
67,715$3.4M1.3%ETFLowJackson, TN2026-10-26
Roxbury Financial LLC
59,140$3.0M2.3%CoreVery LowMount Arlington, NJ2026-10-01
Yoder Wealth Management, Inc.
50,215$2.6M1.0%ETFLowWalnut Creek, CA2026-10-13
Citigroup Inc
45,255$2.3M0.0%CoreMediumNew York, NY2026-11-04
Lynch & Associates
37,963$1.9M0.3%CoreVery LowEvansville, IN2026-10-13
Beaumont Financial Advisors, LLC
35,689$1.8M0.1%GrowthMediumNeedham, MA2026-10-22
Herbst Group, LLC
29,766$1.5M0.9%GrowthHighWestport, CT2026-10-20
Heck Capital Advisors, LLC
29,660$1.5M0.1%ETFMediumRhinelander, WI2026-10-14
Creative Planning
28,397$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Atlas Brown,Inc.
25,396$1.3M0.3%GrowthLowLouisville, KY2026-10-09
Sigma Planning Corp
23,852$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Smith Salley Wealth Management
23,261$1.2M0.0%GrowthLowGreensboro, NC2026-11-03
KDK Private Wealth Management, LLC
21,779$1.1M0.9%ETFVery LowHouston, TX2026-11-03
Financial Partners Group, Inc
21,340$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Kestra Private Wealth Services, LLC
20,048$1.0M0.0%GrowthLowAustin, TX2026-10-30
Meridian Wealth Management, LLC
19,541$993.5K0.0%GrowthLowLexington, KY2026-11-05
American National Bank & Trust
17,062$867.4K0.1%CoreVery LowWichita Falls, TX2026-10-07
Sweeney & Michel, LLC
16,890$858.7K0.2%ETFVery LowChico, CA2026-10-16
Signal Advisors Wealth, LLC
16,724$850.2K0.0%ETFLowDetroit, MI2026-10-13
Concurrent Investment Advisors, LLC
16,258$826.5K0.0%GrowthMediumTampa, FL2026-10-16
Mission Wealth Management, LP
16,064$816.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Partners Wealth Management, LLC
14,683$746.5K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Truist Financial Corp
13,748$699.0K0.0%CoreLowCharlotte, NC2026-10-30
Clear Wave Wealth Management LLC
13,729$698.0K0.1%ETFN/ARed Bank, NJ2026-11-04
Csenge Advisory Group
13,200$671.1K0.0%ETFMediumClearwater, FL2026-11-04
Curran Financial Partners, LLC
12,251$622.8K0.1%ETFMediumDaniel Island, SC2026-11-04
Acorn Financial Advisory Services Inc
11,480$583.6K0.1%ETFMediumReston, VA2026-11-02
Demars Financial Group, LLC
10,595$538.6K0.1%ETFLowSpokane Valley, WA2026-10-22
Walker Financial Services, Inc.
10,480$532.8K0.2%ETFLowBowling Green, KY2026-10-26
First Heartland Consultants, Inc.
9,892$502.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
9,002$457.7K0.0%CoreMediumCharlotte, NC2026-10-15
Avidian Wealth Enterprises, LLC
8,564$435.4K0.0%ETFLowHouston, TX2026-10-08
Farther Finance Advisors, LLC
8,281$421.0K0.0%IndexLowSan Francisco, CA2026-10-08
Soltis Investment Advisors LLC
8,085$411.1K0.0%CoreMediumSt. George, UT2026-10-28
TrueWealth Advisors, LLC
8,021$407.8K0.1%ETFMediumBirmingham, AL2026-10-09
Brookstone Capital Management
7,954$404.4K0.0%ETFMediumWheaton, IL2026-10-22
Roman Butler Fullerton & Co
7,857$433.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Castleview Partners, LLC
7,268$369.5K0.2%CoreMediumDallas, TX2026-10-09
Lanark Financial, Inc.
7,023$357.0K0.0%CoreMediumBirmingham, AL2026-10-26
Sage Investment Advisers LLC
6,893$350.4K0.2%ETFLowWappingers Falls, NY2026-10-21
Grey Ledge Advisors, LLC
6,343$322.5K0.1%CoreLowGuilford, CT2026-11-02
CX Institutional
6,276$3190.0%CoreMediumAuburn, IN2026-10-02
LongView Wealth Management
6,083$309.3K0.1%ETFLowAtlanta, GA2026-10-19
Bank of New York Mellon Corp
5,549$282.1K0.0%CoreLowNew York, NY2026-11-05
Buska Wealth Management, LLC
4,970$252.7K0.1%ETFMediumWausau, WI2026-10-08
Redwood Financial Network Corp
4,929$250.6K0.1%ETFLowSolon, OH2026-11-03
RFG Advisory, LLC
4,832$245.7K0.0%ETFMediumBirmingham, AL2026-11-03
Schmidt P J Investment Management Inc
4,678$237.8K0.0%GrowthVery LowCedarburg, WI2026-11-02
Pathway Financial Advisers, LLC
4,626$235.2K0.1%CoreLowAuburn, IN2026-10-27
Bright Futures Wealth Management, Llc.
4,609$234.3K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Cherry Tree Wealth Management, LLC
4,570$232.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Thompson Siegel & Walmsley LLC
4,330$220.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
Avondale Wealth Management
4,300$218.6K0.1%ETFLowWest Lake Hills, TX2026-10-15
Westhampton Capital, LLC
4,160$211.5K0.1%CoreVery LowWinston-Salem, NC2026-10-30
RDA Financial Network
4,035$205.1K0.0%GrowthMediumAkron, IA2026-10-15
IFP Advisors, Inc
3,934$200.0K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
3,640$185.0K0.0%ETFMediumKokomo, IN2026-11-04
Rosenberg Matthew Hamilton
2,986$151.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
AlphaCore Capital LLC
2,860$145.4K0.0%ETFLowLa Jolla, CA2026-11-04
Piscataqua Savings Bank
2,200$111.8K0.1%CoreVery LowPortsmouth, NH2026-10-21
Fifth Third Bancorp
1,795$91.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Assetmark, Inc
1,562$79.4K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
1,535$78.0K0.0%CoreLowTulsa, OK2026-10-27
High Point Wealth Management, LLC
1,073$54.6K0.0%ETFLowChester, NJ2026-11-05
Asset Dedication, LLC
1,055$53.6K0.0%ETFLowSan Francisco, CA2026-11-03
Spire Wealth Management
1,044$53.1K0.0%GrowthMediumMclean, VA2026-10-30
TFC Financial Management, Inc.
905$46.0K0.0%ETFVery LowBoston, MA2026-10-26
Sage Mountain Advisors LLC
825$41.9K0.0%ETFLowAtlanta, GA2026-11-02
EPG Wealth Management LLC
688$35.0K0.0%GrowthLowAtlanta, GA2026-11-03
Cape Investment Advisory, Inc.
510$26.0K0.0%ETFLowMcdonough, GA2026-10-13
Private Trust Co NA
471$23.9K0.0%CoreLowCleveland, OH2026-10-20
Tradewinds Capital Management, LLC
435$22.1K0.0%ETFVery HighBellingham, WA2026-10-23
Mascoma Wealth Management LLC
424$21.6K0.0%ETFVery LowHanover, NH2026-10-23
Godsey & Gibb, Inc
400$20.3K0.0%CoreLowRichmond, VA2026-10-14
Nfsg Corp
343$17.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Rossby Financial, LCC
336$17.1K0.0%ETFMediumMelbourne, FL2026-11-05
Gables Capital Management Inc.
308$15.7K0.0%GrowthVery LowMiami, FL2026-11-04
Silver Grove Financial Group, Inc.
275$14.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Abound Wealth Management
238$12.1K0.0%ETFVery LowFranklin, TN2026-10-26
Parallel Advisors, LLC
226$11.5K0.0%IndexLowSan Francisco, CA2026-11-03
Avion Wealth
215$100.0%ETFLowThe Woodlands, TX2026-11-04
Signature Resources Capital Management, LLC
137$7.0K0.0%ETFLowNewport Beach, CA2026-10-16
Ashton Thomas Private Wealth, LLC
132$6.7K0.0%CoreMediumScottsdale, AZ2026-11-03
1620 Investment Advisors, Inc.
118$6.0K0.0%ValueLowPlymouth, MA2026-11-04
Allspring Global Investments Holdings, LLC
107$5.4K0.0%CoreMediumCharlotte, NC2026-11-04
Concord Wealth Partners
105$5.3K0.0%GrowthLowAbingdon, VA2026-11-02
Root Financial Partners, LLC
102$5.2K0.0%ETFMediumEncinitas, CA2026-10-21
Latitude Advisors, LLC
93$4.7K0.0%ETFLowYorkville, IL2026-10-27
Triumph Capital Management
82$4.2K0.0%ETFMediumDenver, CO2026-10-14
Nvest Wealth Strategies, Inc.
71$3.6K0.0%ETFVery LowPowell, OH2026-10-14
Pillar Financial Advisors, LLC
57$2.9K0.0%ETFVery LowLouisville, KY2026-10-21
EverSource Wealth Advisors, LLC
50$2.5K0.0%CoreMediumBirmingham, AL2026-11-04
Tounjian Advisory Partners, LLC
48$2.4K0.0%GrowthHighFort Myers, FL2026-11-04
Wolff Wiese Magana LLC
31$1.6K0.0%GrowthLowCarslbad, CA2026-10-15
Rydar Equities, Inc.
27$1.4K0.0%CoreVery LowWeatherford, TX2026-10-13
Birchbrook, Inc.
25$1.3K0.0%ETFLowBangor, ME2026-10-14
Brown, Lisle Ings, Inc.
23$1.2K0.0%CoreVery LowProvidence, RI2026-10-16
Compass Financial Management LLC
15$7630.0%CoreN/ATampa, FL2026-10-30
Mondrian Investment Partners LTD
6$3080.0%YieldMediumLondon, United Kingdom2026-10-23
Parkside Financial Bank & Trust
4$2040.0%CoreVery LowSaint Louis, MO2026-10-27
Prairie Wealth Advisors, Inc.
0$527.9K0.1%CoreVery LowOmaha, NE2026-10-29