Fidelity Magellan ETF (FMAG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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PNC Financial Services Group, Inc.

INCREASED

Shares107,382 from 106,954

Change+428 (+0%)

Value$3.9M (-$50.9K)

Filed 2026-11-06

Anson Capital, Inc.

DECREASED

Shares99,822 from 100,865

Change-1,043 (-1%)

Value$3.6M (-$100.3K)

Filed 2026-10-23

Beam Wealth Advisors, Inc.

DECREASED

Shares62,733 from 67,348

Change-4,615 (-7%)

Value$2.3M (-$208.6K)

Filed 2026-11-03

Sigma Planning Corp

INCREASED

Shares57,448 from 53,212

Change+4,236 (+8%)

Value$2.1M (+$120.1K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares40,637 from 22,974

Change+17,663 (+77%)

Value$1.5M (+$624.3K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares28,268 from 28,164

Change+104 (+0%)

Value$1.0M (-$13.7K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

DECREASED

Shares11,351 from 13,586

Change-2,235 (-16%)

Value$410.4K (-$89.2K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares7,749 from 7,773

Change-24 (0%)

Value$280.1K (-$5.7K)

Filed 2026-11-06

Meridian Wealth Management, LLC

NEW

Shares6,800

Change+6,800

Value$245.8K

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$14.8K (-$255)

Filed 2026-10-30

Hurley Capital, LLC

INCREASED

Shares140 from 136

Change+4 (+3%)

Value$5.1K (+$60)

Filed 2026-11-05

Thurston, Springer, Miller, Herd & Titak, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.6K (-$62)

Filed 2026-10-14

Creative Financial Designs Inc

NEW

Shares37

Change+37

Value$1.3K

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$145 (-$2)

Filed 2026-10-16

Principle Wealth Partners LLC

CLOSED

Shares0 from 5,511

Change-5,511 (-100%)

Value$0 (-$202.7K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$4.2K)

Filed 2026-10-13

FIL Ltd

N/A

Shares— from 1,403,731

Change-1,403,731 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 986,128

Change-986,128 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 188,923

Change-188,923 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 140,024

Change-140,024 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 100,620

Change-100,620 (-100%)

Value—

UBS Group AG

N/A

Shares— from 58,825

Change-58,825 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 28,656

Change-28,656 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,081

Change-28,081 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

FMR LLC

N/A

Shares— from 16,913

Change-16,913 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 13,917

Change-13,917 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,019

Change-10,019 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,934

Change-9,934 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,748

Change-9,748 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,878

Change-6,878 (-100%)

Value—

Axis Wealth Partners, LLC

N/A

Shares— from 6,678

Change-6,678 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 5,590

Change-5,590 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 1,475

Change-1,475 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,348

Change-1,348 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,085

Change-1,085 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 285

Change-285 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 285

Change-285 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 56

Change-56 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
PNC Financial Services Group, Inc.	INCREASED	107,382	106,954	+428	+0%	$3.9M	$3.9M	-$50.9K	2026-11-06
Anson Capital, Inc.	DECREASED	99,822	100,865	-1,043	-1%	$3.7M	$3.6M	-$100.3K	2026-10-23
Beam Wealth Advisors, Inc.	DECREASED	62,733	67,348	-4,615	-7%	$2.5M	$2.3M	-$208.6K	2026-11-03
Sigma Planning Corp	INCREASED	57,448	53,212	+4,236	+8%	$2.0M	$2.1M	+$120.1K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	40,637	22,974	+17,663	+77%	$844.8K	$1.5M	+$624.3K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	28,268	28,164	+104	+0%	$1.0M	$1.0M	-$13.7K	2026-11-02
J.W. Cole Advisors, Inc.	DECREASED	11,351	13,586	-2,235	-16%	$499.6K	$410.4K	-$89.2K	2026-11-05
LPL Financial LLC	DECREASED	7,749	7,773	-24	0%	$285.8K	$280.1K	-$5.7K	2026-11-06
Meridian Wealth Management, LLC	NEW	6,800	—	+6,800	—	—	$245.8K	—	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	410	410	0	0%	$15.1K	$14.8K	-$255	2026-10-30
Hurley Capital, LLC	INCREASED	140	136	+4	+3%	$5.0K	$5.1K	+$60	2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.	UNCHANGED	100	100	0	0%	$3.7K	$3.6K	-$62	2026-10-14
Creative Financial Designs Inc	NEW	37	—	+37	—	—	$1.3K	—	2026-11-04
IFP Advisors, Inc	UNCHANGED	4	4	0	0%	$147	$145	-$2	2026-10-16
Principle Wealth Partners LLC	CLOSED	0	5,511	-5,511	-100%	$202.7K	$0	-$202.7K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	115	-115	-100%	$4.2K	$0	-$4.2K	2026-10-13
FIL Ltd	N/A	—	1,403,731	-1,403,731	-100%	$51.6M	—	—	—
Wells Fargo & Company	N/A	—	986,128	-986,128	-100%	$36.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	188,923	-188,923	-100%	$6.7M	—	—	—
Arkadios Wealth Advisors	N/A	—	140,024	-140,024	-100%	$5.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	100,620	-100,620	-100%	$3.7M	—	—	—
UBS Group AG	N/A	—	58,825	-58,825	-100%	$2.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	28,656	-28,656	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	28,081	-28,081	-100%	$1.0M	—	—	—
Two Sigma Investments, LP	N/A	—	20,100	-20,100	-100%	$739.1K	—	—	—
FMR LLC	N/A	—	16,913	-16,913	-100%	$621.9K	—	—	—
Arax Advisory Partners	N/A	—	13,917	-13,917	-100%	$511.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,019	-10,019	-100%	$368.4K	—	—	—
JPMorgan Chase & Co	N/A	—	9,934	-9,934	-100%	$358.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,748	-9,748	-100%	$358.5K	—	—	—
Citadel Advisors LLC	N/A	—	6,878	-6,878	-100%	$252.9K	—	—	—
Axis Wealth Partners, LLC	N/A	—	6,678	-6,678	-100%	$245.6K	—	—	—
Advyzon Investment Management, LLC	N/A	—	5,590	-5,590	-100%	$205.6K	—	—	—
Sachetta, LLC	N/A	—	1,475	-1,475	-100%	$54.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,348	-1,348	-100%	$49.6K	—	—	—
Bank of Montreal	N/A	—	1,120	-1,120	-100%	$41.2K	—	—	—
BFC Planning, Inc.	N/A	—	1,085	-1,085	-100%	$39.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	285	-285	-100%	$10.5K	—	—	—
SHP Wealth Management	N/A	—	285	-285	-100%	$10.5K	—	—	—
Morgan Stanley	N/A	—	56	-56	-100%	$2.1K	—	—	—
Royal Bank of Canada	N/A	—	6	-6	-100%	$0	—	—	—

Showing 41 of 41 institutions