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Fidelity Stocks for Infl ETF (FCPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares165,236 from 39,229
Change+126,007 (+321%)
Value$9.3M (+$7.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares142,158 from 137,802
Change+4,356 (+3%)
Value$8.0M (+$434.1K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares117,697 from 114,977
Change+2,720 (+2%)
Value$6.7M (+$428.8K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares38,132 from 44,151
Change-6,019 (-14%)
Value$2.1M (-$276.2K)
Filed 2026-11-02
Elm3 Financial Group, LLC
NEW
Shares22,684
Change+22,684
Value$1.3M
Filed 2026-10-07
Golden State Wealth Management, LLC
DECREASED
Shares7,641 from 8,857
Change-1,216 (-14%)
Value$427.9K (-$55.9K)
Filed 2026-11-02
Nfsg Corp
DECREASED
Shares5,745 from 5,845
Change-100 (-2%)
Value$321.7K (+$2.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares5,534 from 5,450
Change+84 (+2%)
Value$309.9K (+$12.2K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares5,122 from 5,111
Change+11 (+0%)
Value$286.8K (+$7.7K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$252.0K (+$6.2K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$228.6K (+$5.6K)
Filed 2026-11-02
Lido Advisors, LLC
NEW
Shares4,002
Change+4,002
Value$224.2K
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares3,082 from 3,082
Change0 (0%)
Value$172.6K (+$4.3K)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares2,403 from 2,399
Change+4 (+0%)
Value$134.6K (+$3.5K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$97.4K ($0)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares1,745 from 1,740
Change+5 (+0%)
Value$97.7K (+$2.7K)
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares804 from 806
Change-2 (0%)
Value$45.0K (+$966)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares337 from 336
Change+1 (+0%)
Value$18.9K (+$513)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$14.0K (+$345)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares230
Change+230
Value$12.9K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.3K (+$81)
Filed 2026-10-21
Atria Investments, Inc
CLOSED
Shares0 from 11,402
Change-11,402 (-100%)
Value$0 (-$622.8K)
Filed 2026-10-15
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 4,010
Change-4,010 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$64.2K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-14
Sanctuary Advisors, LLC
N/A
Shares— from 113,050
Change-113,050 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 80,588
Change-80,588 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,644
Change-56,644 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 34,061
Change-34,061 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,738
Change-32,738 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,805
Change-29,805 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,997
Change-25,997 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,657
Change-21,657 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,460
Change-13,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,821
Change-10,821 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 283
Change-283 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 91
Change-91 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6
Change-6 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED165,23639,229+126,007+321%$2.1M$9.3M+$7.1M2026-11-02
LPL Financial LLC
INCREASED142,158137,802+4,356+3%$7.5M$8.0M+$434.1K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED117,697114,977+2,720+2%$6.3M$6.7M+$428.8K2026-10-13
Commonwealth Equity Services, LLC
DECREASED38,13244,151-6,019-14%$2.4M$2.1M-$276.2K2026-11-02
Elm3 Financial Group, LLC
NEW22,684—+22,684——$1.3M—2026-10-07
Golden State Wealth Management, LLC
DECREASED7,6418,857-1,216-14%$483.8K$427.9K-$55.9K2026-11-02
Nfsg Corp
DECREASED5,7455,845-100-2%$319.3K$321.7K+$2.5K2026-10-15
Kestra Advisory Services, LLC
INCREASED5,5345,450+84+2%$297.7K$309.9K+$12.2K2026-11-02
XML Financial, LLC
INCREASED5,1225,111+11+0%$279.2K$286.8K+$7.7K2026-10-29
Private Trust Co NA
UNCHANGED4,5004,50000%$245.8K$252.0K+$6.2K2026-10-20
Cornerstone Wealth Group, LLC
UNCHANGED4,0824,08200%$223.0K$228.6K+$5.6K2026-11-02
Lido Advisors, LLC
NEW4,002—+4,002——$224.2K—2026-11-04
IFP Advisors, Inc
UNCHANGED3,0823,08200%$168.3K$172.6K+$4.3K2026-10-16
Concord Wealth Partners
INCREASED2,4032,399+4+0%$131.0K$134.6K+$3.5K2026-11-02
Allworth Financial LP
UNCHANGED1,7841,78400%$97.4K$97.4K$02026-11-06
Signature Equity Partners, LLC
INCREASED1,7451,740+5+0%$95.0K$97.7K+$2.7K2026-10-29
Archer Investment Corp
DECREASED804806-20%$44.0K$45.0K+$9662026-11-05
Triumph Capital Management
INCREASED337336+1+0%$18.4K$18.9K+$5132026-10-14
Sunrise Financial Services, LLC
UNCHANGED25025000%$13.7K$14.0K+$3452026-10-21
Root Financial Partners, LLC
NEW230—+230——$12.9K—2026-10-21
Assetmark, Inc
UNCHANGED595900%$3.2K$3.3K+$812026-10-21
Atria Investments, Inc
CLOSED011,402-11,402-100%$622.8K$0-$622.8K2026-10-15
Williams & Novak Wealth Management, LLC
CLOSED04,010-4,010-100%$219.0K$0-$219.0K2026-10-09
AdvisorNet Financial, Inc
CLOSED01,176-1,176-100%$64.2K$0-$64.2K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0101-101-100%$5.6K$0-$5.6K2026-10-14
Sanctuary Advisors, LLC
N/A—113,050-113,050-100%$6.2M———
Goldman Sachs Group Inc
N/A—80,588-80,588-100%$4.4M———
Osaic Holdings, Inc.
N/A—56,644-56,644-100%$3.1M———
Raymond James Financial Inc
N/A—34,061-34,061-100%$1.9M———
Susquehanna International Group, LLP
N/A—32,738-32,738-100%$1.8M———
FMR LLC
N/A—29,805-29,805-100%$1.6M———
Bank of America Corp
N/A—25,997-25,997-100%$1.4M———
Mercer Global Advisors Inc
N/A—21,657-21,657-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—13,460-13,460-100%$735.2K———
Cetera Investment Advisers
N/A—13,457-13,457-100%$735.0K———
Wealthgarden F.S. LLC
N/A—10,821-10,821-100%$591.1K———
National Bank of Canada
N/A—9,513-9,513-100%$518.7K———
Jane Street Group, LLC
N/A—8,881-8,881-100%$485.1K———
Citadel Advisors LLC
N/A—8,050-8,050-100%$439.7K———
HighTower Advisors, LLC
N/A—7,943-7,943-100%$433.8K———
Quantinno Capital Management LP
N/A—6,506-6,506-100%$355.4K———
MML Investors Services, LLC
N/A—4,267-4,267-100%$233.0K———
Integrated Wealth Concepts LLC
N/A—4,116-4,116-100%$224.8K———
Focus Partners Advisor Solutions, LLC
N/A—3,750-3,750-100%$204.8K———
Harbour Investments, Inc.
N/A—2,674-2,674-100%$146.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—705-705-100%$38.5K———
Continuum Advisory, LLC
N/A—632-632-100%$34.5K———
BFC Planning, Inc.
N/A—300-300-100%$16.4K———
Qube Research & Technologies Ltd
N/A—283-283-100%$15.5K———
Steward Partners Investment Advisory, LLC
N/A—246-246-100%$13.4K———
AE Wealth Management LLC
N/A—120-120-100%$6.6K———
Morgan Stanley
N/A—91-91-100%$5.0K———
Dunhill Financial, LLC
N/A—44-44-100%$2.4K———
JPMorgan Chase & Co
N/A—6-6-100%$378———
Wells Fargo & Company
N/A—00—$19———
Showing 55 of 55 institutions