Who Owns FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC)?Hedge Fund & Institutional Holders

$71.43-0.16 (-0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$61.03$64.95$68.88$72.80$76.72Sep 24Jun 25Mar 26

FHLC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased+821K+$74.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+428K+$31.0B
WEATHERLY ASSET MANAGEMENT L. P.New Position+298K+$22.1B
McGlone Suttner Wealth Management, Inc.New Position+285K+$21.2B
Buttonwood Financial Advisors Inc.New Position+211K+$15.7B
Fischer Financial Services, Inc.New Position+171K+$12.7B
Marotta Asset ManagementNew Position+154K+$11.4B
Yoder Wealth Management, Inc.New Position+95K+$7.1B
SPINNAKER TRUSTNew Position+96K+$7.0B
BANK OF AMERICA CORP /DE/Increased+10K+$7.0B
FMR LLCIncreased+3K+$6.0B
Maltin Wealth Management, Inc.New Position+59K+$4.4B
Barry Investment Advisors, LLCNew Position+57K+$4.2B
Bellwether Advisors, LLCNew Position+55K+$4.0B
Valmark Advisers, Inc.New Position+51K+$3.8B

FHLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-4K-$136.0B
Full Sail Capital, LLCClosed Position-216K-$14.5B
Maxele Advisors, LLCDecreased-135K-$10.2B
RWA WEALTH PARTNERS, LLCDecreased-30K-$9.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-16K-$8.6B
Centerline Wealth Advisors, LLCDecreased-110K-$7.1B
NewEdge Advisors, LLCDecreased-5K-$7.0B
Larson Financial Group LLCDecreased-323-$6.4B
MML INVESTORS SERVICES, LLCDecreased-5K-$3.8B
HARBOUR INVESTMENTS, INC.Decreased-7K-$2.4B
Integrated Wealth Concepts LLCDecreased-888-$2.2B
Mariner, LLCDecreased-594-$2.1B
KDK Private Wealth Management, LLCDecreased-50-$1.8B
FIFTH THIRD SECURITIES, INC.Decreased-893-$1.7B
HighTower Advisors, LLCDecreased-8K-$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,739,003$203.0B0.03%Share
2COMMONWEALTH EQUITY SERVICES, LLC427,973$31.0B0.04%Share
3WEATHERLY ASSET MANAGEMENT L. P.297,873$22.1B1.70%Share
4McGlone Suttner Wealth Management, Inc.285,486$21.2B2.85%Share
5MERCER GLOBAL ADVISORS INC /ADV231,340$17.0B0.03%Share
6RAYMOND JAMES FINANCIAL INC237,758$17.0B0.01%Share
7Buttonwood Financial Advisors Inc.211,054$15.7B5.23%Share
8Fischer Financial Services, Inc.171,073$12.7B3.36%Share
9Marotta Asset Management153,847$11.4B2.12%Share
10OSAIC HOLDINGS, INC.157,246$11.0B0.02%Share
11WELLS FARGO & COMPANY/MN153,787$11.0B0.00%Share
12Kovitz Investment Group Partners, LLC113,720$8.4B0.19%Share
13Modern Wealth Management, LLC112,530$8.4B0.15%Share
14Lifeworks Advisors, LLC110,668$8.2B1.06%Share
15ASSETMARK, INC105,243$7.8B0.02%Share
16Yoder Wealth Management, Inc.95,236$7.1B3.22%Share
17Steward Partners Investment Advisory, LLC103,730$7.0B0.04%Share
18SPINNAKER TRUST95,740$7.0B0.37%Share
19FMR LLC93,942$6.0B0.00%Share
20STIFEL FINANCIAL CORP83,136$6.0B0.01%Share
21OneDigital Investment Advisors LLC79,844$5.0B0.05%Share
22Maltin Wealth Management, Inc.58,865$4.4B1.74%Share
23Barry Investment Advisors, LLC56,810$4.2B0.94%Share
24Bellwether Advisors, LLC54,511$4.0B0.65%Share
25OSAIC HOLDINGS, INC.60,481$4.0B0.01%Share
26JPMORGAN CHASE & CO65,931$4.0B0.00%Share
27Sigma Planning Corp52,647$3.9B0.11%Share
28Valmark Advisers, Inc.51,022$3.8B0.05%Share
29UBS Group AG50,568$3.8B0.00%Share
30Heck Capital Advisors, LLC45,687$3.4B0.25%Share
31Smith Salley Wealth Management43,431$3.2B0.16%Share
32BANK OF AMERICA CORP /DE/51,181$3.0B0.00%Share
33Equitable Holdings, Inc.43,203$3.0B0.02%Share
34CITIGROUP INC48,433$3.0B0.00%Share
35ATLAS CAPITAL ADVISORS INC.38,517$2.9B0.32%Share
36Centerline Wealth Advisors, LLC35,455$2.6B0.95%Share
37Armor Investment Advisors, LLC32,394$2.4B0.88%Share
38ROCKLAND TRUST CO32,087$2.4B0.09%Share
39Aspetuck Financial Management LLC27,370$2.0B1.37%Share
40Snowden Capital Advisors LLC33,111$2.0B0.05%Share
41JONES FINANCIAL COMPANIES LLLP32,020$2.0B0.00%Share
42ROYAL BANK OF CANADA31,965$2.0B0.00%Share
43BANK OF AMERICA CORP /DE/37,905$2.0B0.00%Share
44BANK OF AMERICA CORP /DE/28,173$2.0B0.00%Share
45Roxbury Financial LLC24,646$1.8B1.64%Share
46Prospect Financial Services LLC21,983$1.6B0.94%Share
47CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC21,690$1.6B0.47%Share
48STOCK YARDS BANK & TRUST CO21,257$1.6B0.05%Share
49Atlas Brown,Inc.20,217$1.5B0.45%Share
50Independence Financial Advisors, LLC18,307$1.4B0.37%Share

FHLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025353$568.9B+164
Q3 2025189$590.3B-129
Q2 2025318$627.8B-26
Q1 2025344$914.9B+88
Q4 2024256$25.0T+45
Q3 2024211$114.8T+0
Q2 2024211$150.6T+7
Q1 2024204$717.6T—

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As of Q4 2025, 50 institutional investors hold FHLC (FIDELITY MSCI HEALTH CARE INDEX ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $203.0B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FHLC?

As of Q4 2025, 50 institutional investors report holding FHLC (FIDELITY MSCI HEALTH CARE INDEX ETF) in their 13F filings.

Who is the largest institutional holder of FHLC?

The largest institutional holder of FHLC is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $203.0B in shares.

Is institutional ownership of FHLC increasing or decreasing?

This quarter, 12 institutions opened new positions in FHLC and 1 closed their positions.