Who Owns FIDELITY MSCI FINANCIALS INDEX ETF (FNCL)?Hedge Fund & Institutional Holders

$69.49+0.08 (+0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.46574204000146e+212T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$61.08$65.86$70.63$75.41$80.18Sep 24Jun 25Mar 26

FNCL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AGF MANAGEMENT LTDNew Position+866K+$66.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+474K+$36.0M
Independence Financial Advisors, LLCNew Position+151K+$11.7M
Fischer Financial Services, Inc.New Position+141K+$10.9M
Procyon Advisors, LLCNew Position+131K+$10.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+121K+$9.0M
AE Wealth Management LLCNew Position+111K+$8.6M
Yoder Wealth Management, Inc.New Position+82K+$6.4M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+88K+$6.0M
Maltin Wealth Management, Inc.New Position+57K+$4.4M
Smith Salley Wealth ManagementNew Position+56K+$4.4M
Aspire Capital Advisors LLCNew Position+45K+$3.5M
CWM, LLCNew Position+32K+$2.5M
Harbor Asset Planning, Inc.New Position+29K+$2.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+26K+$2.1M

FNCL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-16K-$32.9B
MERCER GLOBAL ADVISORS INC /ADVDecreased-26K-$20.9B
Full Sail Capital, LLCClosed Position-236K-$18.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-13K-$15.9B
Kovitz Investment Group Partners, LLCDecreased-16K-$15.7B
Maxele Advisors, LLCDecreased-177K-$12.9B
WELLS FARGO & COMPANY/MNDecreased-46K-$12.6B
JPMORGAN CHASE & CODecreased-3K-$10.8B
AMERIPRISE FINANCIAL INCDecreased-54K-$9.2B
PERSONAL CFO SOLUTIONS, LLCDecreased-2K-$9.0B
STIFEL FINANCIAL CORPDecreased-3K-$9.0B
Modern Wealth Management, LLCDecreased-8K-$7.9B
HighTower Advisors, LLCDecreased-14K-$6.4B
TWO SIGMA INVESTMENTS, LPClosed Position-77K-$5.9B
Algorithmic Investment Models, LLCDecreased-1K-$4.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Prairie Wealth Advisors, Inc.0$546.6M0.23%Share
2Lido Advisors, LLC2,680,963$204.0M0.61%Share
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,882,009$146.0M0.02%Share
4COMMONWEALTH EQUITY SERVICES, LLC474,222$36.0M0.05%Share
5AGF MANAGEMENT LTD432,890$33.0M0.14%Share
6AGF MANAGEMENT LTD432,966$33.0M0.14%Share
7LPL Financial LLC347,864$27.0M0.01%Share
8SAVA PENZISKO DRUSHTVO A.D. SKOPJE341,872$26.6M8.58%Share
9OSAIC HOLDINGS, INC.303,532$23.0M0.03%Share
10MERCER GLOBAL ADVISORS INC /ADV248,468$19.0M0.03%Share
11Strategic Point Investment Advisors, LLC216,570$16.8M2.33%Share
12Kestra Advisory Services, LLC206,622$16.0M0.07%Share
13Kovitz Investment Group Partners, LLC189,496$14.7M0.33%Share
14MORGAN STANLEY172,137$13.0M0.00%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO196,282$11.7M0.01%Share
16Independence Financial Advisors, LLC150,957$11.7M3.23%Share
17MORGAN STANLEY150,903$11.0M0.00%Share
18Fischer Financial Services, Inc.140,760$10.9M2.90%Share
19Procyon Advisors, LLC130,687$10.2M0.50%Share
20PERSONAL CFO SOLUTIONS, LLC116,387$9.0M1.44%Share
21ENVESTNET ASSET MANAGEMENT INC121,446$9.0M0.00%Share
22OSAIC HOLDINGS, INC.109,066$8.0M0.01%Share
23STIFEL FINANCIAL CORP114,157$8.0M0.01%Share
24JPMORGAN CHASE & CO114,910$8.0M0.00%Share
25Modern Wealth Management, LLC95,417$7.4M0.14%Share
26WELLS FARGO & COMPANY/MN97,544$7.0M0.00%Share
27FMR LLC91,298$7.0M0.00%Share
28Yoder Wealth Management, Inc.81,814$6.4M2.90%Share
29THRIVENT FINANCIAL FOR LUTHERANS87,687$6.0M0.01%Share
30BANK OF AMERICA CORP /DE/82,121$6.0M0.00%Share
31CITIGROUP INC75,737$5.0M0.00%Share
32HighTower Advisors, LLC69,734$5.0M0.01%Share
33AMERIPRISE FINANCIAL INC66,906$5.0M0.00%Share
34Algorithmic Investment Models, LLC63,564$4.9M6.09%Share
35Maltin Wealth Management, Inc.56,630$4.4M1.75%Share
36Smith Salley Wealth Management56,311$4.4M0.22%Share
37Steward Partners Investment Advisory, LLC63,172$4.0M0.02%Share
38Cambridge Investment Research Advisors, Inc.64,225$4.0M0.01%Share
39Aspire Capital Advisors LLC45,293$3.5M0.83%Share
40Buska Wealth Management, LLC43,355$3.4M1.25%Share
41Summit Financial, LLC49,410$3.0M0.04%Share
42Mariner, LLC49,648$3.0M0.00%Share
43Robertson Stephens Wealth Management, LLC38,378$3.0M0.08%Share
44KESTRA PRIVATE WEALTH SERVICES, LLC36,576$2.8M0.04%Share
45LYNCH & ASSOCIATES/IN36,071$2.8M0.53%Share
46CWM, LLC32,050$2.5M0.01%Share
47UBS Group AG31,890$2.5M0.00%Share
48AE Wealth Management LLC30,983$2.4M0.01%Share
49Maxele Advisors, LLC30,567$2.4M1.93%Share
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26,132$2.1M0.00%Share

FNCL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025262$1.4B+109
Q3 2025153$738.3B-85
Q2 2025238$554.8B-21
Q1 2025259$790.9B+58
Q4 2024201$46.6T+57
Q3 2024144$283.6T+5
Q2 2024139$237.0T+2
Q1 2024137$263.6T—

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As of Q4 2025, 50 institutional investors hold FNCL (FIDELITY MSCI FINANCIALS INDEX ETF). The largest holder is Prairie Wealth Advisors, Inc. with $546.6M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FNCL?

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

Who is the largest institutional holder of FNCL?

The largest institutional holder of FNCL is Prairie Wealth Advisors, Inc. with $546.6M in shares.

Is institutional ownership of FNCL increasing or decreasing?

This quarter, 15 institutions opened new positions in FNCL and 2 closed their positions.