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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+474K+$36.0B
Independence Financial Advisors, LLCNew Position+151K+$11.7B
Fischer Financial Services, Inc.New Position+141K+$10.9B
Procyon Advisors, LLCNew Position+131K+$10.2B
BANK OF AMERICA CORP /DE/Increased+14K+$8.0B
FMR LLCIncreased+5K+$7.0B
Yoder Wealth Management, Inc.New Position+82K+$6.4B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased+51K+$6.3B
Maltin Wealth Management, Inc.New Position+57K+$4.4B
Smith Salley Wealth ManagementNew Position+56K+$4.4B
Aspire Capital Advisors LLCNew Position+45K+$3.5B
CITIGROUP INCIncreased+49K+$3.0B
Harbor Asset Planning, Inc.New Position+29K+$2.2B
Aspetuck Financial Management LLCNew Position+21K+$1.7B
ATLAS CAPITAL ADVISORS INC.New Position+14K+$1.1B

FNCL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Full Sail Capital, LLCClosed Position-236K-$18.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-13K-$15.9B
Maxele Advisors, LLCDecreased-177K-$12.9B
HighTower Advisors, LLCDecreased-14K-$6.4B
TWO SIGMA INVESTMENTS, LPClosed Position-77K-$5.9B
WELLS FARGO & COMPANY/MNDecreased-46K-$4.6B
AMERIPRISE FINANCIAL INCDecreased-54K-$4.2B
KDK Private Wealth Management, LLCDecreased-579-$1.9B
MERCER GLOBAL ADVISORS INC /ADVDecreased-26K-$1.9B
OSAIC HOLDINGS, INC.Decreased-16K-$1.9B
JPMORGAN CHASE & CODecreased-3K-$1.8B
NewEdge Advisors, LLCDecreased-7K-$1.6B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-460-$1.4B
BRIGHTON JONES LLCClosed Position-18K-$1.4B
Orion Porfolio Solutions, LLCDecreased-4K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,882,009$146.0B0.02%Share
2COMMONWEALTH EQUITY SERVICES, LLC474,222$36.0B0.05%Share
3SAVA PENZISKO DRUSHTVO A.D. SKOPJE341,872$26.6B8.58%Share
4OSAIC HOLDINGS, INC.303,532$23.0B0.03%Share
5MERCER GLOBAL ADVISORS INC /ADV248,468$19.0B0.03%Share
6Kovitz Investment Group Partners, LLC189,496$14.7B0.33%Share
7Independence Financial Advisors, LLC150,957$11.7B3.23%Share
8Fischer Financial Services, Inc.140,760$10.9B2.90%Share
9Procyon Advisors, LLC130,687$10.2B0.50%Share
10STIFEL FINANCIAL CORP114,157$8.0B0.01%Share
11JPMORGAN CHASE & CO114,910$8.0B0.00%Share
12OSAIC HOLDINGS, INC.109,066$8.0B0.01%Share
13Modern Wealth Management, LLC95,417$7.4B0.14%Share
14FMR LLC91,298$7.0B0.00%Share
15WELLS FARGO & COMPANY/MN97,544$7.0B0.00%Share
16Yoder Wealth Management, Inc.81,814$6.4B2.90%Share
17BANK OF AMERICA CORP /DE/82,121$6.0B0.00%Share
18AMERIPRISE FINANCIAL INC66,906$5.0B0.00%Share
19CITIGROUP INC75,737$5.0B0.00%Share
20Algorithmic Investment Models, LLC63,564$4.9B6.09%Share
21Maltin Wealth Management, Inc.56,630$4.4B1.75%Share
22Smith Salley Wealth Management56,311$4.4B0.22%Share
23Steward Partners Investment Advisory, LLC63,172$4.0B0.02%Share
24Aspire Capital Advisors LLC45,293$3.5B0.83%Share
25Buska Wealth Management, LLC43,355$3.4B1.25%Share
26UBS Group AG31,890$2.5B0.00%Share
27Lifeworks Advisors, LLC26,402$2.1B0.27%Share
28BANK OF AMERICA CORP /DE/29,541$2.0B0.00%Share
29O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,974$2.0B0.01%Share
30Snowden Capital Advisors LLC26,460$2.0B0.05%Share
31Orion Porfolio Solutions, LLC38,102$2.0B0.01%Share
32Sigma Planning Corp21,374$1.7B0.05%Share
33Aspetuck Financial Management LLC21,299$1.7B1.11%Share
34PFG Advisors19,691$1.5B0.07%Share
35Nova Wealth Management, Inc.14,232$1.1B0.76%Share
36ATLAS CAPITAL ADVISORS INC.14,133$1.1B0.12%Share
37Birchcreek Wealth Management, LLC13,365$1.0B0.51%Share
38Fisher Asset Management, LLC18,098$1.0B0.00%Share
39ROYAL BANK OF CANADA16,623$1.0B0.00%Share
40WELLS FARGO & COMPANY/MN21,547$1.0B0.00%Share
41RAYMOND JAMES FINANCIAL INC16,588$1.0B0.00%Share
42SUSQUEHANNA INTERNATIONAL GROUP, LLP15,144$1.0B0.00%Share
43JPMORGAN CHASE & CO20,793$1.0B0.00%Share
44JONES FINANCIAL COMPANIES LLLP18,193$1.0B0.00%Share
45Sunbelt Securities, Inc.12,671$985.0M0.07%Share
46G2 CAPITAL MANAGEMENT, LLC / OH12,479$970.0M0.23%Share
47Glass Jacobson Investment Advisors llc10,717$833.0M0.30%Share
48LongView Wealth Management10,090$793.0M0.19%Share
49Benchmark Financial Wealth Advisors, LLC9,733$756.0M0.22%Share
50PACIFIC SUN FINANCIAL CORP8,911$692.0M0.33%Share

FNCL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025262$442.9B+109
Q3 2025153$651.5B-85
Q2 2025238$503.5B-21
Q1 2025259$682.5B+58
Q4 2024201$11.2T+57
Q3 2024144$48.0T+5
Q2 2024139$36.7T+2
Q1 2024137$444.0T—

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As of Q4 2025, 50 institutional investors hold FNCL (FIDELITY MSCI FINANCIALS INDEX ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $146.0B in shares. This quarter, 11 institutions opened new positions and 3 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 CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $146.0B in shares.

Is institutional ownership of FNCL increasing or decreasing?

This quarter, 11 institutions opened new positions in FNCL and 3 closed their positions.