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FCOM Institutional Ownership

Fidelity MSCI Communication Services Index ETF
1W: -2.1% 1M: +1.0% 3M: +0.6% YTD: -1.7% 1Y: +2.4% 3Y: +86.5% 5Y: +35.4%
$71.79
+0.46 (+0.64%)
 
Weekly Expected Move ±3.2%
$67 $70 $72 $74 $76
ETF AMEX · AUM $1.8B

Institutional Ownership — FCOM

229
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
31
New Positions
72
Increased
77
Reduced
14
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (253 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Harel Insurance Investments & Financia 3,557,848 $255M +412,109 +13.1% 6Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 2,480,774 $178M +111,894 +4.7% 15Q SEC ↗
3 Sixth Street Partners Management Compa NEW 2,480,774 $178M — +0.0% 1Q SEC ↗
4 Lido Advisors, LLC 1,959,222 $141M -78,325 -3.8% 38Q SEC ↗
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,075,138 $77M +32,221 +3.1% 26Q SEC ↗
6 AMERIPRISE FINANCIAL INC 683,957 $49M +680,061 +17455.4% 7Q SEC ↗
7 MORGAN STANLEY 626,072 $45M +105,715 +20.3% 50Q SEC ↗
8 AGF MANAGEMENT LTD 558,482 $40M +9,467 +1.7% 15Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 239,009 $17M -30,668 -11.4% 35Q SEC ↗
10 MERCER GLOBAL ADVISORS INC /ADV 222,930 $16M -5,320 -2.3% 4Q SEC ↗
11 Independence Financial Advisors, LLC 185,438 $13M +15,034 +8.8% 6Q SEC ↗
12 Kestra Advisory Services, LLC 168,719 $12M +2,275 +1.4% 15Q SEC ↗
13 REDSTONE WEALTH MANAGEMENT, LLC 166,702 $12M +40,680 +32.3% 3Q SEC ↗
14 LPL Financial LLC 154,723 $11M -21,104 -12.0% 34Q SEC ↗
15 ROYAL BANK OF CANADA 143,517 $10M +132,027 +1149.1% 36Q SEC ↗
16 STIFEL FINANCIAL CORP 141,467 $10M -2,611 -1.8% 31Q SEC ↗
17 Crumly & Associates Inc. 140,850 $10M +5,345 +3.9% 14Q SEC ↗
18 AE Wealth Management LLC 120,581 $9M +12,688 +11.8% 20Q SEC ↗
19 CITIGROUP INC 117,884 $8M +45,048 +61.8% 11Q SEC ↗
20 Yoder Wealth Management, Inc. 117,773 $8M +11,973 +11.3% 14Q SEC ↗
21 WELLS FARGO & COMPANY/MN 107,823 $8M -101,056 -48.4% 41Q SEC ↗
22 Fischer Financial Services, Inc. 105,722 $8M -610 -0.6% 7Q SEC ↗
23 OSAIC HOLDINGS, INC. 100,866 $7M +30,947 +44.3% 26Q SEC ↗
24 Vertex Investment Solutions Co., Ltd. NEW 89,900 $6M — +0.0% 1Q SEC ↗
25 HighTower Advisors, LLC 87,005 $6M -95,339 -52.3% 19Q SEC ↗
26 UBS Group AG 75,269 $5M -368 -0.5% 38Q SEC ↗
27 BANK OF AMERICA CORP /DE 74,708 $5M +3,245 +4.5% 15Q SEC ↗
28 NorthCoast Asset Management LLC 73,084 $5M +55,075 +305.8% 9Q SEC ↗
29 SOUTHERN CAPITAL ADVISORS, LLC 71,828 $5M +576 +0.8% 19Q SEC ↗
30 Janney Montgomery Scott LLC 70,327 $5M -4,272 -5.7% 30Q SEC ↗
31 Steward Partners Investment Advisory, 68,836 $5M +11,289 +19.6% 15Q SEC ↗
32 Cambridge Investment Research Advisors 63,080 $5M +1,584 +2.6% 40Q SEC ↗
33 KINGSWOOD WEALTH ADVISORS, LLC 62,747 $5M +17,876 +39.8% 8Q SEC ↗
34 Smith Salley Wealth Management 57,756 $4M -984 -1.7% 32Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 56,825 $4M +252 +0.4% 7Q SEC ↗
36 Thrivent Financial for Lutherans 55,865 $4M +2,538 +4.8% 3Q SEC ↗
37 Maltin Wealth Management, Inc. 51,696 $4M +1,576 +3.1% 27Q SEC ↗
38 ATLAS CAPITAL ADVISORS INC. 50,207 $4M -2,315 -4.4% 3Q SEC ↗
39 BNP PARIBAS FINANCIAL MARKETS 50,000 $4M -50,000 -50.0% 2Q SEC ↗
40 NLB Skladi, upravljanje premozenja, d. 49,701 $4M -1,199 -2.4% 3Q SEC ↗
41 FMR LLC 36,594 $3M -267 -0.7% 32Q SEC ↗
42 Alliance Private Wealth, LLC 31,541 $2M +1,257 +4.2% 3Q SEC ↗
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,965 $2M -10,656 -25.6% 6Q SEC ↗
44 Orion Porfolio Solutions, LLC 29,700 $2M +3,206 +12.1% 14Q SEC ↗
45 GTS SECURITIES LLC NEW 29,199 $2M — +0.0% 1Q SEC ↗
46 Pacific Sun Financial Corp 28,984 $2M +2,929 +11.2% 13Q SEC ↗
47 Stonebridge Financial Planning Group, 28,789 $2M +2,206 +8.3% 12Q SEC ↗
48 LYNCH & ASSOCIATES/IN 27,319 $2M +2,735 +11.1% 30Q SEC ↗
49 JONES FINANCIAL COMPANIES LLLP 26,206 $2M +3,835 +17.1% 11Q SEC ↗
50 Meridian Wealth Management, LLC 25,831 $2M +10,282 +66.1% 8Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +680,061 +17455.4% 683,957
Harel Insurance Investments & Finan +412,109 +13.1% 3,557,848
ROYAL BANK OF CANADA +132,027 +1149.1% 143,517
CHARLES SCHWAB INVESTMENT MANAGEMEN +111,894 +4.7% 2,480,774
MORGAN STANLEY +105,715 +20.3% 626,072
NorthCoast Asset Management LLC +55,075 +305.8% 73,084
CITIGROUP INC +45,048 +61.8% 117,884
REDSTONE WEALTH MANAGEMENT, LLC +40,680 +32.3% 166,702
NORTHWESTERN MUTUAL WEALTH MANAGEME +32,221 +3.1% 1,075,138
OSAIC HOLDINGS, INC. +30,947 +44.3% 100,866
D. E. Shaw & Co., Inc. +19,118 +523.1% 22,773
KINGSWOOD WEALTH ADVISORS, LLC +17,876 +39.8% 62,747
Independence Financial Advisors, LL +15,034 +8.8% 185,438
AE Wealth Management LLC +12,688 +11.8% 120,581
JPMORGAN CHASE & CO +12,254 +302.9% 16,299
Yoder Wealth Management, Inc. +11,973 +11.3% 117,773
Steward Partners Investment Advisor +11,289 +19.6% 68,836
Meridian Wealth Management, LLC +10,282 +66.1% 25,831
AGF MANAGEMENT LTD +9,467 +1.7% 558,482
New York Life Investment Management +8,790 +52.7% 25,481
Biggest Decreases (20)
HolderReducedChange %Total Shares
WELLS FARGO & COMPANY/MN -101,056 -48.4% 107,823
HighTower Advisors, LLC -95,339 -52.3% 87,005
Lido Advisors, LLC -78,325 -3.8% 1,959,222
BNP PARIBAS FINANCIAL MARKETS -50,000 -50.0% 50,000
COMMONWEALTH EQUITY SERVICES, LLC -30,668 -11.4% 239,009
LPL Financial LLC -21,104 -12.0% 154,723
ENVESTNET ASSET MANAGEMENT INC -14,492 -54.7% 12,018
SUSQUEHANNA INTERNATIONAL GROUP, LL -10,656 -25.6% 30,965
NOMURA ASSET MANAGEMENT CO LTD -7,500 -28.3% 19,000
MERCER GLOBAL ADVISORS INC /ADV -5,320 -2.3% 222,930
Mariner, LLC -5,283 -45.8% 6,241
Janney Montgomery Scott LLC -4,272 -5.7% 70,327
Birchcreek Wealth Management, LLC -4,268 -25.1% 12,727
Sigma Planning Corp -4,251 -32.5% 8,843
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -3,601 -51.9% 3,339
Sunbelt Securities, Inc. -3,167 -18.9% 13,580
CX Institutional -2,939 -11.1% 23,476
Piscataqua Savings Bank -2,673 -40.7% 3,897
STIFEL FINANCIAL CORP -2,611 -1.8% 141,467
ATLAS CAPITAL ADVISORS INC. -2,315 -4.4% 50,207

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms