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FCPI Institutional Ownership

Fidelity Stocks for Inflation ETF
1W: +0.4% 1M: -0.4% 3M: +4.1% YTD: +13.8% 1Y: +13.4% 3Y: +83.1% 5Y: +94.4%
$56.62
+0.32 (+0.57%)
 
Weekly Expected Move ±1.4%
$55 $56 $57 $57 $58
ETF CBOE · AUM $286.0M

Institutional Ownership — FCPI

58
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
7
New Positions
19
Increased
21
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (66 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 137,802 $8M +34 +0.0% 20Q SEC ↗
2 WEALTH ENHANCEMENT ADVISORY SERVICES, 114,977 $7M +3,876 +3.5% 12Q SEC ↗
3 Sanctuary Advisors, LLC 113,050 $6M -66,267 -37.0% 5Q SEC ↗
4 GOLDMAN SACHS GROUP INC 80,588 $5M +19,337 +31.6% 7Q SEC ↗
5 OSAIC HOLDINGS, INC. 56,644 $3M +28,973 +104.7% 26Q SEC ↗
6 COMMONWEALTH EQUITY SERVICES, LLC 44,151 $2M +4,025 +10.0% 21Q SEC ↗
7 Cambridge Investment Research Advisors 39,229 $2M +1,447 +3.8% 11Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 34,061 $2M -1,497 -4.2% 7Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,738 $2M -9,408 -22.3% 2Q SEC ↗
10 FMR LLC 29,805 $2M +4,554 +18.0% 18Q SEC ↗
11 BANK OF AMERICA CORP /DE 25,997 $1M -20,427 -44.0% 15Q SEC ↗
12 MERCER GLOBAL ADVISORS INC /ADV 21,657 $1M +1,057 +5.1% 5Q SEC ↗
13 Rockefeller Capital Management L.P. 13,460 $762K -489 -3.5% 11Q SEC ↗
14 Cetera Investment Advisers 13,457 $762K +1,422 +11.8% 10Q SEC ↗
15 Atria Investments, Inc 11,402 $646K -7,038 -38.2% 5Q SEC ↗
16 WEALTHGARDEN F.S. LLC 10,821 $613K — +0.0% 9Q SEC ↗
17 NATIONAL BANK OF CANADA /FI 9,513 $539K +202 +2.2% 4Q SEC ↗
18 JANE STREET GROUP, LLC NEW 8,881 $503K — +0.0% 1Q SEC ↗
19 Golden State Wealth Management, LLC 8,857 $501K -6,250 -41.4% 5Q SEC ↗
20 CITADEL ADVISORS LLC 8,050 $456K -38,646 -82.8% 9Q SEC ↗
21 HighTower Advisors, LLC 7,943 $450K -286 -3.5% 9Q SEC ↗
22 Quantinno Capital Management LP 6,506 $368K — +0.0% 4Q SEC ↗
23 NFSG Corp 5,845 $331K — +0.0% 7Q SEC ↗
24 Kestra Advisory Services, LLC 5,450 $309K +225 +4.3% 3Q SEC ↗
25 XML Financial, LLC 5,111 $289K +14 +0.3% 5Q SEC ↗
26 PRIVATE TRUST CO NA 4,500 $255K — +0.0% 17Q SEC ↗
27 MML INVESTORS SERVICES, LLC NEW 4,267 $242K — +0.0% 1Q SEC ↗
28 Integrated Wealth Concepts LLC 4,116 $233K -249 -5.7% 2Q SEC ↗
29 Cornerstone Wealth Group, LLC 4,082 $231K — +0.0% 4Q SEC ↗
30 Williams & Novak, LLC NEW 4,010 $227K — +0.0% 1Q SEC ↗
31 Focus Partners Advisor Solutions, LLC NEW 3,750 $212K — +0.0% 1Q SEC ↗
32 IFP Advisors, Inc 3,082 $175K — +0.0% 21Q SEC ↗
33 HARBOUR INVESTMENTS, INC. 2,674 $151K -316 -10.6% 17Q SEC ↗
34 Concord Wealth Partners NEW 2,399 $136K — +0.0% 1Q SEC ↗
35 Allworth Financial LP 1,784 $101K +1,759 +7036.0% 9Q SEC ↗
36 Signature Equity Partners, LLC 1,740 $99K +6 +0.3% 3Q SEC ↗
37 CWM, LLC 1,230 $70K +173 +16.4% 4Q SEC ↗
38 AdvisorNet Financial, Inc NEW 1,176 $67K — +0.0% 1Q SEC ↗
39 Archer Investment Corp 806 $46K +1 +0.1% 4Q SEC ↗
40 SUMITOMO MITSUI FINANCIAL GROUP, INC. 705 $40K — +0.0% 9Q SEC ↗
41 Continuum Advisory, LLC NEW 632 $36K — +0.0% 1Q SEC ↗
42 Triumph Capital Management 336 $19K +1 +0.3% 4Q SEC ↗
43 Qube Research & Technologies Ltd 283 $16K +200 +241.0% 8Q SEC ↗
44 Sunrise Financial Services, LLC 250 $14K — +0.0% 3Q SEC ↗
45 Steward Partners Investment Advisory, 246 $14K -500 -67.0% 10Q SEC ↗
46 AE Wealth Management LLC 120 $7K — +0.0% 7Q SEC ↗
47 THURSTON, SPRINGER, MILLER, HERD & TIT 101 $6K — +0.0% 3Q SEC ↗
48 MORGAN STANLEY 91 $5K +1 +1.1% 11Q SEC ↗
49 ASSETMARK, INC 59 $3K -49 -45.4% 5Q SEC ↗
50 Dunhill Financial, LLC 44 $2K +24 +120.0% 2Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +28,973 +104.7% 56,644
GOLDMAN SACHS GROUP INC +19,337 +31.6% 80,588
FMR LLC +4,554 +18.0% 29,805
COMMONWEALTH EQUITY SERVICES, LLC +4,025 +10.0% 44,151
WEALTH ENHANCEMENT ADVISORY SERVICE +3,876 +3.5% 114,977
Allworth Financial LP +1,759 +7036.0% 1,784
Cambridge Investment Research Advis +1,447 +3.8% 39,229
Cetera Investment Advisers +1,422 +11.8% 13,457
MERCER GLOBAL ADVISORS INC /ADV +1,057 +5.1% 21,657
Kestra Advisory Services, LLC +225 +4.3% 5,450
NATIONAL BANK OF CANADA /FI +202 +2.2% 9,513
Qube Research & Technologies Ltd +200 +241.0% 283
CWM, LLC +173 +16.4% 1,230
LPL Financial LLC +34 +0.0% 137,802
Dunhill Financial, LLC +24 +120.0% 44
XML Financial, LLC +14 +0.3% 5,111
Signature Equity Partners, LLC +6 +0.3% 1,740
MORGAN STANLEY +1 +1.1% 91
Archer Investment Corp +1 +0.1% 806
Triumph Capital Management +1 +0.3% 336
Biggest Decreases (14)
HolderReducedChange %Total Shares
Sanctuary Advisors, LLC -66,267 -37.0% 113,050
CITADEL ADVISORS LLC -38,646 -82.8% 8,050
BANK OF AMERICA CORP /DE -20,427 -44.0% 25,997
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,408 -22.3% 32,738
Atria Investments, Inc -7,038 -38.2% 11,402
Golden State Wealth Management, LLC -6,250 -41.4% 8,857
RAYMOND JAMES FINANCIAL INC -1,497 -4.2% 34,061
Steward Partners Investment Advisor -500 -67.0% 246
Rockefeller Capital Management L.P. -489 -3.5% 13,460
HARBOUR INVESTMENTS, INC. -316 -10.6% 2,674
HighTower Advisors, LLC -286 -3.5% 7,943
Integrated Wealth Concepts LLC -249 -5.7% 4,116
ASSETMARK, INC -49 -45.4% 59
WELLS FARGO & COMPANY/MN -1 -100.0% 0

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