FMAG Institutional Ownership
Fidelity Magellan ETF
1W: +0.1%
1M: +2.6%
3M: +0.3%
YTD: +6.5%
1Y: +3.5%
3Y: +72.4%
5Y: +54.4%
$36.43
+0.18 (+0.49%)
Weekly Expected Move ±2.1%
$35
$36
$36
$37
$38
Overview
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Institutional Ownership — FMAG
42
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
127M
Total Invested
11
New Positions
12
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 1,403,731 | $51M | -104,897 | -7.0% | 8Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 986,128 | $36M | +43,308 | +4.6% | 8Q | SEC ↗ |
| 3 | JONES FINANCIAL COMPANIES LLLP | 188,923 | $7M | +26,909 | +16.6% | 7Q | SEC ↗ |
| 4 | Arkadios Wealth Advisors | 140,024 | $5M | -80,426 | -36.5% | 6Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 106,954 | $4M | +1,843 | +1.8% | 9Q | SEC ↗ |
| 6 | Anson Capital, Inc. | 100,865 | $4M | -538 | -0.5% | 6Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 100,620 | $4M | +3,028 | +3.1% | 9Q | SEC ↗ |
| 8 | BEAM WEALTH ADVISORS, INC. | 67,348 | $2M | -8,380 | -11.1% | 13Q | SEC ↗ |
| 9 | UBS Group AG | 58,825 | $2M | +1,057 | +1.8% | 19Q | SEC ↗ |
| 10 | Sigma Planning Corp | 53,212 | $2M | +6,014 | +12.7% | 9Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 28,656 | $1M | +6,985 | +32.2% | 5Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 28,164 | $1M | -748 | -2.6% | 17Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 28,081 | $1M | -727 | -2.5% | 4Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 22,974 | $837K | -17,198 | -42.8% | 7Q | SEC ↗ |
| 15 | TWO SIGMA INVESTMENTS, LP | 20,100 | $732K | -6,300 | -23.9% | 5Q | SEC ↗ |
| 16 | FMR LLC | 16,913 | $616K | +7,500 | +79.7% | 8Q | SEC ↗ |
| 17 | Arax Advisory Partners | 13,917 | $507K | +13,872 | +30826.7% | 3Q | SEC ↗ |
| 18 | J.W. COLE ADVISORS, INC. NEW | 13,586 | $495K | — | +0.0% | 1Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,019 | $365K | -13,307 | -57.0% | 3Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 9,934 | $362K | +2,541 | +34.4% | 2Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 9,748 | $355K | — | +0.0% | 1Q | SEC ↗ |
| 22 | LPL Financial LLC | 7,773 | $283K | +730 | +10.4% | 3Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 6,878 | $251K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Axis Wealth Partners, LLC NEW | 6,678 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Advyzon Investment Management, LLC NEW | 5,590 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Principle Wealth Partners LLC NEW | 5,511 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 5,321 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sachetta, LLC NEW | 1,475 | $54K | — | +0.0% | 1Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 1,348 | $49K | +768 | +132.4% | 5Q | SEC ↗ |
| 30 | BANK OF MONTREAL /CAN | 1,120 | $41K | — | +0.0% | 9Q | SEC ↗ |
| 31 | Sunbelt Securities, Inc. | 935 | $34K | — | +0.0% | 13Q | SEC ↗ |
| 32 | CWM, LLC NEW | 471 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Capital Investment Advisory Services, NEW | 410 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 285 | $10K | -12 | -4.0% | 4Q | SEC ↗ |
| 35 | SHP Wealth Management NEW | 285 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Hurley Capital, LLC | 136 | $5K | — | +0.0% | 7Q | SEC ↗ |
| 37 | SALEM INVESTMENT COUNSELORS INC | 115 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 38 | THURSTON, SPRINGER, MILLER, HERD & TIT | 100 | $4K | — | +0.0% | 4Q | SEC ↗ |
| 39 | MORGAN STANLEY NEW | 56 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 4 | $0K | — | +0.0% | 18Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 0 | $0K | -8,210 | -100.0% | 1Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 0 | $0K | -8,501 | -100.0% | 4Q | SEC ↗ |
| 43 | TWO SIGMA SECURITIES, LLC | 0 | $0K | -6,037 | -100.0% | 1Q | SEC ↗ |
| 44 | BANK OF AMERICA CORP /DE | 0 | $0K | -626 | -100.0% | 1Q | SEC ↗ |
| 45 | VANGUARD ADVISERS INC | 0 | $0K | -280 | -100.0% | 1Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 0 | $0K | -119 | -100.0% | 11Q | SEC ↗ |
| 47 | GHP Investment Advisors, Inc. | 0 | $0K | -471 | -100.0% | 11Q | SEC ↗ |
| 48 | MWA Asset Management | 0 | $0K | -2,002 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 13,586 | $495K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 9,748 | $355K |
| CITADEL ADVISORS LLC | 6,878 | $251K |
| Axis Wealth Partners, LLC | 6,678 | $243K |
| Advyzon Investment Management, LLC | 5,590 | $204K |
| Principle Wealth Partners LLC | 5,511 | $201K |
| Integrated Wealth Concepts LLC | 5,321 | $194K |
| Sachetta, LLC | 1,475 | $54K |
| CWM, LLC | 471 | $17K |
| Capital Investment Advisory Service | 410 | $15K |
| SHP Wealth Management | 285 | $10K |
| MORGAN STANLEY | 56 | $2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYAL BANK OF CANADA | 8,501 | $310K |
| JANE STREET GROUP, LLC | 8,210 | $299K |
| TWO SIGMA SECURITIES, LLC | 6,037 | $220K |
| MWA Asset Management | 2,002 | $73K |
| BANK OF AMERICA CORP /DE | 626 | $23K |
| GHP Investment Advisors, Inc. | 471 | $17K |
| VANGUARD ADVISERS INC | 280 | $10K |
| Steward Partners Investment Advisor | 119 | $4K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +43,308 | +4.6% | 986,128 |
| JONES FINANCIAL COMPANIES LLLP | +26,909 | +16.6% | 188,923 |
| Arax Advisory Partners | +13,872 | +30826.7% | 13,917 |
| FMR LLC | +7,500 | +79.7% | 16,913 |
| GOLDMAN SACHS GROUP INC | +6,985 | +32.2% | 28,656 |
| Sigma Planning Corp | +6,014 | +12.7% | 53,212 |
| ENVESTNET ASSET MANAGEMENT INC | +3,028 | +3.1% | 100,620 |
| JPMORGAN CHASE & CO | +2,541 | +34.4% | 9,934 |
| PNC Financial Services Group, Inc. | +1,843 | +1.8% | 106,954 |
| UBS Group AG | +1,057 | +1.8% | 58,825 |
| OSAIC HOLDINGS, INC. | +768 | +132.4% | 1,348 |
| LPL Financial LLC | +730 | +10.4% | 7,773 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | -104,897 | -7.0% | 1,403,731 |
| Arkadios Wealth Advisors | -80,426 | -36.5% | 140,024 |
| Kestra Advisory Services, LLC | -17,198 | -42.8% | 22,974 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,307 | -57.0% | 10,019 |
| BEAM WEALTH ADVISORS, INC. | -8,380 | -11.1% | 67,348 |
| TWO SIGMA INVESTMENTS, LP | -6,300 | -23.9% | 20,100 |
| COMMONWEALTH EQUITY SERVICES, LLC | -748 | -2.6% | 28,164 |
| Cetera Investment Advisers | -727 | -2.5% | 28,081 |
| Anson Capital, Inc. | -538 | -0.5% | 100,865 |
| Rockefeller Capital Management L.P. | -12 | -4.0% | 285 |