FIDELITY MSCI CONS DISCR IND FDIS
$102.73
-0.6% 52w: $90.12 – $106.65
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data90.1298.39106.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
229
-20 QoQ
13F value
$696.4M
-23.1% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$226K calls / — puts
Institutional value by quarter
Number of holders
Who owns FDIS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 1.5M | $140.2M | 0.6% | +1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.3M | $122.0M | 0.0% | +5.1% |
| AE Wealth Management LLC | Wealth advisor | 1.1M | $102.9M | 0.6% | +14.1% |
| AGF MANAGEMENT LTD | Other | 300.7K | $28.0M | 0.1% | -0.6% |
| MORGAN STANLEY | Bank broker | 248.0K | $23.1M | 0.0% | +21.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 198.8K | $18.5M | 0.0% | -76.7% |
| ASSETMARK, INC | Wealth advisor | 186.2K | $17.4M | 0.0% | -12.2% |
| Fischer Financial Services, Inc. | Wealth advisor | 141.2K | $13.2M | 4.4% | +2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.9K | $11.8M | 0.0% | -18.8% |
| LPL Financial LLC | Bank broker | 120.9K | $11.3M | 0.0% | -9.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 86.5K | $8.1M | 0.0% | +5.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 75.3K | $7.0M | 0.0% | +32.5% |
| Independence Financial Advisors, LLC | Wealth advisor | 68.1K | $6.4M | 1.9% | +10.2% |
| Fisher Asset Management, LLC | Long only active | 67.0K | $6.2M | 0.0% | -0.7% |
| Yoder Wealth Management, Inc. | Wealth advisor | 59.5K | $5.6M | 2.5% | +14.7% |
| Keystone Global Partners, LLC | Wealth advisor | 59.1K | $5.5M | 2.5% | +3.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 56.6K | $5.3M | 0.0% | -6.8% |
| FMR LLC | Long only active | 56.1K | $5.2M | 0.0% | +5.3% |
| CITIGROUP INC | Bank broker | 51.3K | $4.8M | 0.0% | +44.7% |
| KCM INVESTMENT ADVISORS LLC | Other | 50.7K | $4.7M | 0.2% | +0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 49.7K | $4.6M | 0.0% | New |
| ATLAS CAPITAL ADVISORS INC. | Wealth advisor | 47.3K | $4.4M | 0.5% | -16.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 46.7K | $4.4M | 0.0% | -19.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 45.1K | $4.2M | 0.0% | +6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 41.9K | $3.9M | 0.0% | -47.0% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 40.9K | $3.8M | 0.1% | -4.5% |
| Cetera Investment Advisers | Wealth advisor | 40.5K | $3.8M | 0.0% | -26.5% |
| CX Institutional | Wealth advisor | 40.5K | $3.8M | 0.1% | +19.0% |
| Mariner, LLC | Diversified mechanical | 40.2K | $3.7M | 0.0% | +5.4% |
| PENOBSCOT WEALTH MANAGEMENT | Wealth advisor | 40.2K | $3.7M | 1.1% | +16.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 38.5K | $3.6M | 0.0% | +17.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.8K | $3.5M | 0.0% | +71.1% |
| Maltin Wealth Management, Inc. | Wealth advisor | 33.8K | $3.1M | 1.2% | -3.4% |
| ROYAL BANK OF CANADA | Bank broker | 33.4K | $3.1M | 0.0% | +46.3% |
| SFI Advisors, LLC | Wealth advisor | 32.1K | $3.0M | 3.1% | -33.1% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | Other | 32.0K | $3.0M | 0.5% | +1.7% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 27.8K | $2.6M | 0.0% | +9683.1% |
| Global Assets Advisory, LLC | Other | 70.4K | $2.5M | 0.7% | New |
| UBS Group AG | Bank broker | 26.4K | $2.5M | 0.0% | +16.5% |
| Smith Salley Wealth Management | Other | 24.5K | $2.3M | 0.1% | +1.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.5K | $2.3M | 0.0% | -79.7% |
| Lifeworks Advisors, LLC | Other | 24.3K | $2.3M | 0.3% | +21.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 23.0K | $2.1M | 0.0% | -11.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 22.0K | $2.1M | 0.0% | -31.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 21.7K | $2.0M | 0.0% | -55.9% |
| Jacobs Equity LLC | Wealth advisor | 19.0K | $2.0M | 1.8% | +41.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 20.5K | $1.9M | 0.0% | +1.7% |
| LYNCH & ASSOCIATES/IN ★2 | Fundamental diversified | 19.9K | $1.9M | 0.3% | +3.3% |
| Elevated Capital Advisors, LLC | Wealth advisor | 18.5K | $1.7M | 0.4% | -7.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 18.1K | $1.7M | 0.0% | -19.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.