FIDELITY MSCI HEALTH CARE FHLC
$79.67
+2.5% 52w: $60.68 – $79.67
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data60.6870.1779.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
360
+2 QoQ
13F value
$1.22B
+4.0% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$324K calls / — puts
Institutional value by quarter
Number of holders
Who owns FHLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.8M | $199.3M | 0.0% | +3.4% |
| Lido Advisors, LLC | Wealth advisor | 2.2M | $152.0M | 0.6% | +6.3% |
| AE Wealth Management LLC | Wealth advisor | 1.4M | $97.0M | 0.5% | +693.6% |
| LPL Financial LLC | Bank broker | 938.1K | $66.0M | 0.0% | +39.0% |
| AGF MANAGEMENT LTD | Other | 937.7K | $66.0M | 0.3% | +1.0% |
| MORGAN STANLEY | Bank broker | 527.1K | $37.1M | 0.0% | +7.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 407.9K | $28.7M | 0.0% | -4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 333.9K | $23.5M | 0.0% | +1.0% |
| WEATHERLY ASSET MANAGEMENT L. P. ★2 | Fundamental diversified | 306.5K | $21.6M | 1.7% | +2.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 287.9K | $20.3M | 0.1% | +9.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 266.7K | $18.8M | 0.0% | +3.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 234.3K | $16.5M | 0.0% | +1.3% |
| Investors Research Corp | Wealth advisor | 218.3K | $15.4M | 2.9% | +2.4% |
| Apollon Wealth Management, LLC | Diversified mechanical | 216.4K | $15.2M | 0.2% | +12.0% |
| Cetera Investment Advisers | Wealth advisor | 215.3K | $15.1M | 0.0% | +4.4% |
| ALTFEST L J & CO INC | Wealth advisor | 213.8K | $15.0M | 1.6% | -38.2% |
| Buttonwood Financial Advisors Inc. | Other | 202.2K | $14.2M | 4.8% | -4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 192.7K | $13.6M | 0.0% | -25.2% |
| Aprio Wealth Management, LLC | Wealth advisor | 186.2K | $13.1M | 0.7% | +34.8% |
| Fischer Financial Services, Inc. | Wealth advisor | 171.4K | $12.1M | 4.1% | +0.2% |
| Marotta Asset Management | Wealth advisor | 167.4K | $11.9M | 2.2% | +8.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 156.9K | $11.0M | 0.0% | -1.6% |
| Strengthening Families & Communities, LLC | Other | 156.6K | $11.0M | 2.7% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 140.6K | $9.9M | 0.0% | -7.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 121.1K | $8.5M | 0.0% | -1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 118.4K | $8.3M | 0.0% | +1.0% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 114.2K | $8.0M | 0.1% | -1.9% |
| Modern Wealth Management, LLC | Wealth advisor | 112.3K | $8.0M | 0.1% | -0.2% |
| ASSETMARK, INC | Wealth advisor | 109.0K | $7.7M | 0.0% | +3.6% |
| FMR LLC | Long only active | 108.2K | $7.6M | 0.0% | +15.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 106.3K | $7.5M | 0.0% | +2.4% |
| SPINNAKER TRUST | Wealth advisor | 99.4K | $7.0M | 0.4% | +3.8% |
| Larson Financial Group LLC | Wealth advisor | 93.9K | $6.6M | 0.2% | -1.0% |
| Lifeworks Advisors, LLC | Other | 93.4K | $6.6M | 0.8% | -15.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 93.1K | $6.5M | 0.0% | -0.7% |
| Yoder Wealth Management, Inc. | Wealth advisor | 89.9K | $6.3M | 2.9% | -5.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 88.7K | $6.2M | 0.0% | -11.4% |
| CITIGROUP INC | Bank broker | 86.6K | $6.1M | 0.0% | +78.9% |
| Traynor Capital Management, Inc. | Other | 86.0K | $5.9M | 0.4% | -3.0% |
| JPMORGAN CHASE & CO | Bank broker | 85.1K | $5.9M | 0.0% | -7.3% |
| Financial Partners Group, Inc | Wealth advisor | 73.7K | $5.2M | 0.6% | +0.6% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 73.2K | $5.1M | 0.7% | -74.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 69.4K | $4.9M | 0.0% | +175.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 67.7K | $4.8M | 0.0% | +28.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 57.2K | $4.0M | 0.0% | +336.5% |
| Barry Investment Advisors, LLC | Wealth advisor | 56.6K | $4.0M | 0.9% | -0.5% |
| Maltin Wealth Management, Inc. | Wealth advisor | 56.5K | $4.0M | 1.5% | -3.9% |
| Valmark Advisers, Inc. | Wealth advisor | 52.8K | $3.7M | 0.0% | +3.5% |
| Sigma Planning Corp | Wealth advisor | 51.5K | $3.6M | 0.1% | -2.1% |
| UBS Group AG | Bank broker | 47.0K | $3.3M | 0.0% | -14.3% |
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.