FIDELITY MSCI INDUST INDX FIDU
$98.25
-0.0% 52w: $73.76 – $99.61
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data73.7686.6899.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+13 QoQ
13F value
$751.0M
+5.9% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.7×
$69K calls / $95K puts
Institutional value by quarter
Number of holders
Who owns FIDU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 1.7M | $150.4M | 0.6% | 0.0% |
| AE Wealth Management LLC | Wealth advisor | 1.3M | $112.3M | 0.6% | -0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 889.7K | $77.0M | 0.0% | +6.3% |
| AGF MANAGEMENT LTD | Other | 501.7K | $43.4M | 0.2% | +0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 389.1K | $33.7M | 0.0% | -1.9% |
| LPL Financial LLC | Bank broker | 275.1K | $23.8M | 0.0% | +24.9% |
| MORGAN STANLEY | Bank broker | 213.9K | $18.5M | 0.0% | +2.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 182.3K | $15.8M | 0.1% | +4.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 142.3K | $12.3M | 0.0% | +13.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 131.5K | $11.4M | 0.0% | -5.1% |
| Independence Financial Advisors, LLC | Wealth advisor | 130.3K | $11.3M | 3.4% | -4.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 129.9K | $11.2M | 0.0% | -1.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 127.3K | $11.0M | 0.0% | +23.4% |
| Lifeworks Advisors, LLC | Other | 112.3K | $9.7M | 1.2% | +0.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 105.0K | $9.1M | 0.0% | +23.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 95.8K | $8.3M | 0.1% | +184.2% |
| ROYAL BANK OF CANADA | Bank broker | 92.7K | $8.0M | 0.0% | -4.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 89.1K | $7.4M | 0.0% | -8.0% |
| FMR LLC | Long only active | 80.9K | $7.0M | 0.0% | +10.5% |
| Yoder Wealth Management, Inc. | Wealth advisor | 76.2K | $6.6M | 3.0% | +2.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 72.7K | $6.3M | 0.0% | +2.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 67.0K | $5.8M | 0.0% | -22.7% |
| Traynor Capital Management, Inc. | Other | 63.0K | $5.3M | 0.3% | +2.7% |
| NorthCoast Asset Management LLC | Other | 60.0K | $5.2M | 0.1% | -53.8% |
| Fischer Financial Services, Inc. | Wealth advisor | 59.0K | $5.1M | 1.7% | -0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 58.1K | $5.0M | 0.0% | -8.9% |
| Cetera Investment Advisers | Wealth advisor | 51.9K | $4.5M | 0.0% | +11.7% |
| VICUS CAPITAL | Wealth advisor | 50.3K | $4.4M | 0.3% | New |
| IHT Wealth Management, LLC | Wealth advisor | 44.4K | $3.8M | 0.1% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 43.0K | $3.7M | 0.0% | +49.8% |
| Buska Wealth Management, LLC | Wealth advisor | 41.6K | $3.6M | 1.4% | -27.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.6K | $3.4M | 0.0% | -1.2% |
| ATLAS CAPITAL ADVISORS INC. | Wealth advisor | 38.2K | $3.3M | 0.4% | +5.6% |
| PENOBSCOT WEALTH MANAGEMENT | Wealth advisor | 38.0K | $3.3M | 1.0% | +7.3% |
| U.S. Capital Wealth Advisors, LLC | Other | 32.8K | $2.8M | 0.1% | -4.1% |
| Smith Salley Wealth Management | Other | 31.2K | $2.7M | 0.1% | +1.7% |
| Arkadios Wealth Advisors | Wealth advisor | 30.2K | $2.6M | 0.0% | -2.4% |
| EPG Wealth Management LLC | Other | 28.3K | $2.4M | 0.7% | -1.0% |
| Clear Creek Financial Management, LLC | Wealth advisor | 26.4K | $2.3M | 0.2% | New |
| KDK Private Wealth Management, LLC | Wealth advisor | 26.0K | $2.2M | 2.1% | -0.9% |
| LYNCH & ASSOCIATES/IN ★2 | Fundamental diversified | 25.3K | $2.2M | 0.4% | -4.3% |
| CITIGROUP INC | Bank broker | 24.3K | $2.1M | 0.0% | +89.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 24.4K | $2.1M | 0.0% | +72.0% |
| HANSEATIC MANAGEMENT SERVICES INC | Other | 23.1K | $2.0M | 1.9% | — |
| Elevated Capital Advisors, LLC | Wealth advisor | 21.3K | $1.8M | 0.5% | -26.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 19.7K | $1.7M | 0.0% | +2.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 19.5K | $1.7M | 0.0% | +9.3% |
| Fifth Third Securities, Inc. | Wealth advisor | 19.3K | $1.7M | 0.1% | -2.6% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 19.2K | $1.7M | 0.1% | +6.2% |
| Advisory Services Network, LLC | Diversified mechanical | 19.0K | $1.6M | 0.0% | +2.7% |
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.