FIDELITY MSCI MATERIALS INDX FMAT
$59.52
+1.8% 52w: $47.93 – $62.08
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.9355.0062.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
134
+6 QoQ
13F value
$239.8M
+21.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$236K calls / — puts
Institutional value by quarter
Number of holders
Who owns FMAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 1.5M | $87.9M | 0.5% | +14.8% |
| Lido Advisors, LLC | Wealth advisor | 654.7K | $37.7M | 0.1% | +4.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 228.0K | $13.1M | 0.0% | +507.7% |
| AGF MANAGEMENT LTD | Other | 113.2K | $6.5M | 0.0% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 101.0K | $5.8M | 0.0% | +614.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 87.5K | $5.0M | 0.0% | +5.7% |
| Certified Advisory Corp | Wealth advisor | 81.3K | $4.7M | 0.4% | +8.0% |
| LPL Financial LLC | Bank broker | 77.7K | $4.5M | 0.0% | +38.0% |
| Creative Planning | Wealth advisor | 69.2K | $4.0M | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 65.5K | $3.8M | 0.0% | +6.3% |
| MORGAN STANLEY | Bank broker | 58.2K | $3.4M | 0.0% | +10.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $2.9M | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 49.7K | $2.9M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 42.9K | $2.5M | 0.0% | -42.0% |
| NorthCoast Asset Management LLC | Other | 42.1K | $2.4M | 0.1% | -56.4% |
| Lifeworks Advisors, LLC | Other | 38.6K | $2.2M | 0.3% | -13.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.1K | $2.1M | 0.0% | -20.9% |
| Peak Financial Management, Inc. | Wealth advisor | 34.2K | $2.0M | 0.5% | -2.5% |
| MATHER GROUP, LLC. | Wealth advisor | 31.8K | $1.8M | 0.0% | -0.8% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 31.0K | $1.8M | 0.1% | +11.6% |
| Sunbelt Securities, Inc. | Diversified mechanical | 30.5K | $1.8M | 0.1% | -1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 29.8K | $1.7M | 0.0% | -17.9% |
| Wealth Alliance Advisory Group, LLC | Wealth advisor | 29.0K | $1.7M | 0.3% | +10.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 28.7K | $1.7M | 0.0% | -1.3% |
| Elevated Capital Advisors, LLC | Wealth advisor | 27.7K | $1.6M | 0.4% | -14.6% |
| Centerline Wealth Advisors, LLC | Wealth advisor | 26.8K | $1.5M | 0.6% | -43.4% |
| Yoder Wealth Management, Inc. | Wealth advisor | 25.0K | $1.4M | 0.7% | -1.2% |
| JPMORGAN CHASE & CO | Bank broker | 24.6K | $1.4M | 0.0% | -26.5% |
| Corient Private Wealth LLC | Diversified mechanical | 23.2K | $1.3M | 0.0% | -52.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 23.1K | $1.3M | 0.0% | -1.2% |
| Trail Ridge Investment Advisors, LLC | Wealth advisor | 19.2K | $1.1M | 0.5% | -7.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 18.5K | $1.1M | 0.0% | New |
| PENOBSCOT WEALTH MANAGEMENT | Wealth advisor | 16.5K | $953K | 0.3% | +17.5% |
| SeaCrest Wealth Management, LLC | Other | 16.5K | $950K | 0.1% | +0.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 15.7K | $907K | 0.0% | +3.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | Other | 14.4K | $832K | 0.3% | -3.3% |
| FMR LLC | Long only active | 14.4K | $830K | 0.0% | +6.8% |
| Smith Salley Wealth Management | Other | 13.7K | $792K | 0.0% | +1.7% |
| OneAscent Financial Services LLC | Wealth advisor | 13.5K | $776K | 0.0% | +5.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 13.4K | $773K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.1K | $752K | 0.0% | +15.0% |
| CITIGROUP INC | Bank broker | 12.7K | $733K | 0.0% | +54.6% |
| AMERICAN NATIONAL BANK & TRUST | Other | 12.0K | $694K | 0.1% | +61.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 11.6K | $669K | 0.0% | +108.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 11.5K | $661K | 0.0% | -2.3% |
| LYNCH & ASSOCIATES/IN ★2 | Fundamental diversified | 11.3K | $652K | 0.1% | +1.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 11.2K | $648K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.9K | $559K | 0.0% | +108.1% |
| Traynor Capital Management, Inc. | Other | 9.9K | $555K | 0.0% | +65.1% |
| ROYAL BANK OF CANADA | Bank broker | 9.3K | $536K | 0.0% | -45.6% |
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.