FIDELITY MSCI FINANCIAL INDX FNCL
$79.24
+1.3% 52w: $67.66 – $79.40
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data67.6673.5379.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
250
-16 QoQ
13F value
$845.0M
-11.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$821K calls / — puts
Institutional value by quarter
Number of holders
Who owns FNCL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 2.7M | $187.4M | 0.7% | -1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.0M | $139.8M | 0.0% | +5.8% |
| AGF MANAGEMENT LTD | Other | 867.4K | $60.9M | 0.3% | +0.2% |
| MORGAN STANLEY | Bank broker | 383.4K | $26.9M | 0.0% | +14.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 376.2K | $26.4M | 0.0% | -20.7% |
| LPL Financial LLC | Bank broker | 353.6K | $24.8M | 0.0% | +1.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 351.3K | $24.7M | 0.0% | -15.2% |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | Wealth advisor | 341.9K | $24.0M | 7.3% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 251.6K | $17.7M | 0.0% | +1.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 242.2K | $17.0M | 0.1% | +17.2% |
| Strategic Point Investment Advisors, LLC | Wealth advisor | 218.3K | $15.3M | 2.2% | +0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 176.9K | $12.4M | 0.0% | -19.3% |
| Independence Financial Advisors, LLC | Wealth advisor | 162.6K | $11.4M | 3.4% | +7.7% |
| Procyon Advisors, LLC | Wealth advisor | 155.8K | $10.9M | 0.5% | +19.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 149.0K | $10.5M | 0.0% | New |
| Fischer Financial Services, Inc. | Wealth advisor | 140.0K | $9.8M | 3.3% | -0.5% |
| JPMORGAN CHASE & CO | Bank broker | 133.7K | $9.2M | 0.0% | -3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 123.6K | $8.7M | 0.0% | -0.2% |
| AE Wealth Management LLC | Wealth advisor | 123.5K | $8.7M | 0.0% | +11.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 117.9K | $8.3M | 0.0% | +2.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 110.1K | $7.7M | 0.0% | +25.5% |
| FMR LLC | Long only active | 98.5K | $6.9M | 0.0% | +7.9% |
| Yoder Wealth Management, Inc. | Wealth advisor | 93.6K | $6.6M | 3.0% | +14.5% |
| Modern Wealth Management, LLC | Wealth advisor | 92.0K | $6.5M | 0.1% | -3.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 86.3K | $6.1M | 0.0% | +287.6% |
| CITIGROUP INC | Bank broker | 82.2K | $5.8M | 0.0% | +8.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 81.7K | $5.7M | 0.0% | +818.0% |
| ROYAL BANK OF CANADA | Bank broker | 79.9K | $5.6M | 0.0% | +370.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 66.9K | $4.7M | 0.0% | 0.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 66.2K | $4.7M | 0.0% | +4.9% |
| HighTower Advisors, LLC | Diversified mechanical | 65.7K | $4.6M | 0.0% | -5.7% |
| Smith Salley Wealth Management | Other | 60.3K | $4.2M | 0.2% | +7.1% |
| Maltin Wealth Management, Inc. | Wealth advisor | 53.3K | $3.7M | 1.4% | -5.9% |
| Summit Financial, LLC | Wealth advisor | 50.8K | $3.6M | 0.0% | +2.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 49.8K | $3.5M | 0.0% | -22.5% |
| Mariner, LLC | Diversified mechanical | 48.2K | $3.4M | 0.0% | -2.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 41.1K | $2.9M | 0.0% | -65.5% |
| Buska Wealth Management, LLC | Wealth advisor | 40.7K | $2.9M | 1.1% | -6.1% |
| NorthCoast Asset Management LLC | Other | 40.2K | $2.8M | 0.1% | -78.8% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 38.3K | $2.7M | 0.1% | -0.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 38.0K | $2.7M | 0.0% | +2.7% |
| CWM, LLC | Wealth advisor | 37.4K | $2.6M | 0.0% | +16.7% |
| LYNCH & ASSOCIATES/IN ★2 | Fundamental diversified | 37.3K | $2.6M | 0.5% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 34.7K | $2.4M | 0.0% | +13.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 31.4K | $2.2M | 0.0% | +54.9% |
| Merit Financial Group, LLC | Wealth advisor | 30.5K | $2.1M | 0.0% | +347.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 30.4K | $2.1M | 0.0% | -17.0% |
| Harbor Asset Planning, Inc. | Wealth advisor | 30.3K | $2.1M | 1.8% | +4.4% |
| Lifeworks Advisors, LLC | Other | 29.0K | $2.0M | 0.3% | +9.9% |
| Jacobs Equity LLC | Wealth advisor | 28.0K | $2.0M | 1.8% | +35.8% |
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.