Who owns FDIS?
Fidelity MSCI Consumer Discretionary Index ETF · Fidelity
239 institutions reported holding FDIS, worth $719.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDIS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $147.7M | 1,436,002 | −67,752 shares |
| AE Wealth Management LLC | Topeka, KS | $126.6M | 1,230,772 | +127,753 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $61.5M | 597,552 | −710,955 shares |
| AGF Management Ltd. | Toronto, Ontario, Canada | $31.5M | 305,894 | +5,184 shares |
| Morgan Stanley | New York, NY | $24.3M | 235,989 | −11,980 shares |
| Assetmark, Inc. | Concord, CA | $22.2M | 215,658 | +29,447 shares |
| Fischer Financial Services, Inc. | Harrisburg, PA | $14.8M | 144,384 | +3,217 shares |
| LPL Financial LLC | Fort Mill, SC | $13.0M | 126,426 | +5,515 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $12.8M | 124,328 | −2,570 shares |
| Independence Financial Advisors, LLC | Franklin, NH | $12.7M | 123,456 | +55,320 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDIS?
239 institutional managers reported holding FDIS in Form 13F filings for June 30, 2026, worth $719.0M in total. The largest reported position was held by Lido Advisors, LLC, at $147.7M.
Did institutions buy or sell FDIS last quarter?
Reported 13F value rose 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 39 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDIS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.