Who owns FNCL?
Fidelity MSCI Financials Index ETF · Fidelity
258 institutions reported holding FNCL, worth $898.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FNCL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | $195.6M | 2,554,511 | −115,624 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $161.7M | 2,111,947 | +121,027 shares |
| AGF Management Ltd. | Toronto, Ontario, Canada | $67.6M | 882,402 | +14,954 shares |
| Morgan Stanley | New York, NY | $34.4M | 449,724 | +66,335 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $28.3M | 370,196 | −5,971 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $28.3M | 369,981 | +18,730 shares |
| LPL Financial LLC | Fort Mill, SC | $19.4M | 254,016 | −99,619 shares |
| Kestra Advisory Services, LLC | Austin, TX | $18.1M | 236,316 | −5,875 shares |
| Strategic Point Investment Advisors, LLC | Providence, RI | $17.2M | 224,324 | +6,051 shares |
| Mercer Global Advisors Inc. | Denver, CO | $16.7M | 218,004 | −33,553 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.
Similar ETFs
Compare what they hold: FNCL vs PFXF, FNCL vs IAI, FNCL vs TAN, FNCL vs IYK.
Frequently asked questions
Who owns FNCL?
258 institutional managers reported holding FNCL in Form 13F filings for June 30, 2026, worth $898.4M in total. The largest reported position was held by Lido Advisors, LLC, at $195.6M.
Did institutions buy or sell FNCL last quarter?
Reported 13F value rose 6.7% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 25 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 FNCL 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.