Who owns Fidelity MSCI Consumer Discretionary Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDIS from SEC Form 13F filings across 241 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 241 institutions disclosed 7.0M shares of Fidelity MSCI Consumer Discretionary Index ETF worth $715.1M — about 41.6% of shares outstanding; the largest disclosed holder is Lido Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
241
13F holders
$715.1M
value, 2026 filers
41.6%
of shares outstanding (7.0M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDIS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.4M | $147.7M | 0.4% | 8.6% | -4.5% |
| 2 | AE Wealth Management LLC | 1.2M | $126.6M | 0.6% | 7.4% | +11.6% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 597,552 | $61.5M | 0.0% | 3.6% | -54.3% |
| 4 | AGF MANAGEMENT LTD | 305,894 | $31.5M | 0.1% | 1.8% | +1.7% |
| 5 | MORGAN STANLEY | 235,989 | $24.3M | 0.0% | 1.4% | -4.8% |
| 6 | ASSETMARK, INC | 215,658 | $22.2M | 0.0% | 1.3% | +15.8% |
| 7 | Fischer Financial Services, Inc. | 144,384 | $14.8M | 3.7% | 0.9% | +2.3% |
| 8 | LPL Financial LLC | 126,426 | $13.0M | 0.0% | 0.8% | +4.6% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 124,328 | $12.8M | 0.0% | 0.7% | -2.0% |
| 10 | Independence Financial Advisors, LLC | 123,456 | $12.7M | 3.3% | 0.7% | +81.2% |
| 11 | BANK OF AMERICA CORP /DE/ | 122,600 | $12.6M | 0.0% | 0.7% | -38.3% |
| 12 | OSAIC HOLDINGS, INC. | 88,600 | $9.1M | 0.0% | 0.5% | +111.3% |
| 13 | CITIGROUP INC | 84,168 | $8.7M | 0.0% | 0.5% | +64.0% |
| 14 | Kestra Advisory Services, LLC | 83,257 | $8.6M | 0.0% | 0.5% | -3.8% |
| 15 | RAYMOND JAMES FINANCIAL INC | 81,714 | $8.4M | 0.0% | 0.5% | +503.5% |
| 16 | Keystone Global Partners, LLC | 66,566 | $6.8M | 2.6% | 0.4% | +12.6% |
| 17 | Yoder Wealth Management, Inc. | 66,536 | $6.8M | 2.7% | 0.4% | +11.8% |
| 18 | Fisher Asset Management, LLC | 64,381 | $6.6M | 0.0% | 0.4% | -3.8% |
| 19 | FMR LLC | 58,365 | $6.0M | 0.0% | 0.3% | +4.0% |
| 20 | STIFEL FINANCIAL CORP | 57,704 | $5.9M | 0.0% | 0.3% | +2.0% |
| 21 | Steward Partners Investment Advisory, LLC | 52,349 | $5.4M | 0.0% | 0.3% | +16.1% |
| 22 | KCM INVESTMENT ADVISORS LLC | 50,674 | $5.2M | 0.2% | 0.3% | 0.0% |
| 23 | ATLAS CAPITAL ADVISORS INC. | 47,739 | $4.9M | 0.5% | 0.3% | +1.0% |
| 24 | Cetera Investment Advisers | 46,740 | $4.8M | 0.0% | 0.3% | +15.3% |
| 25 | CX Institutional | 43,979 | $4.5M | 0.1% | 0.3% | +8.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.