FIDU institutional holders

Fidelity MSCI Industrials Index ETF · 249 reporting institutions · $933.5M reported value

Funds that can replace FIDU · FIDU return decomposition

Institutional holdings

Institutions reporting FIDU, largest first
InstitutionReported positionAdvisors at firmReport period
Lido Advisors, LLC$166.5M3202026-06-30
Ae Wealth Management LLC$139.9M4712026-06-30
Northwestern Mutual Wealth Management Co$93.8M02026-06-30
Agf Management Ltd$50.8M02026-06-30
Commonwealth Equity Services, LLC$39.9M2,8632026-06-30
Lpl Financial LLC$28.5M23,4582026-06-30
Vicus Capital$25.9M902026-06-30
Morgan Stanley$21.9M23,1852026-06-30
Sanctuary Advisors, LLC$18.4M4012026-06-30
Northcoast Asset Management LLC$16.1M312026-06-30
Bank of America Corp /de$14.5M02026-06-30
Independence Financial Advisors, LLC$13.6M82026-06-30
Wells Fargo & Company/mn$12.6M02026-06-30
Kestra Advisory Services, LLC$12.4M1,4792026-06-30
Mercer Global Advisors Inc /adv$12.3M02026-06-30
Lifeworks Advisors, LLC$11.4M422026-06-30
Full Sail Capital, LLC$11M02025-09-30
Kestra Private Wealth Services, LLC$10M2062026-06-30
Ameriprise Financial Inc$10M02026-06-30
Fmr LLC$9.2M02026-06-30
Yoder Wealth Management, Inc.$7.9M22026-06-30
Royal Bank of Canada$7.8M02026-06-30
Arax Advisory Partners$7.4M2322026-06-30
Stifel Financial Corp$7.3M02026-06-30
Newedge Advisors$7.2M6012026-06-30
Osaic Holdings, Inc.$6.5M02026-06-30
Traynor Capital Management, Inc.$6.3M72026-06-30
Fischer Financial Services, Inc.$6M42026-06-30
Bank of Montreal /can$5.5M02026-06-30
Cetera Investment Advisers$5.2M10,3702026-06-30
Bnp Paribas Financial Markets$5M02026-06-30
Iht Wealth Management LLC$4.1M1592026-06-30
Penobscot Wealth Management$3.9M82026-06-30
Jones Financial Companies LLLP$3.6M02026-06-30
Atlas Capital Advisors Inc.$3.6M82026-06-30
Envestnet Pmc$3.2M602026-06-30
Smith Salley Wealth Management$3M172026-06-30
Arkadios Wealth Advisors$3M2262026-06-30
Raymond James Financial Inc$3M02026-06-30
Buska Wealth Management, LLC$2.9M02026-06-30
U.S. Capital Wealth Advisors, LLC$2.8M02026-03-31
Epg Wealth Management LLC$2.8M112026-06-30
Citigroup Inc$2.7M02026-06-30
Clear Creek Financial Management, LLC$2.7M442026-06-30
Lynch & Associates/in$2.6M72026-06-30
Kdk Private Wealth Management, LLC$2.6M52026-06-30
Richmond Brothers, Inc.$2.5M42026-06-30
Hanseatic Management Services Inc$2.3M32026-06-30
Fifth Third Securities, Inc.$2.1M1,0142026-06-30
Great Valley Advisor Group, LLC$2.1M2052026-06-30
O'Shaughnessy Asset Management, LLC$2M582026-06-30
Essex Financial Services, Inc.$1.9M332026-06-30
Montag$1.9M92026-06-30
Advisory Services Network$1.9M2532026-06-30
Maxele Advisors, LLC$1.8M22026-06-30
MML Investors Services, LLC$1.8M5,1202026-06-30
UBS Group AG$1.8M02026-06-30
Trail Ridge Investment Advisors, LLC$1.7M82026-06-30
Meridian Wealth Management, LLC$1.7M582026-06-30
Jacobs Equity LLC$1.6M32026-06-30
Beaumont Financial Advisors, LLC$1.6M162026-06-30
Stonebridge Financial Planning Group, LLC$1.6M52026-06-30
American National Bank & Trust$1.6M02026-06-30
Trust Co of Oklahoma$1.6M02026-06-30
Merit Financial Group, LLC$1.6M2952026-06-30
Smith Shellnut Wilson LLC /adv$1.6M122026-06-30
Virtue Capital Management, LLC$1.6M892026-06-30
Sunbelt Securities, Inc.$1.6M632026-03-31
Roxbury Financial LLC$1.5M22026-06-30
Level Four Advisory Services$1.4M1412026-06-30
Snowden Capital Advisors LLC$1.3M1222026-06-30
Sigma Planning Corp$1.3M4742026-06-30
Modern Wealth Management, LLC$1.2M1612026-06-30
Elevated Capital Advisors, LLC$1.2M202026-06-30
Signal Advisors Wealth, LLC$1.2M452026-06-30
Heck Capital Advisors, LLC$1.1M242026-06-30
Mgo One Seven LLC$1.1M1182026-06-30
Blue Jean Financial LLC$1M82026-06-30
Mutual Advisors, LLC$997.5K1532026-06-30
Truist Financial Corp$971.1K02026-06-30
Mosley Wealth Management$910.4K122026-06-30
Armor Investment Advisors, LLC$906.5K42026-06-30
Vci Wealth Management LLC$870.9K222026-06-30
Bayshore Capital Advisors, LLC$843.4K02026-06-30
Ameritas Advisory Services, LLC$831.7K5502026-06-30
Mariner, LLC$830K02026-06-30
Robertson Stephens Wealth Management, LLC$825.3K722026-06-30
Ironwood Financial, LLC$751.2K82026-06-30
Integrated Wealth Concepts LLC$733.3K4802026-06-30
Aqr Capital Management LLC$713.8K12026-06-30
Farther Finance Advisors, LLC$705.9K3342026-06-30
Focus Financial$704K1212026-06-30
Prairie Wealth Advisors, Inc.$679K92026-06-30
Valley Brook Capital Group, Inc.$666.2K62026-06-30
Redwood Financial Network Corp$640K82026-06-30
Summit Financial, LLC$629.5K2292026-06-30
Creative Planning$626.8K1,1712026-06-30
Steward Partners Investment Advisory, LLC$623.7K4812026-06-30
Tower Research Capital LLC (trc)$623.2K02026-06-30
Purkiss Capital Advisors LLC$601.1K52026-06-30
Schmidt P J Investment Management Inc$576.4K02026-06-30
Whalerock Point Partners, LLC$556.7K42026-06-30
Aprio Wealth Management, LLC$551.5K362026-06-30
Maltin Wealth Management, Inc.$546.9K42026-06-30
Centennial Wealth Advisory LLC$541.3K102026-06-30
Purefi Wealth, LLC$537.4K72026-06-30
Continuum Advisory, LLC$529.9K402026-06-30
J.W. Cole Advisors, Inc.$494.9K4992026-06-30
Pathway Financial Advisers, LLC$494.3K62026-06-30
Capital Square, LLC$494.2K112026-06-30
McRae Capital Management Inc$485.3K32026-06-30
Retirement Planning Group, LLC$479.1K02026-06-30
Fortitude Advisory Group LLC$472.1K152026-06-30
One Wealth Management Investment & Advisory Services, LLC$449.7K42026-06-30
Monte Financial Group, LLC$440.9K62026-06-30
Crumly & Associates Inc.$415.8K62026-06-30
Larson Financial Group LLC$415.8K672026-06-30
Primoris Wealth Advisors, LLC$410.9K62026-06-30
Madison Wealth Partners, Inc$408.4K412026-06-30
Ausdal Financial Partners, Inc.$408.2K1892026-06-30
Quantinno Capital Management LP$401.8K02026-06-30
Scs Capital Management LLC$397.9K802026-06-30
Cwa Asset Management Group, LLC$395.2K492026-06-30
Ibex Wealth Advisors, LLC$368.6K82026-06-30
Kingswood Wealth Advisors, LLC$353.1K1232026-06-30
World Investment Advisors$352.9K3592026-06-30
Mai Capital Management$344.7K3082026-06-30
Integrity Alliance, Llc.$344.7K3532026-06-30
Wealth Enhancement Advisory Services, LLC$343.8K1,0262026-06-30
Assuredpartners Investment Advisors$341.1K292026-06-30
Two Sigma Securities, LLC$337.6K02026-06-30
Compass Financial Management LLC$333.2K462026-06-30
Choreo, LLC$332.9K1482026-06-30
Principal Securities, Inc.$332.5K1,4632026-06-30
Oneascent Financial Services LLC$326.2K852026-06-30
Bip Wealth, LLC$324.6K622026-06-30
Fiduciary Financial Advisors$309K512026-06-30
Define Financial, LLC$304.9K52026-06-30
Harbor Asset Planning, Inc.$303K22026-06-30
Captrust Financial Advisors$302.1K9622026-06-30
Hbw Advisory Services LLC$301.7K682026-06-30
Hightower Advisors, LLC$297.6K1,0462026-06-30
Financial Partners Group, Inc$296.3K92026-06-30
Svb Wealth LLC$295K802026-06-30
Pks Advisory Services, LLC$290K462026-06-30
Rosenberg Matthew Hamilton$287.5K42026-06-30
Diversify Advisory Services, LLC$276.9K1162026-06-30
Diversify Wealth Management, LLC$276.9K782026-06-30
Kovack Advisors, Inc.$275.8K2582026-06-30
Cwm, LLC$274.5K6672026-03-31
Founders Financial Alliance, LLC$274.1K322026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$271.6K02026-06-30
Harbour Investments, Inc.$268.7K2472026-06-30
Brookstone Capital Management$265.2K3372026-06-30
Corient Private Wealth LP$262.4K6742026-06-30
Comerica Bank$259.3K02025-12-31
Gateway Wealth Partners, LLC$251.4K1012026-06-30
Belpointe Asset Management LLC$246.5K1702026-06-30
Nwam LLC$240.8K622026-06-30
Accelerate Investment Advisors LLC$238.1K322026-06-30
Verity Asset Management$237.1K532026-06-30
Selective Wealth Management, Inc.$233.1K92026-06-30
Canton Hathaway, LLC$229.1K52026-06-30
Bogart Wealth, LLC$228.6K242026-06-30
Fifth Third Bancorp$226K02026-06-30
Petersen Hastings Wealth Advisors Inc.$225K162026-06-30
Richard C. Young & Co., Ltd.$223.5K92026-06-30
Kcm Investment Advisors LLC$215.7K72026-06-30
Safeguard Investment Advisory Group, LLC$215.4K92026-06-30
Dakota Wealth Management$211.3K02026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$207.9K02026-06-30
Corecap Advisors, LLC$205.6K1182026-06-30
Independent Financial Group, LLC$204.2K4812026-06-30
Geowealth Management, LLC$191.5K02026-06-30
Hurley Capital, LLC$191.3K32026-06-30
Atlantic Union Bankshares Corp$175.7K02026-06-30
Dunhill Financial, LLC$169.7K122026-06-30
Global Retirement Partners LLC$141.4K4912026-06-30
Sage Mountain Advisors LLC$110K212026-06-30
US Bancorp$106.4K02026-06-30
Ifg Advisory, LLC$97.3K1102026-06-30
First Horizon Corp$92.5K02026-06-30
Jpmorgan Chase & Co$86.6K02026-06-30
Godsey & Gibb, Inc$75.8K142026-06-30
Banque Transatlantique SA$68.6K02026-06-30
Creative Financial Designs Inc /adv$63.1K02026-06-30
Colonial Trust Co / Sc$55.7K02026-06-30
Signature Resources Capital Management, LLC$55.2K02026-06-30
Regatta Research & Money Management LLC$53.8K62026-06-30
Princeton Global Asset Management LLC$51.6K172026-06-30
Blackrock, Inc.$49.8K02026-06-30
Kingdom Financial Group Llc.$49.7K152026-06-30
Parallel Advisors, LLC$48.4K752026-06-30
Ifp Advisors, Inc$45.5K3182026-06-30
Decker Retirement Planning Inc.$43.2K102026-06-30
Hilltop National Bank$38.8K02026-06-30
Sym Financial Corp$36.4K332026-06-30
Capital Investment Advisory Services, LLC$26.1K1032026-06-30
PNC Financial Services Group, Inc.$24.9K02026-06-30
Gables Capital Management Inc.$24.4K32026-06-30
Quest 10 Wealth Builders, Inc.$23.3K32026-06-30
TD Waterhouse Canada Inc.$21.6K02026-06-30
Vima LLC$21.6K122026-06-30
Glen Eagle Advisors, LLC$20.6K132026-06-30
Geneos Wealth Management, Inc.$20.3K1932026-06-30
Strengthening Families & Communities, LLC$19.7K112026-06-30
Versant Capital Management, Inc.$18.2K112026-06-30
Capital A Wealth Management, LLC$15.7K122025-06-30
CIBC Private Wealth Group LLC$15K02025-12-31
Lanark Financial, Inc.$13.9K692026-06-30
Allworth Financial, LP$13K3172026-06-30
Motco$12.5K02026-06-30
Tounjian Advisory Partners, LLC$12.4K52026-06-30
New. Advisory Services, LLC$12K152026-06-30
Jfs Wealth Advisors, LLC$11.5K332026-06-30
Financial Network Wealth Advisors LLC$11.5K72026-06-30
Decisionpoint Financial, LLC$10.6K132026-06-30
Thrivent Financial for Lutherans$10.6K02026-06-30
Allied Private Wealth LLC$10.5K32026-06-30
Dhjj Financial Advisors, Ltd.$9.7K72026-06-30
Rossby Financial, Lcc$8.6K312026-06-30
Key Capital Management, Inc$8.5K112026-06-30
Promus Capital, LLC$8.1K02025-09-30
Webster Bank, N. A.$7.9K02026-06-30
Waverly Advisors, LLC$6.6K2312026-06-30
Clearstead Trust, LLC$6.3K02026-06-30
Top Private Wealth Llc.$5.3K22026-06-30
Physician Wealth Advisors, Inc.$5K92026-06-30
Aptus Capital Advisors, LLC$4.6K212026-06-30
Vermillion Wealth Management, Inc.$4.5K42026-06-30
Oakmont Advisory Group, LLC$3.8K32026-06-30
Operose Advisors LLC$3.6K142026-06-30
Peace of Mind Wealth Management$3.5K82026-06-30
Minot Deblois Advisors LLC$3.5K12026-06-30
Assetmark, Inc$2.6K2202026-06-30
Wolff Wiese Magana LLC$2.5K42026-06-30
Gill Capital Partners$2.4K102026-06-30
Birchbrook, Inc.$2.2K62026-06-30
Cambridge Investment Research Advisors, Inc.$1.5K3,9402026-03-31
Evermay Wealth Management LLC$1.2K232026-06-30
Central Pacific Bank - Trust Division$1.2K02026-06-30
Centaurus Financial, Inc.$8414312026-06-30
Hrt Financial LP$60702026-06-30
Federation Des Caisses Desjardins Du Quebec$49802026-06-30
Janney Montgomery Scott LLC$4421,3422026-06-30
Betterment LLC$415282026-06-30
Motiv8 Investments LLC$83102025-12-31
Cx Institutional$66802026-06-30
Raleigh Capital Management Inc.$57132026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30