Who Owns FID MSCI CNSMR DISCR ETF (FDIS)? -- Institutional Holders (2026-06-30)

261 institutions reported holding $776.8M of FID MSCI CNSMR DISCR ETF (FDIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($147.7M), AE Wealth Management LLC ($126.6M), Sixth Street Partners Management Company, L.P. ($61.5M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($61.5M), AGF MANAGEMENT LTD ($31.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Lido Advisors, LLC$147.7M1.4MTrimmed
2AE Wealth Management LLC$126.6M1.2MAdded
3Sixth Street Partners Management Company, L.P.$61.5M597,552New
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.5M597,552Trimmed
5AGF MANAGEMENT LTD$31.5M305,894Added
6MORGAN STANLEY$24.3M235,989Trimmed
7ASSETMARK, INC$22.2M215,658Added
8Fischer Financial Services, Inc.$14.8M144,384Added
9LPL Financial LLC$13.0M126,426Added
10COMMONWEALTH EQUITY SERVICES, LLC$12.8M124,328Trimmed
11Independence Financial Advisors, LLC$12.7M123,456Added
12BANK OF AMERICA CORP /DE/$12.6M122,600Trimmed
13OSAIC HOLDINGS, INC.$9.1M88,600Added
14CITIGROUP INC$8.7M84,168Added
15Kestra Advisory Services, LLC$8.6M83,257Trimmed
16RAYMOND JAMES FINANCIAL INC$8.4M81,714Added
17Keystone Global Partners, LLC$6.8M66,566Added
18Yoder Wealth Management, Inc.$6.8M66,536Added
19Fisher Asset Management, LLC$6.6M64,381Trimmed
20FMR LLC$6.0M58,365Added
21STIFEL FINANCIAL CORP$5.9M57,704Added
22Steward Partners Investment Advisory, LLC$5.4M52,349Added
23KCM INVESTMENT ADVISORS LLC$5.2M50,674Hold
24ATLAS CAPITAL ADVISORS INC.$4.9M47,739Added
25Cetera Investment Advisers$4.8M46,740Added

Source: SEC Form 13F filings · as of 2026-06-30