Who Owns Fidelity MSCI Consumer Staples Index ETF (FSTA)? -- Institutional Holders (2026-03-31)
234 institutions reported holding $564.1M of Fidelity MSCI Consumer Staples Index ETF (FSTA) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($138.5M), Lido Advisors, LLC ($71.1M), LPL Financial LLC ($26.7M), AGF MANAGEMENT LTD ($26.4M), COMMONWEALTH EQUITY SERVICES, LLC ($21.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $138.5M | 2.6M | Added |
| 2 | Lido Advisors, LLC | $71.1M | 1.4M | Added |
| 3 | LPL Financial LLC | $26.7M | 510,287 | Trimmed |
| 4 | AGF MANAGEMENT LTD | $26.4M | 505,327 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 408,617 | Added |
| 6 | OSAIC HOLDINGS, INC. | $19.2M | 366,620 | Added |
| 7 | Compass Financial Group, INC/SD | $17.1M | 325,949 | Added |
| 8 | MORGAN STANLEY | $11.4M | 216,998 | Added |
| 9 | Certified Advisory Corp | $11.3M | 215,780 | Trimmed |
| 10 | Larson Financial Group LLC | $10.3M | 197,003 | Added |
| 11 | Marotta Asset Management | $10.2M | 195,107 | Trimmed |
| 12 | Fischer Financial Services, Inc. | $7.5M | 143,702 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 141,003 | Added |
| 14 | Financial Perspectives, Inc | $7.1M | 135,678 | Added |
| 15 | ASSETMARK, INC | $7.0M | 133,114 | Added |
| 16 | AE Wealth Management LLC | $6.6M | 127,017 | Trimmed |
| 17 | GOLDMAN SACHS GROUP INC | $6.4M | 122,003 | Hold |
| 18 | Bellwether Advisors, LLC | $5.8M | 110,793 | New |
| 19 | Kestra Advisory Services, LLC | $5.7M | 108,893 | Trimmed |
| 20 | CacheTech Inc. | $5.1M | 97,674 | Trimmed |
| 21 | Adams Wealth Management | $4.9M | 93,828 | Trimmed |
| 22 | STIFEL FINANCIAL CORP | $4.9M | 92,759 | Added |
| 23 | ATLAS CAPITAL ADVISORS INC. | $4.6M | 87,474 | Added |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $4.3M | 82,272 | Added |
| 25 | UBS Group AG | $4.3M | 82,131 | Added |
Source: SEC Form 13F filings · as of 2026-03-31