FDIS — Fidelity Msci Consumer Discretionary Index ETF Institutional Holders · Q3 2026
Who owns Fidelity Msci Consumer Discretionary Index ETF (FDIS)? 16 institutions reported holding $27.46M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($12.5M), Congress Asset Management Co ($6.4M), CX Institutional ($4.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $12.5M | 131,483 | Added |
| 2 | CONGRESS ASSET MANAGEMENT CO | $6.4M | 67,763 | New |
| 3 | CX Institutional | $4.2M | 44,840 | Added |
| 4 | AMERICAN NATIONAL BANK & TRUST | $1.6M | 16,639 | Added |
| 5 | Investors Research Corp | $1.2M | 12,325 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $545,093 | 5,755 | Trimmed |
| 7 | Crumly & Associates Inc. | $399,295 | 4,216 | Hold |
| 8 | Rosenberg Matthew Hamilton | $230,524 | 2,434 | Hold |
| 9 | MAGNOLIA CAPITAL MANAGEMENT LTD | $229,000 | 2,420 | Trimmed |
| 10 | CoreCap Advisors, LLC | $143,580 | 1,516 | Added |
| 11 | Versant Capital Management, Inc | $14,112 | 149 | Hold |
| 12 | Roxbury Financial LLC | $12,718 | 134 | Hold |
| 13 | GAMMA Investing LLC | $12,123 | 128 | Hold |
| 14 | Byrne Asset Management LLC | $9,104 | 96 | Hold |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $3,410 | 36 | New |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $2,463 | 26 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30