Who Owns Fidelity MSCI Health Care Index ETF (FHLC)? -- Institutional Holders (2026-06-30)
409 institutions reported holding $1.71B of Fidelity MSCI Health Care Index ETF (FHLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($232.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($232.2M), Lido Advisors, LLC ($161.5M), AE Wealth Management LLC ($114.9M), AGF MANAGEMENT LTD ($73.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sixth Street Partners Management Company, L.P. | $232.2M | 3.0M | New |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232.2M | 3.0M | Added |
| 3 | Lido Advisors, LLC | $161.5M | 2.1M | Trimmed |
| 4 | AE Wealth Management LLC | $114.9M | 1.5M | Added |
| 5 | AGF MANAGEMENT LTD | $73.7M | 953,891 | Added |
| 6 | LPL Financial LLC | $68.2M | 882,513 | Trimmed |
| 7 | MORGAN STANLEY | $44.9M | 580,998 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $44.0M | 569,997 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 392,229 | Trimmed |
| 10 | WEATHERLY ASSET MANAGEMENT L. P. | $24.2M | 313,281 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $21.9M | 283,047 | Added |
| 12 | Cetera Investment Advisers | $20.9M | 270,393 | Added |
| 13 | Kestra Advisory Services, LLC | $20.8M | 269,400 | Trimmed |
| 14 | HighMark Wealth Management LLC | $19.7M | 254,403 | Added |
| 15 | OSAIC HOLDINGS, INC. | $19.1M | 247,424 | Added |
| 16 | ALTFEST L J & CO INC | $18.0M | 232,582 | Added |
| 17 | TTP Investments, Inc. | $17.8M | 230,921 | New |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $16.9M | 218,427 | Trimmed |
| 19 | Investors Research Corp | $16.7M | 216,139 | Trimmed |
| 20 | Heirloom Wealth Management | $16.4M | 212,893 | New |
| 21 | Marotta Asset Management | $15.9M | 204,237 | Added |
| 22 | Buttonwood Financial Advisors Inc. | $15.5M | 200,861 | Trimmed |
| 23 | Aprio Wealth Management, LLC | $14.4M | 186,731 | Added |
| 24 | Gimbal Financial | $14.3M | 184,965 | New |
| 25 | ASSETMARK, INC | $13.8M | 178,834 | Added |
Source: SEC Form 13F filings · as of 2026-06-30