FIDU — Fidelity Msci Industrial Index ETF Institutional Holders · Q3 2026
Who owns Fidelity Msci Industrial Index ETF (FIDU)? 12 institutions reported holding $18.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($12.6M), Buska Wealth Management, LLC ($1.6M), American National Bank & Trust ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $12.6M | 142,295 | Added |
| 2 | Buska Wealth Management, LLC | $1.6M | 18,227 | Trimmed |
| 3 | AMERICAN NATIONAL BANK & TRUST | $1.5M | 16,927 | Added |
| 4 | Roxbury Financial LLC | $1.3M | 14,777 | Added |
| 5 | Farther Finance Advisors, LLC | $572,248 | 6,460 | Trimmed |
| 6 | Crumly & Associates Inc. | $369,798 | 4,175 | Hold |
| 7 | Rosenberg Matthew Hamilton | $255,642 | 2,886 | Hold |
| 8 | CONGRESS ASSET MANAGEMENT CO | $207,543 | 2,343 | New |
| 9 | CoreCap Advisors, LLC | $185,841 | 2,098 | Added |
| 10 | CX Institutional | $59,000 | 670 | Added |
| 11 | Versant Capital Management, Inc | $16,210 | 183 | Hold |
| 12 | Central Pacific Bank - Trust Division | $1,683 | 19 | Added |
Source: SEC Form 13F filings · as of 2026-09-30