FIDELITY CON DISCRET ETF (FDIS) Institutional Ownership Changes & 13F Activity

FIDELITY CON DISCRET ETF (FDIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Bank Of America Corp, Raymond James Financial Inc, Osaic Holdings, Inc., and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+2,0392,039$209.69KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+2,644+38.0%9,601$987.33KQ2 2026Aug 19, 2026
Jacobs Equity LlcBuy+321+1.7%19,322$1.99MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+90+1.6%5,850$602.00KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncSell-710,955-54.3%597,552$61.45MQ2 2026Aug 14, 2026
Bank Of America CorpSell-76,209-38.3%122,600$12.61MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+68,175+503.5%81,714$8.40MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+46,679+111.3%88,600$9.14MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-32,820-66.1%16,850$1.73MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-22,825-60.3%15,002$1.54MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+18,322+83.3%40,306$4.15MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-11,604-34.7%21,828$2.25MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+7,5897,589$780.43KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+3,032+100.6%6,047$621.91KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,634-20.8%10,004$1.03MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,498+16.3%17,844$1.80MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-1,683-12.2%12,153$1.25MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-1,196-15.5%6,500$668.48KQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+943+3.9%25,209$2.59MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+777777$79.91KQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Sell-650-24.5%2,008$206.50KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+639639$65.72KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+465465$47.85KQ2 2026Aug 14, 2026
Syon Capital LlcSell-252-2.7%9,193$945.46KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+200+8.8%2,471$254.17KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-127-0.6%21,552$2.22MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+9292$371.15KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-70-33.3%140$14.40KQ2 2026Aug 14, 2026
Sanchez Gaunt Capital Management, LlcBuy+55+1.2%4,612$474.30KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+11$78.00Q2 2026Aug 14, 2026
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Frequently asked questions about FDIS activity

  • Which institutional owners are buying FDIS?

    Institutional owners buying FDIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FDIS activity?

    "Buy" means an investor increased their reported position in FDIS compared to the prior reporting period. This reflects growing exposure to FIDELITY CON DISCRET ETF (FDIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FDIS increasing?

    Institutional interest in FDIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.