FIDELITY HEALTH CARE ETF (FHLC) Institutional Ownership Changes & 13F Activity
FIDELITY HEALTH CARE ETF (FHLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 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, Envestnet Asset Management Inc, Raymond James Financial Inc, Osaic Holdings, Inc., and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | Sell | -14,485 | -7.1% | 189,752 | $15.50M | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Sell | -766 | -2.6% | 28,588 | $2.34K | Q3 2026 | Oct 02, 2026 |
| Stonebridge Financial Group, Llc | Buy | +9,392 | — | 9,392 | $767.36K | Q3 2026 | Oct 01, 2026 |
| Roxbury Financial Llc | Sell | -71 | -0.3% | 24,470 | $2.00M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -569,997 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -13,189 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -2,484 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -1,000 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -6,884 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -34,692 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -82 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -3,842 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -5,219 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -218,427 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -25,986 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,323 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -51,615 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -25,775 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -25,754 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -10,017 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Atlasmark Financial, Inc | Sell | -4,400 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -2,840 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -2,794 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Sell | -3,005,747 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -283,047 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -247,424 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -170,970 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -113,826 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -113,358 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Sell | -95,707 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about FHLC activity
Which institutional owners are buying FHLC?
Institutional owners buying FHLC 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 FHLC activity?
"Buy" means an investor increased their reported position in FHLC compared to the prior reporting period. This reflects growing exposure to FIDELITY HEALTH CARE ETF (FHLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FHLC increasing?
Institutional interest in FHLC 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.