FCPI Institutional Ownership & Shareholders
FIDELITY STOCKS FOR INFL ETF (FCPI) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $46.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FCPI tracked by InsiderSet, reporting ownership valued at approximately $7.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.63M, representing an estimated gain of +1.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed FCPI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wealth Enhancement Advisory Services, Llc, Sanctuary Advisors, Llc, and several other long-term asset managers with concentrated positions in FIDELITY STOCKS FOR INFL ETF (FCPI).
This page ranks the largest institutional FCPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$46.00M
Largest Holder
Lpl Financial Llc
Largest Position
$7.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 137,802 | $7,526,724 | $7,630,111 | +$103,387 | +1.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 117,697 | $6,708,868 | $6,516,895 | -$191,973 | -2.86% | |
| Sanctuary Advisors, Llc | 0.03% | 113,050 | $6,174,764 | $6,259,590 | +$84,826 | +1.37% | |
| Goldman Sachs Group Inc | 0.00% | 80,588 | $4,401,709 | $4,462,166 | +$60,457 | +1.37% | |
| Osaic Holdings, Inc. | 0.00% | 56,644 | $3,095,844 | $3,136,384 | +$40,540 | +1.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,132 | $2,135,396 | $2,111,373 | -$24,023 | -1.13% | |
| Raymond James Financial Inc | 0.00% | 34,061 | $1,860,389 | $1,885,961 | +$25,572 | +1.37% | |
| Susquehanna International Group, Llp | 0.00% | 32,738 | $1,788,146 | $1,812,706 | +$24,560 | +1.37% | |
| Fmr Llc | 0.00% | 29,805 | $1,627,938 | $1,650,306 | +$22,368 | +1.37% | |
| Bank Of America Corp | 0.00% | 25,997 | $1,419,949 | $1,439,456 | +$19,507 | +1.37% | |
| Elm3 Financial Group, Llc | 0.85% | 22,684 | $1,270,277 | $1,256,015 | -$14,262 | -1.12% | |
| Mercer Global Advisors Inc | 0.00% | 21,657 | $1,182,909 | $1,199,150 | +$16,241 | +1.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,460 | $735,218 | $745,282 | +$10,064 | +1.37% | |
| Cetera Investment Advisers | 0.00% | 13,457 | $735,025 | $745,115 | +$10,090 | +1.37% | |
| Wealthgarden F.S. Llc | 0.34% | 10,821 | $591,059 | $599,160 | +$8,101 | +1.37% | |
| National Bank Of Canada | 0.00% | 9,513 | $518,744 | $526,736 | +$7,992 | +1.54% | |
| Jane Street Group, Llc | 0.00% | 8,881 | $485,079 | $491,742 | +$6,663 | +1.37% | |
| Citadel Advisors Llc | 0.00% | 8,050 | $439,690 | $445,729 | +$6,039 | +1.37% | |
| Golden State Wealth Management, Llc | 0.04% | 7,641 | $427,945 | $423,083 | -$4,862 | -1.14% | |
| Quantinno Capital Management Lp | 0.00% | 6,506 | $355,376 | $360,238 | +$4,862 | +1.37% | |
| Nfsg Corp | 0.04% | 5,745 | $321,720 | $318,101 | -$3,619 | -1.12% | |
| Kestra Advisory Services, Llc | 0.00% | 5,534 | $309,890 | $306,418 | -$3,472 | -1.12% | |
| Xml Financial, Llc | 0.02% | 5,122 | $286,847 | $283,606 | -$3,241 | -1.13% | |
| Private Trust Co Na | 0.02% | 4,500 | $252,000 | $249,165 | -$2,835 | -1.12% | |
| Mml Investors Services, Llc | 0.00% | 4,267 | $233,045 | $236,264 | +$3,219 | +1.38% | |
| Cornerstone Wealth Group, Llc | 0.01% | 4,082 | $228,612 | $226,021 | -$2,591 | -1.13% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,116 | $224,789 | $227,903 | +$3,114 | +1.39% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 3,750 | $204,829 | $207,638 | +$2,809 | +1.37% | |
| Ifp Advisors, Inc | 0.00% | 3,082 | $172,592 | $170,651 | -$1,941 | -1.12% | |
| Harbour Investments, Inc. | 0.00% | 2,674 | $146,054 | $148,060 | +$2,006 | +1.37% | |
| Concord Wealth Partners | 0.02% | 2,403 | $134,554 | $133,054 | -$1,500 | -1.11% | |
| Signature Equity Partners, Llc | 0.03% | 1,745 | $97,694 | $96,621 | -$1,073 | -1.10% | |
| Allworth Financial Lp | 0.00% | 1,784 | $97,424 | $98,780 | +$1,356 | +1.39% | |
| Cwm, Llc | 0.00% | 1,230 | $60,452 | $68,105 | +$7,653 | +12.66% | |
| Archer Investment Corp | 0.01% | 806 | $44,044 | $44,628 | +$584 | +1.33% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | 705 | $38,468 | $39,036 | +$568 | +1.48% | |
| Continuum Advisory, Llc | 0.00% | 632 | $34,520 | $34,994 | +$474 | +1.37% | |
| Triumph Capital Management | 0.00% | 337 | $18,878 | $18,660 | -$218 | -1.16% | |
| Qube Research & Technologies Ltd | 0.00% | 283 | $15,457 | $15,670 | +$213 | +1.38% | |
| Sunrise Financial Services, Llc | 0.01% | 250 | $14,000 | $13,843 | -$157 | -1.12% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 246 | $13,437 | $13,621 | +$184 | +1.37% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 165,236 | $9,253 | $9,149,134 | +$9,139,881 | +98777.49% | |
| Morgan Stanley | 0.00% | 91 | $4,974 | $5,039 | +$65 | +1.30% | |
| Assetmark, Inc | 0.00% | 59 | $3,304 | $3,267 | -$37 | -1.12% | |
| Dunhill Financial, Llc | 0.00% | 44 | $2,412 | $2,436 | +$24 | +1.01% | |
| Jpmorgan Chase & Co | 0.00% | 6 | $378 | $332 | -$46 | -12.11% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $19 | — | — | — |
Frequently asked questions about FCPI
Who are the largest institutional holders of FCPI?
The largest institutional holders of FCPI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wealth Enhancement Advisory Services, Llc, Sanctuary Advisors, Llc, Goldman Sachs Group Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported FCPI position.
What is FCPI institutional ownership?
This page tracks FCPI positions reported by institutional investment managers through SEC Form 13F. FIDELITY STOCKS FOR INFL ETF (FCPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FCPI?
InsiderSet currently tracks 48 institutional managers reporting FCPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FCPI shareholders.
How much FCPI stock do institutions own?
Institutional investment managers disclosed approximately $46.00M in FCPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FCPI institutional ownership last updated?
The latest FCPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FCPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FCPI position after the reporting date.
Are institutions buying or selling FCPI?
Institutional buying and selling can be analyzed by comparing FCPI positions across consecutive 13F reporting periods. InsiderSet's FCPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FCPI ownership changes.
How has FCPI institutional ownership changed over time?
InsiderSet tracks FCPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.