FIDELITY CON DISCRET ETF (FDIS) Institutional Shareholders
FIDELITY CON DISCRET ETF (FDIS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $702.56M in FDIS holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FDIS tracked by InsiderSet, reporting ownership valued at approximately $140.24M in its March 31, 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 $152.66M, representing an estimated gain of +8.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed FDIS value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Ae Wealth Management Llc, and several other long-term asset managers with concentrated positions in FIDELITY CON DISCRET ETF (FDIS).
This page ranks the largest institutional FDIS 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
226
Total Reported Value
$702.56M
Largest Holder
Lido Advisors, Llc
Largest Position
$140.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.55% | 1,503,754 | $140,240,298 | $152,661,106 | +$12,420,808 | +8.86% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,308,507 | $122,031,363 | $132,839,631 | +$10,808,268 | +8.86% | |
| Ae Wealth Management Llc | 0.56% | 1,103,019 | $102,867,485 | $111,978,489 | +$9,111,004 | +8.86% | |
| Agf Management Ltd | 0.13% | 300,710 | $28,044,215 | $30,528,079 | +$2,483,864 | +8.86% | |
| Morgan Stanley | 0.00% | 247,969 | $23,125,737 | $25,173,813 | +$2,048,076 | +8.86% | |
| Assetmark, Inc | 0.04% | 215,658 | $22,178,263 | $21,893,600 | -$284,663 | -1.28% | |
| Bank Of America Corp | 0.00% | 198,809 | $18,540,949 | $20,183,090 | +$1,642,141 | +8.86% | |
| Fischer Financial Services, Inc. | 4.43% | 141,167 | $13,165,301 | $14,331,274 | +$1,165,973 | +8.86% | |
| Commonwealth Equity Services, Llc | 0.02% | 124,328 | $12,785,915 | $12,621,779 | -$164,136 | -1.28% | |
| Independence Financial Advisors, Llc | 3.29% | 123,456 | $12,696,261 | $12,533,253 | -$163,008 | -1.28% | |
| Lpl Financial Llc | 0.00% | 120,911 | $11,276,131 | $12,274,885 | +$998,754 | +8.86% | |
| Kestra Advisory Services, Llc | 0.03% | 83,257 | $8,562,174 | $8,452,251 | -$109,923 | -1.28% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 75,282 | $7,020,787 | $7,642,629 | +$621,842 | +8.86% | |
| Keystone Global Partners, Llc | 2.59% | 66,566 | $6,845,630 | $6,757,780 | -$87,850 | -1.28% | |
| Yoder Wealth Management, Inc. | 2.67% | 66,536 | $6,842,562 | $6,754,735 | -$87,827 | -1.28% | |
| Fisher Asset Management, Llc | 0.00% | 66,957 | $6,244,426 | $6,797,475 | +$553,049 | +8.86% | |
| Stifel Financial Corp | 0.00% | 56,569 | $5,275,633 | $5,742,885 | +$467,252 | +8.86% | |
| Fmr Llc | 0.00% | 56,137 | $5,235,340 | $5,699,028 | +$463,688 | +8.86% | |
| Citigroup Inc | 0.00% | 51,331 | $4,787,134 | $5,211,123 | +$423,989 | +8.86% | |
| Kcm Investment Advisors Llc | 0.16% | 50,674 | $4,725,857 | $5,144,424 | +$418,567 | +8.86% | |
| Goldman Sachs Group Inc | 0.00% | 49,670 | $4,632,224 | $5,042,498 | +$410,274 | +8.86% | |
| Atlas Capital Advisors Inc. | 0.50% | 47,271 | $4,408,493 | $4,798,952 | +$390,459 | +8.86% | |
| Two Sigma Investments, Lp | 0.00% | 46,700 | $4,355,242 | $4,740,984 | +$385,742 | +8.86% | |
| Penobscot Wealth Management | 1.13% | 41,177 | $4,234,624 | $4,180,289 | -$54,335 | -1.28% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 45,103 | $4,206,310 | $4,578,857 | +$372,547 | +8.86% | |
| Grimes & Co Wealth Management, Llc | 0.09% | 38,872 | $3,997,606 | $3,946,285 | -$51,321 | -1.28% | |
| Osaic Holdings, Inc. | 0.01% | 41,921 | $3,920,157 | $4,255,820 | +$335,663 | +8.56% | |
| Cetera Investment Advisers | 0.00% | 40,546 | $3,781,354 | $4,116,230 | +$334,876 | +8.86% | |
| Mariner, Llc | 0.00% | 40,205 | $3,749,555 | $4,081,612 | +$332,057 | +8.86% | |
| Susquehanna International Group, Llp | 0.00% | 37,827 | $3,527,746 | $3,840,197 | +$312,451 | +8.86% | |
| Maltin Wealth Management, Inc. | 1.15% | 33,386 | $3,433,420 | $3,389,347 | -$44,073 | -1.28% | |
| Schmidt P J Investment Management Inc | 0.52% | 32,590 | $3,351,577 | $3,308,537 | -$43,040 | -1.28% | |
| Sfi Advisors, Llc | 2.79% | 31,446 | $3,233,907 | $3,192,398 | -$41,509 | -1.28% | |
| Royal Bank Of Canada | 0.00% | 33,432 | $3,118,000 | $3,394,017 | +$276,017 | +8.85% | |
| Smith Salley Wealth Management | 0.12% | 25,999 | $2,673,729 | $2,639,418 | -$34,311 | -1.28% | |
| National Bank Of Canada | 0.00% | 27,784 | $2,591,139 | $2,820,632 | +$229,493 | +8.86% | |
| Ubs Group Ag | 0.00% | 26,438 | $2,465,608 | $2,683,986 | +$218,378 | +8.86% | |
| Envestnet Asset Management Inc | 0.00% | 24,471 | $2,282,129 | $2,484,296 | +$202,167 | +8.86% | |
| Lifeworks Advisors, Llc | 0.29% | 24,266 | $2,263,019 | $2,463,484 | +$200,465 | +8.86% | |
| Lynch & Associates/In | 0.38% | 21,395 | $2,200,262 | $2,172,020 | -$28,242 | -1.28% | |
| Wells Fargo & Company/Mn | 0.00% | 21,984 | $2,050,251 | $2,231,816 | +$181,565 | +8.86% | |
| Jacobs Equity Llc | 1.76% | 19,001 | $1,965,699 | $1,928,982 | -$36,717 | -1.87% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 20,499 | $1,911,737 | $2,081,058 | +$169,321 | +8.86% | |
| Kestra Private Wealth Services, Llc | 0.02% | 17,886 | $1,839,442 | $1,815,787 | -$23,655 | -1.29% | |
| Elevated Capital Advisors, Llc | 0.43% | 18,510 | $1,726,203 | $1,879,135 | +$152,932 | +8.86% | |
| Hightower Advisors, Llc | 0.00% | 18,026 | $1,681,230 | $1,830,000 | +$148,770 | +8.85% | |
| Pathway Financial Advisers, Llc | 0.42% | 16,343 | $1,680,741 | $1,659,141 | -$21,600 | -1.29% | |
| New York Life Investment Management Llc | 0.01% | 17,791 | $1,659,189 | $1,806,142 | +$146,953 | +8.86% | |
| American National Bank & Trust | 0.14% | 15,641 | $1,608,392 | $1,587,874 | -$20,518 | -1.28% | |
| Tower Research Capital Llc (Trc) | 0.04% | 17,221 | $1,606,030 | $1,748,276 | +$142,246 | +8.86% |
Frequently asked questions about FDIS
Who owns the most FDIS stock?
The largest holders of FDIS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY CON DISCRET ETF (FDIS).
Is FDIS widely held by superinvestors?
Many widely followed stocks like FDIS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDIS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.