FDIS Institutional Ownership & Shareholders
FIDELITY CON DISCRET ETF (FDIS) is currently held by 234 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $567.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FDIS tracked by InsiderSet, reporting ownership valued at approximately $147.68M 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 $143.87M, representing an estimated loss of -2.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed FDIS value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Agf Management Ltd, 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
234
Total Reported Value
$567.26M
Largest Holder
Lido Advisors, Llc
Largest Position
$147.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.53% | 1,436,002 | $147,678,584 | $143,873,040 | -$3,805,544 | -2.58% | |
| Charles Schwab Investment Management Inc | 0.01% | 597,552 | $61,452,248 | $59,868,735 | -$1,583,513 | -2.58% | |
| Agf Management Ltd | 0.12% | 305,894 | $31,458,139 | $30,647,520 | -$810,619 | -2.58% | |
| Morgan Stanley | 0.00% | 235,989 | $24,269,228 | $23,643,738 | -$625,490 | -2.58% | |
| Assetmark, Inc | 0.04% | 230,487 | $21,829,422 | $23,092,493 | +$1,263,071 | +5.79% | |
| Fischer Financial Services, Inc. | 3.47% | 148,671 | $14,080,630 | $14,895,347 | +$814,717 | +5.79% | |
| Lpl Financial Llc | 0.00% | 126,426 | $13,001,622 | $12,666,621 | -$335,001 | -2.58% | |
| Commonwealth Equity Services, Llc | 0.02% | 124,328 | $12,785,915 | $12,456,422 | -$329,493 | -2.58% | |
| Bank Of America Corp | 0.00% | 122,600 | $12,608,144 | $12,283,294 | -$324,850 | -2.58% | |
| Independence Financial Advisors, Llc | 3.13% | 131,483 | $12,452,727 | $13,173,282 | +$720,555 | +5.79% | |
| Osaic Holdings, Inc. | 0.01% | 88,600 | $9,135,282 | $8,876,834 | -$258,448 | -2.83% | |
| Citigroup Inc | 0.00% | 84,168 | $8,655,792 | $8,432,792 | -$223,000 | -2.58% | |
| Kestra Advisory Services, Llc | 0.03% | 83,257 | $8,562,174 | $8,341,519 | -$220,655 | -2.58% | |
| Raymond James Financial Inc | 0.00% | 81,714 | $8,403,494 | $8,186,926 | -$216,568 | -2.58% | |
| Yoder Wealth Management, Inc. | 2.75% | 76,816 | $7,275,243 | $7,696,195 | +$420,952 | +5.79% | |
| Fisher Asset Management, Llc | 0.00% | 64,381 | $6,621,009 | $6,450,332 | -$170,677 | -2.58% | |
| Congress Asset Management Co | 0.04% | 67,763 | $6,417,834 | $6,789,175 | +$371,341 | +5.79% | |
| Fmr Llc | 0.00% | 58,365 | $6,002,255 | $5,847,589 | -$154,666 | -2.58% | |
| Stifel Financial Corp | 0.00% | 57,704 | $5,934,390 | $5,781,364 | -$153,026 | -2.58% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 52,349 | $5,383,588 | $5,244,846 | -$138,742 | -2.58% | |
| Atlas Capital Advisors Inc. | 0.54% | 47,739 | $4,909,478 | $4,782,970 | -$126,508 | -2.58% | |
| Cetera Investment Advisers | 0.00% | 46,740 | $4,806,710 | $4,682,881 | -$123,829 | -2.58% | |
| Kcm Investment Advisors Llc | 0.14% | 50,476 | $4,780,582 | $5,057,190 | +$276,608 | +5.79% | |
| Keystone Global Partners, Llc | 1.56% | 45,917 | $4,348,774 | $4,600,424 | +$251,650 | +5.79% | |
| Penobscot Wealth Management | 1.08% | 44,224 | $4,188,447 | $4,430,803 | +$242,356 | +5.79% | |
| Wells Fargo & Company/Mn | 0.00% | 40,306 | $4,145,087 | $4,038,258 | -$106,829 | -2.58% | |
| Mariner, Llc | 0.00% | 39,997 | $4,113,296 | $4,007,299 | -$105,997 | -2.58% | |
| New York Life Investment Management Llc | 0.03% | 34,621 | $3,560,424 | $3,468,678 | -$91,746 | -2.58% | |
| Envestnet Asset Management Inc | 0.00% | 33,871 | $3,483,268 | $3,393,535 | -$89,733 | -2.58% | |
| Signal Advisors Wealth, Llc | 0.15% | 36,479 | $3,454,921 | $3,654,831 | +$199,910 | +5.79% | |
| Northcoast Asset Management Llc | 0.08% | 33,467 | $3,441,815 | $3,353,059 | -$88,756 | -2.58% | |
| Schmidt P J Investment Management Inc | 0.52% | 32,590 | $3,351,577 | $3,265,192 | -$86,385 | -2.58% | |
| Maltin Wealth Management, Inc. | 1.07% | 34,311 | $3,249,549 | $3,437,619 | +$188,070 | +5.79% | |
| Sfi Advisors, Llc | 2.44% | 31,280 | $2,962,529 | $3,133,943 | +$171,414 | +5.79% | |
| Richmond Brothers, Inc. | 1.41% | 26,432 | $2,718,297 | $2,648,222 | -$70,075 | -2.58% | |
| Smith Salley Wealth Management | 0.12% | 25,999 | $2,673,729 | $2,604,840 | -$68,889 | -2.58% | |
| Lifeworks Advisors, Llc | 0.27% | 25,209 | $2,592,529 | $2,525,690 | -$66,839 | -2.58% | |
| Ubs Group Ag | 0.00% | 23,321 | $2,398,332 | $2,336,531 | -$61,801 | -2.58% | |
| Janney Montgomery Scott Llc | 0.00% | 23,002 | $2,366,000 | $2,304,570 | -$61,430 | -2.60% | |
| Royal Bank Of Canada | 0.00% | 21,828 | $2,245,000 | $2,186,947 | -$58,053 | -2.59% | |
| Thrivent Financial For Lutherans | 0.00% | 21,552 | $2,216,000 | $2,159,295 | -$56,705 | -2.56% | |
| Lynch & Associates/In | 0.30% | 22,163 | $2,099,058 | $2,220,511 | +$121,453 | +5.79% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 20,370 | $2,094,851 | $2,040,870 | -$53,981 | -2.58% | |
| Jacobs Equity Llc | 1.37% | 19,322 | $1,987,074 | $1,935,871 | -$51,203 | -2.58% | |
| Meridian Wealth Management, Llc | 0.06% | 18,598 | $1,912,578 | $1,863,334 | -$49,244 | -2.57% | |
| J.Safra Asset Management Corp | 0.08% | 17,642 | $1,814,328 | $1,767,552 | -$46,776 | -2.58% | |
| Jones Financial Companies Lllp | 0.00% | 17,844 | $1,800,450 | $1,787,790 | -$12,660 | -0.70% | |
| Kestra Private Wealth Services, Llc | 0.02% | 18,843 | $1,784,638 | $1,887,880 | +$103,242 | +5.79% | |
| Goldman Sachs Group Inc | 0.00% | 16,850 | $1,732,854 | $1,688,202 | -$44,653 | -2.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 15,971 | $1,642,461 | $1,600,134 | -$42,327 | -2.58% |
Frequently asked questions about FDIS
Who are the largest institutional holders of FDIS?
The largest institutional holders of FDIS reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Agf Management Ltd, Morgan Stanley, and Assetmark, Inc. InsiderSet ranks institutional holders by their latest reported FDIS position.
What is FDIS institutional ownership?
This page tracks FDIS positions reported by institutional investment managers through SEC Form 13F. FIDELITY CON DISCRET ETF (FDIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDIS?
InsiderSet currently tracks 234 institutional managers reporting FDIS 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 FDIS shareholders.
How much FDIS stock do institutions own?
Institutional investment managers disclosed approximately $567.26M in FDIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDIS institutional ownership last updated?
The latest FDIS 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 FDIS 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 FDIS position after the reporting date.
Are institutions buying or selling FDIS?
Institutional buying and selling can be analyzed by comparing FDIS positions across consecutive 13F reporting periods. InsiderSet's FDIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDIS ownership changes.
How has FDIS institutional ownership changed over time?
InsiderSet tracks FDIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.