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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Agf Management Ltd, Osaic Holdings, Inc., Two Sigma Investments, Lp, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bank Of New HampshireBuy+84—84$8.58KQ4 2025Mar 16, 2026
Sunbelt Securities, Inc.Buy+10,170—10,170$1.04MQ4 2025Feb 20, 2026
Jacobs Equity LlcBuy+13,466—13,466$1.38MQ4 2025Feb 19, 2026
Ep Wealth Advisors, LlcBuy+16,318—16,318$1.67MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+13,887—13,887$1.42MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+13,190—13,190$1.35MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+6,241—6,241$637.63KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+852,424—852,424$87.08MQ4 2025Feb 17, 2026
Agf Management LtdBuy+302,657—302,657$30.92MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+79,039—79,039$8.10MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+57,900—57,900$5.92MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+55,187—55,187$5.64MQ4 2025Feb 17, 2026
Fmr LlcBuy+53,323—53,323$5.45MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+24,521—24,521$2.51MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+22,846—22,846$2.33MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+22,112—22,112$2.26MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+14,776—14,776$1.51MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+12,853—12,853$1.31MQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+9,601—9,601$980.83KQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+9,205—9,205$940.39KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+7,115—7,115$726.82KQ4 2025Feb 17, 2026
Creative PlanningBuy+6,548—6,548$668.91KQ4 2025Feb 17, 2026
Point72 Asset Management, L.P.Buy+6,280—6,280$641.57KQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+5,616—5,616$573.73KQ4 2025Feb 17, 2026
B. Riley Wealth Advisors, Inc.Buy+5,558—5,558$567.80KQ4 2025Feb 17, 2026
Hall Capital Management Co IncBuy+5,140—5,140$525.10KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+5,108—5,108$521.80KQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+4,693—4,693$479.50KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+4,620—4,620$471.98KQ4 2025Feb 17, 2026
Pgim Custom Harvest LlcBuy+4,579—4,579$467.78KQ4 2025Feb 17, 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.