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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of New Hampshire | Buy | +84 | — | 84 | $8.58K | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | Buy | +10,170 | — | 10,170 | $1.04M | Q4 2025 | Feb 20, 2026 |
| Jacobs Equity Llc | Buy | +13,466 | — | 13,466 | $1.38M | Q4 2025 | Feb 19, 2026 |
| Ep Wealth Advisors, Llc | Buy | +16,318 | — | 16,318 | $1.67M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +13,887 | — | 13,887 | $1.42M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +13,190 | — | 13,190 | $1.35M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +6,241 | — | 6,241 | $637.63K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +852,424 | — | 852,424 | $87.08M | Q4 2025 | Feb 17, 2026 |
| Agf Management Ltd | Buy | +302,657 | — | 302,657 | $30.92M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +79,039 | — | 79,039 | $8.10M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +57,900 | — | 57,900 | $5.92M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +55,187 | — | 55,187 | $5.64M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +53,323 | — | 53,323 | $5.45M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +24,521 | — | 24,521 | $2.51M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +22,846 | — | 22,846 | $2.33M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +22,112 | — | 22,112 | $2.26M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +14,776 | — | 14,776 | $1.51M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +12,853 | — | 12,853 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +9,601 | — | 9,601 | $980.83K | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +9,205 | — | 9,205 | $940.39K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +7,115 | — | 7,115 | $726.82K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +6,548 | — | 6,548 | $668.91K | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | Buy | +6,280 | — | 6,280 | $641.57K | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +5,616 | — | 5,616 | $573.73K | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | Buy | +5,558 | — | 5,558 | $567.80K | Q4 2025 | Feb 17, 2026 |
| Hall Capital Management Co Inc | Buy | +5,140 | — | 5,140 | $525.10K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,108 | — | 5,108 | $521.80K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +4,693 | — | 4,693 | $479.50K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +4,620 | — | 4,620 | $471.98K | Q4 2025 | Feb 17, 2026 |
| Pgim Custom Harvest Llc | Buy | +4,579 | — | 4,579 | $467.78K | Q4 2025 | Feb 17, 2026 |
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.