FHLC Institutional Ownership & Shareholders
FIDELITY HEALTH CARE ETF (FHLC) is currently held by 388 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.31B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FHLC tracked by InsiderSet, reporting ownership valued at approximately $232.19M 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 $266.19M, representing an estimated gain of +14.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed FHLC value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Agf Management Ltd, and several other long-term asset managers with concentrated positions in FIDELITY HEALTH CARE ETF (FHLC).
This page ranks the largest institutional FHLC 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
388
Total Reported Value
$1.31B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$232.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.03% | 3,005,747 | $232,193,956 | $266,188,954 | +$33,994,998 | +14.64% | |
| Lido Advisors, Llc | 0.58% | 2,091,112 | $161,538,447 | $185,188,879 | +$23,650,432 | +14.64% | |
| Agf Management Ltd | 0.29% | 953,891 | $73,688,079 | $84,476,587 | +$10,788,508 | +14.64% | |
| Lpl Financial Llc | 0.02% | 882,513 | $68,174,125 | $78,155,351 | +$9,981,226 | +14.64% | |
| Morgan Stanley | 0.00% | 580,998 | $44,882,323 | $51,453,183 | +$6,570,860 | +14.64% | |
| Envestnet Asset Management Inc | 0.01% | 569,997 | $44,032,307 | $50,478,934 | +$6,446,627 | +14.64% | |
| Weatherly Asset Management L. P. | 1.88% | 325,277 | $26,575,165 | $28,806,531 | +$2,231,366 | +8.40% | |
| Kestra Advisory Services, Llc | 0.07% | 294,148 | $24,031,899 | $26,049,747 | +$2,017,848 | +8.40% | |
| Raymond James Financial Inc | 0.01% | 283,047 | $21,865,400 | $25,066,642 | +$3,201,242 | +14.64% | |
| Cetera Investment Advisers | 0.02% | 270,393 | $20,887,877 | $23,946,004 | +$3,058,127 | +14.64% | |
| Highmark Wealth Management Llc | 6.58% | 254,403 | $19,650,833 | $22,529,930 | +$2,879,097 | +14.65% | |
| Osaic Holdings, Inc. | 0.02% | 247,424 | $19,130,919 | $21,911,869 | +$2,780,950 | +14.54% | |
| Mercer Global Advisors Inc | 0.02% | 218,427 | $16,873,521 | $19,343,895 | +$2,470,374 | +14.64% | |
| Investors Research Corp | 2.92% | 203,231 | $16,603,973 | $17,998,137 | +$1,394,164 | +8.40% | |
| Buttonwood Financial Advisors Inc. | 4.82% | 195,424 | $15,966,149 | $17,306,749 | +$1,340,600 | +8.40% | |
| Marotta Asset Management | 2.63% | 189,752 | $15,502,738 | $16,804,437 | +$1,301,699 | +8.40% | |
| Commonwealth Equity Services, Llc | 0.02% | 185,730 | $15,174,127 | $16,448,249 | +$1,274,122 | +8.40% | |
| Assetmark, Inc | 0.02% | 178,598 | $14,591,424 | $15,816,639 | +$1,225,215 | +8.40% | |
| Fischer Financial Services, Inc. | 3.51% | 174,539 | $14,259,838 | $15,457,174 | +$1,197,336 | +8.40% | |
| Altfest L J & Co Inc | 1.42% | 174,263 | $14,237,300 | $15,432,731 | +$1,195,431 | +8.40% | |
| Aprio Wealth Management, Llc | 0.64% | 172,097 | $14,060,335 | $15,240,910 | +$1,180,575 | +8.40% | |
| Wells Fargo & Company/Mn | 0.00% | 170,970 | $13,207,426 | $15,141,103 | +$1,933,677 | +14.64% | |
| Apollon Wealth Management, Llc | 0.15% | 158,177 | $12,923,031 | $14,008,155 | +$1,085,124 | +8.40% | |
| Strengthening Families & Communities, Llc | 2.20% | 123,633 | $10,100,828 | $10,948,938 | +$848,110 | +8.40% | |
| Heirloom Wealth Management | 1.25% | 117,912 | $9,633,410 | $10,442,287 | +$808,877 | +8.40% | |
| Bank Of America Corp | 0.00% | 113,826 | $8,793,044 | $10,080,431 | +$1,287,387 | +14.64% | |
| Fmr Llc | 0.00% | 113,518 | $8,769,264 | $10,053,154 | +$1,283,890 | +14.64% | |
| Modern Wealth Management, Llc | 0.10% | 113,358 | $8,756,940 | $10,038,984 | +$1,282,044 | +14.64% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 107,226 | $8,283,236 | $9,495,935 | +$1,212,699 | +14.64% | |
| Spinnaker Trust | 0.39% | 104,144 | $8,045,124 | $9,222,993 | +$1,177,869 | +14.64% | |
| Yoder Wealth Management, Inc. | 3.03% | 98,220 | $8,024,574 | $8,698,363 | +$673,789 | +8.40% | |
| Rwa Wealth Partners, Llc | 0.07% | 100,771 | $7,784,577 | $8,924,280 | +$1,139,703 | +14.64% | |
| Newedge Advisors, Llc | 0.02% | 100,270 | $7,745,851 | $8,879,911 | +$1,134,060 | +14.64% | |
| Citigroup Inc | 0.00% | 98,234 | $7,588,557 | $8,699,603 | +$1,111,046 | +14.64% | |
| Stifel Financial Corp | 0.01% | 96,473 | $7,452,525 | $8,543,649 | +$1,091,124 | +14.64% | |
| Lifeworks Advisors, Llc | 0.77% | 95,707 | $7,393,367 | $8,475,812 | +$1,082,445 | +14.64% | |
| Q3 Asset Management | 1.34% | 95,065 | $7,313,000 | $8,418,956 | +$1,105,956 | +15.12% | |
| Larson Financial Group Llc | 0.19% | 94,065 | $7,266,497 | $8,330,396 | +$1,063,899 | +14.64% | |
| Jpmorgan Chase & Co | 0.00% | 92,157 | $7,199,354 | $8,161,424 | +$962,070 | +13.36% | |
| Traynor Capital Management, Inc. | 0.28% | 74,568 | $6,092,218 | $6,603,742 | +$511,524 | +8.40% | |
| Financial Partners Group, Inc | 0.62% | 73,570 | $6,010,694 | $6,515,359 | +$504,665 | +8.40% | |
| Mml Investors Services, Llc | 0.01% | 74,825 | $5,780,205 | $6,626,502 | +$846,297 | +14.64% | |
| Bank Of New York Mellon Corp | 0.00% | 73,413 | $5,671,077 | $6,501,455 | +$830,378 | +14.64% | |
| Northcoast Asset Management Llc | 0.12% | 69,760 | $5,389,000 | $6,177,946 | +$788,946 | +14.64% | |
| Maltin Wealth Management, Inc. | 1.67% | 62,018 | $5,066,897 | $5,492,314 | +$425,417 | +8.40% | |
| Ubs Group Ag | 0.00% | 57,648 | $4,453,309 | $5,105,307 | +$651,998 | +14.64% | |
| Barry Investment Advisors, Llc | 0.83% | 53,070 | $4,335,788 | $4,699,879 | +$364,091 | +8.40% | |
| Janney Montgomery Scott Llc | 0.01% | 55,734 | $4,305,000 | $4,935,803 | +$630,803 | +14.65% | |
| Valmark Advisers, Inc. | 0.04% | 52,750 | $4,074,973 | $4,671,540 | +$596,567 | +14.64% | |
| Mcglone Suttner Wealth Management, Inc. | 0.47% | 49,678 | $4,058,711 | $4,399,484 | +$340,773 | +8.40% |
Frequently asked questions about FHLC
Who are the largest institutional holders of FHLC?
The largest institutional holders of FHLC reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Agf Management Ltd, Lpl Financial Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported FHLC position.
What is FHLC institutional ownership?
This page tracks FHLC positions reported by institutional investment managers through SEC Form 13F. FIDELITY HEALTH CARE ETF (FHLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FHLC?
InsiderSet currently tracks 388 institutional managers reporting FHLC 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 FHLC shareholders.
How much FHLC stock do institutions own?
Institutional investment managers disclosed approximately $1.31B in FHLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FHLC institutional ownership last updated?
The latest FHLC 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 FHLC 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 FHLC position after the reporting date.
Are institutions buying or selling FHLC?
Institutional buying and selling can be analyzed by comparing FHLC positions across consecutive 13F reporting periods. InsiderSet's FHLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FHLC ownership changes.
How has FHLC institutional ownership changed over time?
InsiderSet tracks FHLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.