FIDELITY HEALTH CARE ETF (FHLC) Institutional Shareholders
FIDELITY HEALTH CARE ETF (FHLC) 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 $1.25B in FHLC holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FHLC tracked by InsiderSet, reporting ownership valued at approximately $199.26M 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 $223.02M, representing an estimated gain of +11.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FHLC value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Ae Wealth Management Llc, 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
370
Total Reported Value
$1.25B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$199.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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% | 2,832,002 | $199,259,661 | $223,020,158 | +$23,760,497 | +11.92% | |
| Lido Advisors, Llc | 0.60% | 2,160,071 | $151,982,732 | $170,105,591 | +$18,122,859 | +11.92% | |
| Ae Wealth Management Llc | 0.52% | 1,379,183 | $97,039,211 | $108,610,661 | +$11,571,450 | +11.92% | |
| Lpl Financial Llc | 0.02% | 938,070 | $66,002,570 | $73,873,013 | +$7,870,443 | +11.92% | |
| Agf Management Ltd | 0.30% | 937,724 | $65,978,260 | $73,845,765 | +$7,867,505 | +11.92% | |
| Morgan Stanley | 0.00% | 527,063 | $37,084,267 | $41,506,211 | +$4,421,944 | +11.92% | |
| Commonwealth Equity Services, Llc | 0.04% | 392,229 | $30,299,721 | $30,888,034 | +$588,313 | +1.94% | |
| Weatherly Asset Management L. P. | 1.72% | 313,281 | $24,200,993 | $24,670,879 | +$469,886 | +1.94% | |
| Envestnet Asset Management Inc | 0.01% | 333,943 | $23,496,216 | $26,298,011 | +$2,801,795 | +11.92% | |
| Kestra Advisory Services, Llc | 0.07% | 269,400 | $20,811,130 | $21,215,250 | +$404,120 | +1.94% | |
| Raymond James Financial Inc | 0.01% | 266,735 | $18,767,428 | $21,005,381 | +$2,237,953 | +11.92% | |
| Altfest L J & Co Inc | 1.74% | 232,582 | $17,966,979 | $18,315,833 | +$348,854 | +1.94% | |
| Ttp Investments, Inc. | 7.24% | 230,921 | $17,838,647 | $18,185,029 | +$346,382 | +1.94% | |
| Investors Research Corp | 2.99% | 216,139 | $16,696,738 | $17,020,946 | +$324,208 | +1.94% | |
| Mercer Global Advisors Inc | 0.02% | 234,323 | $16,486,990 | $18,452,936 | +$1,965,946 | +11.92% | |
| Marotta Asset Management | 2.64% | 204,237 | $15,869,215 | $16,083,664 | +$214,449 | +1.35% | |
| Buttonwood Financial Advisors Inc. | 4.72% | 200,861 | $15,516,526 | $15,817,804 | +$301,278 | +1.94% | |
| Cetera Investment Advisers | 0.02% | 215,250 | $15,144,983 | $16,950,938 | +$1,805,955 | +11.92% | |
| Aprio Wealth Management, Llc | 0.71% | 186,731 | $14,424,947 | $14,705,066 | +$280,119 | +1.94% | |
| Assetmark, Inc | 0.02% | 178,834 | $13,814,959 | $14,083,178 | +$268,219 | +1.94% | |
| Osaic Holdings, Inc. | 0.02% | 192,669 | $13,568,342 | $15,172,684 | +$1,604,342 | +11.82% | |
| Fischer Financial Services, Inc. | 4.06% | 171,442 | $12,062,622 | $13,501,058 | +$1,438,436 | +11.92% | |
| Apollon Wealth Management, Llc | 0.14% | 153,172 | $11,832,538 | $12,062,295 | +$229,757 | +1.94% | |
| Wells Fargo & Company/Mn | 0.00% | 156,882 | $11,038,184 | $12,354,458 | +$1,316,274 | +11.92% | |
| Strengthening Families & Communities, Llc | 2.75% | 156,622 | $11,019,953 | $12,333,983 | +$1,314,030 | +11.92% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 140,610 | $9,893,314 | $11,073,038 | +$1,179,724 | +11.92% | |
| Bank Of America Corp | 0.00% | 118,410 | $8,331,350 | $9,324,788 | +$993,438 | +11.92% | |
| Rwa Wealth Partners, Llc | 0.09% | 114,183 | $8,033,939 | $8,991,911 | +$957,972 | +11.92% | |
| Modern Wealth Management, Llc | 0.14% | 112,302 | $7,963,332 | $8,843,783 | +$880,451 | +11.06% | |
| Yoder Wealth Management, Inc. | 3.08% | 102,134 | $7,889,852 | $8,043,053 | +$153,201 | +1.94% | |
| Fmr Llc | 0.00% | 108,227 | $7,614,883 | $8,522,876 | +$907,993 | +11.92% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 106,270 | $7,477,166 | $8,368,763 | +$891,597 | +11.92% | |
| Spinnaker Trust | 0.39% | 99,411 | $6,994,558 | $7,828,616 | +$834,058 | +11.92% | |
| Larson Financial Group Llc | 0.21% | 93,860 | $6,603,955 | $7,391,475 | +$787,520 | +11.92% | |
| Lifeworks Advisors, Llc | 0.84% | 93,396 | $6,571,310 | $7,354,935 | +$783,625 | +11.92% | |
| Stifel Financial Corp | 0.01% | 93,070 | $6,548,388 | $7,329,263 | +$780,875 | +11.92% | |
| Traynor Capital Management, Inc. | 0.29% | 79,857 | $6,168,962 | $6,288,739 | +$119,777 | +1.94% | |
| Citigroup Inc | 0.00% | 86,636 | $6,095,721 | $6,822,585 | +$726,864 | +11.92% | |
| Atlasmark Financial, Inc | 0.29% | 88,000 | $5,541,580 | $6,930,000 | +$1,388,420 | +25.05% | |
| Financial Partners Group, Inc | 0.62% | 73,658 | $5,182,611 | $5,800,568 | +$617,957 | +11.92% | |
| Susquehanna International Group, Llp | 0.01% | 69,385 | $4,881,928 | $5,464,069 | +$582,141 | +11.92% | |
| Maltin Wealth Management, Inc. | 1.60% | 61,848 | $4,777,795 | $4,870,530 | +$92,735 | +1.94% | |
| Mml Investors Services, Llc | 0.01% | 67,676 | $4,761,684 | $5,329,485 | +$567,801 | +11.92% | |
| Eley Financial Management, Inc | 1.75% | 65,127 | $4,367,417 | $5,128,751 | +$761,334 | +17.43% | |
| Barry Investment Advisors, Llc | 0.89% | 55,280 | $4,270,350 | $4,353,300 | +$82,950 | +1.94% | |
| Mcglone Suttner Wealth Management, Inc. | 0.49% | 53,633 | $4,143,155 | $4,223,599 | +$80,444 | +1.94% | |
| Valmark Advisers, Inc. | 0.04% | 52,819 | $3,716,336 | $4,159,496 | +$443,160 | +11.92% | |
| Sigma Planning Corp | 0.10% | 51,545 | $3,626,692 | $4,059,169 | +$432,477 | +11.92% | |
| Newedge Advisors, Llc | 0.17% | 37,759 | $3,623,216 | $2,973,521 | -$649,695 | -17.93% | |
| Smith Salley Wealth Management | 0.15% | 43,256 | $3,341,512 | $3,406,410 | +$64,898 | +1.94% |
Frequently asked questions about FHLC
Who owns the most FHLC stock?
The largest holders of FHLC 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 HEALTH CARE ETF (FHLC).
Is FHLC widely held by superinvestors?
Many widely followed stocks like FHLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FHLC 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.