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 $1.33B 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 $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 $244.37M, representing an estimated gain of +5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
382
Total Reported Value
$1.33B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$232.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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 | $244,367,231 | +$12,173,275 | +5.24% | |
| Lido Advisors, Llc | 0.58% | 2,091,112 | $161,538,447 | $170,007,406 | +$8,468,959 | +5.24% | |
| Agf Management Ltd | 0.29% | 953,891 | $73,688,079 | $77,551,338 | +$3,863,259 | +5.24% | |
| Lpl Financial Llc | 0.02% | 882,513 | $68,174,125 | $71,748,307 | +$3,574,182 | +5.24% | |
| Morgan Stanley | 0.00% | 580,998 | $44,882,323 | $47,235,137 | +$2,352,814 | +5.24% | |
| Envestnet Asset Management Inc | 0.01% | 569,997 | $44,032,307 | $46,340,756 | +$2,308,449 | +5.24% | |
| Commonwealth Equity Services, Llc | 0.04% | 392,229 | $30,299,721 | $31,888,218 | +$1,588,497 | +5.24% | |
| Weatherly Asset Management L. P. | 1.72% | 313,281 | $24,200,993 | $25,469,745 | +$1,268,752 | +5.24% | |
| Raymond James Financial Inc | 0.01% | 283,047 | $21,865,400 | $23,011,721 | +$1,146,321 | +5.24% | |
| Cetera Investment Advisers | 0.02% | 270,393 | $20,887,877 | $21,982,951 | +$1,095,074 | +5.24% | |
| Kestra Advisory Services, Llc | 0.07% | 269,400 | $20,811,130 | $21,902,220 | +$1,091,090 | +5.24% | |
| Highmark Wealth Management Llc | 6.58% | 254,403 | $19,650,833 | $20,682,964 | +$1,032,131 | +5.25% | |
| Osaic Holdings, Inc. | 0.02% | 247,424 | $19,130,919 | $20,115,571 | +$984,652 | +5.15% | |
| Altfest L J & Co Inc | 1.74% | 232,582 | $17,966,979 | $18,908,917 | +$941,938 | +5.24% | |
| Ttp Investments, Inc. | 7.24% | 230,921 | $17,838,647 | $18,773,877 | +$935,230 | +5.24% | |
| Mercer Global Advisors Inc | 0.02% | 218,427 | $16,873,521 | $17,758,115 | +$884,594 | +5.24% | |
| Investors Research Corp | 2.99% | 216,139 | $16,696,738 | $17,572,101 | +$875,363 | +5.24% | |
| Heirloom Wealth Management | 2.38% | 212,893 | $16,445,984 | $17,308,201 | +$862,217 | +5.24% | |
| Marotta Asset Management | 2.64% | 204,237 | $15,869,215 | $16,604,468 | +$735,253 | +4.63% | |
| Buttonwood Financial Advisors Inc. | 4.72% | 200,861 | $15,516,526 | $16,329,999 | +$813,473 | +5.24% | |
| Aprio Wealth Management, Llc | 0.71% | 186,731 | $14,424,947 | $15,181,230 | +$756,283 | +5.24% | |
| Assetmark, Inc | 0.02% | 178,834 | $13,814,959 | $14,539,204 | +$724,245 | +5.24% | |
| Fischer Financial Services, Inc. | 3.38% | 174,197 | $13,456,663 | $14,162,216 | +$705,553 | +5.24% | |
| Wells Fargo & Company/Mn | 0.00% | 170,970 | $13,207,426 | $13,899,861 | +$692,435 | +5.24% | |
| Strengthening Families & Communities, Llc | 2.74% | 159,326 | $12,307,929 | $12,953,204 | +$645,275 | +5.24% | |
| Apollon Wealth Management, Llc | 0.14% | 153,172 | $11,832,538 | $12,452,884 | +$620,346 | +5.24% | |
| Bank Of America Corp | 0.00% | 113,826 | $8,793,044 | $9,254,054 | +$461,010 | +5.24% | |
| Fmr Llc | 0.00% | 113,518 | $8,769,264 | $9,229,013 | +$459,749 | +5.24% | |
| Modern Wealth Management, Llc | 0.10% | 113,358 | $8,756,940 | $9,216,005 | +$459,065 | +5.24% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 107,226 | $8,283,236 | $8,717,474 | +$434,238 | +5.24% | |
| Spinnaker Trust | 0.39% | 104,144 | $8,045,124 | $8,466,907 | +$421,783 | +5.24% | |
| Yoder Wealth Management, Inc. | 3.08% | 102,134 | $7,889,852 | $8,303,494 | +$413,642 | +5.24% | |
| Rwa Wealth Partners, Llc | 0.07% | 100,771 | $7,784,577 | $8,192,682 | +$408,105 | +5.24% | |
| Newedge Advisors, Llc | 0.02% | 100,270 | $7,745,851 | $8,151,951 | +$406,100 | +5.24% | |
| Citigroup Inc | 0.00% | 98,234 | $7,588,557 | $7,986,424 | +$397,867 | +5.24% | |
| Stifel Financial Corp | 0.01% | 96,473 | $7,452,525 | $7,843,255 | +$390,730 | +5.24% | |
| Lifeworks Advisors, Llc | 0.77% | 95,707 | $7,393,367 | $7,780,979 | +$387,612 | +5.24% | |
| Q3 Asset Management | 1.34% | 95,065 | $7,313,000 | $7,728,785 | +$415,785 | +5.69% | |
| Larson Financial Group Llc | 0.19% | 94,065 | $7,266,497 | $7,647,485 | +$380,988 | +5.24% | |
| Jpmorgan Chase & Co | 0.00% | 92,157 | $7,199,354 | $7,492,364 | +$293,010 | +4.07% | |
| Traynor Capital Management, Inc. | 0.29% | 79,857 | $6,168,962 | $6,492,374 | +$323,412 | +5.24% | |
| Mml Investors Services, Llc | 0.01% | 74,825 | $5,780,205 | $6,083,273 | +$303,068 | +5.24% | |
| Bank Of New York Mellon Corp | 0.00% | 73,413 | $5,671,077 | $5,968,477 | +$297,400 | +5.24% | |
| Northcoast Asset Management Llc | 0.12% | 69,760 | $5,389,000 | $5,671,488 | +$282,488 | +5.24% | |
| Financial Partners Group, Inc | 0.62% | 73,658 | $5,182,611 | $5,988,395 | +$805,784 | +15.55% | |
| Maltin Wealth Management, Inc. | 1.60% | 61,848 | $4,777,795 | $5,028,242 | +$250,447 | +5.24% | |
| Ubs Group Ag | 0.00% | 57,648 | $4,453,309 | $4,686,782 | +$233,473 | +5.24% | |
| Janney Montgomery Scott Llc | 0.01% | 55,734 | $4,305,000 | $4,531,174 | +$226,174 | +5.25% | |
| Barry Investment Advisors, Llc | 0.89% | 55,280 | $4,270,350 | $4,494,264 | +$223,914 | +5.24% | |
| Mcglone Suttner Wealth Management, Inc. | 0.49% | 53,633 | $4,143,155 | $4,360,363 | +$217,208 | +5.24% |
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.