FIDELITY HEALTH CARE ETF (FHLC) Institutional Ownership Changes & 13F Activity

FIDELITY HEALTH CARE ETF (FHLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Charles Schwab Investment Management Inc, Q3 Asset Management, Osaic Holdings, Inc., and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jaffetilchin Investment Partners, LlcBuy+9+0.1%12,776$986.97KQ2 2026Oct 20, 2026
Envestnet Asset Management IncBuy+236,054+70.7%569,997$44.03MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,972+60.5%13,189$1.02MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcSell-2,830-53.3%2,484$191.89KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-26-0.4%6,884$531.79KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+188+0.5%34,692$2.68MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-100-2.5%3,842$296.78KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+7+0.1%5,219$403.23KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-15,896-6.8%218,427$16.87MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+1,685+6.9%25,986$2.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,323—3,323$256.69KQ2 2026Aug 18, 2026
Transamerica Financial Advisors, LlcBuy+19,949+343.7%25,754$1.99MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+7,937+18.2%51,615$3.99MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+2,794—2,794$215.84KQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+2,715+11.8%25,775$1.99MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+1,585+18.8%10,017$773.81KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+215+8.2%2,840$219.00KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncBuy+173,745+6.1%3,005,747$232.19MQ2 2026Aug 14, 2026
Q3 Asset ManagementBuy+95,065—95,065$7.31MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+54,755+28.4%247,424$19.13MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+21,848—21,848$1.69MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,312+6.1%283,047$21.87MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+14,088+9.0%170,970$13.21MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-13,756-45.3%16,577$1.28MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-8,444-21.4%31,050$2.40MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,518+16.1%46,932$3.65MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,640—5,640$435.69KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,435+25.5%26,744$2.07MQ2 2026Aug 14, 2026
Bank Of America CorpSell-4,584-3.9%113,826$8.79MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,096+10.5%42,969$3.32MQ2 2026Aug 14, 2026
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Frequently asked questions about FHLC activity

  • Which institutional owners are buying FHLC?

    Institutional owners buying FHLC 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 FHLC activity?

    "Buy" means an investor increased their reported position in FHLC compared to the prior reporting period. This reflects growing exposure to FIDELITY HEALTH CARE ETF (FHLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FHLC increasing?

    Institutional interest in FHLC 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.