FIDU Institutional Ownership & Shareholders
FIDELITY INDUSTRIALS ETF (FIDU) is currently held by 236 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $674.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FIDU tracked by InsiderSet, reporting ownership valued at approximately $166.55M 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 $150.46M, representing an estimated loss of -9.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FIDU value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Agf Management Ltd, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FIDELITY INDUSTRIALS ETF (FIDU).
This page ranks the largest institutional FIDU 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
236
Total Reported Value
$674.07M
Largest Holder
Lido Advisors, Llc
Largest Position
$166.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.59% | 1,672,011 | $166,549,148 | $150,464,270 | -$16,084,878 | -9.66% | |
| Agf Management Ltd | 0.19% | 516,053 | $45,711,975 | $46,439,609 | +$727,634 | +1.59% | |
| Commonwealth Equity Services, Llc | 0.04% | 330,954 | $29,315,922 | $29,782,550 | +$466,628 | +1.59% | |
| Lpl Financial Llc | 0.01% | 285,843 | $28,472,817 | $25,723,012 | -$2,749,805 | -9.66% | |
| Vicus Capital | 1.67% | 259,849 | $25,883,550 | $23,383,812 | -$2,499,738 | -9.66% | |
| Morgan Stanley | 0.00% | 219,372 | $21,851,804 | $19,741,286 | -$2,110,518 | -9.66% | |
| Sanctuary Advisors, Llc | 0.09% | 184,436 | $18,371,658 | $16,597,396 | -$1,774,262 | -9.66% | |
| Northcoast Asset Management Llc | 0.36% | 161,766 | $16,113,556 | $14,557,322 | -$1,556,234 | -9.66% | |
| Bank Of America Corp | 0.00% | 145,719 | $14,515,025 | $13,113,253 | -$1,401,772 | -9.66% | |
| Independence Financial Advisors, Llc | 3.16% | 142,295 | $12,604,501 | $12,805,127 | +$200,626 | +1.59% | |
| Wells Fargo & Company/Mn | 0.00% | 126,154 | $12,566,221 | $11,352,598 | -$1,213,623 | -9.66% | |
| Mercer Global Advisors Inc | 0.02% | 123,202 | $12,272,115 | $11,086,948 | -$1,185,167 | -9.66% | |
| Kestra Advisory Services, Llc | 0.03% | 135,327 | $11,987,308 | $12,178,077 | +$190,769 | +1.59% | |
| Lifeworks Advisors, Llc | 1.19% | 114,531 | $11,408,403 | $10,306,645 | -$1,101,758 | -9.66% | |
| Thrivent Financial For Lutherans | 0.02% | 106,256 | $10,584,000 | $9,561,977 | -$1,022,023 | -9.66% | |
| Ameriprise Financial Inc | 0.00% | 99,985 | $9,961,692 | $8,997,650 | -$964,042 | -9.68% | |
| Kestra Private Wealth Services, Llc | 0.10% | 104,409 | $9,248,528 | $9,395,766 | +$147,238 | +1.59% | |
| Fmr Llc | 0.00% | 92,107 | $9,174,812 | $8,288,709 | -$886,103 | -9.66% | |
| Royal Bank Of Canada | 0.00% | 78,645 | $7,834,000 | $7,077,264 | -$756,736 | -9.66% | |
| Yoder Wealth Management, Inc. | 2.87% | 86,000 | $7,617,880 | $7,739,140 | +$121,260 | +1.59% | |
| Arax Advisory Partners | 0.05% | 74,143 | $7,385,437 | $6,672,129 | -$713,308 | -9.66% | |
| Stifel Financial Corp | 0.01% | 73,519 | $7,323,149 | $6,615,975 | -$707,174 | -9.66% | |
| Newedge Advisors, Llc | 0.02% | 72,031 | $7,175,077 | $6,482,070 | -$693,007 | -9.66% | |
| Osaic Holdings, Inc. | 0.01% | 65,286 | $6,521,654 | $5,875,087 | -$646,567 | -9.91% | |
| Traynor Capital Management, Inc. | 0.27% | 65,120 | $5,768,287 | $5,860,149 | +$91,862 | +1.59% | |
| Fischer Financial Services, Inc. | 1.37% | 62,774 | $5,560,523 | $5,649,032 | +$88,509 | +1.59% | |
| Bank Of Montreal | 0.00% | 54,756 | $5,454,245 | $4,927,492 | -$526,753 | -9.66% | |
| Cetera Investment Advisers | 0.00% | 52,193 | $5,198,972 | $4,696,848 | -$502,124 | -9.66% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $4,980,500 | $4,499,500 | -$481,000 | -9.66% | |
| Iht Wealth Management, Llc | 0.09% | 41,441 | $4,127,926 | $3,729,276 | -$398,650 | -9.66% | |
| Penobscot Wealth Management | 0.97% | 42,442 | $3,759,541 | $3,819,356 | +$59,815 | +1.59% | |
| Jones Financial Companies Lllp | 0.00% | 37,534 | $3,647,923 | $3,377,685 | -$270,238 | -7.41% | |
| Atlas Capital Advisors Inc. | 0.39% | 36,045 | $3,590,442 | $3,243,690 | -$346,752 | -9.66% | |
| Envestnet Asset Management Inc | 0.00% | 32,496 | $3,236,923 | $2,924,315 | -$312,608 | -9.66% | |
| Signal Advisors Wealth, Llc | 0.14% | 35,294 | $3,126,364 | $3,176,107 | +$49,743 | +1.59% | |
| Arkadios Wealth Advisors | 0.05% | 30,191 | $3,007,291 | $2,716,888 | -$290,403 | -9.66% | |
| Raymond James Financial Inc | 0.00% | 30,059 | $2,994,133 | $2,705,009 | -$289,124 | -9.66% | |
| U.S. Capital Wealth Advisors, Llc | 0.07% | 32,752 | $2,833,707 | $2,947,352 | +$113,645 | +4.01% | |
| Citigroup Inc | 0.00% | 27,488 | $2,738,067 | $2,473,645 | -$264,422 | -9.66% | |
| Smith Salley Wealth Management | 0.11% | 30,567 | $2,707,593 | $2,750,724 | +$43,131 | +1.59% | |
| Richmond Brothers, Inc. | 1.31% | 25,307 | $2,520,872 | $2,277,377 | -$243,495 | -9.66% | |
| Epg Wealth Management Llc | 0.58% | 28,377 | $2,513,597 | $2,553,646 | +$40,049 | +1.59% | |
| Clear Creek Financial Management, Llc | 0.19% | 28,327 | $2,509,206 | $2,549,147 | +$39,941 | +1.59% | |
| Lynch & Associates/In | 0.34% | 26,761 | $2,370,489 | $2,408,222 | +$37,733 | +1.59% | |
| Kdk Private Wealth Management, Llc | 1.82% | 25,844 | $2,289,282 | $2,325,702 | +$36,420 | +1.59% | |
| Hanseatic Management Services Inc | 1.79% | 24,669 | $2,185,180 | $2,219,963 | +$34,783 | +1.59% | |
| Rfg Advisory, Llc | 0.03% | 23,838 | $2,111,528 | $2,145,182 | +$33,654 | +1.59% | |
| Great Valley Advisor Group, Inc. | 0.03% | 21,010 | $2,092,776 | $1,890,690 | -$202,086 | -9.66% | |
| Fifth Third Securities, Inc. | 0.10% | 22,282 | $1,973,740 | $2,005,157 | +$31,417 | +1.59% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 19,813 | $1,973,573 | $1,782,972 | -$190,601 | -9.66% |
Frequently asked questions about FIDU
Who are the largest institutional holders of FIDU?
The largest institutional holders of FIDU reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Agf Management Ltd, Commonwealth Equity Services, Llc, Lpl Financial Llc, and Vicus Capital. InsiderSet ranks institutional holders by their latest reported FIDU position.
What is FIDU institutional ownership?
This page tracks FIDU positions reported by institutional investment managers through SEC Form 13F. FIDELITY INDUSTRIALS ETF (FIDU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIDU?
InsiderSet currently tracks 236 institutional managers reporting FIDU 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 FIDU shareholders.
How much FIDU stock do institutions own?
Institutional investment managers disclosed approximately $674.07M in FIDU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIDU institutional ownership last updated?
The latest FIDU 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 FIDU 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 FIDU position after the reporting date.
Are institutions buying or selling FIDU?
Institutional buying and selling can be analyzed by comparing FIDU positions across consecutive 13F reporting periods. InsiderSet's FIDU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIDU ownership changes.
How has FIDU institutional ownership changed over time?
InsiderSet tracks FIDU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.