FMAT Institutional Ownership & Shareholders
FIDELITY MATERIALS ETF (FMAT) is currently held by 144 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.48M 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 FMAT tracked by InsiderSet, reporting ownership valued at approximately $36.96M 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 $37.57M, representing an estimated gain of +1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed FMAT value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Independence Financial Advisors, Llc, Agf Management Ltd, and several other long-term asset managers with concentrated positions in FIDELITY MATERIALS ETF (FMAT).
This page ranks the largest institutional FMAT 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
144
Total Reported Value
$162.48M
Largest Holder
Lido Advisors, Llc
Largest Position
$36.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.13% | 631,686 | $36,960,041 | $37,572,683 | +$612,642 | +1.66% | |
| Independence Financial Advisors, Llc | 3.13% | 223,656 | $12,466,572 | $13,303,059 | +$836,487 | +6.71% | |
| Agf Management Ltd | 0.03% | 116,406 | $6,488,471 | $6,923,829 | +$435,358 | +6.71% | |
| Northcoast Asset Management Llc | 0.12% | 92,538 | $5,414,428 | $5,504,160 | +$89,732 | +1.66% | |
| Certified Advisory Corp | 0.38% | 81,704 | $4,554,176 | $4,859,754 | +$305,578 | +6.71% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 75,990 | $4,446,201 | $4,519,885 | +$73,684 | +1.66% | |
| Goldman Sachs Group Inc | 0.00% | 75,317 | $4,406,798 | $4,479,855 | +$73,057 | +1.66% | |
| Susquehanna International Group, Llp | 0.00% | 73,520 | $4,301,655 | $4,372,970 | +$71,315 | +1.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 73,684 | $4,107,143 | $4,382,724 | +$275,581 | +6.71% | |
| Lpl Financial Llc | 0.00% | 67,611 | $3,955,911 | $4,021,502 | +$65,591 | +1.66% | |
| Morgan Stanley | 0.00% | 64,835 | $3,793,656 | $3,856,386 | +$62,730 | +1.65% | |
| Creative Planning | 0.00% | 65,935 | $3,675,200 | $3,921,814 | +$246,614 | +6.71% | |
| Osaic Holdings, Inc. | 0.00% | 57,387 | $3,365,963 | $3,413,379 | +$47,416 | +1.41% | |
| Two Sigma Investments, Lp | 0.00% | 44,600 | $2,609,546 | $2,652,808 | +$43,262 | +1.66% | |
| Envestnet Asset Management Inc | 0.00% | 43,266 | $2,531,506 | $2,573,462 | +$41,956 | +1.66% | |
| Lifeworks Advisors, Llc | 0.24% | 39,081 | $2,286,642 | $2,324,538 | +$37,896 | +1.66% | |
| Jpmorgan Chase & Co | 0.00% | 37,941 | $2,210,767 | $2,256,731 | +$45,964 | +2.08% | |
| Cetera Investment Advisers | 0.00% | 36,891 | $2,158,485 | $2,194,277 | +$35,792 | +1.66% | |
| Wealth Alliance Advisory Group, Llc | 0.28% | 35,772 | $1,993,919 | $2,127,719 | +$133,800 | +6.71% | |
| Peak Financial Management, Inc. | 0.40% | 31,962 | $1,781,562 | $1,901,100 | +$119,538 | +6.71% | |
| Mather Group, Llc. | 0.02% | 31,821 | $1,773,689 | $1,892,713 | +$119,024 | +6.71% | |
| Sunbelt Securities, Inc. | 0.11% | 30,509 | $1,758,547 | $1,814,675 | +$56,128 | +3.19% | |
| Stifel Financial Corp | 0.00% | 29,814 | $1,744,380 | $1,773,337 | +$28,957 | +1.66% | |
| Richmond Brothers, Inc. | 0.90% | 29,593 | $1,731,539 | $1,760,192 | +$28,653 | +1.65% | |
| J.W. Cole Advisors, Inc. | 0.03% | 28,138 | $1,646,379 | $1,673,648 | +$27,269 | +1.66% | |
| Bank Of America Corp | 0.00% | 27,741 | $1,623,105 | $1,650,035 | +$26,930 | +1.66% | |
| Beaumont Financial Advisors, Llc | 0.10% | 28,404 | $1,583,239 | $1,689,470 | +$106,231 | +6.71% | |
| Wealthcare Advisory Partners Llc | 0.03% | 26,786 | $1,493,038 | $1,593,231 | +$100,193 | +6.71% | |
| Centerline Wealth Advisors, Llc | 0.46% | 26,397 | $1,471,364 | $1,570,094 | +$98,730 | +6.71% | |
| Kestra Advisory Services, Llc | 0.00% | 26,109 | $1,455,295 | $1,552,963 | +$97,668 | +6.71% | |
| Rfg Advisory, Llc | 0.02% | 24,813 | $1,383,088 | $1,475,877 | +$92,789 | +6.71% | |
| Yoder Wealth Management, Inc. | 0.51% | 24,147 | $1,345,954 | $1,436,264 | +$90,310 | +6.71% | |
| Corient Private Wealth Llc | 0.00% | 22,524 | $1,317,879 | $1,339,728 | +$21,849 | +1.66% | |
| Traynor Capital Management, Inc. | 0.05% | 19,656 | $1,095,603 | $1,169,139 | +$73,536 | +6.71% | |
| Penobscot Wealth Management | 0.27% | 19,129 | $1,066,270 | $1,137,793 | +$71,523 | +6.71% | |
| Oneascent Financial Services Llc | 0.05% | 17,616 | $1,030,698 | $1,047,800 | +$17,102 | +1.66% | |
| Trail Ridge Investment Advisors, Llc | 0.42% | 17,974 | $1,001,897 | $1,069,094 | +$67,197 | +6.71% | |
| Seacrest Wealth Management, Llc | 0.11% | 17,957 | $1,000,923 | $1,068,082 | +$67,159 | +6.71% | |
| Wells Fargo & Company/Mn | 0.00% | 16,366 | $957,568 | $973,450 | +$15,882 | +1.66% | |
| Raymond James Financial Inc | 0.00% | 16,022 | $937,466 | $952,989 | +$15,523 | +1.66% | |
| Elevated Capital Advisors, Llc | 0.24% | 15,084 | $882,572 | $897,196 | +$14,624 | +1.66% | |
| Blue Jean Financial Llc | 0.53% | 15,421 | $859,567 | $917,241 | +$57,674 | +6.71% | |
| Fmr Llc | 0.00% | 14,424 | $843,974 | $857,940 | +$13,966 | +1.65% | |
| Citigroup Inc | 0.00% | 13,496 | $789,627 | $802,742 | +$13,115 | +1.66% | |
| Jones Financial Companies Lllp | 0.00% | 13,199 | $783,333 | $785,077 | +$1,744 | +0.22% | |
| Smith Salley Wealth Management | 0.03% | 13,530 | $754,136 | $804,764 | +$50,628 | +6.71% | |
| American National Bank & Trust | 0.07% | 13,003 | $724,787 | $773,418 | +$48,631 | +6.71% | |
| Kestra Private Wealth Services, Llc | 0.01% | 12,952 | $721,941 | $770,385 | +$48,444 | +6.71% | |
| Arax Advisory Partners | 0.00% | 12,248 | $716,587 | $728,511 | +$11,924 | +1.66% | |
| Lynch & Associates/In | 0.10% | 12,417 | $692,124 | $738,563 | +$46,439 | +6.71% |
Frequently asked questions about FMAT
Who are the largest institutional holders of FMAT?
The largest institutional holders of FMAT reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Independence Financial Advisors, Llc, Agf Management Ltd, Northcoast Asset Management Llc, and Certified Advisory Corp. InsiderSet ranks institutional holders by their latest reported FMAT position.
What is FMAT institutional ownership?
This page tracks FMAT positions reported by institutional investment managers through SEC Form 13F. FIDELITY MATERIALS ETF (FMAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMAT?
InsiderSet currently tracks 144 institutional managers reporting FMAT 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 FMAT shareholders.
How much FMAT stock do institutions own?
Institutional investment managers disclosed approximately $162.48M in FMAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMAT institutional ownership last updated?
The latest FMAT 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 FMAT 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 FMAT position after the reporting date.
Are institutions buying or selling FMAT?
Institutional buying and selling can be analyzed by comparing FMAT positions across consecutive 13F reporting periods. InsiderSet's FMAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMAT ownership changes.
How has FMAT institutional ownership changed over time?
InsiderSet tracks FMAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.