FIDELITY MATERIALS ETF (FMAT) Institutional Shareholders
FIDELITY MATERIALS ETF (FMAT) 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 $153.69M in FMAT holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FMAT tracked by InsiderSet, reporting ownership valued at approximately $37.73M 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 $38.69M, representing an estimated gain of +2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
143
Total Reported Value
$153.69M
Largest Holder
Lido Advisors, Llc
Largest Position
$37.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
158
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.15% | 654,663 | $37,734,844 | $38,690,583 | +$955,739 | +2.53% | |
| Independence Financial Advisors, Llc | 3.11% | 204,631 | $11,972,945 | $12,093,692 | +$120,747 | +1.01% | |
| Agf Management Ltd | 0.03% | 113,178 | $6,523,580 | $6,688,820 | +$165,240 | +2.53% | |
| Cetera Investment Advisers | 0.01% | 100,986 | $5,820,856 | $5,968,273 | +$147,417 | +2.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 88,766 | $5,193,690 | $5,246,071 | +$52,381 | +1.01% | |
| Certified Advisory Corp | 0.39% | 82,086 | $4,802,863 | $4,851,283 | +$48,420 | +1.01% | |
| Lpl Financial Llc | 0.00% | 77,701 | $4,478,667 | $4,592,129 | +$113,462 | +2.53% | |
| Creative Planning | 0.00% | 69,161 | $3,986,419 | $4,087,415 | +$100,996 | +2.53% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 65,533 | $3,777,317 | $3,873,000 | +$95,683 | +2.53% | |
| Morgan Stanley | 0.00% | 58,244 | $3,357,264 | $3,442,220 | +$84,956 | +2.53% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $2,882,000 | $2,955,000 | +$73,000 | +2.53% | |
| Bank Of New York Mellon Corp | 0.00% | 49,715 | $2,865,601 | $2,938,157 | +$72,556 | +2.53% | |
| Envestnet Asset Management Inc | 0.00% | 43,266 | $2,531,506 | $2,557,021 | +$25,515 | +1.01% | |
| Osaic Holdings, Inc. | 0.00% | 42,921 | $2,478,767 | $2,536,631 | +$57,864 | +2.33% | |
| Northcoast Asset Management Llc | 0.06% | 42,057 | $2,424,183 | $2,485,569 | +$61,386 | +2.53% | |
| Lifeworks Advisors, Llc | 0.29% | 38,564 | $2,222,819 | $2,279,132 | +$56,313 | +2.53% | |
| Susquehanna International Group, Llp | 0.00% | 37,053 | $2,135,735 | $2,189,832 | +$54,097 | +2.53% | |
| Peak Financial Management, Inc. | 0.44% | 32,967 | $1,928,899 | $1,948,350 | +$19,451 | +1.01% | |
| Mather Group, Llc. | 0.02% | 31,821 | $1,861,832 | $1,880,621 | +$18,789 | +1.01% | |
| Sunbelt Securities, Inc. | 0.11% | 30,509 | $1,758,547 | $1,803,082 | +$44,535 | +2.53% | |
| Bank Of America Corp | 0.00% | 29,804 | $1,717,902 | $1,761,416 | +$43,514 | +2.53% | |
| Wealth Alliance Advisory Group, Llc | 0.24% | 28,337 | $1,658,023 | $1,674,717 | +$16,694 | +1.01% | |
| Stifel Financial Corp | 0.00% | 28,741 | $1,656,629 | $1,698,593 | +$41,964 | +2.53% | |
| J.W. Cole Advisors, Inc. | 0.03% | 28,138 | $1,646,379 | $1,662,956 | +$16,577 | +1.01% | |
| Beaumont Financial Advisors, Llc | 0.10% | 28,085 | $1,643,253 | $1,659,824 | +$16,571 | +1.01% | |
| Centerline Wealth Advisors, Llc | 0.48% | 26,064 | $1,525,000 | $1,540,382 | +$15,382 | +1.01% | |
| Wealthcare Advisory Partners Llc | 0.03% | 25,902 | $1,515,533 | $1,530,808 | +$15,275 | +1.01% | |
| Yoder Wealth Management, Inc. | 0.53% | 23,089 | $1,350,937 | $1,364,560 | +$13,623 | +1.01% | |
| Corient Private Wealth Llc | 0.00% | 23,182 | $1,336,211 | $1,370,056 | +$33,845 | +2.53% | |
| Trail Ridge Investment Advisors, Llc | 0.48% | 19,170 | $1,104,987 | $1,132,947 | +$27,960 | +2.53% | |
| Kestra Private Wealth Services, Llc | 0.01% | 17,773 | $1,039,899 | $1,050,384 | +$10,485 | +1.01% | |
| Seacrest Wealth Management, Llc | 0.11% | 17,735 | $1,037,675 | $1,048,139 | +$10,464 | +1.01% | |
| Penobscot Wealth Management | 0.27% | 17,557 | $1,027,286 | $1,037,619 | +$10,333 | +1.01% | |
| Blue Jean Financial Llc | 0.66% | 16,164 | $945,756 | $955,292 | +$9,536 | +1.01% | |
| Traynor Capital Management, Inc. | 0.04% | 15,213 | $890,102 | $899,088 | +$8,986 | +1.01% | |
| Elevated Capital Advisors, Llc | 0.24% | 15,084 | $882,572 | $891,464 | +$8,892 | +1.01% | |
| Tounjian Advisory Partners, Llc | 0.30% | 14,436 | $832,070 | $853,168 | +$21,098 | +2.54% | |
| Fmr Llc | 0.00% | 14,407 | $830,416 | $851,454 | +$21,038 | +2.53% | |
| Smith Salley Wealth Management | 0.03% | 13,546 | $792,547 | $800,569 | +$8,022 | +1.01% | |
| Citigroup Inc | 0.00% | 13,496 | $789,627 | $797,614 | +$7,987 | +1.01% | |
| Oneascent Financial Services Llc | 0.04% | 13,469 | $776,324 | $796,018 | +$19,694 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 13,055 | $752,468 | $771,551 | +$19,083 | +2.54% | |
| American National Bank & Trust | 0.06% | 12,431 | $727,205 | $734,672 | +$7,467 | +1.03% | |
| Lynch & Associates/In | 0.12% | 12,030 | $703,875 | $710,973 | +$7,098 | +1.01% | |
| Principal Securities, Inc. | 0.01% | 11,470 | $671,110 | $677,877 | +$6,767 | +1.01% | |
| Wells Fargo & Company/Mn | 0.00% | 11,462 | $660,648 | $677,404 | +$16,756 | +2.54% | |
| Level Four Advisory Services, Llc | 0.02% | 11,248 | $648,335 | $664,757 | +$16,422 | +2.53% | |
| Kestra Advisory Services, Llc | 0.00% | 10,910 | $638,320 | $644,781 | +$6,461 | +1.01% | |
| Mosley Wealth Management | 0.18% | 9,569 | $559,896 | $565,528 | +$5,632 | +1.01% | |
| Jones Financial Companies Lllp | 0.00% | 9,939 | $558,852 | $587,395 | +$28,543 | +5.11% |
Frequently asked questions about FMAT
Who owns the most FMAT stock?
The largest holders of FMAT 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 MATERIALS ETF (FMAT).
Is FMAT widely held by superinvestors?
Many widely followed stocks like FMAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMAT 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.