FIDELITY FINANCIALS ETF (FNCL) Institutional Shareholders
FIDELITY FINANCIALS ETF (FNCL) 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 $859.39M in FNCL holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FNCL tracked by InsiderSet, reporting ownership valued at approximately $195.57M 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 $202.85M, representing an estimated gain of +3.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed FNCL value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Agf Management Ltd, and several other long-term asset managers with concentrated positions in FIDELITY FINANCIALS ETF (FNCL).
This page ranks the largest institutional FNCL 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
249
Total Reported Value
$859.39M
Largest Holder
Lido Advisors, Llc
Largest Position
$195.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.70% | 2,554,511 | $195,573,418 | $202,853,719 | +$7,280,301 | +3.72% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,111,947 | $161,690,662 | $167,709,711 | +$6,019,049 | +3.72% | |
| Agf Management Ltd | 0.26% | 882,402 | $67,556,697 | $70,071,543 | +$2,514,846 | +3.72% | |
| Morgan Stanley | 0.00% | 449,724 | $34,431,146 | $35,712,583 | +$1,281,437 | +3.72% | |
| Commonwealth Equity Services, Llc | 0.04% | 370,196 | $28,342,210 | $29,397,264 | +$1,055,054 | +3.72% | |
| Osaic Holdings, Inc. | 0.03% | 369,981 | $28,337,880 | $29,380,191 | +$1,042,311 | +3.68% | |
| Lpl Financial Llc | 0.00% | 254,016 | $19,447,482 | $20,171,411 | +$723,929 | +3.72% | |
| Kestra Advisory Services, Llc | 0.06% | 236,316 | $18,092,373 | $18,765,854 | +$673,481 | +3.72% | |
| Strategic Point Investment Advisors, Llc | 2.24% | 224,324 | $17,174,245 | $17,813,569 | +$639,324 | +3.72% | |
| Mercer Global Advisors Inc | 0.02% | 218,004 | $16,690,392 | $17,311,698 | +$621,306 | +3.72% | |
| Sava Penzisko Drushtvo A.D. Skopje | 3.50% | 55,086 | $13,129,197 | $4,374,379 | -$8,754,818 | -66.68% | |
| Procyon Advisors, Llc | 0.56% | 169,501 | $12,976,980 | $13,460,074 | +$483,094 | +3.72% | |
| Fischer Financial Services, Inc. | 2.75% | 143,173 | $10,961,221 | $11,369,368 | +$408,147 | +3.72% | |
| Jpmorgan Chase & Co | 0.00% | 133,185 | $10,211,362 | $10,576,221 | +$364,859 | +3.57% | |
| Bank Of America Corp | 0.00% | 126,997 | $9,722,904 | $10,084,832 | +$361,928 | +3.72% | |
| Stifel Financial Corp | 0.01% | 118,630 | $9,082,296 | $9,420,408 | +$338,112 | +3.72% | |
| Thrivent Financial For Lutherans | 0.01% | 115,295 | $8,827,000 | $9,155,576 | +$328,576 | +3.72% | |
| Fmr Llc | 0.00% | 106,746 | $8,172,462 | $8,476,700 | +$304,238 | +3.72% | |
| Yoder Wealth Management, Inc. | 3.13% | 104,535 | $8,003,200 | $8,301,124 | +$297,924 | +3.72% | |
| Two Sigma Investments, Lp | 0.01% | 98,700 | $7,556,472 | $7,837,767 | +$281,295 | +3.72% | |
| Citigroup Inc | 0.00% | 95,413 | $7,304,848 | $7,576,746 | +$271,898 | +3.72% | |
| Modern Wealth Management, Llc | 0.08% | 91,614 | $7,013,979 | $7,275,068 | +$261,089 | +3.72% | |
| Goldman Sachs Group Inc | 0.00% | 78,252 | $5,990,973 | $6,213,991 | +$223,018 | +3.72% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 70,929 | $5,430,354 | $5,632,472 | +$202,118 | +3.72% | |
| Northcoast Asset Management Llc | 0.12% | 69,086 | $5,289,279 | $5,486,119 | +$196,840 | +3.72% | |
| Ameriprise Financial Inc | 0.00% | 59,416 | $4,549,916 | $4,718,225 | +$168,309 | +3.70% | |
| Smith Salley Wealth Management | 0.20% | 59,305 | $4,540,367 | $4,709,410 | +$169,043 | +3.72% | |
| Maltin Wealth Management, Inc. | 1.40% | 54,696 | $4,187,521 | $4,343,409 | +$155,888 | +3.72% | |
| Mariner, Llc | 0.00% | 49,361 | $3,779,059 | $3,919,757 | +$140,698 | +3.72% | |
| Wells Fargo & Company/Mn | 0.00% | 47,836 | $3,662,300 | $3,798,657 | +$136,357 | +3.72% | |
| Royal Bank Of Canada | 0.00% | 43,856 | $3,357,000 | $3,482,605 | +$125,605 | +3.74% | |
| Summit Financial, Llc | 0.04% | 42,990 | $3,291,296 | $3,413,836 | +$122,540 | +3.72% | |
| Lynch & Associates/In | 0.56% | 41,958 | $3,212,304 | $3,331,885 | +$119,581 | +3.72% | |
| Robertson Stephens Wealth Management, Llc | 0.07% | 38,943 | $2,981,508 | $3,092,464 | +$110,956 | +3.72% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 37,008 | $2,833,332 | $2,938,805 | +$105,473 | +3.72% | |
| Ep Wealth Advisors, Llc | 0.01% | 36,536 | $2,797,226 | $2,901,324 | +$104,098 | +3.72% | |
| Cetera Investment Advisers | 0.00% | 36,183 | $2,770,176 | $2,873,292 | +$103,116 | +3.72% | |
| Cwm, Llc | 0.01% | 37,388 | $2,624,650 | $2,968,981 | +$344,331 | +13.12% | |
| Kestra Private Wealth Services, Llc | 0.03% | 34,082 | $2,609,284 | $2,706,452 | +$97,168 | +3.72% | |
| Raymond James Financial Inc | 0.00% | 31,257 | $2,393,036 | $2,482,118 | +$89,082 | +3.72% | |
| Jacobs Equity Llc | 1.64% | 30,916 | $2,366,929 | $2,455,040 | +$88,111 | +3.72% | |
| Ubs Group Ag | 0.00% | 30,695 | $2,350,009 | $2,437,490 | +$87,481 | +3.72% | |
| Envestnet Asset Management Inc | 0.00% | 30,298 | $2,319,611 | $2,405,964 | +$86,353 | +3.72% | |
| Lifeworks Advisors, Llc | 0.24% | 30,120 | $2,306,023 | $2,391,829 | +$85,806 | +3.72% | |
| Harbor Asset Planning, Inc. | 1.71% | 29,548 | $2,262,084 | $2,346,407 | +$84,323 | +3.73% | |
| Ameritas Advisory Services, Llc | 0.05% | 29,201 | $2,235,650 | $2,318,851 | +$83,201 | +3.72% | |
| Jones Financial Companies Lllp | 0.00% | 28,401 | $2,172,669 | $2,255,323 | +$82,654 | +3.80% | |
| Merit Financial Group, Llc | 0.01% | 27,829 | $2,130,607 | $2,209,901 | +$79,294 | +3.72% | |
| Meridian Wealth Management, Llc | 0.06% | 26,295 | $2,013,113 | $2,088,086 | +$74,973 | +3.72% | |
| Snowden Capital Advisors Llc | 0.05% | 25,784 | $1,974,005 | $2,047,507 | +$73,502 | +3.72% |
Frequently asked questions about FNCL
Who owns the most FNCL stock?
The largest holders of FNCL 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 FINANCIALS ETF (FNCL).
Is FNCL widely held by superinvestors?
Many widely followed stocks like FNCL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNCL 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.