FNCL Institutional Ownership & Shareholders
FIDELITY FINANCIALS ETF (FNCL) is currently held by 250 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $858.30M 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 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 $204.21M, representing an estimated gain of +4.41% 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
250
Total Reported Value
$858.30M
Largest Holder
Lido Advisors, Llc
Largest Position
$195.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | $204,207,609 | +$8,634,191 | +4.41% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,111,947 | $161,690,662 | $168,829,043 | +$7,138,381 | +4.41% | |
| Agf Management Ltd | 0.26% | 882,402 | $67,556,697 | $70,539,216 | +$2,982,519 | +4.41% | |
| Morgan Stanley | 0.00% | 449,724 | $34,431,146 | $35,950,937 | +$1,519,791 | +4.41% | |
| Commonwealth Equity Services, Llc | 0.04% | 370,196 | $28,342,210 | $29,593,468 | +$1,251,258 | +4.41% | |
| Osaic Holdings, Inc. | 0.03% | 369,981 | $28,337,880 | $29,576,281 | +$1,238,401 | +4.37% | |
| Lpl Financial Llc | 0.00% | 254,016 | $19,447,482 | $20,306,039 | +$858,557 | +4.41% | |
| Kestra Advisory Services, Llc | 0.06% | 236,316 | $18,092,373 | $18,891,101 | +$798,728 | +4.41% | |
| Strategic Point Investment Advisors, Llc | 2.22% | 226,066 | $17,117,736 | $18,071,716 | +$953,980 | +5.57% | |
| Mercer Global Advisors Inc | 0.02% | 218,004 | $16,690,392 | $17,427,240 | +$736,848 | +4.41% | |
| Sava Penzisko Drushtvo A.D. Skopje | 3.50% | 55,086 | $13,129,197 | $4,403,575 | -$8,725,622 | -66.46% | |
| Procyon Advisors, Llc | 0.55% | 171,226 | $12,965,200 | $13,687,806 | +$722,606 | +5.57% | |
| Fischer Financial Services, Inc. | 2.68% | 143,632 | $10,875,776 | $11,481,942 | +$606,166 | +5.57% | |
| Jpmorgan Chase & Co | 0.00% | 133,185 | $10,211,362 | $10,646,809 | +$435,447 | +4.26% | |
| Bank Of America Corp | 0.00% | 126,997 | $9,722,904 | $10,152,140 | +$429,236 | +4.41% | |
| Stifel Financial Corp | 0.01% | 118,630 | $9,082,296 | $9,483,282 | +$400,986 | +4.42% | |
| Thrivent Financial For Lutherans | 0.01% | 115,295 | $8,827,000 | $9,216,682 | +$389,682 | +4.41% | |
| Fmr Llc | 0.00% | 106,746 | $8,172,462 | $8,533,275 | +$360,813 | +4.41% | |
| Yoder Wealth Management, Inc. | 2.98% | 104,301 | $7,897,672 | $8,337,822 | +$440,150 | +5.57% | |
| Two Sigma Investments, Lp | 0.01% | 98,700 | $7,556,472 | $7,890,078 | +$333,606 | +4.41% | |
| Citigroup Inc | 0.00% | 95,413 | $7,304,848 | $7,627,315 | +$322,467 | +4.41% | |
| Modern Wealth Management, Llc | 0.08% | 91,614 | $7,013,979 | $7,323,623 | +$309,644 | +4.41% | |
| Goldman Sachs Group Inc | 0.00% | 78,252 | $5,990,973 | $6,255,465 | +$264,492 | +4.41% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 70,929 | $5,430,354 | $5,670,064 | +$239,710 | +4.41% | |
| Northcoast Asset Management Llc | 0.12% | 69,086 | $5,289,279 | $5,522,735 | +$233,456 | +4.41% | |
| Ameriprise Financial Inc | 0.00% | 59,416 | $4,549,916 | $4,749,715 | +$199,799 | +4.39% | |
| Smith Salley Wealth Management | 0.20% | 59,305 | $4,540,367 | $4,740,842 | +$200,475 | +4.42% | |
| Maltin Wealth Management, Inc. | 1.40% | 56,019 | $4,241,793 | $4,478,159 | +$236,366 | +5.57% | |
| Mariner, Llc | 0.00% | 49,361 | $3,779,059 | $3,945,918 | +$166,859 | +4.42% | |
| Wells Fargo & Company/Mn | 0.00% | 47,836 | $3,662,300 | $3,824,010 | +$161,710 | +4.42% | |
| Royal Bank Of Canada | 0.00% | 43,856 | $3,357,000 | $3,505,849 | +$148,849 | +4.43% | |
| Summit Financial, Llc | 0.04% | 42,990 | $3,291,296 | $3,436,621 | +$145,325 | +4.42% | |
| Lynch & Associates/In | 0.46% | 42,543 | $3,221,318 | $3,400,887 | +$179,569 | +5.57% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 37,008 | $2,833,332 | $2,958,420 | +$125,088 | +4.41% | |
| Signal Advisors Wealth, Llc | 0.12% | 37,305 | $2,824,712 | $2,982,162 | +$157,450 | +5.57% | |
| Ep Wealth Advisors, Llc | 0.01% | 36,536 | $2,797,226 | $2,920,688 | +$123,462 | +4.41% | |
| Cetera Investment Advisers | 0.00% | 36,183 | $2,770,176 | $2,892,469 | +$122,293 | +4.41% | |
| Cwm, Llc | 0.01% | 37,388 | $2,624,650 | $2,988,797 | +$364,147 | +13.87% | |
| Raymond James Financial Inc | 0.00% | 31,257 | $2,393,036 | $2,498,685 | +$105,649 | +4.41% | |
| Kestra Private Wealth Services, Llc | 0.03% | 31,312 | $2,370,907 | $2,503,081 | +$132,174 | +5.57% | |
| Jacobs Equity Llc | 1.64% | 30,916 | $2,366,929 | $2,471,425 | +$104,496 | +4.41% | |
| Ubs Group Ag | 0.00% | 30,695 | $2,350,009 | $2,453,758 | +$103,749 | +4.41% | |
| Envestnet Asset Management Inc | 0.00% | 30,298 | $2,319,611 | $2,422,022 | +$102,411 | +4.42% | |
| Lifeworks Advisors, Llc | 0.24% | 30,120 | $2,306,023 | $2,407,793 | +$101,770 | +4.41% | |
| Harbor Asset Planning, Inc. | 1.73% | 30,266 | $2,291,771 | $2,419,464 | +$127,693 | +5.57% | |
| Ameritas Advisory Services, Llc | 0.05% | 29,201 | $2,235,650 | $2,334,328 | +$98,678 | +4.41% | |
| Jones Financial Companies Lllp | 0.00% | 28,401 | $2,172,669 | $2,270,376 | +$97,707 | +4.50% | |
| Merit Financial Group, Llc | 0.01% | 27,829 | $2,130,607 | $2,224,650 | +$94,043 | +4.41% | |
| Meridian Wealth Management, Llc | 0.06% | 26,295 | $2,013,113 | $2,102,022 | +$88,909 | +4.42% | |
| Snowden Capital Advisors Llc | 0.05% | 25,784 | $1,974,005 | $2,061,173 | +$87,168 | +4.42% |
Frequently asked questions about FNCL
Who are the largest institutional holders of FNCL?
The largest institutional holders of FNCL reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Agf Management Ltd, Morgan Stanley, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FNCL position.
What is FNCL institutional ownership?
This page tracks FNCL positions reported by institutional investment managers through SEC Form 13F. FIDELITY FINANCIALS ETF (FNCL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNCL?
InsiderSet currently tracks 250 institutional managers reporting FNCL 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 FNCL shareholders.
How much FNCL stock do institutions own?
Institutional investment managers disclosed approximately $858.30M in FNCL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNCL institutional ownership last updated?
The latest FNCL 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 FNCL 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 FNCL position after the reporting date.
Are institutions buying or selling FNCL?
Institutional buying and selling can be analyzed by comparing FNCL positions across consecutive 13F reporting periods. InsiderSet's FNCL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNCL ownership changes.
How has FNCL institutional ownership changed over time?
InsiderSet tracks FNCL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.