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 $822.84M 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 $187.44M 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 $216.44M, representing an estimated gain of +15.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
$822.84M
Largest Holder
Lido Advisors, Llc
Largest Position
$187.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.74% | 2,670,135 | $187,443,629 | $216,441,143 | +$28,997,514 | +15.47% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,990,920 | $139,762,584 | $161,383,975 | +$21,621,391 | +15.47% | |
| Agf Management Ltd | 0.27% | 867,448 | $60,894,849 | $70,315,335 | +$9,420,486 | +15.47% | |
| Commonwealth Equity Services, Llc | 0.04% | 370,196 | $28,342,210 | $30,008,088 | +$1,665,878 | +5.88% | |
| Morgan Stanley | 0.00% | 383,389 | $26,914,013 | $31,077,512 | +$4,163,499 | +15.47% | |
| Lpl Financial Llc | 0.01% | 353,635 | $24,825,200 | $28,665,653 | +$3,840,453 | +15.47% | |
| Osaic Holdings, Inc. | 0.04% | 351,251 | $24,664,569 | $28,472,406 | +$3,807,837 | +15.44% | |
| Sava Penzisko Drushtvo A.D. Skopje | 7.33% | 341,872 | $23,999,414 | $27,712,144 | +$3,712,730 | +15.47% | |
| Kestra Advisory Services, Llc | 0.06% | 236,316 | $18,092,373 | $19,155,775 | +$1,063,402 | +5.88% | |
| Mercer Global Advisors Inc | 0.03% | 251,557 | $17,659,314 | $20,391,210 | +$2,731,896 | +15.47% | |
| Strategic Point Investment Advisors, Llc | 2.24% | 224,324 | $17,174,245 | $18,183,703 | +$1,009,458 | +5.88% | |
| Procyon Advisors, Llc | 0.56% | 169,501 | $12,976,980 | $13,739,751 | +$762,771 | +5.88% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 176,888 | $12,417,559 | $14,338,541 | +$1,920,982 | +15.47% | |
| Two Sigma Investments, Lp | 0.01% | 149,000 | $10,459,800 | $12,077,940 | +$1,618,140 | +15.47% | |
| Fischer Financial Services, Inc. | 3.31% | 140,049 | $9,831,358 | $11,352,372 | +$1,521,014 | +15.47% | |
| Bank Of America Corp | 0.00% | 123,604 | $8,676,979 | $10,019,340 | +$1,342,361 | +15.47% | |
| Ae Wealth Management Llc | 0.05% | 123,533 | $8,672,081 | $10,013,585 | +$1,341,504 | +15.47% | |
| Stifel Financial Corp | 0.01% | 117,867 | $8,274,286 | $9,554,299 | +$1,280,013 | +15.47% | |
| Yoder Wealth Management, Inc. | 3.13% | 104,535 | $8,003,200 | $8,473,607 | +$470,407 | +5.88% | |
| Fmr Llc | 0.00% | 98,516 | $6,915,817 | $7,985,707 | +$1,069,890 | +15.47% | |
| Modern Wealth Management, Llc | 0.11% | 91,988 | $6,455,283 | $7,456,547 | +$1,001,264 | +15.51% | |
| Susquehanna International Group, Llp | 0.01% | 86,277 | $6,056,646 | $6,993,614 | +$936,968 | +15.47% | |
| Citigroup Inc | 0.00% | 82,164 | $5,767,910 | $6,660,214 | +$892,304 | +15.47% | |
| Goldman Sachs Group Inc | 0.00% | 81,745 | $5,738,499 | $6,626,250 | +$887,751 | +15.47% | |
| Royal Bank Of Canada | 0.00% | 79,882 | $5,608,000 | $6,475,235 | +$867,235 | +15.46% | |
| Ameriprise Financial Inc | 0.00% | 66,916 | $4,697,479 | $5,424,211 | +$726,732 | +15.47% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 66,246 | $4,650,446 | $5,369,901 | +$719,455 | +15.47% | |
| Hightower Advisors, Llc | 0.00% | 65,746 | $4,615,419 | $5,329,371 | +$713,952 | +15.47% | |
| Smith Salley Wealth Management | 0.20% | 59,305 | $4,540,367 | $4,807,263 | +$266,896 | +5.88% | |
| Maltin Wealth Management, Inc. | 1.40% | 54,696 | $4,187,521 | $4,433,658 | +$246,137 | +5.88% | |
| Summit Financial, Llc | 0.05% | 50,849 | $3,569,598 | $4,121,820 | +$552,222 | +15.47% | |
| Mariner, Llc | 0.00% | 48,199 | $3,383,602 | $3,907,011 | +$523,409 | +15.47% | |
| Lynch & Associates/In | 0.56% | 41,958 | $3,212,304 | $3,401,115 | +$188,811 | +5.88% | |
| Robertson Stephens Wealth Management, Llc | 0.07% | 38,943 | $2,981,508 | $3,156,720 | +$175,212 | +5.88% | |
| Wells Fargo & Company/Mn | 0.00% | 41,133 | $2,887,517 | $3,334,241 | +$446,724 | +15.47% | |
| Northcoast Asset Management Llc | 0.07% | 40,160 | $2,819,240 | $3,255,370 | +$436,130 | +15.47% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 37,955 | $2,664,441 | $3,076,632 | +$412,191 | +15.47% | |
| Cwm, Llc | 0.01% | 37,388 | $2,624,650 | $3,030,671 | +$406,021 | +15.47% | |
| Kestra Private Wealth Services, Llc | 0.03% | 34,082 | $2,609,284 | $2,762,687 | +$153,403 | +5.88% | |
| Cetera Investment Advisers | 0.00% | 34,664 | $2,433,406 | $2,809,864 | +$376,458 | +15.47% | |
| Harbor Asset Planning, Inc. | 1.71% | 29,548 | $2,262,084 | $2,395,161 | +$133,077 | +5.88% | |
| Raymond James Financial Inc | 0.00% | 31,361 | $2,201,518 | $2,542,123 | +$340,605 | +15.47% | |
| Merit Financial Group, Llc | 0.01% | 27,829 | $2,130,607 | $2,255,819 | +$125,212 | +5.88% | |
| Lifeworks Advisors, Llc | 0.26% | 29,023 | $2,037,441 | $2,352,604 | +$315,163 | +15.47% | |
| Jacobs Equity Llc | 1.76% | 27,968 | $1,963,354 | $2,267,086 | +$303,732 | +15.47% | |
| Ep Wealth Advisors, Llc | 0.01% | 26,823 | $1,882,942 | $2,174,272 | +$291,330 | +15.47% | |
| Snowden Capital Advisors Llc | 0.05% | 26,347 | $1,849,568 | $2,135,688 | +$286,120 | +15.47% | |
| Ameritas Advisory Services, Llc | 0.07% | 25,869 | $1,815,991 | $2,096,941 | +$280,950 | +15.47% | |
| Tower Research Capital Llc (Trc) | 0.05% | 25,836 | $1,813,687 | $2,094,266 | +$280,579 | +15.47% | |
| Buska Wealth Management, Llc | 0.65% | 23,641 | $1,809,918 | $1,916,339 | +$106,421 | +5.88% |
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.