FIDELITY CON STAPLES ETF (FSTA) Institutional Shareholders
FIDELITY CON STAPLES ETF (FSTA) 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 $575.11M in FSTA holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FSTA tracked by InsiderSet, reporting ownership valued at approximately $148.38M 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 $148.07M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FSTA value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Agf Management Ltd, and several other long-term asset managers with concentrated positions in FIDELITY CON STAPLES ETF (FSTA).
This page ranks the largest institutional FSTA 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
209
Total Reported Value
$575.11M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$148.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.02% | 2,824,061 | $148,376,165 | $148,065,518 | -$310,647 | -0.21% | |
| Lido Advisors, Llc | 0.25% | 1,321,529 | $69,433,169 | $69,287,765 | -$145,404 | -0.21% | |
| Agf Management Ltd | 0.10% | 514,033 | $27,007,294 | $26,950,750 | -$56,544 | -0.21% | |
| Osaic Holdings, Inc. | 0.03% | 474,781 | $24,968,402 | $24,892,768 | -$75,634 | -0.30% | |
| Lpl Financial Llc | 0.01% | 466,281 | $24,498,412 | $24,447,113 | -$51,299 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.03% | 407,070 | $21,387,475 | $21,342,680 | -$44,795 | -0.21% | |
| Compass Financial Group, Inc/Sd | 2.14% | 354,202 | $18,609,780 | $18,570,811 | -$38,969 | -0.21% | |
| Morgan Stanley | 0.00% | 224,727 | $11,807,239 | $11,782,437 | -$24,802 | -0.21% | |
| Marotta Asset Management | 1.93% | 220,729 | $11,605,931 | $11,572,821 | -$33,110 | -0.29% | |
| Certified Advisory Corp | 0.93% | 219,172 | $11,515,323 | $11,491,188 | -$24,135 | -0.21% | |
| Larson Financial Group Llc | 0.29% | 207,592 | $10,906,890 | $10,884,049 | -$22,841 | -0.21% | |
| Goldman Sachs Group Inc | 0.00% | 164,069 | $8,620,185 | $8,602,138 | -$18,047 | -0.21% | |
| Bnp Paribas Financial Markets | 0.00% | 150,010 | $7,881,525 | $7,865,024 | -$16,501 | -0.21% | |
| Fischer Financial Services, Inc. | 1.94% | 147,158 | $7,731,691 | $7,715,494 | -$16,197 | -0.21% | |
| Financial Perspectives, Inc | 1.79% | 139,634 | $7,336,367 | $7,321,011 | -$15,356 | -0.21% | |
| Kestra Advisory Services, Llc | 0.02% | 105,769 | $5,557,121 | $5,545,469 | -$11,652 | -0.21% | |
| Cachetech Inc. | 0.86% | 100,967 | $5,304,825 | $5,293,700 | -$11,125 | -0.21% | |
| Bellwether Advisors, Llc | 0.77% | 98,689 | $5,185,120 | $5,174,264 | -$10,856 | -0.21% | |
| Atlas Capital Advisors Inc. | 0.55% | 96,336 | $5,061,493 | $5,050,896 | -$10,597 | -0.21% | |
| Adams Wealth Management | 0.96% | 95,871 | $5,037,081 | $5,026,517 | -$10,564 | -0.21% | |
| Stifel Financial Corp | 0.00% | 95,576 | $5,021,832 | $5,011,050 | -$10,782 | -0.21% | |
| Northcoast Asset Management Llc | 0.10% | 87,632 | $4,604,200 | $4,594,546 | -$9,654 | -0.21% | |
| Ubs Group Ag | 0.00% | 86,933 | $4,567,460 | $4,557,897 | -$9,563 | -0.21% | |
| Newedge Advisors, Llc | 0.01% | 84,762 | $4,453,399 | $4,444,072 | -$9,327 | -0.21% | |
| Fmr Llc | 0.00% | 81,631 | $4,288,878 | $4,279,913 | -$8,965 | -0.21% | |
| Arkadios Wealth Advisors | 0.06% | 78,147 | $4,105,836 | $4,097,247 | -$8,589 | -0.21% | |
| Mercer Global Advisors Inc | 0.00% | 74,870 | $3,933,692 | $3,925,434 | -$8,258 | -0.21% | |
| J.W. Cole Advisors, Inc. | 0.06% | 71,637 | $3,763,786 | $3,755,928 | -$7,858 | -0.21% | |
| Lifeworks Advisors, Llc | 0.38% | 69,794 | $3,666,952 | $3,659,299 | -$7,653 | -0.21% | |
| Southern Capital Advisors, Llc | 1.43% | 65,003 | $3,415,232 | $3,408,107 | -$7,125 | -0.21% | |
| Bank Of America Corp | 0.00% | 64,507 | $3,389,198 | $3,382,102 | -$7,096 | -0.21% | |
| Envestnet Asset Management Inc | 0.00% | 64,341 | $3,380,480 | $3,373,399 | -$7,081 | -0.21% | |
| Advisory Services Network, Llc | 0.04% | 58,932 | $3,096,296 | $3,089,805 | -$6,491 | -0.21% | |
| Cetera Investment Advisers | 0.00% | 56,906 | $2,989,861 | $2,983,582 | -$6,279 | -0.21% | |
| Roxbury Financial Llc | 2.36% | 56,809 | $2,984,740 | $2,978,496 | -$6,244 | -0.21% | |
| Yoder Wealth Management, Inc. | 0.98% | 47,769 | $2,509,783 | $2,504,529 | -$5,254 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 46,633 | $2,450,066 | $2,444,968 | -$5,098 | -0.21% | |
| Citigroup Inc | 0.00% | 46,372 | $2,436,388 | $2,431,284 | -$5,104 | -0.21% | |
| Susquehanna International Group, Llp | 0.00% | 43,460 | $2,283,388 | $2,278,608 | -$4,780 | -0.21% | |
| Herbst Group, Llc | 1.10% | 38,555 | $2,025,680 | $2,021,439 | -$4,241 | -0.21% | |
| Arax Advisory Partners | 0.01% | 35,774 | $1,879,597 | $1,875,631 | -$3,966 | -0.21% | |
| Lynch & Associates/In | 0.33% | 35,666 | $1,873,892 | $1,869,968 | -$3,924 | -0.21% | |
| Wells Fargo & Company/Mn | 0.00% | 35,079 | $1,843,066 | $1,839,192 | -$3,874 | -0.21% | |
| Beaumont Financial Advisors, Llc | 0.12% | 35,042 | $1,841,107 | $1,837,252 | -$3,855 | -0.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,884 | $1,675,227 | $1,671,678 | -$3,549 | -0.21% | |
| Ameriprise Financial Inc | 0.00% | 31,817 | $1,672,879 | $1,668,165 | -$4,714 | -0.28% | |
| Sigma Planning Corp | 0.04% | 31,832 | $1,672,464 | $1,668,952 | -$3,512 | -0.21% | |
| Jpmorgan Chase & Co | 0.00% | 31,244 | $1,665,001 | $1,638,123 | -$26,878 | -1.61% | |
| Royal Bank Of Canada | 0.00% | 30,435 | $1,599,000 | $1,595,707 | -$3,293 | -0.21% | |
| Jones Financial Companies Lllp | 0.00% | 27,072 | $1,448,097 | $1,419,385 | -$28,712 | -1.98% |
Frequently asked questions about FSTA
Who owns the most FSTA stock?
The largest holders of FSTA 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 CON STAPLES ETF (FSTA).
Is FSTA widely held by superinvestors?
Many widely followed stocks like FSTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSTA 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.