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 $556.48M 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 $138.48M 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 $142.00M, representing an estimated gain of +2.54% 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, Lpl Financial Llc, 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
$556.48M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$138.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
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% | 2,646,303 | $138,481,036 | $142,000,619 | +$3,519,583 | +2.54% | |
| Lido Advisors, Llc | 0.28% | 1,358,767 | $71,104,394 | $72,911,437 | +$1,807,043 | +2.54% | |
| Lpl Financial Llc | 0.01% | 510,287 | $26,703,309 | $27,382,000 | +$678,691 | +2.54% | |
| Agf Management Ltd | 0.12% | 505,327 | $26,443,762 | $27,115,847 | +$672,085 | +2.54% | |
| Commonwealth Equity Services, Llc | 0.03% | 407,070 | $21,387,475 | $21,843,376 | +$455,901 | +2.13% | |
| Osaic Holdings, Inc. | 0.03% | 366,620 | $19,200,180 | $19,672,829 | +$472,649 | +2.46% | |
| Compass Financial Group, Inc/Sd | 2.39% | 325,949 | $17,056,890 | $17,490,423 | +$433,533 | +2.54% | |
| Marotta Asset Management | 1.93% | 220,729 | $11,605,931 | $11,844,318 | +$238,387 | +2.05% | |
| Certified Advisory Corp | 0.93% | 219,172 | $11,515,323 | $11,760,770 | +$245,447 | +2.13% | |
| Morgan Stanley | 0.00% | 216,998 | $11,355,656 | $11,644,113 | +$288,457 | +2.54% | |
| Larson Financial Group Llc | 0.33% | 197,003 | $10,309,181 | $10,571,181 | +$262,000 | +2.54% | |
| Fischer Financial Services, Inc. | 2.53% | 143,702 | $7,519,951 | $7,711,049 | +$191,098 | +2.54% | |
| Envestnet Asset Management Inc | 0.00% | 141,003 | $7,378,709 | $7,566,221 | +$187,512 | +2.54% | |
| Financial Perspectives, Inc | 1.79% | 139,634 | $7,336,367 | $7,492,760 | +$156,393 | +2.13% | |
| Ae Wealth Management Llc | 0.04% | 127,017 | $6,646,793 | $6,815,732 | +$168,939 | +2.54% | |
| Goldman Sachs Group Inc | 0.00% | 122,003 | $6,384,417 | $6,546,681 | +$162,264 | +2.54% | |
| Bellwether Advisors, Llc | 0.98% | 110,793 | $5,797,798 | $5,945,152 | +$147,354 | +2.54% | |
| Kestra Advisory Services, Llc | 0.02% | 105,769 | $5,557,121 | $5,675,565 | +$118,444 | +2.13% | |
| Cachetech Inc. | 0.98% | 97,674 | $5,111,282 | $5,241,187 | +$129,905 | +2.54% | |
| Adams Wealth Management | 1.08% | 93,828 | $4,910,021 | $5,034,810 | +$124,789 | +2.54% | |
| Stifel Financial Corp | 0.00% | 92,759 | $4,854,324 | $4,977,448 | +$123,124 | +2.54% | |
| Atlas Capital Advisors Inc. | 0.52% | 87,474 | $4,577,514 | $4,693,855 | +$116,341 | +2.54% | |
| Mercer Global Advisors Inc | 0.01% | 82,272 | $4,305,291 | $4,414,716 | +$109,425 | +2.54% | |
| Ubs Group Ag | 0.00% | 82,131 | $4,297,916 | $4,407,149 | +$109,233 | +2.54% | |
| Fmr Llc | 0.00% | 76,407 | $3,998,378 | $4,100,000 | +$101,622 | +2.54% | |
| J.W. Cole Advisors, Inc. | 0.06% | 71,637 | $3,763,786 | $3,844,041 | +$80,255 | +2.13% | |
| Arkadios Wealth Advisors | 0.06% | 70,811 | $3,705,577 | $3,799,718 | +$94,141 | +2.54% | |
| Bank Of America Corp | 0.00% | 67,707 | $3,543,115 | $3,633,158 | +$90,043 | +2.54% | |
| Lifeworks Advisors, Llc | 0.45% | 67,477 | $3,531,061 | $3,620,816 | +$89,755 | +2.54% | |
| Citigroup Inc | 0.00% | 65,644 | $3,435,158 | $3,522,457 | +$87,299 | +2.54% | |
| Southern Capital Advisors, Llc | 1.43% | 65,003 | $3,415,232 | $3,488,061 | +$72,829 | +2.13% | |
| Advisory Services Network, Llc | 0.05% | 65,074 | $3,405,321 | $3,491,871 | +$86,550 | +2.54% | |
| Cetera Investment Advisers | 0.00% | 60,869 | $3,185,266 | $3,266,231 | +$80,965 | +2.54% | |
| Roxbury Financial Llc | 2.36% | 56,809 | $2,984,740 | $3,048,371 | +$63,631 | +2.13% | |
| Raymond James Financial Inc | 0.00% | 49,509 | $2,590,827 | $2,656,653 | +$65,826 | +2.54% | |
| Yoder Wealth Management, Inc. | 0.98% | 47,769 | $2,509,783 | $2,563,285 | +$53,502 | +2.13% | |
| Susquehanna International Group, Llp | 0.00% | 44,270 | $2,316,650 | $2,375,528 | +$58,878 | +2.54% | |
| Sigma Planning Corp | 0.06% | 38,929 | $2,037,158 | $2,088,930 | +$51,772 | +2.54% | |
| Herbst Group, Llc | 1.10% | 38,555 | $2,025,680 | $2,068,861 | +$43,181 | +2.13% | |
| Newedge Advisors, Llc | 0.09% | 43,814 | $1,978,411 | $2,351,059 | +$372,648 | +18.84% | |
| Beaumont Financial Advisors, Llc | 0.13% | 36,693 | $1,920,145 | $1,968,946 | +$48,801 | +2.54% | |
| Northcoast Asset Management Llc | 0.04% | 36,589 | $1,914,744 | $1,963,366 | +$48,622 | +2.54% | |
| Lynch & Associates/In | 0.33% | 35,666 | $1,873,892 | $1,913,838 | +$39,946 | +2.13% | |
| Principal Securities, Inc. | 0.02% | 32,469 | $1,699,110 | $1,742,287 | +$43,177 | +2.54% | |
| Arax Advisory Partners | 0.05% | 31,635 | $1,655,474 | $1,697,534 | +$42,060 | +2.54% | |
| Rockefeller Capital Management L.P. | 0.00% | 30,987 | $1,621,600 | $1,662,762 | +$41,162 | +2.54% | |
| Ameriprise Financial Inc | 0.00% | 30,930 | $1,617,846 | $1,659,704 | +$41,858 | +2.59% | |
| Wells Fargo & Company/Mn | 0.00% | 30,176 | $1,579,120 | $1,619,244 | +$40,124 | +2.54% | |
| Creative Planning | 0.00% | 28,949 | $1,514,900 | $1,553,403 | +$38,503 | +2.54% | |
| Mission Wealth Management, Lp | 0.02% | 27,264 | $1,432,444 | $1,462,986 | +$30,542 | +2.13% |
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.