FSTA Institutional Ownership & Shareholders
FIDELITY CON STAPLES ETF (FSTA) is currently held by 210 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $570.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $159.50M, representing an estimated gain of +7.50% 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
210
Total Reported Value
$570.38M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$148.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $159,502,965 | +$11,126,800 | +7.50% | |
| Lido Advisors, Llc | 0.25% | 1,321,529 | $69,433,169 | $74,639,958 | +$5,206,789 | +7.50% | |
| Agf Management Ltd | 0.10% | 514,033 | $27,007,294 | $29,032,584 | +$2,025,290 | +7.50% | |
| Osaic Holdings, Inc. | 0.03% | 474,781 | $24,968,402 | $26,815,631 | +$1,847,229 | +7.40% | |
| Lpl Financial Llc | 0.01% | 466,281 | $24,498,412 | $26,335,551 | +$1,837,139 | +7.50% | |
| Compass Financial Group, Inc/Sd | 1.98% | 359,370 | $18,270,363 | $20,297,218 | +$2,026,855 | +11.09% | |
| Commonwealth Equity Services, Llc | 0.02% | 292,616 | $14,876,606 | $16,526,952 | +$1,650,346 | +11.09% | |
| Marotta Asset Management | 2.24% | 258,975 | $13,166,289 | $14,626,908 | +$1,460,619 | +11.09% | |
| Morgan Stanley | 0.00% | 224,727 | $11,807,239 | $12,692,581 | +$885,342 | +7.50% | |
| Certified Advisory Corp | 0.93% | 221,068 | $11,239,097 | $12,485,921 | +$1,246,824 | +11.09% | |
| Larson Financial Group Llc | 0.29% | 207,592 | $10,906,890 | $11,724,796 | +$817,906 | +7.50% | |
| Goldman Sachs Group Inc | 0.00% | 164,069 | $8,620,185 | $9,266,617 | +$646,432 | +7.50% | |
| Bnp Paribas Financial Markets | 0.00% | 150,010 | $7,881,525 | $8,472,565 | +$591,040 | +7.50% | |
| Fischer Financial Services, Inc. | 1.90% | 151,460 | $7,700,205 | $8,554,461 | +$854,256 | +11.09% | |
| Financial Perspectives, Inc | 1.79% | 139,634 | $7,336,367 | $7,886,528 | +$550,161 | +7.50% | |
| Kestra Advisory Services, Llc | 0.02% | 115,493 | $5,871,687 | $6,523,045 | +$651,358 | +11.09% | |
| Cachetech Inc. | 0.86% | 100,967 | $5,304,825 | $5,702,616 | +$397,791 | +7.50% | |
| Bellwether Advisors, Llc | 0.77% | 98,689 | $5,185,120 | $5,573,955 | +$388,835 | +7.50% | |
| Atlas Capital Advisors Inc. | 0.55% | 96,336 | $5,061,493 | $5,441,057 | +$379,564 | +7.50% | |
| Adams Wealth Management | 0.96% | 95,871 | $5,037,081 | $5,414,794 | +$377,713 | +7.50% | |
| Stifel Financial Corp | 0.00% | 95,576 | $5,021,832 | $5,398,132 | +$376,300 | +7.49% | |
| Northcoast Asset Management Llc | 0.10% | 87,632 | $4,604,200 | $4,949,455 | +$345,255 | +7.50% | |
| Ubs Group Ag | 0.00% | 86,933 | $4,567,460 | $4,909,976 | +$342,516 | +7.50% | |
| Newedge Advisors, Llc | 0.01% | 84,762 | $4,453,399 | $4,787,358 | +$333,959 | +7.50% | |
| Fmr Llc | 0.00% | 81,631 | $4,288,878 | $4,610,519 | +$321,641 | +7.50% | |
| Arkadios Wealth Advisors | 0.06% | 78,147 | $4,105,836 | $4,413,743 | +$307,907 | +7.50% | |
| Mercer Global Advisors Inc | 0.00% | 74,870 | $3,933,692 | $4,228,658 | +$294,966 | +7.50% | |
| J.W. Cole Advisors, Inc. | 0.06% | 71,637 | $3,763,786 | $4,046,058 | +$282,272 | +7.50% | |
| Lifeworks Advisors, Llc | 0.38% | 69,794 | $3,666,952 | $3,941,965 | +$275,013 | +7.50% | |
| Southern Capital Advisors, Llc | 1.38% | 67,715 | $3,442,632 | $3,824,543 | +$381,911 | +11.09% | |
| Bank Of America Corp | 0.00% | 64,507 | $3,389,198 | $3,643,355 | +$254,157 | +7.50% | |
| Envestnet Asset Management Inc | 0.00% | 64,341 | $3,380,480 | $3,633,980 | +$253,500 | +7.50% | |
| Advisory Services Network, Llc | 0.04% | 58,932 | $3,096,296 | $3,328,479 | +$232,183 | +7.50% | |
| Roxbury Financial Llc | 2.31% | 59,140 | $3,006,676 | $3,340,227 | +$333,551 | +11.09% | |
| Cetera Investment Advisers | 0.00% | 56,906 | $2,989,861 | $3,214,051 | +$224,190 | +7.50% | |
| Yoder Wealth Management, Inc. | 0.96% | 50,215 | $2,552,931 | $2,836,143 | +$283,212 | +11.09% | |
| Raymond James Financial Inc | 0.00% | 46,633 | $2,450,066 | $2,633,832 | +$183,766 | +7.50% | |
| Citigroup Inc | 0.00% | 46,372 | $2,436,388 | $2,619,091 | +$182,703 | +7.50% | |
| Susquehanna International Group, Llp | 0.00% | 43,460 | $2,283,388 | $2,454,621 | +$171,233 | +7.50% | |
| Lynch & Associates/In | 0.28% | 37,963 | $1,930,039 | $2,144,150 | +$214,111 | +11.09% | |
| Arax Advisory Partners | 0.01% | 35,774 | $1,879,597 | $2,020,516 | +$140,919 | +7.50% | |
| Wells Fargo & Company/Mn | 0.00% | 35,079 | $1,843,066 | $1,981,262 | +$138,196 | +7.50% | |
| Beaumont Financial Advisors, Llc | 0.11% | 35,689 | $1,814,429 | $2,015,715 | +$201,286 | +11.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,884 | $1,675,227 | $1,800,808 | +$125,581 | +7.50% | |
| Ameriprise Financial Inc | 0.00% | 31,817 | $1,672,879 | $1,797,024 | +$124,145 | +7.42% | |
| Jpmorgan Chase & Co | 0.00% | 31,244 | $1,665,001 | $1,764,661 | +$99,660 | +5.99% | |
| Royal Bank Of Canada | 0.00% | 30,435 | $1,599,000 | $1,718,969 | +$119,969 | +7.50% | |
| Herbst Group, Llc | 0.86% | 29,766 | $1,513,303 | $1,681,184 | +$167,881 | +11.09% | |
| Heck Capital Advisors, Llc | 0.08% | 29,660 | $1,507,899 | $1,675,197 | +$167,298 | +11.09% | |
| Jones Financial Companies Lllp | 0.00% | 27,072 | $1,448,097 | $1,529,027 | +$80,930 | +5.59% |
Frequently asked questions about FSTA
Who are the largest institutional holders of FSTA?
The largest institutional holders of FSTA reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Agf Management Ltd, Osaic Holdings, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FSTA position.
What is FSTA institutional ownership?
This page tracks FSTA positions reported by institutional investment managers through SEC Form 13F. FIDELITY CON STAPLES ETF (FSTA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSTA?
InsiderSet currently tracks 210 institutional managers reporting FSTA 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 FSTA shareholders.
How much FSTA stock do institutions own?
Institutional investment managers disclosed approximately $570.38M in FSTA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSTA institutional ownership last updated?
The latest FSTA 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 FSTA 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 FSTA position after the reporting date.
Are institutions buying or selling FSTA?
Institutional buying and selling can be analyzed by comparing FSTA positions across consecutive 13F reporting periods. InsiderSet's FSTA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSTA ownership changes.
How has FSTA institutional ownership changed over time?
InsiderSet tracks FSTA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.