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Fidelity Stocks For Inflation ETF (FCPI) Institutional Ownership

Fidelity Stocks For Inflation ETF logo
$54.41 +0.39 (+0.72%)
As of 07/9/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Stocks For Inflation ETF (BATS:FCPI)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$113.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.51M
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FCPI Institutional Buying and Selling by Quarter

Fidelity Stocks For Inflation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Williams & Novak LLC4,010$219K0.1%N/A0.083%
6/3/2026Parallel Advisors LLC627$31K0.0%+166.8%0.013%
5/19/2026Bank of America Corp DE46,424$2.28M0.0%+205.3%0.957%
5/16/2026Quantinno Capital Management LP6,506$320K0.0%+41.3%0.134%
5/13/2026Cetera Investment Advisers12,035$592K0.0%+9.3%0.248%
5/7/2026Parallel Advisors LLC627$31K0.0%+166.8%0.013%
5/5/2026NFSG Corp5,845$287K0.0%-10.1%0.121%
5/5/2026Sanctuary Advisors LLC179,317$8.82M0.0%-7.5%3.697%
5/2/2026Global Assets Advisory LLC35,546$1.75M0.4%N/A0.733%
4/30/2026Kestra Advisory Services LLC5,225$257K0.0%+67.6%0.108%
2/19/2026Compound Planning Inc.6,868$340K0.0%+3.3%0.142%
2/18/2026Mercer Global Advisors Inc. ADV41,000$2.03M0.0%+99.0%0.845%
2/17/2026Cetera Investment Advisers11,014$545K0.0%+4.9%0.227%
2/17/2026Equitable Holdings Inc.4,193$207K0.0%-22.3%0.086%
2/17/2026Osaic Holdings Inc.93,680$4.64M0.0%+2.4%1.932%
2/13/2026Kestra Advisory Services LLC3,118$154K0.0%N/A0.064%
2/13/2026Golden State Wealth Management LLC39,696$1.96M0.2%-3.6%0.818%
2/12/2026Jane Street Group LLC16,134$798K0.0%N/A0.333%
2/12/2026Commonwealth Equity Services LLC42,516$2.10M0.0%-10.1%0.877%
2/11/2026LPL Financial LLC137,360$6.80M0.0%-21.0%2.832%
2/10/2026Goldman Sachs Group Inc.33,849$1.68M0.0%+10.3%0.698%
2/9/2026Harbour Investments Inc.2,990$148K0.0%-13.2%0.062%
2/6/2026IFP Advisors Inc3,082$152K0.0%-16.8%0.064%
2/5/2026Elyxium Wealth LLC523$26K0.0%N/A0.011%
2/5/2026Northwestern Mutual Wealth Management Co.1,798,366$88.98M0.0%+93,516.1%37.080%
2/5/2026Atria Investments Inc184,104$9.11M0.1%-2.6%3.796%
1/29/2026Sanctuary Advisors LLC193,951$9.60M0.1%+0.2%3.999%
1/8/2026Wealth Enhancement Advisory Services LLC118,673$5.95M0.0%+9.6%2.447%
11/17/2025Susquehanna International Group LLP8,509$426K0.0%N/A0.175%
11/17/2025Northwestern Mutual Wealth Management Co.1,921$96K0.0%+117.8%0.040%
11/17/2025National Bank of Canada FI3,550$178K0.0%N/A0.073%
11/17/2025Citadel Advisors LLC22,152$1.11M0.0%-41.3%0.457%
11/17/2025Bank of America Corp DE15,120$758K0.0%-18.6%0.312%
11/14/202517 Capital Partners LLC4,710$236K0.1%-6.0%0.097%
11/14/2025Raymond James Financial Inc.34,083$1.71M0.0%+12.1%0.703%
11/14/2025Newbridge Financial Services Group Inc.6,695$335K0.1%-14.9%0.138%
11/12/2025Focus Partners Advisor Solutions LLC6,913$348K0.0%N/A0.143%
11/12/2025Sumitomo Mitsui Financial Group Inc.2,387$120K0.0%-45.1%0.049%
11/10/2025Compound Planning Inc.6,651$333K0.0%+3.7%0.137%
11/6/2025Atria Investments Inc188,993$9.47M0.1%+8.8%3.897%
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11/3/2025Archer Investment Corp809$41K0.0%N/A0.017%
10/30/2025Cornerstone Wealth Group LLC4,082$205K0.0%N/A0.084%
10/30/2025 Williams & Novak LLC4,010$201K0.2%N/A0.083%
10/29/2025Wealth Enhancement Advisory Services LLC108,320$5.44M0.0%+3.3%2.233%
10/15/2025CWM LLC1,057$53K0.0%+161.6%0.022%
9/4/2025Osaic Holdings Inc.92,413$4.31M0.0%+94.6%1.905%
8/19/2025Newbridge Financial Services Group Inc.7,865$367K0.1%-22.2%0.162%
8/15/2025High Falls Advisors Inc6,750$315K0.1%N/A0.139%
8/15/2025Bank of America Corp DE18,566$866K0.0%+4.7%0.383%
8/14/2025Jane Street Group LLC4,980$232K0.0%N/A0.103%
8/14/2025Raymond James Financial Inc.30,404$1.42M0.0%+9.4%0.627%
8/13/2025Northwestern Mutual Wealth Management Co.882$41K0.0%N/A0.018%
8/13/2025Sumitomo Mitsui Financial Group Inc.4,345$203K0.0%-14.7%0.090%
8/12/2025Financial Advocates Investment Management29,139$1.36M0.1%N/A0.601%
8/12/2025JPMorgan Chase & Co.16,265$759K0.0%+343.1%0.335%
8/8/2025Cetera Investment Advisers10,547$492K0.0%-2.2%0.217%
8/6/2025Golden State Wealth Management LLC41,129$1.92M0.2%N/A0.848%
8/4/2025Atria Investments Inc173,727$8.10M0.1%N/A3.582%
7/28/2025Harbour Investments Inc.3,598$168K0.0%-6.3%0.074%
7/21/2025Clarity Capital Partners LLC6,256$292K0.1%+7.2%0.129%
7/21/2025Ameritas Advisory Services LLC2,690$126K0.0%N/A0.055%
7/17/2025XML Financial LLC4,964$232K0.0%N/A0.102%
7/10/2025Wealth Enhancement Advisory Services LLC104,838$4.96M0.0%+9.7%2.162%
5/16/2025Goldman Sachs Group Inc.42,477$1.84M0.0%-40.4%0.876%
5/14/2025Compound Planning Inc.6,119$265K0.0%+21.5%0.127%
5/14/2025Sumitomo Mitsui Financial Group Inc.5,095$221K0.0%+250.2%0.106%
5/8/2025Harbour Investments Inc.3,838$166K0.0%-39.4%0.083%
5/7/2025LPL Financial LLC105,332$4.56M0.0%+4.9%2.265%
5/6/2025Cetera Investment Advisers10,785$467K0.0%-8.3%0.232%
4/28/2025Clarity Capital Partners LLC5,835$253K0.1%+17.4%0.125%
4/23/2025Spire Wealth Management2,140$93K0.0%-36.6%0.046%
4/22/2025Cambridge Investment Research Advisors Inc.24,783$1.07M0.0%-3.2%0.533%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,582$237K0.0%N/A0.120%
4/16/2025Wealth Enhancement Advisory Services LLC95,534$4.14M0.0%+4.2%2.011%
3/17/2025Wealth Enhancement Advisory Services LLC91,700$3.98M0.0%-1.9%1.931%
2/18/2025GTS Securities LLC15,344$665K0.0%N/A0.388%
2/17/2025Cetera Investment Advisers11,762$510K0.0%+12.3%0.298%
2/17/2025Citadel Advisors LLC25,469$1.10M0.0%-29.5%0.645%
2/17/2025Bank of America Corp DE27,122$1.18M0.0%+11.2%0.687%
2/13/2025Raymond James Financial Inc.28,965$1.26M0.0%N/A0.733%
2/13/2025Sumitomo Mitsui Financial Group Inc.1,455$63K0.0%-16.9%0.037%
2/13/2025Wells Fargo & Company MN768$33K0.0%+76,700.0%0.019%
2/11/2025LPL Financial LLC100,449$4.35M0.0%+40.0%2.543%
2/10/2025Commonwealth Equity Services LLC45,989$1.99M0.0%-10.3%1.164%
2/6/2025Raymond James Financial Inc.28,965$1.26M0.0%N/A0.733%
2/4/2025Wealthgarden F.S. LLC10,834$470K0.4%N/A0.274%
1/29/2025Clarity Capital Partners LLC4,972$216K0.1%N/A0.126%
1/28/2025Newbridge Financial Services Group Inc.13,900$603K0.2%N/A0.352%
1/16/2025Sugar Maple Asset Management LLC1,020$44K0.0%N/A0.026%
11/15/2024HighTower Advisors LLC8,273$358K0.0%+7.1%0.209%
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11/13/2024FMR LLC15,389$666K0.0%+18.1%0.390%
11/6/2024Schrum Private Wealth Management LLC6,754$293K0.2%N/A0.171%
11/5/2024Harbour Investments Inc.6,363$276K0.0%-13.9%0.161%
11/2/2024XML Financial LLC4,988$216K0.0%-11.1%0.126%
10/25/2024Integrated Advisors Network LLC20,605$892K0.0%-1.4%0.522%
10/24/2024Wealth Enhancement Advisory Services LLC93,479$4.05M0.0%+4.3%2.367%
10/8/2024Atomi Financial Group Inc.4,977$216K0.0%-10.8%0.126%
10/8/2024Williams & Novak LLC5,050$219K0.2%-30.8%0.128%
9/11/2024Newbridge Financial Services Group Inc.14,623$598K0.2%-4.8%0.370%
8/8/2024Wealthgarden F.S. LLC10,834$443K0.5%N/A0.274%


FCPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of Fidelity Stocks For Inflation ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($88.98M), Atria Investments Inc ($9.11M), Sanctuary Advisors LLC ($8.82M), LPL Financial LLC ($6.80M), Wealth Enhancement Advisory Services LLC ($5.95M), Osaic Holdings Inc. ($4.64M), and Bank of America Corp DE ($2.28M).Learn more on Fidelity Stocks For Inflation ETF's institutional investors.

Of the 44 institutional investors that purchased Fidelity Stocks For Inflation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($1.80M), Atria Investments Inc ($188.99K), Raymond James Financial Inc. ($64.22K), Osaic Holdings Inc. ($47.09K), Golden State Wealth Management LLC ($41.13K), Global Assets Advisory LLC ($35.55K), and Bank of America Corp DE ($34.79K).

Institutional investors have bought a total of 2,317,231 shares in the last 24 months. This purchase volume represents approximately $113.89M in transactions.

Of the 15 institutional investors that sold Fidelity Stocks For Inflation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($36.46K), Citadel Advisors LLC ($15.62K), Sanctuary Advisors LLC ($14.63K), Atria Investments Inc ($4.89K), Commonwealth Equity Services LLC ($4.80K), Bank of America Corp DE ($3.45K), and Newbridge Financial Services Group Inc. ($3.41K).

Institutional investors have sold a total of 91,149 shares in the last 24 months. This volume of shares sold represents approximately $4.51M in transactions.


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This page (BATS:FCPI) was last updated on 7/10/2026 by MarketBeat.com Staff.
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