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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$79.67 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC)

Number of
Institutional Buyers
(last 12 months)
209
Total
Institutional Inflows
(last 12 months)
$325.94M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$183.60M
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FHLC Institutional Buying and Selling by Quarter

Fidelity MSCI Health Care Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 CX Institutional29,354$2.27M0.1%+8.0%0.071%
6/3/2026NewEdge Advisors LLC88,717$6.24M0.0%-11.4%0.219%
5/19/2026NewEdge Advisors LLC37,759$2.66M0.1%-62.3%0.093%
5/19/2026Bank of America Corp DE118,410$8.33M0.0%+1.0%0.292%
5/19/2026Centaurus Financial Inc.2,625$185K0.0%+43.8%0.006%
5/19/2026Arkadios Wealth Advisors8,214$578K0.0%-12.2%0.020%
5/18/2026Sunbelt Securities Inc.14,413$1.01M0.1%-3.7%0.036%
5/18/2026Royal Bank of Canada39,494$2.78M0.0%+20.7%0.097%
5/18/2026Eley Financial Management Inc65,127$4.37M1.5%+1,853.4%0.160%
5/16/2026KCM Investment Advisors LLC3,001$211K0.0%-6.1%0.007%
5/16/2026Glen Eagle Advisors LLC3,408$240K0.0%-5.1%0.008%
5/16/2026Quantinno Capital Management LP13,617$958K0.0%+47.2%0.034%
5/14/2026Compound Planning Inc.5,846$411K0.0%-2.6%0.014%
5/14/2026Modern Wealth Management LLC112,302$7.96M0.1%-0.2%0.277%
5/14/2026Lido Advisors LLC2,160,071$151.98M0.5%+6.3%5.320%
5/13/2026Cetera Investment Advisers215,250$15.15M0.0%+4.4%0.530%
5/8/2026Pacific Sun Financial Corp7,778$547K0.3%+19.1%0.019%
5/8/2026PNC Financial Services Group Inc.2,927$206K0.0%-8.3%0.007%
5/6/2026Modera Wealth Management LLC5,202$366K0.0%N/A0.013%
5/6/2026Assetmark Inc.109,036$7.67M0.0%+3.6%0.269%
5/6/2026Bessemer Group Inc.975$69K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC8,392$590K0.0%N/A0.021%
5/5/2026Beaumont Financial Advisors LLC26,740$1.88M0.1%+8.3%0.066%
5/5/2026Bank of New York Mellon Corp41,539$2.92M0.0%+29.7%0.102%
5/5/2026Sigma Planning Corp51,545$3.63M0.1%-2.1%0.127%
5/4/2026Beckerman Institutional LLC34,357$2.42M1.3%+1.2%0.085%
5/4/2026Calamos Advisors LLC4,573$322K0.0%N/A0.011%
5/4/2026Retirement Planning Group LLC12,740$896K0.0%-2.1%0.031%
5/4/2026Lifeworks Advisors LLC93,396$6.57M0.8%-15.6%0.230%
5/2/2026Valmark Advisers Inc.52,819$3.72M0.0%+3.5%0.130%
5/1/2026Fifth Third Bancorp3,800$267K0.0%+1,390.2%0.009%
4/30/2026Elevated Capital Advisors LLC22,188$1.56M0.4%+736.3%0.055%
4/30/2026Kestra Advisory Services LLC287,946$20.26M0.1%+9.1%0.720%
4/30/2026Money Concepts Capital Corp2,909$205K0.0%N/A0.007%
4/30/2026KDK Private Wealth Management LLC26,071$1.83M1.7%-1.0%0.065%
4/29/2026Montag A & Associates Inc.4,522$318K0.0%-47.9%0.011%
4/29/2026Armor Investment Advisors LLC31,343$2.21M0.8%-3.2%0.078%
4/29/2026Integrated Advisors Network LLC10,651$749K0.0%-2.2%0.027%
4/29/2026Fischer Financial Services Inc.171,442$12.06M4.1%+0.2%0.429%
4/28/2026Meramec Financial Planners LLC395$28K0.0%+65.3%0.001%
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4/27/2026Marotta Asset Management167,439$11.87M2.2%+8.8%0.419%
4/27/2026Private Advisor Group LLC3,763$265K0.0%-6.6%0.009%
4/24/2026Prospect Financial Services LLC19,057$1.34M0.8%-13.3%0.048%
4/24/2026Essex Financial Services Inc.9,398$661K0.0%+3.3%0.023%
4/23/2026Spinnaker Trust99,411$7.00M0.4%+3.8%0.249%
4/23/2026Barry Investment Advisors LLC56,552$3.98M0.9%-0.5%0.141%
4/23/2026Apollon Wealth Management LLC216,412$15.23M0.2%+12.0%0.541%
4/23/2026Vicus Capital11,700$823K0.1%+51.6%0.029%
4/22/2026LifeSteps Financial Inc.5,816$409K0.3%-13.4%0.015%
4/22/2026Patriot Financial Group Insurance Agency LLC4,024$283K0.0%N/A0.010%
4/22/2026Janney Montgomery Scott LLC57,158$4.02M0.0%+336.5%0.143%
4/22/2026Yoder Wealth Management Inc.89,930$6.33M2.9%-5.6%0.226%
4/22/2026Signature Wealth Management Partners LLC10,909$768K0.4%+1.8%0.027%
4/21/2026VCI Wealth Management LLC9,771$687K0.2%-7.8%0.025%
4/21/2026Maltin Wealth Management Inc.56,546$3.98M1.5%-3.9%0.142%
4/20/2026Kestra Private Wealth Services LLC25,174$1.77M0.0%-3.3%0.063%
4/20/2026Eagle Capital Management LLC4,370$307K0.1%-22.0%0.011%
4/20/2026RFG Advisory LLC10,764$757K0.0%-2.2%0.027%
4/20/2026Centennial Wealth Advisory LLC6,710$472K0.1%N/A0.017%
4/17/2026Certified Advisory Corp11,860$834K0.1%+27.4%0.030%
4/17/2026Athena Wealth Management LLC6,807$479K0.4%+21.8%0.017%
4/17/2026Atlas Brown Inc.20,024$1.41M0.4%-1.0%0.050%
4/17/2026Brookstone Capital Management4,166$293K0.0%+23.2%0.010%
4/16/2026Smith Salley Wealth Management44,112$3.10M0.2%+1.6%0.111%
4/16/2026Founders Financial Securities LLC4,911$352K0.0%-10.4%0.012%
4/15/2026Weatherly Asset Management L. P.306,475$21.56M1.7%+2.9%0.770%
3/17/2026Rockefeller Capital Management L.P.609$45K0.0%-63.2%0.002%
3/13/2026World Investment Advisors5,759$428K0.0%+39.8%0.015%
3/9/2026Corient Private Wealth LLC4,357$324K0.0%+36.8%0.011%
3/4/2026Rehmann Capital Advisory Group5,206$387K0.0%-9.7%0.014%
2/25/2026KW Wealth Management LLC3,511$261K0.4%N/A0.009%
2/20/2026Sunbelt Securities Inc.14,967$1.11M0.1%-22.9%0.039%
2/20/2026Kovitz Investment Group Partners LLC113,720$8.45M0.2%+62.2%0.298%
2/19/2026Compound Planning Inc.6,005$446K0.0%-22.4%0.016%
2/19/2026Claris Financial LLC7,609$565K0.3%N/A0.020%
2/19/2026Corient Private Wealth LLC2,901$216K0.0%-8.9%0.008%
2/19/2026Jacobs Equity LLC14,663$1.09M1.0%N/A0.038%
2/18/2026Ameriflex Group Inc.531$39K0.0%-20.5%0.001%
2/18/2026Mercer Global Advisors Inc. ADV231,340$17.18M0.0%-13.3%0.606%
2/18/2026NewEdge Advisors LLC100,174$7.44M0.0%-4.4%0.262%
2/18/2026Alpha Capital Advisors Inc. ADV2,950$222K0.2%N/A0.008%
2/18/2026Empowered Funds LLC3,751$279K0.0%N/A0.010%
2/17/2026Integrated Advisors Network LLC10,887$809K0.0%-52.2%0.029%
2/17/2026Cetera Investment Advisers206,260$15.32M0.0%+9.8%0.540%
2/17/2026Equitable Holdings Inc.43,203$3.21M0.0%-12.1%0.113%
2/17/2026Osaic Holdings Inc.257,592$19.15M0.0%+10.0%0.674%
2/17/2026Advisory Services Network LLC11,790$876K0.0%-10.7%0.031%
2/17/2026Captrust Financial Advisors4,440$330K0.0%-3.2%0.012%
2/17/2026Royal Bank of Canada32,730$2.43M0.0%-24.6%0.086%
2/17/2026Blair William & Co. IL2,169$161K0.0%+7.4%0.006%
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2/17/2026Howe & Rusling Inc.1,778$132K0.0%N/A0.005%
2/17/2026Rothschild Wealth LLC5,733$426K0.0%-9.1%0.015%
2/16/2026MML Investors Services LLC52,798$3.92M0.0%-7.9%0.138%
2/16/2026Mariner LLC31,456$2.34M0.0%-1.9%0.082%
2/16/2026Motiv8 Investments LLC1,188$88K0.0%N/A0.003%
2/16/2026Arax Advisory Partners8,217$610K0.0%N/A0.022%
2/16/2026Atlas Capital Advisors Inc.38,517$2.86M0.3%N/A0.101%
2/13/2026Kestra Advisory Services LLC264,043$19.61M0.1%+0.8%0.691%
2/13/2026Transamerica Financial Advisors LLC2,511$187K0.0%+426.4%0.007%
2/13/2026Marshall Wace LLP9,475$704K0.0%N/A0.025%


FHLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 369 institutional investors and hedge funds held shares of Fidelity MSCI Health Care Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($203.45M), Lido Advisors LLC ($151.98M), International Assets Investment Management LLC ($82.33M), AGF Management Ltd. ($60.67M), LPL Financial LLC ($50.14M), Commonwealth Equity Services LLC ($31.79M), and Altfest L J & Co. Inc. ($25.68M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

Of the 306 institutional investors that purchased Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($1.03M), Demars Financial Group LLC ($557.88K), AGF Management Ltd. ($448.49K), Altfest L J & Co. Inc. ($424.57K), Lido Advisors LLC ($423.58K), Rockland Trust Co. ($327.74K), and Raymond James Financial Inc. ($291.54K).

Institutional investors have bought a total of 4,709,486 shares in the last 24 months. This purchase volume represents approximately $325.94M in transactions.

Of the 152 institutional investors that sold Fidelity MSCI Health Care Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Demars Financial Group LLC ($561.23K), Rockland Trust Co. ($295.65K), Eagle Capital Management LLC ($165.11K), Independence Financial Advisors LLC ($122.38K), Northwestern Mutual Wealth Management Co. ($112.00K), Centerline Wealth Advisors LLC ($109.50K), and Bank of America Corp DE ($94.99K).

Institutional investors have sold a total of 2,723,514 shares in the last 24 months. This volume of shares sold represents approximately $183.60M in transactions.


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This page (NYSEARCA:FHLC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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