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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$81.46 -0.27 (-0.33%)
As of 02:46 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)
186
Total
Institutional Inflows
(last 12 months)
$283.29M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$96.00M
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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
7/10/2026 Buska Wealth Management LLC4,314$333K0.1%-9.9%0.010%
7/10/2026 Investors Research Corp216,139$16.70M3.0%-1.0%0.520%
7/10/2026 Heck Capital Advisors LLC30,368$2.35M0.1%-1.6%0.073%
7/10/2026 Partnership Wealth Management LLC5,355$414K0.3%+3.1%0.013%
7/10/2026 HRC Wealth Management LLC6,776$523K0.2%-3.3%0.016%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,918$534K0.1%+97.1%0.017%
7/9/2026 Barry Investment Advisors LLC55,280$4.27M0.9%-2.2%0.133%
7/9/2026 Atlas Brown Inc.19,589$1.51M0.4%-2.2%0.047%
7/9/2026 World Equity Group Inc.4,497$348K0.1%N/A0.011%
7/9/2026 Allied Private Wealth LLC1,593$126K0.1%N/A0.004%
7/9/2026 Crumly & Associates Inc.11,467$886K0.2%+14.6%0.028%
7/8/2026 Rockland Trust Co.29,377$2.27M0.1%-4.3%0.071%
7/7/2026 Avior Wealth Management LLC5,840$451K0.0%-2.7%0.014%
7/2/2026 CX Institutional29,354$2.27M0.1%+8.0%0.071%
6/3/2026 NewEdge Advisors LLC88,717$6.24M0.0%-11.4%0.219%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios 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%
5/18/2026 Eley 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%
5/14/2026 Compound Planning Inc.5,846$411K0.0%-2.6%0.014%
5/14/2026Modern Wealth Management LLC112,302$7.96M0.1%-0.2%0.277%
5/14/2026 Lido Advisors LLC2,160,071$151.98M0.5%+6.3%5.320%
5/13/2026 Cetera Investment Advisers215,250$15.15M0.0%+4.4%0.530%
5/8/2026 Pacific Sun Financial Corp7,778$547K0.3%+19.1%0.019%
5/8/2026 PNC Financial Services Group Inc.2,927$206K0.0%-8.3%0.007%
5/6/2026 Modera Wealth Management LLC5,202$366K0.0%N/A0.013%
5/6/2026 Assetmark Inc.109,036$7.67M0.0%+3.6%0.269%
5/6/2026 Bessemer Group Inc.975$69K0.0%N/A0.002%
5/6/2026 Independent Financial Group LLC8,392$590K0.0%N/A0.021%
5/5/2026 Beaumont Financial Advisors LLC26,740$1.88M0.1%+8.3%0.066%
5/5/2026 Bank of New York Mellon Corp41,539$2.92M0.0%+29.7%0.102%
5/5/2026 Sigma Planning Corp51,545$3.63M0.1%-2.1%0.127%
5/4/2026 Beckerman Institutional LLC34,357$2.42M1.3%+1.2%0.085%
5/4/2026 Calamos Advisors LLC4,573$322K0.0%N/A0.011%
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5/4/2026 Retirement Planning Group LLC12,740$896K0.0%-2.1%0.031%
5/4/2026Lifeworks Advisors LLC93,396$6.57M0.8%-15.6%0.230%
5/2/2026 Valmark Advisers Inc.52,819$3.72M0.0%+3.5%0.130%
5/1/2026 Fifth Third Bancorp3,800$267K0.0%+1,390.2%0.009%
4/30/2026 Elevated Capital Advisors LLC22,188$1.56M0.4%+736.3%0.055%
4/30/2026 Kestra Advisory Services LLC287,946$20.26M0.1%+9.1%0.720%
4/30/2026 Money Concepts Capital Corp2,909$205K0.0%N/A0.007%
4/30/2026KDK Private Wealth Management LLC26,071$1.83M1.7%-1.0%0.065%
4/29/2026 Montag A & Associates Inc.4,522$318K0.0%-47.9%0.011%
4/29/2026 Armor Investment Advisors LLC31,343$2.21M0.8%-3.2%0.078%
4/29/2026 Integrated Advisors Network LLC10,651$749K0.0%-2.2%0.027%
4/29/2026 Fischer Financial Services Inc.171,442$12.06M4.1%+0.2%0.429%
4/28/2026 Meramec Financial Planners LLC395$28K0.0%+65.3%0.001%
4/27/2026 Marotta Asset Management167,439$11.87M2.2%+8.8%0.419%
4/27/2026 Private Advisor Group LLC3,763$265K0.0%-6.6%0.009%
4/24/2026 Prospect Financial Services LLC19,057$1.34M0.8%-13.3%0.048%
4/24/2026 Essex Financial Services Inc.9,398$661K0.0%+3.3%0.023%
4/23/2026 Spinnaker Trust99,411$7.00M0.4%+3.8%0.249%
4/23/2026 Barry Investment Advisors LLC56,552$3.98M0.9%-0.5%0.141%
4/23/2026 Apollon Wealth Management LLC216,412$15.23M0.2%+12.0%0.541%
4/23/2026 Vicus Capital11,700$823K0.1%+51.6%0.029%
4/22/2026 LifeSteps Financial Inc.5,816$409K0.3%-13.4%0.015%
4/22/2026 Patriot Financial Group Insurance Agency LLC4,024$283K0.0%N/A0.010%
4/22/2026 Janney Montgomery Scott LLC57,158$4.02M0.0%+336.5%0.143%
4/22/2026 Yoder Wealth Management Inc.89,930$6.33M2.9%-5.6%0.226%
4/22/2026 Signature Wealth Management Partners LLC10,909$768K0.4%+1.8%0.027%
4/21/2026 VCI Wealth Management LLC9,771$687K0.2%-7.8%0.025%
4/21/2026 Maltin Wealth Management Inc.56,546$3.98M1.5%-3.9%0.142%
4/20/2026 Kestra Private Wealth Services LLC25,174$1.77M0.0%-3.3%0.063%
4/20/2026 Eagle Capital Management LLC4,370$307K0.1%-22.0%0.011%
4/20/2026 RFG Advisory LLC10,764$757K0.0%-2.2%0.027%
4/20/2026 Centennial Wealth Advisory LLC6,710$472K0.1%N/A0.017%
4/17/2026 Certified Advisory Corp11,860$834K0.1%+27.4%0.030%
4/17/2026 Athena Wealth Management LLC6,807$479K0.4%+21.8%0.017%
4/17/2026 Atlas Brown Inc.20,024$1.41M0.4%-1.0%0.050%
4/17/2026 Brookstone Capital Management4,166$293K0.0%+23.2%0.010%
4/16/2026 Smith Salley Wealth Management44,112$3.10M0.2%+1.6%0.111%
4/16/2026 Founders Financial Securities LLC4,911$352K0.0%-10.4%0.012%
4/15/2026 Weatherly 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%
3/9/2026 Corient 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%
2/20/2026 Kovitz Investment Group Partners LLC113,720$8.45M0.2%+62.2%0.298%
2/19/2026 Compound Planning Inc.6,005$446K0.0%-22.4%0.016%
2/19/2026Claris Financial LLC7,609$565K0.3%N/A0.020%
2/19/2026 Corient Private Wealth LLC2,901$216K0.0%-8.9%0.008%
2/19/2026Jacobs Equity LLC14,663$1.09M1.0%N/A0.038%
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2/18/2026Ameriflex Group Inc.531$39K0.0%-20.5%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV231,340$17.18M0.0%-13.3%0.606%
2/18/2026 NewEdge Advisors LLC100,174$7.44M0.0%-4.4%0.262%
2/18/2026 Alpha Capital Advisors Inc. ADV2,950$222K0.2%N/A0.008%
2/18/2026Empowered Funds LLC3,751$279K0.0%N/A0.010%
2/17/2026 Integrated Advisors Network LLC10,887$809K0.0%-52.2%0.029%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC11,790$876K0.0%-10.7%0.031%


FHLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 362 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 297 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), Altfest L J & Co. Inc. ($424.57K), Lido Advisors LLC ($423.58K), AGF Management Ltd. ($408.13K), Rockland Trust Co. ($327.74K), and Raymond James Financial Inc. ($291.54K).

Institutional investors have bought a total of 4,040,204 shares in the last 24 months. This purchase volume represents approximately $283.29M in transactions.

Of the 140 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: Rockland Trust Co. ($296.98K), Centerline Wealth Advisors LLC ($109.50K), Bank of America Corp DE ($94.99K), NewEdge Advisors LLC ($78.51K), Commonwealth Equity Services LLC ($63.56K), Armor Investment Advisors LLC ($53.82K), and RWA Wealth Partners LLC ($43.51K).

Institutional investors have sold a total of 1,352,313 shares in the last 24 months. This volume of shares sold represents approximately $96.00M in transactions.


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Institutional ownership data for NYSEARCA:FHLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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