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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$81.75 -0.75 (-0.91%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$81.74 -0.01 (-0.01%)
As of 08:05 AM 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)
182
Total
Institutional Inflows
(last 12 months)
$296.60M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$88.47M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.13,189$1.02M0.0%+60.5%0.031%
9/23/2026 Envestnet Asset Management Inc.569,997$44.03M0.0%+70.7%1.354%
9/15/2026 Cherry Tree Wealth Management LLC2,484$192K0.0%-53.3%0.006%
9/9/2026 Integrated Wealth Concepts LLC34,692$2.68M0.0%+0.5%0.083%
9/9/2026 RFG Advisory LLC10,040$776K0.0%-6.7%0.024%
9/9/2026 NewEdge Advisors LLC100,270$7.75M0.0%+13.0%0.240%
9/9/2026 Centerline Wealth Advisors LLC11,587$895K0.3%-9.8%0.028%
9/8/2026 Allworth Financial LP2,112$163K0.0%-20.5%0.005%
9/8/2026 Waverly Advisors LLC3,668$283K0.0%+2,520.0%0.009%
8/23/2026 Ameritas Advisory Services LLC26,744$2.07M0.0%+25.5%0.064%
8/23/2026 Kintra Wealth LLC3,066$251K0.0%-9.8%0.007%
8/23/2026 HB Wealth Management LLC4,934$381K0.0%N/A0.012%
8/22/2026 Elevation Wealth Management LLC6,643$513K0.4%+15.6%0.016%
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%
5/19/2026 Bank of America Corp DE118,410$8.33M0.0%+1.0%0.292%
5/19/2026 Centaurus 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%
5/18/2026 Royal 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%
5/16/2026 KCM Investment Advisors LLC3,001$211K0.0%-6.1%0.007%
5/16/2026 Glen Eagle Advisors LLC3,408$240K0.0%-5.1%0.008%
5/16/2026 Quantinno Capital Management LP13,617$958K0.0%+47.2%0.034%
5/14/2026 Compound Planning Inc.5,846$411K0.0%-2.6%0.014%
5/14/2026 Modern Wealth Management LLC112,302$7.96M0.1%-0.2%0.277%
How to get a stake in Anthropic — before the IPO (Ad)

Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day. Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone. See how investors are positioning ahead of this closely watched IPO.tc pixel

Learn how to get a stake before the Anthropic IPO
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%
5/4/2026 Retirement Planning Group LLC12,740$896K0.0%-2.1%0.031%
5/4/2026 Lifeworks 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%
4/30/2026 KDK 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.609$45K0.0%-63.2%0.002%
3/13/2026 World Investment Advisors5,759$428K0.0%+39.8%0.015%
3/9/2026 Corient Private Wealth LLC4,357$324K0.0%+36.8%0.011%
3/4/2026 Rehmann 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%


FHLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 366 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), Envestnet Asset Management Inc. ($44.03M), and Commonwealth Equity Services LLC ($31.79M).Learn more on Fidelity MSCI Health Care Index ETF's institutional investors.

Of the 300 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), Envestnet Asset Management Inc. ($388.17K), and Rockland Trust Co. ($327.74K).

Institutional investors have bought a total of 4,192,745 shares in the last 24 months. This purchase volume represents approximately $296.60M in transactions.

Of the 137 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 ($110.77K), NewEdge Advisors LLC ($78.51K), Commonwealth Equity Services LLC ($63.56K), Armor Investment Advisors LLC ($53.82K), RWA Wealth Partners LLC ($43.51K), and Mercer Global Advisors Inc. ADV ($35.53K).

Institutional investors have sold a total of 1,233,338 shares in the last 24 months. This volume of shares sold represents approximately $88.47M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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