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Fidelity MSCI Health Care Index ETF (FHLC) Institutional Ownership

Fidelity MSCI Health Care Index ETF logo
$70.33 +0.23 (+0.33%)
As of 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)
220
Total
Institutional Inflows
(last 12 months)
$383.27M
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$189.59M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/5/2026 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%
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%
3/13/2026 World 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%
2/25/2026 KW 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%
2/17/2026 Integrated 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%
2/17/2026 Howe & Rusling Inc.1,778$132K0.0%N/A0.005%
2/17/2026Rothschild Wealth LLC5,733$426K0.0%-9.1%0.015%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Johnson Investment Counsel Inc.2,900$215K0.0%N/A0.008%
2/13/2026Stifel Financial Corp93,703$6.96M0.0%+4.2%0.245%
2/13/2026Acumen Wealth Advisors LLC1,278$95K0.0%N/A0.003%
2/13/2026Arkadios Wealth Advisors9,358$695K0.0%+20.1%0.024%
2/13/2026Integrated Wealth Concepts LLC32,750$2.43M0.0%-2.6%0.086%
2/13/2026Charles Schwab Investment Management Inc.2,739,003$203.45M0.0%+42.8%7.170%
2/13/2026Wells Fargo & Company MN159,372$11.84M0.0%-7.4%0.417%
2/13/2026Summit Financial LLC28,025$2.08M0.0%-46.8%0.073%
2/12/2026 Advocate Investing Services LLC500$37K0.0%N/A0.001%
2/12/2026Orion Porfolio Solutions LLC18,481$1.37M0.0%-1.9%0.048%
2/12/2026 Commonwealth Equity Services LLC427,973$31.79M0.0%-3.6%1.120%
2/12/2026StoneX Group Inc.8,689$647K0.0%-2.2%0.023%
2/12/2026Renaissance Technologies LLC3,597$267K0.0%-72.3%0.009%
2/12/2026 IFC & Insurance Marketing Inc.455$34K0.0%N/A0.001%
2/12/2026Steward Partners Investment Advisory LLC103,730$7.71M0.0%-2.3%0.272%
2/12/2026Eley Financial Management Inc3,334$248K0.1%-20.4%0.009%
2/12/2026Bank of Montreal Can1,176$87K0.0%-20.7%0.003%
2/12/2026Colonial Trust Co SC896$67K0.0%-13.8%0.002%
2/12/2026Principal Securities Inc.36,902$2.74M0.0%+124.2%0.097%
2/11/2026Empowered Funds LLC3,751$279K0.0%N/A0.010%
2/11/2026 Janney Montgomery Scott LLC13,095$973K0.0%-2.3%0.034%
2/11/2026Deutsche Bank AG1,150$85K0.0%N/A0.003%


FHLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHLC shares?

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 ($150.99M), 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.

Which institutional investors have been buying Fidelity MSCI Health Care Index ETF's stock?

Of the 307 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), Rockland Trust Co. ($327.74K), Lido Advisors LLC ($296.25K), and Raymond James Financial Inc. ($291.54K).

How much institutional buying is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have bought a total of 5,560,701 shares in the last 24 months. This purchase volume represents approximately $383.27M in transactions.

Which of Fidelity MSCI Health Care Index ETF's major shareholders have been selling company stock?

Of the 158 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 RWA Wealth Partners LLC ($109.12K).

How much institutional selling is happening at Fidelity MSCI Health Care Index ETF?

Institutional investors have sold a total of 2,813,459 shares in the last 24 months. This volume of shares sold represents approximately $189.59M in transactions.


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