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Fidelity MSCI Materials Index ETF (FMAT) Institutional Ownership

Fidelity MSCI Materials Index ETF logo
$59.35 +0.95 (+1.63%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$82.32M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$37.83M
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FMAT Institutional Buying and Selling by Quarter

Fidelity MSCI Materials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC30,951$1.78M0.1%+11.6%0.303%
5/5/2026Bank of New York Mellon Corp49,715$2.87M0.0%N/A0.487%
5/4/2026 Lifeworks Advisors LLC38,564$2.22M0.3%-13.2%0.378%
5/1/2026 Fifth Third Bancorp1,872$108K0.0%+813.2%0.018%
4/30/2026 Elevated Capital Advisors LLC27,682$1.60M0.4%-14.6%0.285%
4/30/2026 Kestra Advisory Services LLC8,416$485K0.0%+334.0%0.087%
4/28/2026 Peak Financial Management Inc.34,155$1.97M0.5%-2.5%0.356%
4/24/2026 Essex Financial Services Inc.8,608$496K0.0%+40.3%0.090%
4/22/2026 Yoder Wealth Management Inc.24,985$1.44M0.7%-1.2%0.260%
4/21/2026 Penobscot Wealth Management16,539$953K0.3%+17.5%0.172%
4/20/2026 Kestra Private Wealth Services LLC18,527$1.07M0.0%N/A0.193%
4/20/2026 Centennial Wealth Advisory LLC5,851$337K0.1%+9.9%0.061%
4/17/2026 Certified Advisory Corp81,285$4.69M0.4%+8.0%0.847%
4/16/2026 Smith Salley Wealth Management13,748$792K0.0%+1.7%0.143%
3/9/2026Corient Private Wealth LLC24,799$1.32M0.0%-2.0%0.282%
3/3/2026 Targeted Financial Services LLC5,132$273K0.2%N/A0.058%
2/20/2026Sunbelt Securities Inc.30,907$1.64M0.1%+1.4%0.351%
2/20/2026Kovitz Investment Group Partners LLC96,473$5.12M0.1%+83.4%1.096%
2/19/2026Corient Private Wealth LLC23,626$1.26M0.0%-6.6%0.268%
2/19/2026Jacobs Equity LLC6,495$345K0.3%N/A0.074%
2/18/2026Mercer Global Advisors Inc. ADV4,373$232K0.0%N/A0.050%
2/18/2026NewEdge Advisors LLC5,574$296K0.0%-7.8%0.063%
2/17/2026Cetera Investment Advisers14,142$751K0.0%-8.2%0.161%
2/17/2026Osaic Holdings Inc.73,973$3.94M0.0%-1.4%0.841%
2/17/2026Royal Bank of Canada17,094$908K0.0%+237.9%0.194%
2/16/2026Motiv8 Investments LLC1,568$83K0.0%N/A0.018%
2/16/2026Arax Advisory Partners2,295$122K0.0%N/A0.026%
2/13/2026 Kestra Advisory Services LLC1,939$103K0.0%N/A0.022%
2/13/2026Stifel Financial Corp29,134$1.55M0.0%-3.5%0.331%
2/13/2026Wells Fargo & Company MN11,733$623K0.0%+11.5%0.133%
2/12/2026Federation des caisses Desjardins du Quebec24,521$1.30M0.0%N/A0.279%
2/12/2026 Commonwealth Equity Services LLC82,732$4.39M0.0%+9.9%0.940%
2/12/2026 Penobscot Wealth Management14,081$748K0.2%+4.1%0.160%
2/12/2026Steward Partners Investment Advisory LLC61,671$3.28M0.0%+1.2%0.701%
2/12/2026Principal Securities Inc.5,684$302K0.0%-51.2%0.065%
2/11/2026GWN Securities Inc.6,553$348K0.1%+9.1%0.074%
2/11/2026O Shaughnessy Asset Management LLC1,948$103K0.0%-12.3%0.022%
2/11/2026 OneAscent Financial Services LLC12,746$677K0.1%+84.8%0.145%
2/11/2026 J.W. Cole Advisors Inc.27,823$1.48M0.0%-1.1%0.316%
2/10/2026Lido Advisors LLC624,191$32.74M0.1%+0.2%7.093%
2/10/2026SCS Capital Management LLC5,788$307K0.0%-37.3%0.066%
2/10/2026Northwestern Mutual Wealth Management Co.1,064$56K0.0%-25.0%0.012%
2/6/2026Mach 1 Financial Group LLC30,287$1.61M0.3%N/A0.344%
2/6/2026HighTower Advisors LLC9,094$483K0.0%-10.0%0.103%
2/5/2026Northwestern Mutual Wealth Management Co.334,902$17.79M0.0%+23,517.9%3.806%
2/5/2026Maxele Advisors LLC15,703$834K0.7%+1.5%0.178%
2/4/2026Meridian Wealth Management LLC4,268$227K0.0%+6.1%0.049%
2/2/2026 Robertson Stephens Wealth Management LLC4,948$263K0.0%-6.2%0.056%
1/29/2026 Wealth Alliance Advisory Group LLC26,222$1.39M0.2%N/A0.301%
1/28/2026Geneos Wealth Management Inc.666$35K0.0%-63.4%0.008%
1/28/2026Trail Ridge Investment Advisors LLC20,801$1.11M0.5%+6.9%0.239%
1/27/2026 Elevated Capital Advisors LLC32,400$1.72M0.4%+23.9%0.372%
1/26/2026AE Wealth Management LLC1,328,708$70.57M0.4%+25.8%15.273%
1/26/2026CWM LLC1,645$87K0.0%-41.6%0.019%
1/23/2026Optima Capital LLC748$40K0.0%N/A0.009%
1/23/2026 Peak Financial Management Inc.35,038$1.86M0.5%-4.6%0.407%
1/22/2026 Yoder Wealth Management Inc.25,281$1.34M0.6%+8.3%0.294%
1/22/2026 Vicus Capital6,189$329K0.0%+5.3%0.072%
1/22/2026Monte Financial Group LLC3,926$209K0.1%N/A0.046%
1/21/2026 Flagship Harbor Advisors LLC652$35K0.0%N/A0.008%
1/20/2026 American National Bank & Trust7,448$396K0.0%N/A0.087%
1/14/2026 Centennial Wealth Advisory LLC5,324$283K0.1%+6.1%0.062%
1/14/2026 Wealthcare Advisory Partners LLC23,355$1.24M0.0%+8.9%0.272%
1/12/2026 SeaCrest Wealth Management LLC16,386$902K0.1%+2.3%0.191%
1/12/2026Traynor Capital Management Inc.5,974$317K0.0%+31.5%0.069%
1/12/2026 Certified Advisory Corp75,234$4.00M0.4%+1.8%0.875%
1/8/2026 Centerline Wealth Advisors LLC47,363$2.52M0.9%-72.9%0.557%
1/7/2026 Tounjian Advisory Partners LLC14,926$793K0.3%-2.2%0.176%
1/7/2026 Lynch & Associates IN11,176$594K0.1%+2.9%0.131%
1/1/2026JPMorgan Chase & Co.7,152$375K0.0%-43.3%0.087%
11/19/2025Sunbelt Securities Inc.30,493$1.60M0.1%-1.6%0.372%
11/19/2025 Penobscot Wealth Management13,528$709K0.2%-31.4%0.165%
11/17/2025NewEdge Advisors LLC6,048$317K0.0%-9.5%0.074%
11/17/2025Susquehanna International Group LLP32,736$1.72M0.0%+56.3%0.399%
11/17/2025Qube Research & Technologies Ltd1,393$73K0.0%-23.6%0.017%
11/17/2025Mariner LLC5,987$314K0.0%-5.5%0.073%
11/17/2025Maxele Advisors LLC15,477$811K0.7%N/A0.189%
11/17/2025Lido Advisors LLC623,248$32.68M0.1%+8.7%7.601%
11/17/2025Bank of America Corp DE20,571$1.08M0.0%+3.5%0.251%
11/14/2025Raymond James Financial Inc.10,151$532K0.0%-3.0%0.124%
11/13/2025 Sweeney & Michel LLC4,303$219K0.1%-12.5%0.052%
11/13/2025Tortoise Investment Management LLC2,130$112K0.0%-17.4%0.026%
11/13/2025Modern Wealth Management LLC8,480$445K0.0%-74.1%0.103%
11/12/2025 Tounjian Advisory Partners LLC15,262$800K0.3%-25.6%0.186%
11/12/2025Mason Investment Advisory Services Inc.3,914$205K0.0%N/A0.048%
11/7/2025 Wealthcare Advisory Partners LLC21,445$1.12M0.0%+19.9%0.262%
11/7/2025JPMorgan Chase & Co.7,152$375K0.0%-43.3%0.087%
11/5/2025 J.W. Cole Advisors Inc.28,143$1.48M0.0%+7.4%0.343%
11/5/2025 Envestnet Asset Management Inc.49,734$2.61M0.0%+56.1%0.607%
11/4/2025Strengthening Families & Communities LLC5,273$276K0.1%N/A0.064%
11/4/2025Atlantic Union Bankshares Corp519$27K0.0%N/A0.006%
11/4/2025AGF Management Ltd.102,997$5.40M0.0%-35.3%1.256%
11/4/2025Jones Financial Companies Lllp3,411$177K0.0%+73.7%0.042%
11/4/2025Meridian Wealth Management LLC4,022$211K0.0%N/A0.049%
11/3/2025AE Wealth Management LLC1,055,982$55.37M0.4%+15.4%12.878%
11/3/2025Traynor Capital Management Inc.4,544$238K0.0%N/A0.055%
10/31/2025 OneAscent Financial Services LLC6,898$362K0.0%N/A0.084%
10/30/2025Kingdom Financial Group LLC.5,215$273K0.2%N/A0.064%
10/27/2025GWN Securities Inc.6,006$316K0.1%+26.5%0.073%
10/24/2025 Vicus Capital5,877$308K0.0%+17.2%0.072%


FMAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMAT shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Fidelity MSCI Materials Index ETF. The most heavily invested institutionals were AE Wealth Management LLC ($70.57M), Lido Advisors LLC ($32.74M), LPL Financial LLC ($6.33M), AGF Management Ltd. ($5.40M), Kovitz Investment Group Partners LLC ($5.12M), Certified Advisory Corp ($4.69M), and Commonwealth Equity Services LLC ($4.39M).Learn more on Fidelity MSCI Materials Index ETF's institutional investors.

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

Of the 100 institutional investors that purchased Fidelity MSCI Materials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($634.80K), Northwestern Mutual Wealth Management Co. ($333.84K), Centerline Wealth Advisors LLC ($174.96K), Lido Advisors LLC ($100.90K), Cetera Investment Advisers ($97.14K), Envestnet Asset Management Inc. ($93.18K), and AGF Management Ltd. ($88.60K).

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

Institutional investors have bought a total of 1,572,913 shares in the last 24 months. This purchase volume represents approximately $82.32M in transactions.

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

Of the 42 institutional investors that sold Fidelity MSCI Materials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($226.82K), Centerline Wealth Advisors LLC ($127.60K), Envestnet Asset Management Inc. ($104.38K), AGF Management Ltd. ($56.26K), JPMorgan Chase & Co. ($36.72K), Kovitz Investment Group Partners LLC ($33.05K), and Avantax Advisory Services Inc. ($30.87K).

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

Institutional investors have sold a total of 748,581 shares in the last 24 months. This volume of shares sold represents approximately $37.83M in transactions.



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