Who Owns Fidelity MSCI Consumer Discretionary Index ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Fidelity MSCI Consumer Discretionary Index ETF.
Who crossed 5% of FDIS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Independence Financial Advisors, LLCMSCI CONSM DIS131.5K shadded | $12.5M |
| CONGRESS ASSET MANAGEMENT COCOM67.8K sh— | $6.4M |
| AMERICAN NATIONAL BANK & TRUSTMSCI CONSM DIS16.6K shadded | $1.6M |
| Investors Research CorpMSCI CONSM DIS12.3K shtrimmed | $1.2M |
| Farther Finance Advisors, LLCETF5.8K shtrimmed | $545.1K |
| Crumly & Associates Inc.MSCI CONSM DIS4.2K shheld | $399.3K |
| Rosenberg Matthew HamiltonETF2.4K shheld | $230.5K |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU2.4K shtrimmed | $229K |
| CoreCap Advisors, LLCETF1.5K shadded | $143.6K |
| GAMMA Investing LLCETF128 shheld | $12.1K |
| Byrne Asset Management LLCCOM96 shheld | $9.1K |
| ARMSTRONG ADVISORY GROUP, INCMSCI CONSM DIS36 sh— | $3.4K |
| GILPIN WEALTH MANAGEMENT, LLCMSCI CONSM DIS26 shheld | $2.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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