Who owns FHLC?
Fidelity MSCI Health Care Index ETF · Fidelity
383 institutions reported holding FHLC, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FHLC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $232.2M | 3,005,747 | +173,745 shares |
| Lido Advisors, LLC | Los Angeles, CA | $161.5M | 2,091,112 | −68,959 shares |
| AE Wealth Management LLC | Topeka, KS | $114.9M | 1,487,576 | +108,393 shares |
| AGF Management Ltd. | Toronto, Ontario, Canada | $73.7M | 953,891 | +16,167 shares |
| LPL Financial LLC | Fort Mill, SC | $68.2M | 882,513 | −55,557 shares |
| Morgan Stanley | New York, NY | $44.9M | 580,998 | +53,935 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $44.0M | 569,997 | +236,054 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $30.3M | 392,229 | −15,668 shares |
| Weatherly Asset Management L. P. | Del Mar, CA | $24.2M | 313,281 | +6,806 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $21.9M | 283,047 | +16,312 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FHLC?
383 institutional managers reported holding FHLC in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $232.2M.
Did institutions buy or sell FHLC last quarter?
Reported 13F value rose 22.5% from March 31, 2026, which includes price moves as well as buying and selling. 59 firms reported a new position and 26 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FHLC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.