Fidelity Cloud Computing

FCLD • BATS

Fidelity Cloud Computing is an exchange-traded fund on BATS. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $15.1M. SFI Advisors, LLC is the largest holder with a position valued at $5.2M.

Overview

Overview of institutional ownership in FCLD as of Q3 2025

All Institutions

Institutions: 14
Value Held: $15.1M
Shares Held: 517.1K
Avg Position: $1.1M
Median Position: $555.3K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in FCLD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SFI Advisors, LLC RIA/Wealth	Stephen Gaetano Vicinelli President	$5.2M 3.41% of portfolio	176.5K shares	Q4 2022 Held for 2y 11m	$151.2M
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	$3.8M 0.06% of portfolio	130.7K shares	Q2 2023 Held for 2y 5m	$6.8B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$1.4M 0.00% of portfolio	48.5K shares	Q1 2023 Held for 2y 8m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	$1.0M 0.00% of portfolio	35.6K shares	Q1 2023 Held for 2y 8m	$71.0B
Rooted Wealth Advisors, Inc. RIA/Wealth	Zachary Blake Gray CEO	$927.9K 0.28% of portfolio	31.5K shares	Q2 2025 Held for 5 months	$327.6M
J JANE STREET GROUP, LLC Institution	-	$658.9K 0.00% of portfolio	22.5K shares	Q4 2021 Held for 3y 11m	$84.1B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$581.2K 0.00% of portfolio	19.9K shares	Q4 2023 Held for 1y 11m	$21.7B
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	$529.4K 0.12% of portfolio	18.0K shares	Q1 2025 Held for 8 months	$425.9M
W WCG Wealth Advisors LLC Institution	-	$507.5K 0.03% of portfolio	17.4K shares	Q1 2024 Held for 1y 8m	$1.6B
Arrowroot Family Office, LLC Family Office	Roberto Francisco Santos CEO	$281.4K 0.12% of portfolio	9.6K shares	Q2 2025 Held for 5 months	$242.6M

Net Capital Flow

Institutional buying and selling activity for FCLD in Q3 2025

Traded: −$6.9M
Buyers: 7
Sellers: 10
Total Bought: +$711.0K
Total Sold: −$7.6M
Avg Position: $755.1K

Biggest Buyers

Institution	Net Bought	Current Position
Rooted Wealth Advisors, Inc. RIA/Wealth	+$407.7K +13.8K shares	$927.9K 31.5K shares
W WCG Wealth Advisors LLC Institution	+$105.5K +3.6K shares	$507.5K 17.4K shares
FMR LLC Institution	+$93.4K +3.2K shares	$198.3K 6.8K shares
A Advisory Services Network, LLC RIA/Wealth	+$71.1K +2.4K shares	$3.8M 130.7K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$26.1K +894.0 shares	$1.4M 48.5K shares
GWN SECURITIES INC. RIA/Wealth	+$7.1K +241.0 shares	$529.4K 18.0K shares
HM PAYSON & CO RIA/Wealth	+$59.7 +2.0 shares	$179.0 6.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$5.5M −193.8K shares	Sold Off 0 shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$1.0M −36.6K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$466.3K −16.0K shares	$658.9K 22.5K shares
Phraction Management LLC RIA/Wealth	−$281.3K −9.9K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$134.6K −4.7K shares	$1.0M 35.6K shares
SFI Advisors, LLC RIA/Wealth	−$85.6K −2.9K shares	$5.2M 176.5K shares
Kestra Advisory Services, LLC RIA/Wealth	−$31.3K −1.1K shares	$581.2K 19.9K shares
UBS Group AG Institution	−$11.0K −388.0 shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$6.0K −211.0 shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$5.8K −204.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FCLD in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 6
Exited Value: $6.8M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.5M 193.8K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$1.0M 36.6K shares
Phraction Management LLC RIA/Wealth	$281.3K 9.9K shares
UBS Group AG Institution	$11.0K 388.0 shares
BANK OF AMERICA CORP /DE/ Institution	$6.0K 211.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$5.8K 204.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FCLD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FCLD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SFI Advisors, LLC RIA/Wealth	Stephen Gaetano Vicinelli President	3.41% $5.2M	176.5K shares	Q4 2022 Held for 2y 11m	$151.2M
Rooted Wealth Advisors, Inc. RIA/Wealth	Zachary Blake Gray CEO	0.28% $927.9K	31.5K shares	Q2 2025 Held for 5 months	$327.6M
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	0.12% $529.4K	18.0K shares	Q1 2025 Held for 8 months	$425.9M
Arrowroot Family Office, LLC Family Office	Roberto Francisco Santos CEO	0.12% $281.4K	9.6K shares	Q2 2025 Held for 5 months	$242.6M
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	0.06% $3.8M	130.7K shares	Q2 2023 Held for 2y 5m	$6.8B
W WCG Wealth Advisors LLC Institution	-	0.03% $507.5K	17.4K shares	Q1 2024 Held for 1y 8m	$1.6B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	0.00% $581.2K	19.9K shares	Q4 2023 Held for 1y 11m	$21.7B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	0.00% $1.4M	48.5K shares	Q1 2023 Held for 2y 8m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	0.00% $1.0M	35.6K shares	Q1 2023 Held for 2y 8m	$71.0B
J JANE STREET GROUP, LLC Institution	-	0.00% $658.9K	22.5K shares	Q4 2021 Held for 3y 11m	$84.1B