Fidelity MSCI Health CareFHLCETF
13F holders, Q2 2024 (June 30)314holders −5
29new positions
27sold out
2famous investors
$68.52avg. 13F price*
At the end of Q2 2024, 314 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, down 5 from Q1 2024. 29 opened new positions and 27 sold out. The largest holders were Charles Schwab Investment Management Inc. ($240.0M), Lido Advisors, LLC ($133.1M) and Harbour Investments, Inc. ($42.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Health Care
- CUSIP
- 316092600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $36.7M |
| Exits | 27 | $16.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,233,565 shares bought and 1,620,323 shares sold, net −386,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.4% | 3,497,866 | $240.0M |
| Lido Advisors, LLC | 1.10% | Add +4.7% | 1,940,130 | $133.1M |
| Harbour Investments, Inc. | 1.45% | Add +14.3% | 624,569 | $42.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -6.6% | 513,004 | $35.2M |
| LPL Financial LLC | 0.02% | Add +3.0% | 498,822 | $34.2M |
| Morgan Stanley | 0.00% | Add +7.2% | 446,833 | $30.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.9% | 393,607 | $27.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.23% | Reduce -68.1% | 325,000 | $22.3M |
| Rwa Wealth Partners, LLC | 0.26% | Add +1.6% | 284,140 | $19.5M |
| Full Sail Capital, LLC | 1.24% | Reduce -5.5% | 268,646 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 263,243 | $18.1M |
| Agf Management Ltd. | 0.10% | Add +18.4% | 260,052 | $17.8M |
| McGlone Suttner Wealth Management, Inc. | 3.12% | Add +1.6% | 234,661 | $15.2M |
| Weatherly Asset Management L. P. | 1.33% | Add +4.5% | 211,701 | $14.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +5.8% | 194,821 | $13.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.8% | 192,042 | $13.2M |
| Cetera Investment Advisers | 0.03% | Reduce -2.6% | 186,123 | $12.8M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 181,004 | $12.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +48.1% | 186,840 | $12.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -30.9% | 176,543 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +15.3% | 174,075 | $11.9M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 172,993 | $11.9M |
| Buttonwood Financial Advisors Inc. | 5.51% | Reduce -0.6% | 170,276 | $11.7M |
| Eagle Capital Management, LLC | 5.11% | Reduce -0.2% | 169,048 | $11.6M |
| Waterway Wealth Management, LLC | 5.36% | Reduce -12.1% | 159,338 | $10.9M |
| Traynor Capital Management, Inc. | 0.92% | Add +1.1% | 157,472 | $10.8M |
| Vicus Capital | 0.95% | Add +2.2% | 153,116 | $10.5M |
| Strengthening Families & Communities, LLC | 2.99% | New | 151,801 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.3% | 148,926 | $10.2M |
| Investors Research Corp | 2.27% | Add +6.6% | 141,823 | $9.7M |
| Baird Financial Group, Inc. | 0.02% | Add +5.0% | 137,468 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.9% | 128,673 | $8.8M |
| Quantitative Strategies, Inc. | 4.76% | Add +1.3% | 121,629 | $8.3M |
| AE Wealth Management LLC | 0.08% | Reduce -56.2% | 120,592 | $8.3M |
| NewEdge Advisors, LLC | 0.06% | Reduce -9.1% | 119,888 | $8.2M |
| UBS Group AG | 0.00% | Reduce -0.9% | 114,367 | $7.8M |
| Lifeworks Advisors, LLC | 2.11% | Reduce -10.2% | 110,209 | $7.6M |
| NorthCoast Asset Management LLC | 0.06% | New | 105,813 | $7.3M |
| Monumental Financial Group Inc. | 3.09% | Add +22.4% | 103,196 | $7.1M |
| Sigma Planning Corp | 0.22% | Reduce -9.4% | 100,932 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -4.1% | 98,090 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +23.4% | 94,513 | $6.5M |
| FMR LLC | 0.00% | Add +8.0% | 88,495 | $6.1M |
| Armor Investment Advisors, LLC | 2.58% | Add +2.0% | 81,513 | $5.6M |
| Freedom Investment Management, Inc. | 0.44% | Reduce -34.5% | 78,824 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.1% | 73,745 | $5.1M |
| Financial Partners Group, Inc | 0.74% | Add +2.2% | 68,416 | $4.7M |
| Eley Financial Management, Inc | 1.95% | Reduce -2.5% | 67,041 | $4.6M |
| Rehmann Capital Advisory Group | 0.33% | Add +0.1% | 66,904 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -18.0% | 64,059 | $4.4M |
| Spinnaker Trust | 0.28% | New | 63,130 | $4.3M |
| Barry Investment Advisors, LLC | 1.42% | Reduce -2.0% | 61,276 | $4.2M |
| Exchange Capital Management, Inc. | 0.62% | Reduce -1.8% | 55,355 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -46.5% | 53,854 | $3.7M |
| Grant/GrossMendelsohn, LLC | 1.68% | Add +1624.9% | 53,472 | $3.7M |
| RFG Advisory, LLC | 0.12% | Add +3.9% | 52,422 | $3.6M |
| CX Institutional | 0.17% | New | 52,334 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Add +25.1% | 49,635 | $3.4M |
| Halpern Financial, Inc. | 0.92% | Reduce -3.2% | 49,030 | $3.4M |
| Prudential Financial Inc. | 0.01% | Add +8.6% | 48,963 | $3.4M |
| Yoder Wealth Management, Inc. | 2.13% | Add +4.2% | 48,054 | $3.3M |
| Maltin Wealth Management, Inc. | 1.76% | Add +0.5% | 47,721 | $3.3M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -1.1% | 46,614 | $3.2M |
| Smith Salley Wealth Management | 0.22% | Add +1.1% | 44,445 | $3.0M |
| Capital Advisory Group Advisory Services, LLC | 1.30% | Add +11.0% | 44,366 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +375.5% | 43,925 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.2% | 43,600 | $3.0M |
| Valmark Advisers, Inc. | 0.05% | Add +4.9% | 42,819 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.43% | Add +4.0% | 42,605 | $2.9M |
| Win Advisors, Inc. | 1.23% | New | 40,108 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 39,897 | $2.7M |
| TrinityPoint Wealth, LLC | 0.42% | Reduce -1.4% | 39,323 | $2.7M |
| Atlas Capital Advisors Inc. | 0.35% | Reduce -29.7% | 39,156 | $2.7M |
| Heck Capital Advisors, LLC | 0.33% | Reduce -2.4% | 38,397 | $2.6M |
| VCI Wealth Management LLC | 1.30% | Add +75.2% | 38,260 | $2.6M |
| Traphagen Investment Advisors LLC | 0.28% | Reduce -43.1% | 37,080 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.57% | Reduce -0.5% | 35,662 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Reduce -13.2% | 34,795 | $2.4M |
| Marotta Asset Management | 0.49% | Add +17.6% | 34,923 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -6.9% | 33,458 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.7% | 33,371 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +0.3% | 32,951 | $2.3M |
| Lynch & Associates | 0.47% | Add +3.3% | 30,465 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -4.2% | 30,180 | $2.1M |
| Buska Wealth Management, LLC | 0.78% | Reduce -23.2% | 28,511 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -1.9% | 28,153 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.1% | 27,714 | $1.9M |
| Creative Planning | 0.00% | Reduce -15.4% | 27,457 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.46% | Reduce -5.0% | 26,489 | $1.8M |
| Signature Wealth Management Partners, LLC | 1.33% | Reduce -3.3% | 25,434 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +19.4% | 24,911 | $1.7M |
| Kowal Investment Group, LLC | 0.32% | Reduce -6.9% | 23,557 | $1.6M |
| Atlas Brown,Inc. | 0.57% | Add +1.6% | 22,994 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +1.7% | 21,600 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -1.0% | 21,403 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 21,097 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | No change | 19,964 | $1.4M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -5.1% | 19,483 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 19,300 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.71% | Reduce -11.2% | 18,451 | $1.3M |
| Mascoma Wealth Management LLC | 0.33% | Reduce -30.8% | 18,111 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 17,700 | $1.2M |
| Lanark Financial, Inc. | 0.11% | Reduce -1.9% | 17,697 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 17,485 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +1.6% | 17,049 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -7.9% | 16,303 | $1.1M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -17.9% | 16,197 | $1.1M |
| StoneX Group Inc. | 0.09% | Reduce -17.8% | 16,103 | $1.1M |
| Larson Financial Group LLC | 0.07% | Add +15747.5% | 15,689 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.6% | 15,491 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.0% | 15,118 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 15,004 | $1.0M |
| MAI Capital Management | 0.01% | Add +1.4% | 14,933 | $1.0M |
| Pathway Financial Advisers, LLC | 0.35% | Add +0.9% | 14,315 | $979K |
| Cedrus LLC | 0.49% | Add +8.9% | 14,184 | $973K |
| Court Place Advisors, LLC | 0.30% | Reduce -11.0% | 14,013 | $961K |
| Composition Wealth, LLC | 0.02% | Reduce -1.1% | 13,938 | $956K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 13,742 | $943K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 13,742 | $943K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.6% | 13,552 | $930K |
| Tandem Capital Management Corp. | 0.50% | Reduce -13.7% | 13,447 | $915K |
| Canton Hathaway, LLC | 0.25% | No change | 13,173 | $904K |
| Citadel Advisors | 0.00% | New | 12,991 | $891K |
| Retirement Planning Group, LLC | 0.06% | Reduce -0.8% | 12,946 | $888K |
| Legacy Financial Strategies, LLC | 0.21% | Add +0.1% | 12,735 | $859K |
| Montag A & Associates Inc. | 0.04% | No change | 12,177 | $835K |
| CW Advisors, LLC | 0.01% | Add +69.0% | 11,919 | $818K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +4.9% | 11,877 | $815K |
| Spire Wealth Management | 0.03% | Reduce -22.6% | 11,754 | $806K |
| Glass Jacobson Investment Advisors llc | 0.29% | Add +6.6% | 11,542 | $792K |
| Arkadios Wealth Advisors | 0.05% | Reduce -13.9% | 11,062 | $759K |
| Roman Butler Fullerton & Co. | 0.24% | No change | 10,571 | $728K |
| Atria Investments, Inc | 0.01% | New | 10,462 | $718K |
| Demars Financial Group, LLC | 0.33% | Reduce -1.2% | 10,109 | $694K |
| Fisher Asset Management | 0.00% | Reduce -1.6% | 9,977 | $684K |
| Citigroup Inc. | 0.00% | Add +86.2% | 9,864 | $677K |
| Compound Planning, Inc. | 0.05% | Reduce -2.8% | 9,590 | $658K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -2.2% | 9,422 | $646K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.04% | New | 9,422 | $646K |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 9,143 | $627K |
| LifeSteps Financial, Inc. | 0.50% | Reduce -0.7% | 8,785 | $603K |
| Focus Partners Wealth | 0.00% | New | 8,778 | $602K |
| Southern Capital Advisors, LLC | 0.37% | Add +0.3% | 8,691 | $596K |
| Mather Group, Llc. | 0.01% | Add +192.6% | 8,328 | $581K |
| Carr Financial Group Corp | 0.18% | Reduce -3.4% | 8,414 | $577K |
| HRC Wealth Management, LLC | 0.39% | Add +5.2% | 8,310 | $570K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.8% | 8,236 | $565K |
| Crumly & Associates Inc. | 0.16% | No change | 8,128 | $558K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.2% | 8,004 | $549K |
| World Investment Advisors | 0.03% | Add +0.2% | 7,576 | $520K |
| Regal Investment Advisors LLC | 0.03% | Add +0.1% | 7,465 | $512K |
| TBH Global Asset Management, LLC | 0.11% | Add +0.0% | 7,424 | $509K |
| Whalerock Point Partners, LLC | 0.14% | No change | 7,357 | $505K |
| Wealthspire Advisors, LLC | 0.01% | New | 7,293 | $500K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 7,133 | $489K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -0.8% | 6,777 | $465K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Add +1.7% | 6,722 | $461K |
| Axiom Advisory, LLC | 0.00% | New | 6,610 | $447K |
| Prairie Wealth Advisors, Inc. | 0.22% | Add +0.1% | 6,401 | $439K |
| Marshall Wace, LLP | 0.00% | New | 6,379 | $438K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 6,340 | $435K |
| LexAurum Advisors, LLC | 0.11% | Add +7.6% | 6,316 | $433K |
| Sequent Asset Management, LLC | 0.22% | No change | 6,291 | $432K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Add +0.3% | 6,093 | $418K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +3.2% | 6,087 | $418K |
| National Bank of Canada | 0.00% | Reduce -3.5% | 6,105 | $415K |
| Soltis Investment Advisors LLC | 0.04% | No change | 5,910 | $405K |
| Wealth Management Associates, Inc. | 0.19% | No change | 5,791 | $397K |
| Essex Financial Services, Inc. | 0.03% | Reduce -28.0% | 5,615 | $395K |
| Founders Financial Securities LLC | 0.04% | Add +0.1% | 5,743 | $394K |
| Wbi Investments, LLC | 0.09% | Reduce -8.6% | 5,696 | $391K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2243.2% | 5,483 | $376K |
| WBH Advisory Inc. | 0.04% | Reduce -3.5% | 5,466 | $375K |
| Visionary Wealth Advisors | 0.02% | New | 5,421 | $372K |
| Rothschild Wealth LLC | 0.12% | Add +0.0% | 5,351 | $367K |
| Warner Financial, Inc. | 0.18% | Add +0.3% | 5,350 | $367K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.3% | 5,129 | $352K |
| Pacific Sun Financial Corp | 0.21% | Add +0.9% | 5,063 | $347K |
| Xcel Wealth Management, LLC | 0.11% | Reduce -1.6% | 5,000 | $343K |
| Mutual Advisors, LLC | 0.01% | Add +15.9% | 4,778 | $339K |
| SVB Wealth LLC | 0.01% | Reduce -55.8% | 4,932 | $338K |
| Western Wealth Management, LLC | 0.02% | Add +23.1% | 4,806 | $330K |
| WealthCare Investment Partners, LLC | 0.15% | Add +3.9% | 4,774 | $328K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 4,747 | $326K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,717 | $324K |
| Savvy Advisors, Inc. | 0.10% | Add +35.9% | 4,588 | $315K |
| Advisors Capital Management, LLC | 0.01% | Reduce -8.1% | 4,491 | $308K |
| Silverleafe Capital Partners, LLC | 0.11% | Add +3.7% | 4,410 | $302K |
| River Wealth Advisors LLC | 0.04% | Add +1.4% | 4,343 | $298K |
| Comerica Bank | 0.00% | Reduce -23.4% | 4,339 | $298K |
| Brookstone Capital Management | 0.00% | Reduce -7.7% | 4,126 | $293K |
| Valley Brook Capital Group, Inc. | 0.22% | Add +8.6% | 4,116 | $282K |
| PFG Advisors | 0.02% | Reduce -11.1% | 4,096 | $281K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,022 | $276K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -10.4% | 4,021 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.7% | 3,938 | $270K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,928 | $270K |
| Personal Cfo Solutions, LLC | 0.04% | No change | 3,909 | $268K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.2% | 3,882 | $266K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.3% | 3,853 | $264K |
| Spectrum Wealth Counsel, LLC | 0.03% | Reduce -15.8% | 3,823 | $262K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.6% | 3,612 | $257K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -13.5% | 3,606 | $247K |
| LongView Wealth Management | 0.09% | Add +20.0% | 3,545 | $243K |
| Partnership Wealth Management, LLC | 0.18% | Add +186.9% | 3,506 | $240K |
| Williams & Novak, LLC | 0.22% | No change | 3,454 | $237K |
| Cwm, LLC | 0.00% | Add +115.3% | 3,437 | $236K |
| IFP Advisors, Inc | 0.01% | Reduce -5.8% | 3,297 | $226K |
| Coordinated Financial Services, Inc. | 0.20% | Reduce -4.3% | 3,284 | $225K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 3,234 | $222K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 3,257 | $222K |
| Investmark Advisory Group LLC | 0.12% | No change | 3,219 | $221K |
| Hilltop Wealth Advisors, LLC | 0.11% | Add +0.5% | 3,217 | $221K |
| Investment Advisory Group, LLC | 0.09% | No change | 3,213 | $220K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +11.8% | 3,210 | $220K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,141 | $215K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.5% | 3,097 | $215K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.6% | 3,073 | $211K |
| American National Bank & Trust | 0.03% | Add +204.2% | 3,015 | $207K |
| Continuum Advisory, LLC | 0.03% | No change | 2,991 | $205K |
| Thrive Capital Management, LLC | 0.09% | New | 2,986 | $205K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -11.6% | 2,943 | $202K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 2,761 | $189K |
| Creekmur Asset Management LLC | 0.05% | Reduce -23.3% | 2,753 | $189K |
| Franklin Resources Inc. | 0.00% | No change | 2,742 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 2,416 | $166K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.3% | 2,409 | $165K |
| Bank of Montreal | 0.00% | Reduce -1.9% | 2,183 | $151K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,208 | $151K |
| International Assets Investment Management, LLC | 0.01% | New | 1,853 | $127K |
| Providence Capital Advisors, LLC | 0.03% | No change | 1,770 | $121K |
| Blair William & Co. | 0.00% | Add +26.2% | 1,734 | $119K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,643 | $113K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,531 | $104K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,492 | $102K |
| Fifth Third Bancorp | 0.00% | Reduce -9.9% | 1,436 | $99K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,380 | $95K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,335 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +262.2% | 1,275 | $87K |
| Colonial Trust Co / SC | 0.01% | No change | 1,240 | $85K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $69K |
| Allworth Financial LP | 0.00% | Reduce -8.7% | 889 | $62K |
| Stone House Investment Management, LLC | 0.02% | Add +0.1% | 868 | $60K |
| Creative Financial Designs Inc. | 0.01% | No change | 834 | $57K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $55K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 763 | $52K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $49K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 700 | $48K |
| S.A. Mason LLC | 0.03% | No change | 679 | $47K |
| Gradient Investments LLC | 0.00% | New | 676 | $46K |
| Atticus Wealth Management, LLC | 0.01% | No change | 640 | $44K |
| First Community Trust NA | 0.04% | No change | 637 | $44K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 625 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +14.1% | 606 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 600 | $41K |
| WFA Asset Management Corp | 0.02% | Add +0.3% | 580 | $40K |
| Clear Point Advisors Inc. | 0.03% | Add +0.4% | 544 | $37K |
| Private Trust Co. NA | 0.00% | Add +22.1% | 519 | $36K |
| Solstein Capital, LLC | 0.02% | No change | 518 | $36K |
| Parallel Advisors, LLC | 0.00% | No change | 512 | $35K |
| Global Retirement Partners, LLC | 0.00% | No change | 474 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 450 | $31K |
| Private Ocean, LLC | 0.00% | New | 408 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 354 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 351 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 344 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 322 | $23K |
| NFSG Corp | 0.01% | Reduce -13.6% | 325 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | New | 324 | $22K |
| Center for Financial Planning, Inc. | 0.00% | No change | 300 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 300 | $21K |
| First Horizon Advisors, Inc. | 0.00% | No change | 300 | $21K |
| HM Payson & Co. | 0.00% | No change | 300 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 284 | $19K |
| Element Wealth, LLC | 0.01% | Add +10.5% | 253 | $17K |
| Realta Investment Advisors | 0.00% | No change | 240 | $16K |
| Lynx Investment Advisory | 0.01% | — | 226 | $16K |
| Abound Wealth Management | 0.01% | Reduce -30.6% | 218 | $15K |
| Bank of New Hampshire | 0.00% | No change | 165 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 132 | $9K |
| CNB Bank | 0.00% | No change | 130 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 116 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 110 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $7K |
| Unique Wealth Strategies, LLC | 0.00% | New | 100 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 89 | $6K |
| Simplex Trading, LLC | 0.00% | New | 100 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -16.1% | 78 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 78 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 74 | $5K |
| Main Street Group, LTD | 0.00% | No change | 60 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 57 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 52 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 52 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $3K |
| Colonial Trust Advisors | 0.00% | Reduce -37.5% | 50 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 49 | $3K |
| Assetmark, Inc. | 0.00% | Add +43.5% | 33 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| Kelly Financial Services LLC | 0.00% | No change | 20 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 20 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 20 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -52.9% | 16 | $1K |
| HighMark Wealth Management LLC | 0.00% | Reduce -40.0% | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $686 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $549 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $398 |
| Founders Capital Management | 0.00% | No change | 5 | $367 |
| Quent Capital, LLC | 0.00% | New | 1 | $86 |
| West Branch Capital LLC | 0.00% | No change | 1 | $80 |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.