Fidelity MSCI Health CareFHLCETF
13F holders, Q4 2024 (December 31)334holders +17
26new positions
34sold out
3famous investors
$65.37avg. 13F price*
At the end of Q4 2024, 334 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 17 from Q3 2024. 26 opened new positions and 34 sold out. The largest holders were Lido Advisors, LLC ($119.2M), Charles Schwab Investment Management Inc. ($106.8M) and Agf Management Ltd. ($39.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $21.6M |
| Exits | 34 | $43.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,293,829 shares bought and 1,683,712 shares sold, net −389,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| Lido Advisors, LLC | 0.75% | Add +5.0% | 1,823,697 | $119.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.5% | 1,634,514 | $106.8M |
| Agf Management Ltd. | 0.20% | Add +17.6% | 597,163 | $39.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 523,252 | $34.2M |
| LPL Financial LLC | 0.01% | Add +35.2% | 517,910 | $33.8M |
| Morgan Stanley | 0.00% | Add +10.8% | 461,675 | $30.2M |
| Wells Fargo & Company | 0.00% | Add +9.8% | 267,844 | $17.5M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -1.0% | 255,888 | $16.7M |
| McGlone Suttner Wealth Management, Inc. | 2.78% | Add +36.9% | 255,256 | $16.7M |
| Weatherly Asset Management L. P. | 1.47% | Add +7.7% | 253,170 | $16.5M |
| Full Sail Capital, LLC | 1.04% | Reduce -2.8% | 249,334 | $16.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +5.5% | 241,144 | $15.8M |
| Lifeworks Advisors, LLC | 2.53% | Add +79.1% | 214,778 | $14.0M |
| Raymond James Financial Inc. | 0.00% | — | 197,456 | $12.9M |
| Bank of America Corp. | 0.00% | Add +2.7% | 189,260 | $12.4M |
| Cetera Investment Advisers | 0.02% | Reduce -4.1% | 181,490 | $11.9M |
| Buttonwood Financial Advisors Inc. | 5.13% | Add +4.8% | 178,664 | $11.7M |
| Eagle Capital Management, LLC | 4.49% | Add +0.6% | 170,243 | $11.1M |
| Fischer Financial Services, Inc. | 3.40% | — | 165,298 | $10.8M |
| Vicus Capital | 0.96% | Add +4.2% | 164,949 | $10.8M |
| Investors Research Corp | 2.34% | Add +6.5% | 163,095 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.2% | 153,717 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 150,192 | $9.8M |
| Apollon Wealth Management, LLC | 0.22% | New | 144,507 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.1% | 143,687 | $9.4M |
| Traynor Capital Management, Inc. | 0.72% | Reduce -9.4% | 142,250 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.5% | 131,692 | $8.6M |
| Waterway Wealth Management, LLC | 3.60% | Reduce -20.9% | 125,227 | $8.2M |
| Centerline Wealth Advisors, LLC | 4.76% | — | 124,171 | $8.1M |
| AE Wealth Management LLC | 0.07% | Reduce -3.9% | 123,573 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Add +32.7% | 119,700 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 116,136 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -5.8% | 112,618 | $7.4M |
| Sigma Planning Corp | 0.21% | Add +1.0% | 102,311 | $6.7M |
| Quantitative Strategies, Inc. | 3.45% | Add +1.5% | 98,729 | $6.5M |
| FMR LLC | 0.00% | Reduce -0.6% | 98,319 | $6.4M |
| UBS Group AG | 0.00% | Reduce -4.9% | 98,252 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 97,908 | $6.4M |
| Larson Financial Group LLC | 0.31% | Add +4.1% | 91,795 | $6.0M |
| Armor Investment Advisors, LLC | 2.30% | Add +1.1% | 85,678 | $5.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -14.9% | 84,321 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.6% | 79,943 | $5.2M |
| Spinnaker Trust | 0.30% | Add +6.1% | 72,397 | $4.7M |
| Aprio Wealth Management, LLC | 0.68% | New | 71,291 | $4.7M |
| Financial Partners Group, Inc | 0.67% | Add +0.9% | 69,945 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.4% | 68,541 | $4.5M |
| Marotta Asset Management | 0.89% | Add +62.4% | 65,272 | $4.3M |
| Eley Financial Management, Inc | 1.66% | Reduce -1.3% | 65,288 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -11.3% | 63,153 | $4.1M |
| Yoder Wealth Management, Inc. | 2.20% | Add +14.7% | 60,987 | $4.0M |
| Barry Investment Advisors, LLC | 1.24% | Reduce -2.5% | 58,940 | $3.9M |
| Freedom Investment Management, Inc. | 0.31% | Reduce -13.0% | 56,307 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +122.3% | 53,702 | $3.5M |
| Exchange Capital Management, Inc. | 0.56% | Reduce -0.8% | 53,545 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +0.5% | 50,046 | $3.3M |
| Capital Advisory Group Advisory Services, LLC | 1.17% | Add +6.8% | 49,757 | $3.3M |
| Maltin Wealth Management, Inc. | 1.58% | Add +0.5% | 49,312 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +3.3% | 48,968 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +8.4% | 47,483 | $3.1M |
| Smith Salley Wealth Management | 0.18% | Reduce -4.6% | 43,553 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.9% | 42,655 | $2.8M |
| Atlas Capital Advisors Inc. | 0.35% | Reduce -7.0% | 42,540 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -0.3% | 41,268 | $2.7M |
| MAI Capital Management | 0.02% | Add +168.7% | 40,603 | $2.7M |
| Beaumont Asset Management, L.L.C. | 1.47% | Reduce -2.8% | 38,805 | $2.5M |
| TrinityPoint Wealth, LLC | 0.36% | Reduce -0.6% | 38,785 | $2.5M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -0.4% | 38,421 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Reduce -9.1% | 35,912 | $2.3M |
| Citigroup Inc. | 0.00% | Add +266.9% | 35,874 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +27.7% | 35,688 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +6.0% | 34,674 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 34,532 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.2% | 33,550 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 33,389 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -48.9% | 32,708 | $2.1M |
| Lynch & Associates | 0.46% | Add +0.9% | 32,643 | $2.1M |
| Creative Planning | 0.00% | Add +10.9% | 31,584 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -10.8% | 31,296 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +38.9% | 30,030 | $2.0M |
| Beckerman Institutional, LLC | 1.54% | Reduce -0.2% | 29,414 | $1.9M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5.3% | 28,619 | $1.9M |
| Roxbury Financial LLC | 1.80% | — | 26,572 | $1.9M |
| KDK Private Wealth Management, LLC | 1.93% | — | 28,463 | $1.9M |
| Modern Wealth Management, LLC | 0.07% | New | 28,123 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -78.7% | 27,423 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.2% | 26,969 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Reduce -4.8% | 25,702 | $1.7M |
| Prospect Financial Services LLC | 0.89% | Add +250.3% | 25,057 | $1.6M |
| Aspetuck Financial Management LLC | 1.20% | — | 23,627 | $1.5M |
| Signature Wealth Management Partners, LLC | 1.00% | Reduce -3.4% | 22,292 | $1.5M |
| Atlas Brown,Inc. | 0.50% | Reduce -3.6% | 22,242 | $1.5M |
| Traphagen Investment Advisors LLC | 0.14% | Reduce -23.3% | 21,680 | $1.4M |
| Arax Advisory Partners | 0.09% | New | 21,588 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +67.2% | 21,550 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +67.2% | 21,550 | $1.4M |
| Maxele Advisors, LLC | 1.34% | — | 21,520 | $1.4M |
| VCI Wealth Management LLC | 0.58% | Add +28.9% | 20,969 | $1.4M |
| Principal Securities, Inc. | 0.03% | Reduce -2.9% | 20,600 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.2% | 19,167 | $1.3M |
| Buska Wealth Management, LLC | 0.39% | Reduce -17.0% | 18,620 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 17,132 | $1.1M |
| Charter Oak Capital Management, LLC | 0.10% | Reduce -8.4% | 17,013 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.7% | 16,946 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.68% | Reduce -12.6% | 16,555 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -6.4% | 16,212 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -0.6% | 15,651 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 15,154 | $990K |
| Partners Wealth Management, LLC | 1.08% | — | 14,507 | $948K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.3% | 14,130 | $923K |
| Summit Financial, LLC | 0.03% | Reduce -1.8% | 13,629 | $891K |
| Pathway Financial Advisers, LLC | 0.30% | Reduce -2.1% | 13,521 | $884K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.3% | 13,496 | $882K |
| Composition Wealth, LLC | 0.02% | Reduce -1.3% | 13,203 | $863K |
| Citadel Advisors | 0.00% | New | 13,186 | $862K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -1.8% | 13,162 | $860K |
| Tandem Capital Management Corp. | 0.46% | Reduce -1.4% | 13,062 | $854K |
| Retirement Planning Group, LLC | 0.04% | No change | 12,946 | $846K |
| Canton Hathaway, LLC | 0.20% | Reduce -5.4% | 12,357 | $808K |
| Glass Jacobson Investment Advisors llc | 0.26% | Add +2.0% | 12,075 | $789K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -21.7% | 11,897 | $777K |
| Montag A & Associates Inc. | 0.04% | Reduce -3.8% | 11,870 | $776K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 11,725 | $766K |
| CW Advisors, LLC | 0.01% | Reduce -23.9% | 11,657 | $762K |
| Court Place Advisors, LLC | 0.24% | Reduce -17.6% | 11,374 | $743K |
| Spire Wealth Management | 0.02% | Reduce -6.7% | 11,134 | $728K |
| StoneX Group Inc. | 0.04% | Reduce -18.7% | 10,798 | $706K |
| Roman Butler Fullerton & Co. | 0.22% | Reduce -7.3% | 9,801 | $687K |
| D. E. Shaw & Co. | 0.00% | New | 10,393 | $679K |
| Wealthstar Advisors, LLC | 0.29% | — | 10,068 | $658K |
| Fisher Asset Management | 0.00% | Reduce -3.5% | 9,874 | $645K |
| Mascoma Wealth Management LLC | 0.16% | Reduce -38.6% | 9,576 | $626K |
| Comprehensive Money Management Services LLC | 0.50% | — | 9,232 | $603K |
| Compound Planning, Inc. | 0.03% | Reduce -2.0% | 8,957 | $585K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -66.3% | 8,940 | $584K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -3.4% | 8,875 | $580K |
| HRC Wealth Management, LLC | 0.34% | Add +4.9% | 8,784 | $574K |
| Southern Capital Advisors, LLC | 0.32% | Add +0.4% | 8,755 | $572K |
| Claris Financial LLC | 0.37% | — | 8,609 | $563K |
| Legacy Financial Strategies, LLC | 0.12% | Reduce -5.2% | 8,536 | $559K |
| Demars Financial Group, LLC | 0.24% | Reduce -10.0% | 8,528 | $557K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 8,386 | $548K |
| Cwm, LLC | 0.00% | Add +99.3% | 8,279 | $541K |
| Arkadios Wealth Advisors | 0.03% | Reduce -21.4% | 8,138 | $532K |
| Crumly & Associates Inc. | 0.14% | No change | 8,128 | $531K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -93.8% | 8,050 | $526K |
| LifeSteps Financial, Inc. | 0.40% | Reduce -9.3% | 7,920 | $518K |
| Strengthening Families & Communities, LLC | 0.29% | Reduce -95.0% | 7,849 | $513K |
| World Investment Advisors | 0.01% | Add +0.2% | 7,785 | $509K |
| American National Bank & Trust | 0.06% | Add +122.4% | 7,565 | $494K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.2% | 7,528 | $492K |
| Mutual Advisors, LLC | 0.01% | Add +16.3% | 7,299 | $490K |
| Whalerock Point Partners, LLC | 0.12% | Add +0.0% | 7,359 | $481K |
| Avior Wealth Management, LLC | 0.02% | Add +2.5% | 7,279 | $476K |
| LexAurum Advisors, LLC | 0.09% | Add +12.4% | 7,235 | $473K |
| Pacific Sun Financial Corp | 0.24% | Add +33.8% | 6,733 | $440K |
| Visionary Wealth Advisors | 0.03% | Add +5.0% | 6,644 | $434K |
| Bank of New York Mellon Corp | 0.00% | No change | 6,561 | $429K |
| Focus Partners Wealth | 0.00% | Add +66.7% | 6,524 | $426K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -87.2% | 6,468 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.2% | 6,440 | $421K |
| Sequent Asset Management, LLC | 0.20% | No change | 6,291 | $411K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Add +0.4% | 6,134 | $401K |
| Prairie Wealth Advisors, Inc. | 0.19% | Reduce -4.9% | 6,117 | $400K |
| Define Financial, LLC | 0.30% | — | 6,053 | $396K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -2.0% | 5,952 | $389K |
| Jones Financial Companies LLLP | 0.00% | Add +68.0% | 5,926 | $387K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -3.0% | 5,793 | $379K |
| Silverleafe Capital Partners, LLC | 0.12% | Add +21.1% | 5,781 | $378K |
| PUREfi Wealth, LLC | 0.36% | — | 5,599 | $366K |
| Savvy Advisors, Inc. | 0.04% | Reduce -3.0% | 5,576 | $364K |
| LongView Wealth Management | 0.11% | Add +11.6% | 5,553 | $363K |
| Carr Financial Group Corp | 0.11% | Reduce -19.9% | 5,455 | $356K |
| Advisors Capital Management, LLC | 0.01% | Add +17.2% | 5,452 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +188.7% | 5,437 | $355K |
| WBH Advisory Inc. | 0.03% | Add +0.0% | 5,418 | $354K |
| Founders Financial Securities LLC | 0.03% | Reduce -5.8% | 5,410 | $354K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -20.4% | 5,409 | $354K |
| Warner Financial, Inc. | 0.15% | Add +0.4% | 5,390 | $352K |
| Richard C. Young & CO., LTD. | 0.04% | New | 5,366 | $351K |
| Ipsen Advisor Group LLC | 0.30% | — | 5,319 | $348K |
| PKS Advisory Services, LLC | 0.09% | — | 5,277 | $345K |
| Xcel Wealth Management, LLC | 0.09% | No change | 5,000 | $327K |
| River Wealth Advisors LLC | 0.04% | Add +13.5% | 4,952 | $324K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -19.4% | 4,932 | $322K |
| Comerica Bank | 0.00% | Add +1.8% | 4,878 | $319K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.4% | 4,872 | $318K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -5.7% | 4,851 | $317K |
| SVB Wealth LLC | 0.01% | New | 4,789 | $313K |
| WealthCare Investment Partners, LLC | 0.14% | Add +1.8% | 4,758 | $311K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,717 | $308K |
| Essex Financial Services, Inc. | 0.02% | Reduce -15.3% | 4,642 | $303K |
| GTS Securities LLC | 0.01% | Reduce -77.9% | 4,513 | $295K |
| HBW Advisory Services LLC | 0.03% | Add +33.3% | 4,406 | $288K |
| AtlasMark Financial, Inc | 0.26% | No change | 4,400 | $288K |
| Fiduciary Trust Co | 0.00% | No change | 4,332 | $283K |
| Valley Brook Capital Group, Inc. | 0.21% | Add +1.2% | 4,308 | $282K |
| Partnership Wealth Management, LLC | 0.23% | Add +24.6% | 4,236 | $277K |
| Wbi Investments, LLC | 0.07% | Reduce -24.9% | 4,200 | $274K |
| Elevated Capital Advisors, LLC | 0.07% | New | 4,176 | $273K |
| Regal Investment Advisors LLC | 0.02% | Reduce -10.0% | 4,150 | $271K |
| Apex Wealth Management, LLC | 0.23% | — | 4,058 | $265K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,022 | $263K |
| Montis Financial, LLC | 0.08% | Reduce -0.0% | 3,900 | $255K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.4% | 3,882 | $254K |
| Sovran Advisors, LLC | 0.04% | — | 3,803 | $253K |
| Brookstone Capital Management | 0.00% | Reduce -5.1% | 3,832 | $250K |
| Jane Street Group, LLC | 0.00% | Reduce -84.7% | 3,772 | $247K |
| Rialto Wealth Management, LLC | 0.08% | — | 3,742 | $245K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 3,638 | $243K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -21.3% | 3,697 | $242K |
| Grant/GrossMendelsohn, LLC | 0.13% | Reduce -93.1% | 3,691 | $241K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +0.3% | 3,660 | $239K |
| Elm3 Financial Group, LLC | 0.20% | — | 3,657 | $239K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 3,645 | $238K |
| CoreCap Advisors, LLC | 0.01% | Add +123.3% | 3,560 | $233K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -1.5% | 3,377 | $221K |
| Coordinated Financial Services, Inc. | 0.17% | — | 3,334 | $218K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -85.3% | 3,300 | $216K |
| Williams & Novak, LLC | 0.21% | Reduce -5.7% | 3,297 | $215K |
| Hilltop Wealth Advisors, LLC | 0.11% | Add +0.2% | 3,278 | $214K |
| IFP Advisors, Inc | 0.01% | Reduce -9.5% | 3,273 | $214K |
| Qube Research & Technologies Ltd | 0.00% | Add +19.2% | 3,248 | $212K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.3% | 3,248 | $212K |
| Gsa Capital Partners LLP | 0.02% | New | 3,231 | $211K |
| PFG Advisors | 0.01% | New | 3,204 | $209K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +0.4% | 3,192 | $209K |
| Franklin Resources Inc. | 0.00% | No change | 3,191 | $209K |
| KCM Investment Advisors LLC | 0.01% | Reduce -84.1% | 3,166 | $207K |
| Bank of Montreal | 0.00% | Add +50.6% | 3,165 | $207K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.4% | 3,164 | $207K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 3,156 | $206K |
| Certified Advisory Corp | 0.02% | Reduce -26.2% | 3,137 | $205K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -30.2% | 3,133 | $205K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 3,068 | $200K |
| Continuum Advisory, LLC | 0.02% | No change | 2,953 | $193K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 2,831 | $185K |
| EP Wealth Advisors, LLC | 0.00% | Add +54.6% | 2,581 | $169K |
| Creekmur Asset Management LLC | 0.04% | Add +0.0% | 2,523 | $165K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.3% | 2,422 | $158K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,208 | $144K |
| Allworth Financial LP | 0.00% | Add +131.7% | 2,060 | $140K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.6% | 2,031 | $136K |
| US Bancorp \de | 0.00% | Add +169.3% | 2,017 | $132K |
| Fifth Third Bancorp | 0.00% | Add +17.8% | 1,691 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,524 | $100K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +20.1% | 1,457 | $99K |
| Blair William & Co. | 0.00% | Reduce -16.4% | 1,449 | $95K |
| Financial Perspectives, Inc | 0.03% | Add +0.3% | 1,387 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +74.6% | 1,369 | $89K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,280 | $84K |
| Colonial Trust Co / SC | 0.01% | Reduce -16.1% | 1,040 | $68K |
| United Community Bank | 0.03% | New | 1,013 | $66K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $65K |
| Center for Financial Planning, Inc. | 0.01% | Add +207.3% | 922 | $60K |
| Holos Integrated Wealth LLC | 0.04% | — | 848 | $55K |
| Nova Wealth Management, Inc. | 0.05% | — | 846 | $55K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $52K |
| Ameriflex Group, Inc. | 0.02% | — | 722 | $50K |
| Assetmark, Inc. | 0.00% | Add +141.7% | 771 | $50K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 767 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.9% | 755 | $49K |
| High Note Wealth, LLC | 0.01% | New | 704 | $46K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $46K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $46K |
| S.A. Mason LLC | 0.02% | No change | 679 | $44K |
| Sugar Maple Asset Management, LLC | 0.03% | New | 675 | $44K |
| Atticus Wealth Management, LLC | 0.01% | No change | 640 | $42K |
| First Community Trust NA | 0.03% | No change | 637 | $42K |
| Global Retirement Partners, LLC | 0.00% | Add +192.2% | 634 | $41K |
| NFSG Corp | 0.01% | New | 625 | $41K |
| Creative Financial Designs Inc. | 0.00% | Reduce -28.1% | 600 | $39K |
| Mather Group, Llc. | 0.00% | No change | 600 | $39K |
| WFA Asset Management Corp | 0.02% | Add +0.3% | 584 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 539 | $35K |
| FSA Wealth Management LLC | 0.01% | Add +0.4% | 526 | $34K |
| Solstein Capital, LLC | 0.02% | No change | 518 | $34K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -16.7% | 500 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6.0% | 477 | $31K |
| Gables Capital Management Inc. | 0.01% | No change | 465 | $30K |
| Parallel Advisors, LLC | 0.00% | No change | 452 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.2% | 419 | $27K |
| Asset Planning,Inc | 0.02% | — | 406 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | New | 375 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 324 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.6% | 312 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 300 | $20K |
| HM Payson & Co. | 0.00% | No change | 300 | $20K |
| National Bank of Canada | 0.00% | Reduce -95.1% | 285 | $19K |
| Decker Retirement Planning Inc. | 0.01% | — | 277 | $18K |
| Bernard Wealth Management Corp. | 0.01% | — | 269 | $18K |
| Element Wealth, LLC | 0.01% | Add +0.4% | 231 | $15K |
| Abound Wealth Management | 0.00% | No change | 218 | $14K |
| Promus Capital, LLC | 0.01% | — | 210 | $14K |
| Lee Danner & Bass Inc. | 0.00% | New | 209 | $14K |
| Blue Trust, Inc. | 0.00% | New | 200 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 198 | $13K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 172 | $11K |
| Bank of New Hampshire | 0.00% | No change | 165 | $11K |
| Caldwell Trust Co | 0.00% | No change | 161 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 145 | $9K |
| PMV Capital Advisers, LLC | 0.03% | — | 144 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $9K |
| CNB Bank | 0.00% | No change | 130 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | — | 128 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 132 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -44.8% | 74 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 69 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 61 | $4K |
| Main Street Group, LTD | 0.00% | No change | 60 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 52 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 50 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 49 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | — | 47 | $3K |
| Mainstream Capital Management LLC | 0.00% | New | 35 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +73.3% | 26 | $2K |
| Arcadia Investment Management Corp. | 0.00% | No change | 20 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 20 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 20 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 17 | $1K |
| Signaturefd, LLC | 0.00% | No change | 16 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $654 |
| Lanark Financial, Inc. | 0.06% | — | 9 | $644 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $523 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $382 |
| Founders Capital Management | 0.00% | No change | 5 | $352 |
| Quent Capital, LLC | 0.00% | No change | 1 | $82 |
| West Branch Capital LLC | 0.00% | No change | 1 | $76 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $57 |
| Capital Analysts, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.