Fidelity MSCI Health CareFHLCETF
13F holders, Q1 2025 (March 31)350holders +16
41new positions
21sold out
2famous investors
$68.29avg. 13F price*
At the end of Q1 2025, 350 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 16 from Q4 2024. 41 opened new positions and 21 sold out. The largest holders were Lido Advisors, LLC ($124.8M), Charles Schwab Investment Management Inc. ($114.6M) and Agf Management Ltd. ($40.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $18.9M |
| Exits | 21 | $11.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,401,685 shares bought and 1,093,757 shares sold, net +307,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Lido Advisors, LLC | 0.74% | Add +0.2% | 1,827,158 | $124.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,676,903 | $114.6M |
| Agf Management Ltd. | 0.21% | Reduce -1.5% | 588,433 | $40.2M |
| LPL Financial LLC | 0.02% | Add +9.6% | 567,381 | $38.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.4% | 551,315 | $37.7M |
| Morgan Stanley | 0.00% | Reduce -6.7% | 430,908 | $29.4M |
| Raymond James Financial Inc. | 0.01% | Add +42.1% | 280,541 | $19.2M |
| McGlone Suttner Wealth Management, Inc. | 2.91% | Add +1.6% | 259,445 | $17.7M |
| Weatherly Asset Management L. P. | 1.59% | Add +2.4% | 259,152 | $17.7M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -6.7% | 238,757 | $16.3M |
| Full Sail Capital, LLC | 1.01% | Reduce -7.9% | 229,639 | $15.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -6.9% | 224,433 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +45.9% | 224,217 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Add +52.6% | 219,226 | $15.0M |
| Wells Fargo & Company | 0.00% | Reduce -27.5% | 194,273 | $13.3M |
| Bank of America Corp. | 0.00% | Add +2.1% | 193,267 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +2.8% | 186,594 | $12.7M |
| Buttonwood Financial Advisors Inc. | 5.46% | Add +1.8% | 181,826 | $12.4M |
| Investors Research Corp | 2.63% | Add +8.9% | 177,659 | $12.1M |
| Lifeworks Advisors, LLC | 1.93% | Reduce -20.9% | 169,862 | $11.6M |
| Eagle Capital Management, LLC | 5.13% | Reduce -0.5% | 169,482 | $11.6M |
| Fischer Financial Services, Inc. | 3.65% | Add +0.5% | 166,035 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +104.3% | 163,339 | $11.2M |
| Apollon Wealth Management, LLC | 0.23% | Add +7.7% | 155,574 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 142,632 | $9.7M |
| Independence Financial Advisors, LLC | 3.65% | — | 140,682 | $9.6M |
| Traynor Capital Management, Inc. | 0.81% | Reduce -1.9% | 139,475 | $9.5M |
| AE Wealth Management LLC | 0.08% | Add +8.6% | 134,229 | $9.2M |
| Centerline Wealth Advisors, LLC | 5.18% | Add +2.4% | 127,172 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 116,479 | $8.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1276.5% | 110,807 | $7.6M |
| NorthCoast Asset Management LLC | 0.03% | Add +18.3% | 99,781 | $6.8M |
| FMR LLC | 0.00% | Reduce -0.6% | 97,722 | $6.7M |
| Larson Financial Group LLC | 0.31% | Add +5.1% | 96,510 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -15.1% | 95,645 | $6.5M |
| Creative Planning | 0.01% | Add +201.0% | 95,057 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -3.2% | 94,760 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +228.9% | 90,208 | $6.2M |
| Armor Investment Advisors, LLC | 2.42% | Reduce -0.2% | 85,543 | $5.8M |
| Aprio Wealth Management, LLC | 0.72% | Add +17.9% | 84,065 | $5.7M |
| Sigma Planning Corp | 0.18% | Reduce -19.3% | 82,569 | $5.6M |
| Spinnaker Trust | 0.36% | Add +12.3% | 81,327 | $5.6M |
| OneDigital Investment Advisors LLC | 0.07% | Add +50.8% | 80,978 | $5.5M |
| Altfest L J & Co. Inc. | 0.68% | New | 78,851 | $5.4M |
| Yoder Wealth Management, Inc. | 2.94% | Add +25.4% | 76,447 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +19.1% | 75,210 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.4% | 70,879 | $4.8M |
| Financial Partners Group, Inc | 0.73% | Reduce -0.9% | 69,303 | $4.7M |
| UBS Group AG | 0.00% | Reduce -32.4% | 66,470 | $4.5M |
| Eley Financial Management, Inc | 1.75% | Reduce -0.3% | 65,127 | $4.4M |
| Barry Investment Advisors, LLC | 1.05% | Reduce -1.9% | 57,841 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +66.8% | 57,609 | $3.9M |
| Maltin Wealth Management, Inc. | 1.74% | Add +9.8% | 54,149 | $3.7M |
| Exchange Capital Management, Inc. | 0.57% | Reduce -4.6% | 51,094 | $3.5M |
| Capital Advisory Group Advisory Services, LLC | 1.33% | Add +2.3% | 50,884 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.1% | 48,429 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -3.6% | 48,219 | $3.3M |
| Waverly Advisors, LLC | 0.04% | New | 45,029 | $3.1M |
| Heck Capital Advisors, LLC | 0.34% | Add +16.8% | 44,882 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -70.4% | 44,426 | $3.0M |
| Smith Salley Wealth Management | 0.20% | Add +0.7% | 43,874 | $3.0M |
| Grant/GrossMendelsohn, LLC | 1.65% | Add +1132.8% | 45,502 | $3.0M |
| Marotta Asset Management | 0.57% | Reduce -38.4% | 40,184 | $2.9M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -24.6% | 42,477 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -3.5% | 41,153 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Reduce -0.8% | 40,921 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -1.2% | 40,109 | $2.7M |
| Morningstar Investment Services LLC | 0.47% | New | 37,214 | $2.5M |
| Atlas Capital Advisors Inc. | 0.31% | Reduce -15.5% | 35,949 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 34,946 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +4344.9% | 34,270 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 33,972 | $2.3M |
| Wbi Investments, LLC | 0.60% | Add +694.7% | 33,376 | $2.3M |
| Lynch & Associates | 0.48% | Add +0.1% | 32,687 | $2.2M |
| Beckerman Institutional, LLC | 1.61% | Add +10.7% | 32,574 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +747.8% | 31,978 | $2.2M |
| Prospect Financial Services LLC | 1.21% | Add +27.1% | 31,851 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.5% | 31,133 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -14.2% | 30,827 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.5% | 29,221 | $2.0M |
| Arax Advisory Partners | 0.13% | Add +34.9% | 29,122 | $2.0M |
| Modern Wealth Management, LLC | 0.06% | Add +1.4% | 28,526 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Add +7.9% | 27,738 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +732.2% | 27,462 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.3% | 28,529 | $1.9M |
| KDK Private Wealth Management, LLC | 2.12% | Reduce -4.4% | 27,218 | $1.9M |
| Roxbury Financial LLC | 1.82% | Reduce -0.3% | 26,499 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.4% | 26,859 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -11.6% | 26,539 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | New | 26,752 | $1.8M |
| Aspetuck Financial Management LLC | 1.50% | Add +8.1% | 25,529 | $1.7M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -30.2% | 24,194 | $1.7M |
| VCI Wealth Management LLC | 0.64% | Add +7.2% | 22,476 | $1.5M |
| Maxele Advisors, LLC | 1.44% | Add +1.4% | 21,828 | $1.5M |
| Atlas Brown,Inc. | 0.52% | Reduce -2.9% | 21,601 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.7% | 20,749 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.7% | 20,749 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +17.8% | 19,957 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +0.3% | 20,655 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.0% | 19,161 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +60.9% | 18,868 | $1.3M |
| Citadel Advisors | 0.00% | Add +37.8% | 18,175 | $1.2M |
| Vicus Capital | 0.11% | Reduce -89.2% | 17,806 | $1.2M |
| Buska Wealth Management, LLC | 0.37% | Reduce -6.1% | 17,476 | $1.2M |
| Charter Oak Capital Management, LLC | 0.10% | Reduce -4.4% | 16,263 | $1.1M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -0.2% | 16,179 | $1.1M |
| Signature Wealth Management Partners, LLC | 0.70% | Reduce -29.5% | 15,719 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.65% | Reduce -8.9% | 15,082 | $1.0M |
| Partners Wealth Management, LLC | 1.15% | Add +2.5% | 14,869 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 14,614 | $998K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.3% | 14,094 | $963K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 13,905 | $950K |
| Summit Financial, LLC | 0.03% | Reduce -0.7% | 13,535 | $925K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.7% | 13,259 | $906K |
| CW Advisors, LLC | 0.01% | Add +12.3% | 13,095 | $895K |
| Retirement Planning Group, LLC | 0.04% | No change | 12,946 | $884K |
| Meridian Wealth Management, LLC | 0.04% | Add +7.1% | 12,740 | $870K |
| Jones Financial Companies LLLP | 0.00% | Add +113.5% | 12,653 | $857K |
| Tandem Capital Management Corp. | 0.48% | Reduce -4.1% | 12,532 | $856K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +130.3% | 12,519 | $855K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -42.4% | 12,499 | $854K |
| Advisory Services Network, LLC | 0.02% | Reduce -62.4% | 12,291 | $840K |
| Pathway Financial Advisers, LLC | 0.28% | Reduce -11.3% | 11,998 | $820K |
| Composition Wealth, LLC | 0.02% | Reduce -9.7% | 11,926 | $815K |
| Montag A & Associates Inc. | 0.04% | Reduce -0.8% | 11,770 | $804K |
| Glass Jacobson Investment Advisors llc | 0.26% | No change | 12,075 | $789K |
| RFG Advisory, LLC | 0.02% | Reduce -76.8% | 10,990 | $751K |
| StoneX Group Inc. | 0.04% | Add +1.3% | 10,933 | $747K |
| Spire Wealth Management | 0.02% | Reduce -1.9% | 10,924 | $746K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -67.4% | 10,924 | $746K |
| Beaumont Asset Management, L.L.C. | 0.44% | Reduce -72.6% | 10,618 | $725K |
| Court Place Advisors, LLC | 0.24% | Reduce -6.8% | 10,604 | $724K |
| American National Bank & Trust | 0.08% | Add +40.1% | 10,602 | $724K |
| Wealthstar Advisors, LLC | 0.33% | Add +3.6% | 10,431 | $713K |
| Bank of New York Mellon Corp | 0.00% | Add +58.5% | 10,401 | $711K |
| Fisher Asset Management | 0.00% | Reduce -1.5% | 9,728 | $665K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.4% | 9,521 | $650K |
| Comprehensive Money Management Services LLC | 0.51% | Add +0.5% | 9,282 | $634K |
| Crumly & Associates Inc. | 0.17% | Add +12.8% | 9,165 | $626K |
| Mascoma Wealth Management LLC | 0.15% | Reduce -5.7% | 9,034 | $617K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 8,940 | $611K |
| Southern Capital Advisors, LLC | 0.34% | Add +1.9% | 8,922 | $610K |
| Cwm, LLC | 0.00% | Add +7.1% | 8,866 | $606K |
| Essex Financial Services, Inc. | 0.04% | Add +87.2% | 8,688 | $594K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.7% | 8,679 | $593K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -3.7% | 8,550 | $584K |
| Legacy Financial Strategies, LLC | 0.13% | Reduce -0.4% | 8,501 | $581K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 8,404 | $574K |
| Arkadios Wealth Advisors | 0.02% | Add +2.3% | 8,324 | $569K |
| Demars Financial Group, LLC | 0.24% | Reduce -2.6% | 8,304 | $567K |
| Claris Financial LLC | 0.37% | No change | 8,609 | $563K |
| Dakota Wealth Management | 0.01% | Reduce -49.4% | 7,914 | $541K |
| Lanark Financial, Inc. | 0.05% | — | 7,881 | $538K |
| Compound Planning, Inc. | 0.02% | Reduce -12.2% | 7,865 | $537K |
| World Investment Advisors | 0.01% | Add +1.0% | 7,862 | $537K |
| LifeSteps Financial, Inc. | 0.43% | Reduce -2.3% | 7,737 | $529K |
| HRC Wealth Management, LLC | 0.33% | Reduce -12.1% | 7,720 | $527K |
| LexAurum Advisors, LLC | 0.10% | Add +4.6% | 7,567 | $517K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,528 | $514K |
| Whalerock Point Partners, LLC | 0.12% | No change | 7,359 | $503K |
| Chicago Partners Investment Group LLC | 0.02% | Add +115.8% | 7,851 | $500K |
| Independent Financial Group, LLC | 0.02% | New | 7,057 | $482K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +415.4% | 7,056 | $482K |
| Roman Butler Fullerton & Co. | 0.18% | Reduce -24.9% | 7,364 | $474K |
| Pacific Sun Financial Corp | 0.27% | Add +2.5% | 6,903 | $472K |
| HRT Financial LP | 0.00% | New | 6,835 | $466K |
| Avior Wealth Management, LLC | 0.02% | Reduce -8.8% | 6,635 | $453K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.4% | 6,620 | $452K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 6,618 | $452K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.8% | 6,416 | $438K |
| Savvy Advisors, Inc. | 0.04% | Add +13.2% | 6,312 | $431K |
| Advisors Capital Management, LLC | 0.01% | Add +15.3% | 6,286 | $429K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Add +0.3% | 6,153 | $420K |
| Prairie Wealth Advisors, Inc. | 0.20% | Reduce -2.3% | 5,977 | $408K |
| Strengthening Families & Communities, LLC | 0.25% | Reduce -24.4% | 5,930 | $407K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -0.2% | 5,939 | $406K |
| Rothschild Wealth LLC | 0.11% | New | 5,851 | $400K |
| LongView Wealth Management | 0.12% | Add +4.4% | 5,799 | $396K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -0.1% | 5,786 | $395K |
| Richard C. Young & CO., LTD. | 0.04% | Add +7.6% | 5,773 | $394K |
| HBW Advisory Services LLC | 0.06% | Add +29.1% | 5,690 | $389K |
| PUREfi Wealth, LLC | 0.38% | No change | 5,599 | $383K |
| Qube Research & Technologies Ltd | 0.00% | Add +70.7% | 5,545 | $379K |
| Warner Financial, Inc. | 0.16% | No change | 5,390 | $368K |
| PKS Advisory Services, LLC | 0.10% | Add +1.9% | 5,380 | $368K |
| Ipsen Advisor Group LLC | 0.31% | Add +0.4% | 5,342 | $365K |
| Silverleafe Capital Partners, LLC | 0.12% | Reduce -9.1% | 5,257 | $359K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -3.4% | 5,224 | $357K |
| Define Financial, LLC | 0.27% | Reduce -7.9% | 5,576 | $356K |
| Atria Investments, Inc | 0.00% | New | 5,170 | $353K |
| Carr Financial Group Corp | 0.11% | Reduce -6.2% | 5,116 | $350K |
| Founders Financial Securities LLC | 0.03% | Reduce -1.5% | 5,331 | $347K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 5,018 | $344K |
| Xcel Wealth Management, LLC | 0.11% | No change | 5,000 | $342K |
| WBH Advisory Inc. | 0.03% | Reduce -8.8% | 4,939 | $337K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.7% | 4,916 | $336K |
| Comerica Bank | 0.00% | Add +0.1% | 4,885 | $334K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 4,880 | $333K |
| River Wealth Advisors LLC | 0.05% | Reduce -3.1% | 4,800 | $328K |
| Northern Trust Corp. | 0.00% | New | 4,785 | $327K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +52.2% | 4,768 | $326K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,717 | $322K |
| Sovran Advisors, LLC | 0.04% | Add +32.6% | 5,043 | $320K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -6.4% | 4,617 | $315K |
| Two Sigma Investments, LP | 0.00% | Reduce -96.2% | 4,600 | $314K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -7.9% | 4,469 | $305K |
| WealthCare Investment Partners, LLC | 0.13% | Add +3.1% | 4,906 | $305K |
| AtlasMark Financial, Inc | 0.28% | No change | 4,400 | $301K |
| Summit X, LLC | 0.06% | New | 4,392 | $300K |
| Elm3 Financial Group, LLC | 0.26% | Add +19.1% | 4,356 | $298K |
| Valley Brook Capital Group, Inc. | 0.23% | Add +0.4% | 4,324 | $295K |
| Regal Investment Advisors LLC | 0.02% | No change | 4,150 | $284K |
| Partnership Wealth Management, LLC | 0.24% | Reduce -2.1% | 4,148 | $283K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.8% | 4,093 | $280K |
| Corient Private Wealth LP | 0.00% | New | 4,086 | $279K |
| Apex Wealth Management, LLC | 0.25% | Add +0.3% | 4,072 | $278K |
| Maridea Wealth Management LLC | 0.09% | New | 4,052 | $277K |
| Montis Financial, LLC | 0.08% | Add +2.4% | 3,992 | $273K |
| Mutual Advisors, LLC | 0.01% | Reduce -43.2% | 4,144 | $269K |
| Coordinated Financial Services, Inc. | 0.21% | — | 3,908 | $267K |
| Artemis Wealth Advisors, LLC | 0.05% | Add +0.4% | 3,896 | $266K |
| Certified Advisory Corp | 0.03% | Add +19.7% | 3,755 | $257K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -11.8% | 3,685 | $252K |
| Monte Financial Group, LLC | 0.11% | New | 3,965 | $252K |
| Panoramic Investment Advisors, LLC | 0.17% | Add +0.3% | 3,671 | $251K |
| Two Sigma Securities, LLC | 0.04% | New | 3,660 | $250K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 3,645 | $249K |
| IFP Advisors, Inc | 0.01% | Add +10.5% | 3,618 | $247K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 3,629 | $243K |
| Brookstone Capital Management | 0.00% | Reduce -10.3% | 3,436 | $235K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Add +0.1% | 3,381 | $231K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -9.2% | 3,357 | $229K |
| PFG Advisors | 0.01% | Add +4.4% | 3,345 | $228K |
| Williams & Novak, LLC | 0.22% | No change | 3,297 | $221K |
| Eaton Financial Holdings Company, LLC | 0.09% | Add +0.4% | 3,204 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | Add +109.6% | 3,194 | $218K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.4% | 3,176 | $217K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,166 | $216K |
| Sowell Financial Services LLC | 0.01% | New | 3,158 | $216K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 3,156 | $216K |
| Continuum Advisory, LLC | 0.03% | Add +6.5% | 3,146 | $215K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +2.1% | 3,133 | $214K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -18.7% | 3,042 | $208K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,989 | $204K |
| Glen Eagle Advisors, LLC | 0.03% | Add +4.7% | 2,963 | $202K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.0% | 2,840 | $194K |
| Franklin Resources Inc. | 0.00% | Reduce -15.7% | 2,691 | $184K |
| Creekmur Asset Management LLC | 0.04% | Add +0.0% | 2,524 | $172K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -25.0% | 2,437 | $166K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.2% | 2,427 | $166K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,208 | $151K |
| US Bancorp \de | 0.00% | Add +0.3% | 2,024 | $138K |
| Allworth Financial LP | 0.00% | Add +0.6% | 2,073 | $134K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,032 | $126K |
| Avondale Wealth Management | 0.08% | New | 1,833 | $125K |
| Financial Perspectives, Inc | 0.04% | Add +25.9% | 1,746 | $119K |
| Fifth Third Bancorp | 0.00% | No change | 1,691 | $116K |
| Centaurus Financial, Inc. | 0.01% | New | 1,673 | $114K |
| CX Institutional | 0.00% | New | 1,665 | $114K |
| Blair William & Co. | 0.00% | Add +10.9% | 1,607 | $110K |
| Bank of Montreal | 0.00% | Reduce -49.6% | 1,594 | $109K |
| CoreCap Advisors, LLC | 0.00% | Reduce -59.6% | 1,438 | $98K |
| Arlington Trust Co LLC | 0.02% | New | 1,400 | $96K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,280 | $87K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $71K |
| United Community Bank | 0.03% | No change | 1,013 | $69K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $68K |
| Elite Financial, Inc. | 0.03% | New | 976 | $66K |
| Nova Wealth Management, Inc. | 0.05% | Add +4.5% | 884 | $60K |
| Stone House Investment Management, LLC | 0.01% | New | 868 | $59K |
| Holos Integrated Wealth LLC | 0.04% | No change | 848 | $58K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $55K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 769 | $53K |
| Ameriflex Group, Inc. | 0.02% | Reduce -0.4% | 719 | $49K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $49K |
| High Note Wealth, LLC | 0.01% | No change | 704 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $48K |
| S.A. Mason LLC | 0.02% | No change | 679 | $46K |
| Atticus Wealth Management, LLC | 0.01% | No change | 640 | $44K |
| First Community Trust NA | 0.04% | No change | 637 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $41K |
| Parallel Advisors, LLC | 0.00% | Add +32.7% | 600 | $41K |
| Mather Group, Llc. | 0.00% | No change | 600 | $41K |
| WFA Asset Management Corp | 0.02% | Reduce -1.0% | 578 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 539 | $37K |
| FSA Wealth Management LLC | 0.02% | Add +0.4% | 528 | $36K |
| Solstein Capital, LLC | 0.02% | No change | 518 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $34K |
| Gables Capital Management Inc. | 0.02% | No change | 465 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -5.7% | 450 | $31K |
| Private Trust Co. NA | 0.00% | New | 431 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 419 | $29K |
| Asset Planning,Inc | 0.02% | No change | 406 | $28K |
| Brooklyn Investment Group | 0.01% | New | 378 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 375 | $26K |
| NFSG Corp | 0.01% | Reduce -48.0% | 325 | $22K |
| Coston, McIsaac & Partners | 0.01% | New | 330 | $22K |
| Rossby Financial, LCC | 0.01% | New | 331 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.2% | 302 | $21K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -67.5% | 300 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 300 | $20K |
| Decker Retirement Planning Inc. | 0.01% | No change | 277 | $19K |
| Bernard Wealth Management Corp. | 0.01% | No change | 269 | $18K |
| Valley National Advisers Inc. | 0.00% | Add +94.7% | 257 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +67.6% | 243 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | New | 229 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -30.9% | 224 | $15K |
| Abound Wealth Management | 0.01% | No change | 218 | $15K |
| Promus Capital, LLC | 0.01% | No change | 210 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $14K |
| National Bank of Canada | 0.00% | Reduce -29.8% | 200 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +0.5% | 199 | $14K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 193 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 173 | $12K |
| Bank of New Hampshire | 0.00% | No change | 165 | $11K |
| Caldwell Trust Co | 0.00% | No change | 161 | $11K |
| Chilton Capital Management LLC | 0.00% | New | 152 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $9K |
| Bessemer Group Inc. | 0.00% | New | 132 | $9K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 128 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 109 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $7K |
| Signaturefd, LLC | 0.00% | Add +512.5% | 98 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 88 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $6K |
| Valued Wealth Advisors LLC | 0.00% | New | 76 | $5K |
| Capital A Wealth Management, LLC | 0.01% | New | 72 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 61 | $4K |
| Main Street Group, LTD | 0.00% | No change | 60 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 52 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 49 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 47 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 30 | $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% | No change | 20 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 17 | $1K |
| HighMark Wealth Management LLC | 0.00% | Reduce -42.3% | 15 | $1K |
| Flaharty Asset Management, LLC | 0.00% | New | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $683 |
| Hughes Financial Services, LLC | 0.00% | New | 10 | $671 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $547 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $401 |
| Founders Capital Management | 0.00% | No change | 5 | $369 |
| Beacon Capital Management, LLC | 0.00% | New | 5 | $343 |
| Quent Capital, LLC | 0.00% | No change | 1 | $85 |
| West Branch Capital LLC | 0.00% | No change | 1 | $80 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1 | $60 |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.