Fidelity MSCI Health CareFHLCETF
13F holders, Q2 2025 (June 30)336holders −14
28new positions
39sold out
3famous investors
$63.97avg. 13F price*
At the end of Q2 2025, 336 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, down 14 from Q1 2025. 28 opened new positions and 39 sold out. The largest holders were Lido Advisors, LLC ($121.2M), Charles Schwab Investment Management Inc. ($113.4M) and Agf Management Ltd. ($48.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $9.9M |
| Exits | 39 | $18.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,404,108 shares bought and 1,464,008 shares sold, net −59,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Lido Advisors, LLC | 0.64% | Add +3.7% | 1,895,162 | $121.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.8% | 1,773,868 | $113.4M |
| Agf Management Ltd. | 0.22% | Add +28.5% | 756,389 | $48.4M |
| LPL Financial LLC | 0.01% | Add +3.5% | 587,436 | $37.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -10.8% | 491,535 | $31.4M |
| Morgan Stanley | 0.00% | Add +5.0% | 452,493 | $28.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.9% | 291,535 | $18.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +24.8% | 280,190 | $17.9M |
| Weatherly Asset Management L. P. | 1.48% | Add +5.0% | 272,095 | $17.4M |
| McGlone Suttner Wealth Management, Inc. | 2.61% | Add +4.3% | 270,741 | $17.3M |
| Full Sail Capital, LLC | 0.86% | Add +0.9% | 231,789 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.4% | 207,447 | $13.3M |
| Investors Research Corp | 2.44% | Add +9.7% | 194,871 | $12.5M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -20.3% | 190,273 | $12.2M |
| Buttonwood Financial Advisors Inc. | 4.87% | Add +4.3% | 189,730 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 178,101 | $11.4M |
| Cetera Investment Advisers | 0.02% | Reduce -8.6% | 170,524 | $10.9M |
| Apollon Wealth Management, LLC | 0.22% | Add +9.5% | 170,376 | $10.9M |
| Fischer Financial Services, Inc. | 3.15% | Add +0.7% | 167,265 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.6% | 155,764 | $10.0M |
| Two Sigma Investments, LP | 0.02% | Add +3208.7% | 152,200 | $9.7M |
| AE Wealth Management LLC | 0.07% | Add +11.5% | 149,717 | $9.6M |
| Lifeworks Advisors, LLC | 1.37% | Reduce -15.2% | 143,971 | $9.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +38.0% | 137,665 | $8.8M |
| Modern Wealth Management, LLC | 0.21% | Add +372.0% | 134,650 | $8.6M |
| Centerline Wealth Advisors, LLC | 4.16% | Add +4.3% | 132,612 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -41.5% | 131,076 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -10.3% | 127,939 | $8.2M |
| Traynor Capital Management, Inc. | 0.57% | Reduce -11.1% | 124,050 | $8.0M |
| Marotta Asset Management | 1.49% | Add +189.9% | 116,482 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.7% | 114,849 | $7.3M |
| NewEdge Advisors, LLC | 0.03% | Add +7.0% | 102,371 | $6.5M |
| Assetmark, Inc. | 0.01% | Add +190.2% | 99,441 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -49.1% | 98,275 | $6.3M |
| Larson Financial Group LLC | 0.25% | Add +0.8% | 97,311 | $6.2M |
| FMR LLC | 0.00% | Reduce -5.6% | 92,240 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 92,210 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.2% | 89,429 | $5.7M |
| Spinnaker Trust | 0.33% | Add +5.8% | 86,059 | $5.5M |
| Armor Investment Advisors, LLC | 2.05% | Reduce -0.5% | 85,160 | $5.4M |
| Yoder Wealth Management, Inc. | 2.68% | Add +5.1% | 80,327 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -1.1% | 80,112 | $5.1M |
| Citadel Advisors | 0.00% | Add +335.9% | 79,230 | $5.1M |
| Sigma Planning Corp | 0.15% | Reduce -4.8% | 78,617 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.7% | 75,591 | $4.8M |
| Financial Partners Group, Inc | 0.64% | Add +3.6% | 71,816 | $4.6M |
| Aprio Wealth Management, LLC | 0.50% | Reduce -17.7% | 69,157 | $4.4M |
| UBS Group AG | 0.00% | Reduce -0.6% | 66,105 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 64,034 | $4.1M |
| Barry Investment Advisors, LLC | 0.91% | Reduce -1.7% | 56,851 | $3.6M |
| Maltin Wealth Management, Inc. | 1.62% | Add +3.9% | 56,256 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.17% | Add +0.3% | 51,021 | $3.3M |
| Exchange Capital Management, Inc. | 0.47% | Reduce -2.9% | 49,599 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +1.9% | 49,361 | $3.2M |
| Creative Planning | 0.00% | Reduce -50.0% | 47,493 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.9% | 47,324 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 45,836 | $2.9M |
| Heck Capital Advisors, LLC | 0.25% | Add +1.4% | 45,514 | $2.9M |
| Smith Salley Wealth Management | 0.16% | Add +0.7% | 44,177 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +0.6% | 41,179 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.21% | New | 39,492 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -3.5% | 38,702 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -11.1% | 36,568 | $2.3M |
| Arax Advisory Partners | 0.10% | Add +20.9% | 35,216 | $2.3M |
| Citigroup Inc. | 0.00% | Add +3.8% | 35,264 | $2.3M |
| Mariner, LLC | 0.00% | Add +9.6% | 34,115 | $2.2M |
| Lynch & Associates | 0.43% | Add +3.1% | 33,706 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 33,574 | $2.1M |
| Beckerman Institutional, LLC | 1.39% | Add +0.8% | 32,844 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.7% | 31,358 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +48.8% | 30,724 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.3% | 30,574 | $2.0M |
| Wbi Investments, LLC | 0.50% | Reduce -9.8% | 30,089 | $1.9M |
| CX Institutional | 0.07% | Add +1675.3% | 29,559 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +241.6% | 28,708 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +155.2% | 27,878 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.2% | 27,445 | $1.8M |
| Roxbury Financial LLC | 1.68% | Add +1.6% | 26,919 | $1.7M |
| KDK Private Wealth Management, LLC | 1.82% | Reduce -2.4% | 26,568 | $1.7M |
| Aspetuck Financial Management LLC | 1.27% | Add +3.5% | 26,434 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.5% | 26,148 | $1.7M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -8.3% | 26,168 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -65.4% | 26,020 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -72.1% | 25,202 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -40.9% | 25,127 | $1.6M |
| VCI Wealth Management LLC | 0.56% | Add +10.5% | 24,829 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +0.7% | 24,363 | $1.6M |
| Atlas Capital Advisors Inc. | 0.19% | Reduce -33.2% | 24,028 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -14.4% | 23,753 | $1.5M |
| Maxele Advisors, LLC | 1.23% | Add +0.6% | 21,966 | $1.4M |
| Atlas Brown,Inc. | 0.44% | Reduce -0.1% | 21,572 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.05% | New | 21,351 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 20,999 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +65.3% | 20,911 | $1.3M |
| CW Advisors, LLC | 0.01% | Add +58.7% | 20,777 | $1.3M |
| Independence Financial Advisors, LLC | 0.51% | Reduce -85.3% | 20,684 | $1.3M |
| Prospect Financial Services LLC | 0.82% | Reduce -35.1% | 20,654 | $1.3M |
| Renaissance Technologies | 0.00% | New | 19,300 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 19,215 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.69% | Add +26.3% | 19,051 | $1.2M |
| Charter Oak Capital Management, LLC | 0.09% | Add +4.2% | 16,949 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Add +0.2% | 16,212 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -13.0% | 16,416 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -40.3% | 15,852 | $1.0M |
| Partners Wealth Management, LLC | 1.14% | No change | 14,869 | $997K |
| Buska Wealth Management, LLC | 0.27% | Reduce -11.8% | 15,412 | $986K |
| Centric Wealth Management | 0.23% | New | 15,307 | $951K |
| Signature Wealth Management Partners, LLC | 0.52% | Reduce -8.7% | 14,357 | $918K |
| Meridian Wealth Management, LLC | 0.04% | Add +11.3% | 14,182 | $907K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 14,056 | $899K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.1% | 13,241 | $847K |
| Retirement Planning Group, LLC | 0.04% | Add +0.1% | 12,959 | $829K |
| Advisory Services Network, LLC | 0.01% | Add +8.3% | 13,306 | $827K |
| Vicus Capital | 0.07% | Reduce -28.8% | 12,679 | $811K |
| Tandem Capital Management Corp. | 0.41% | No change | 12,532 | $801K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +3.8% | 12,529 | $801K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -0.1% | 12,505 | $800K |
| Summit Financial, LLC | 0.02% | Reduce -10.6% | 12,105 | $774K |
| Pathway Financial Advisers, LLC | 0.24% | Reduce -1.9% | 11,764 | $752K |
| Montag A & Associates Inc. | 0.04% | Reduce -4.1% | 11,292 | $722K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -21.1% | 11,126 | $712K |
| RFG Advisory, LLC | 0.02% | No change | 10,990 | $703K |
| Wealthstar Advisors, LLC | 0.26% | Add +4.5% | 10,896 | $697K |
| Susquehanna International Group, LLP | 0.00% | Add +11.3% | 10,602 | $678K |
| American National Bank & Trust | 0.07% | Reduce -1.8% | 10,410 | $666K |
| Spire Wealth Management | 0.02% | Reduce -5.3% | 10,345 | $662K |
| Fisher Asset Management | 0.00% | Add +5.2% | 10,235 | $655K |
| Court Place Advisors, LLC | 0.20% | Reduce -4.2% | 10,155 | $649K |
| Crumly & Associates Inc. | 0.16% | Add +10.1% | 10,087 | $645K |
| Eley Financial Management, Inc | 0.24% | Reduce -84.7% | 9,946 | $636K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.5% | 9,662 | $618K |
| Strengthening Families & Communities, LLC | 0.33% | Add +48.0% | 8,774 | $599K |
| Focus Partners Wealth | 0.00% | Add +40.8% | 9,315 | $596K |
| Southern Capital Advisors, LLC | 0.29% | Add +0.4% | 8,958 | $573K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 8,940 | $572K |
| LongView Wealth Management | 0.17% | Add +52.6% | 8,847 | $566K |
| Comprehensive Money Management Services LLC | 0.43% | Reduce -5.0% | 8,822 | $564K |
| Legacy Financial Strategies, LLC | 0.11% | Reduce -0.4% | 8,470 | $542K |
| World Investment Advisors | 0.01% | Add +6.5% | 8,377 | $536K |
| LexAurum Advisors, LLC | 0.08% | Add +8.1% | 8,179 | $523K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -35.5% | 8,066 | $516K |
| Demars Financial Group, LLC | 0.20% | Reduce -3.2% | 8,036 | $514K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.1% | 7,982 | $510K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 7,869 | $503K |
| Essex Financial Services, Inc. | 0.03% | Reduce -9.7% | 7,847 | $502K |
| HRC Wealth Management, LLC | 0.26% | Add +0.1% | 7,730 | $494K |
| Claris Financial LLC | 0.37% | Reduce -11.6% | 7,609 | $487K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.7% | 7,486 | $485K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.4% | 7,557 | $483K |
| LifeSteps Financial, Inc. | 0.33% | Reduce -2.6% | 7,536 | $482K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 7,364 | $477K |
| Whalerock Point Partners, LLC | 0.10% | Add +0.0% | 7,360 | $471K |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.6% | 7,320 | $468K |
| Private Advisor Group, LLC | 0.00% | Reduce -63.4% | 7,305 | $467K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -15.1% | 7,259 | $464K |
| Independent Financial Group, LLC | 0.01% | No change | 7,057 | $451K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -22.9% | 6,970 | $446K |
| McRae Capital Management Inc. | 0.09% | New | 6,954 | $445K |
| Pacific Sun Financial Corp | 0.22% | Reduce -5.8% | 6,501 | $416K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.3% | 6,480 | $414K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +11.7% | 6,463 | $413K |
| Lanark Financial, Inc. | 0.03% | Reduce -18.4% | 6,431 | $411K |
| HBW Advisory Services LLC | 0.05% | Add +9.9% | 6,252 | $400K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Add +0.4% | 6,176 | $395K |
| StoneX Group Inc. | 0.02% | Reduce -45.2% | 5,988 | $383K |
| Prairie Wealth Advisors, Inc. | 0.16% | Reduce -0.4% | 5,952 | $381K |
| Wealth Management Associates, Inc. | 0.15% | Add +0.1% | 5,942 | $380K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.9% | 5,860 | $375K |
| Richard C. Young & CO., LTD. | 0.04% | Add +0.9% | 5,824 | $372K |
| Quantinno Capital Management LP | 0.00% | New | 5,641 | $361K |
| PUREfi Wealth, LLC | 0.29% | No change | 5,599 | $358K |
| Define Financial, LLC | 0.24% | Add +0.4% | 5,598 | $358K |
| Eagle Capital Management, LLC | 0.16% | Reduce -96.7% | 5,600 | $358K |
| Carr Financial Group Corp | 0.11% | Add +9.1% | 5,580 | $357K |
| Merit Financial Group, LLC | 0.00% | New | 5,531 | $354K |
| Atria Investments, Inc | 0.00% | Add +6.0% | 5,480 | $350K |
| Rothschild Wealth LLC | 0.09% | Reduce -7.0% | 5,441 | $348K |
| Warner Financial, Inc. | 0.14% | No change | 5,390 | $345K |
| Ipsen Advisor Group LLC | 0.26% | Add +0.7% | 5,377 | $344K |
| OneAscent Financial Services LLC | 0.02% | New | 5,278 | $338K |
| Cwm, LLC | 0.00% | Reduce -40.8% | 5,250 | $336K |
| Certified Advisory Corp | 0.03% | Add +35.2% | 5,076 | $325K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 5,018 | $320K |
| Xcel Wealth Management, LLC | 0.09% | No change | 5,000 | $320K |
| Baird Financial Group, Inc. | 0.00% | New | 4,991 | $319K |
| PKS Advisory Services, LLC | 0.08% | Reduce -7.3% | 4,989 | $319K |
| Founders Financial Securities LLC | 0.02% | Reduce -8.0% | 4,904 | $314K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 4,889 | $313K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -1.5% | 4,832 | $311K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 4,799 | $307K |
| SVB Wealth LLC | 0.02% | New | 4,797 | $307K |
| River Wealth Advisors LLC | 0.04% | Reduce -3.8% | 4,617 | $295K |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 4,570 | $292K |
| Monte Financial Group, LLC | 0.11% | Add +13.8% | 4,511 | $288K |
| Coordinated Financial Services, Inc. | 0.20% | — | 4,495 | $287K |
| Calamos Wealth Management LLC | 0.01% | Reduce -4.9% | 4,486 | $287K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -14.2% | 4,481 | $287K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -4.5% | 4,407 | $282K |
| AtlasMark Financial, Inc | 0.21% | No change | 4,400 | $281K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -49.6% | 4,375 | $280K |
| Astra Wealth Partners LLC | 0.22% | New | 4,359 | $279K |
| Valley Brook Capital Group, Inc. | 0.21% | Add +0.7% | 4,354 | $278K |
| Partnership Wealth Management, LLC | 0.23% | Add +4.9% | 4,350 | $278K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -3.3% | 4,320 | $276K |
| Regal Investment Advisors LLC | 0.02% | No change | 4,150 | $265K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +13.2% | 4,109 | $263K |
| Apex Wealth Management, LLC | 0.21% | Add +0.4% | 4,089 | $261K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.7% | 4,022 | $257K |
| Captrust Financial Advisors | 0.00% | New | 3,943 | $252K |
| Elevated Capital Advisors, LLC | 0.07% | No change | 3,685 | $252K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.4% | 3,910 | $250K |
| Silverleafe Capital Partners, LLC | 0.09% | Reduce -25.9% | 3,895 | $249K |
| Sovran Advisors, LLC | 0.03% | Reduce -23.8% | 3,842 | $246K |
| Flow Traders U.S. LLC | 0.01% | New | 3,734 | $239K |
| Brookstone Capital Management | 0.00% | Add +5.2% | 3,616 | $231K |
| EP Wealth Advisors, LLC | 0.00% | Add +25.2% | 3,555 | $227K |
| Sweeney & Michel, LLC | 0.08% | New | 3,488 | $224K |
| Sowell Financial Services LLC | 0.01% | Add +10.0% | 3,474 | $222K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,444 | $220K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.0% | 3,438 | $220K |
| Comerica Bank | 0.00% | Reduce -30.3% | 3,406 | $218K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +0.3% | 3,391 | $217K |
| Corient Private Wealth LP | 0.00% | Reduce -17.4% | 3,376 | $216K |
| Swmg, LLC | 0.07% | New | 3,348 | $215K |
| Panoramic Investment Advisors, LLC | 0.13% | Reduce -9.7% | 3,314 | $212K |
| Dakota Wealth Management | 0.00% | Reduce -58.8% | 3,260 | $209K |
| Eaton Financial Holdings Company, LLC | 0.06% | Add +0.4% | 3,217 | $206K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,176 | $203K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 3,156 | $202K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -34.3% | 3,133 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 3,099 | $198K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 2,963 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1192.0% | 2,894 | $185K |
| IFP Advisors, Inc | 0.01% | Reduce -20.8% | 2,864 | $183K |
| Creekmur Asset Management LLC | 0.03% | Reduce -2.8% | 2,454 | $157K |
| Nova Wealth Management, Inc. | 0.11% | Add +176.1% | 2,441 | $156K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,208 | $141K |
| US Bancorp \de | 0.00% | Add +8.0% | 2,186 | $140K |
| Centaurus Financial, Inc. | 0.01% | Add +21.0% | 2,024 | $129K |
| Allworth Financial LP | 0.00% | Reduce -4.7% | 1,976 | $126K |
| Blair William & Co. | 0.00% | Add +17.2% | 1,883 | $120K |
| Financial Perspectives, Inc | 0.03% | Add +0.3% | 1,752 | $112K |
| Fifth Third Bancorp | 0.00% | No change | 1,691 | $108K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,595 | $102K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 1,437 | $92K |
| Arlington Trust Co LLC | 0.02% | No change | 1,400 | $90K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,280 | $82K |
| Evolution Wealth Management Inc. | 0.10% | — | 1,213 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.0% | 1,118 | $72K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $67K |
| United Community Bank | 0.02% | No change | 1,013 | $65K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 1,004 | $64K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $64K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -69.4% | 931 | $60K |
| Global Retirement Partners, LLC | 0.00% | — | 912 | $58K |
| Holos Integrated Wealth LLC | 0.03% | No change | 848 | $53K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $51K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 771 | $49K |
| High Note Wealth, LLC | 0.01% | No change | 704 | $45K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $45K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $45K |
| Golden State Wealth Management, LLC | 0.01% | New | 682 | $44K |
| S.A. Mason LLC | 0.02% | No change | 679 | $43K |
| Abound Wealth Management | 0.01% | Add +209.6% | 675 | $43K |
| Signature Resources Capital Management, LLC | 0.03% | New | 642 | $41K |
| Atticus Wealth Management, LLC | 0.01% | No change | 640 | $41K |
| First Community Trust NA | 0.03% | No change | 637 | $41K |
| WFA Asset Management Corp | 0.02% | Add +0.3% | 580 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $38K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $38K |
| Clearstead Advisors, LLC | 0.00% | New | 600 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 539 | $34K |
| FSA Wealth Management LLC | 0.01% | Add +0.4% | 530 | $34K |
| Harbor Asset Planning, Inc. | 0.03% | — | 523 | $33K |
| Solstein Capital, LLC | 0.02% | No change | 518 | $33K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $32K |
| SYM FINANCIAL Corp | 0.00% | New | 468 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 465 | $30K |
| Private Trust Co. NA | 0.00% | Add +7.7% | 464 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 450 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 419 | $27K |
| IMG Wealth Management, Inc. | 0.02% | New | 413 | $26K |
| Asset Planning,Inc | 0.02% | No change | 406 | $26K |
| Bell Investment Advisors, Inc | 0.00% | New | 400 | $26K |
| Ameriflex Group, Inc. | 0.01% | Reduce -47.0% | 381 | $24K |
| Brooklyn Investment Group | 0.00% | Reduce -4.8% | 360 | $23K |
| Rossby Financial, LCC | 0.01% | No change | 331 | $21K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 331 | $21K |
| NFSG Corp | 0.00% | No change | 325 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 303 | $19K |
| Center for Financial Planning, Inc. | 0.00% | No change | 300 | $19K |
| First Horizon Advisors, Inc. | 0.00% | No change | 300 | $19K |
| Decker Retirement Planning Inc. | 0.01% | No change | 277 | $18K |
| Asset Dedication, LLC | 0.00% | New | 275 | $18K |
| Stone House Investment Management, LLC | 0.00% | Reduce -71.3% | 249 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.8% | 229 | $15K |
| National Bank of Canada | 0.00% | No change | 200 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $13K |
| EPG Wealth Management LLC | 0.00% | Add +0.5% | 200 | $13K |
| Bank of New Hampshire | 0.00% | No change | 165 | $11K |
| Caldwell Trust Co | 0.00% | No change | 161 | $10K |
| Chilton Capital Management LLC | 0.00% | No change | 152 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +61.4% | 142 | $9K |
| Promus Capital, LLC | 0.01% | Reduce -33.3% | 140 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $9K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 128 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -48.6% | 132 | $8K |
| Franklin Resources Inc. | 0.00% | Reduce -95.4% | 124 | $8K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.9% | 108 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -56.3% | 100 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 74 | $5K |
| Moser Wealth Advisors, LLC | 0.00% | New | 77 | $5K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -8.3% | 66 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 61 | $4K |
| Main Street Group, LTD | 0.00% | No change | 60 | $4K |
| Dagco, Inc. | 0.00% | New | 55 | $4K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 54 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 52 | $3K |
| 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 |
| Russell Investments Group, Ltd. | 0.00% | Add +30.0% | 39 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 25 | $2K |
| Arcadia Investment Management Corp. | 0.00% | No change | 20 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 20 | $1K |
| HighMark Wealth Management LLC | 0.00% | Add +20.0% | 18 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 17 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $640 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $622 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $512 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $377 |
| Founders Capital Management | 0.00% | No change | 5 | $347 |
| West Branch Capital LLC | 0.00% | No change | 1 | $75 |
"% of holder's portfolio" is FHLC's weight in each manager's 13F, not the share of Fidelity MSCI Health Care the manager owns.