Fidelity MSCI Health CareFHLCETF
13F holders, Q4 2025 (December 31)357holders +22
34new positions
17sold out
2famous investors
$73.34avg. 13F price*
At the end of Q4 2025, 357 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 22 from Q3 2025. 34 opened new positions and 17 sold out. The largest holders were Charles Schwab Investment Management Inc. ($203.5M), Lido Advisors, LLC ($136.4M) and Agf Management Ltd. ($68.9M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $22.8M |
| Exits | 17 | $20.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,782,684 shares bought and 1,123,913 shares sold, net +658,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| Charles Schwab Investment Management Inc. | 0.03% | Add +42.8% | 2,739,003 | $203.5M |
| Lido Advisors, LLC | 0.54% | Reduce -0.2% | 2,032,746 | $136.4M |
| Agf Management Ltd. | 0.30% | Add +2.3% | 928,163 | $68.9M |
| LPL Financial LLC | 0.01% | Add +4.6% | 675,065 | $50.1M |
| Morgan Stanley | 0.00% | Add +4.0% | 492,368 | $36.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.5% | 427,973 | $31.8M |
| Altfest L J & Co. Inc. | 2.81% | Add +19.2% | 345,718 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +80.2% | 330,787 | $24.6M |
| Weatherly Asset Management L. P. | 1.70% | Add +4.0% | 297,873 | $22.1M |
| McGlone Suttner Wealth Management, Inc. | 2.85% | Add +2.3% | 285,486 | $21.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.8% | 264,043 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Add +10.0% | 257,592 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.2% | 257,036 | $19.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -13.3% | 231,340 | $17.2M |
| Investors Research Corp | 2.90% | Add +3.7% | 213,079 | $15.8M |
| Buttonwood Financial Advisors Inc. | 5.23% | Reduce -1.3% | 211,054 | $15.7M |
| Cetera Investment Advisers | 0.02% | Add +9.8% | 206,260 | $15.3M |
| Apollon Wealth Management, LLC | 0.25% | Add +10.1% | 193,277 | $14.4M |
| AE Wealth Management LLC | 0.07% | Add +4.8% | 173,792 | $12.9M |
| Fischer Financial Services, Inc. | 3.36% | Add +2.6% | 171,073 | $12.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 159,372 | $11.8M |
| Marotta Asset Management | 2.12% | Add +3.8% | 153,847 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.8% | 152,345 | $11.3M |
| Aprio Wealth Management, LLC | 0.59% | Add +3.0% | 138,134 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.7% | 122,640 | $9.1M |
| Bank of America Corp. | 0.00% | Add +9.7% | 117,259 | $8.7M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -20.7% | 116,352 | $8.6M |
| NorthCoast Asset Management LLC | 0.19% | Add +62.2% | 113,720 | $8.4M |
| Modern Wealth Management, LLC | 0.15% | Reduce -3.2% | 112,530 | $8.4M |
| Lifeworks Advisors, LLC | 1.06% | Reduce -10.1% | 110,668 | $8.2M |
| Assetmark, Inc. | 0.02% | Reduce -8.7% | 105,243 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -2.3% | 103,730 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.4% | 100,174 | $7.4M |
| Spinnaker Trust | 0.38% | Add +5.8% | 95,740 | $7.1M |
| Yoder Wealth Management, Inc. | 3.22% | Add +8.9% | 95,236 | $7.1M |
| Larson Financial Group LLC | 0.24% | Reduce -0.3% | 94,829 | $7.0M |
| FMR LLC | 0.00% | Add +3.8% | 93,942 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +4.2% | 93,703 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +13.8% | 91,804 | $6.8M |
| Traynor Capital Management, Inc. | 0.36% | Reduce -11.9% | 88,699 | $6.6M |
| Q3 Asset Management | 1.44% | New | 84,880 | $6.3M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.8% | 79,844 | $5.9M |
| Financial Partners Group, Inc | 0.63% | Add +19.7% | 73,218 | $5.4M |
| Advisors Capital Management, LLC | 0.06% | New | 72,324 | $5.4M |
| Maltin Wealth Management, Inc. | 1.74% | Add +2.5% | 58,865 | $4.4M |
| Barry Investment Advisors, LLC | 0.94% | Add +0.1% | 56,810 | $4.2M |
| UBS Group AG | 0.00% | Reduce -16.9% | 54,850 | $4.1M |
| Bellwether Advisors, LLC | 0.65% | New | 54,511 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -7.9% | 52,798 | $3.9M |
| Sigma Planning Corp | 0.11% | Reduce -4.0% | 52,647 | $3.9M |
| Valmark Advisers, Inc. | 0.05% | Reduce -0.7% | 51,022 | $3.8M |
| Citigroup Inc. | 0.00% | Add +23.1% | 48,433 | $3.6M |
| MAI Capital Management | 0.02% | Add +29.7% | 46,817 | $3.5M |
| Heck Capital Advisors, LLC | 0.25% | Reduce -0.3% | 45,687 | $3.4M |
| Smith Salley Wealth Management | 0.16% | Reduce -0.1% | 43,431 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.1% | 43,203 | $3.2M |
| CX Institutional | 0.09% | Add +3.6% | 40,146 | $3.0M |
| Atlas Capital Advisors Inc. | 0.32% | — | 38,517 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +124.2% | 36,902 | $2.7M |
| Creative Planning | 0.00% | Add +3.6% | 36,423 | $2.7M |
| Lynch & Associates | 0.50% | Add +2.6% | 35,566 | $2.6M |
| Centerline Wealth Advisors, LLC | 0.95% | Reduce -75.5% | 35,455 | $2.6M |
| Beckerman Institutional, LLC | 1.42% | Add +0.3% | 33,935 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.9% | 33,111 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.6% | 32,750 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -24.6% | 32,730 | $2.4M |
| Armor Investment Advisors, LLC | 0.88% | Reduce -56.5% | 32,394 | $2.4M |
| Rockland Trust Co. | 0.09% | Reduce -90.2% | 32,087 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +118.0% | 32,035 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 32,020 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -1.9% | 31,456 | $2.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -18.3% | 29,733 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 27,797 | $2.1M |
| Summit Financial, LLC | 0.03% | Reduce -46.8% | 28,025 | $2.1M |
| Aspetuck Financial Management LLC | 1.37% | Add +0.1% | 27,370 | $2.0M |
| KDK Private Wealth Management, LLC | 1.71% | Reduce -0.2% | 26,341 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.9% | 26,036 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +14.5% | 25,172 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +1.1% | 24,804 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -0.9% | 24,685 | $1.8M |
| Roxbury Financial LLC | 1.64% | Add +0.6% | 24,646 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.6% | 24,175 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 23,439 | $1.7M |
| Maxele Advisors, LLC | 1.33% | Add +0.5% | 22,037 | $1.6M |
| Prospect Financial Services LLC | 0.94% | Add +14.0% | 21,983 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -8.7% | 21,690 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -16.7% | 21,307 | $1.6M |
| Atlas Brown,Inc. | 0.45% | Reduce -2.7% | 20,217 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +164.3% | 18,895 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.9% | 18,481 | $1.4M |
| Independence Financial Advisors, LLC | 0.37% | Reduce -4.0% | 18,307 | $1.4M |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -2.4% | 16,548 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -34.5% | 16,000 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +177.4% | 15,034 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -22.9% | 14,967 | $1.1M |
| Jacobs Equity LLC | 1.05% | — | 14,663 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.52% | Reduce -31.9% | 14,368 | $1.1M |
| Partners Wealth Management, LLC | 1.10% | Reduce -0.1% | 14,231 | $1.1M |
| American National Bank & Trust | 0.10% | Add +29.8% | 13,752 | $1.0M |
| Meridian Wealth Management, LLC | 0.03% | Add +0.5% | 13,274 | $986K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.3% | 13,095 | $973K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +1.8% | 13,097 | $973K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.1% | 13,018 | $967K |
| Tandem Capital Management Corp. | 0.41% | Reduce -2.5% | 12,212 | $907K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.7% | 11,790 | $876K |
| High Point Wealth Management, LLC | 0.84% | — | 11,754 | $873K |
| Glass Jacobson Investment Advisors llc | 0.30% | Reduce -8.3% | 11,150 | $828K |
| Wealthstar Advisors, LLC | 0.45% | Reduce -0.6% | 11,144 | $828K |
| RFG Advisory, LLC | 0.02% | Reduce -3.0% | 11,001 | $817K |
| Integrated Advisors Network LLC | 0.04% | Reduce -52.2% | 10,887 | $809K |
| Focus Partners Wealth | 0.00% | Add +15.7% | 10,775 | $800K |
| Mission Wealth Management, LP | 0.02% | Reduce -6.2% | 10,740 | $798K |
| Signature Wealth Management Partners, LLC | 0.39% | Reduce -15.1% | 10,719 | $796K |
| IFP Advisors, Inc | 0.02% | Add +205.0% | 10,668 | $792K |
| VCI Wealth Management LLC | 0.22% | Reduce -51.0% | 10,600 | $787K |
| Fisher Asset Management | 0.00% | Reduce -4.3% | 10,402 | $773K |
| Pathway Financial Advisers, LLC | 0.22% | Add +0.1% | 10,325 | $767K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 10,232 | $760K |
| Truist Financial Corp. | 0.00% | Reduce -44.6% | 10,217 | $759K |
| Traphagen Investment Advisors LLC | 0.06% | Add +84.3% | 10,079 | $749K |
| Crumly & Associates Inc. | 0.16% | Reduce -0.9% | 10,005 | $743K |
| Marshall Wace, LLP | 0.00% | New | 9,475 | $704K |
| Spire Wealth Management | 0.02% | Add +0.4% | 9,442 | $701K |
| Wbi Investments, LLC | 0.18% | Reduce -0.7% | 9,438 | $701K |
| Arkadios Wealth Advisors | 0.01% | Add +20.1% | 9,358 | $695K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.1% | 22,981 | $692K |
| Certified Advisory Corp | 0.06% | Add +44.1% | 9,311 | $692K |
| Quantinno Capital Management LP | 0.00% | Add +59.6% | 9,253 | $687K |
| Buska Wealth Management, LLC | 0.25% | Reduce -29.2% | 9,230 | $686K |
| Essex Financial Services, Inc. | 0.04% | No change | 9,097 | $676K |
| Southern Capital Advisors, LLC | 0.31% | Add +0.4% | 9,025 | $670K |
| Xcel Wealth Management, LLC | 0.17% | Add +78.3% | 8,914 | $662K |
| SageView Advisory Group, LLC | 0.02% | New | 8,884 | $660K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -2.5% | 8,721 | $648K |
| StoneX Group Inc. | 0.03% | Reduce -2.3% | 8,689 | $647K |
| Montag A & Associates Inc. | 0.03% | Reduce -14.9% | 8,677 | $645K |
| Comprehensive Money Management Services LLC | 0.44% | No change | 8,507 | $632K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.0% | 8,382 | $623K |
| LongView Wealth Management | 0.15% | Add +2.9% | 8,234 | $622K |
| Legacy Financial Strategies, LLC | 0.11% | Add +0.0% | 8,354 | $621K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 8,162 | $617K |
| Arax Advisory Partners | 0.02% | New | 8,217 | $610K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.0% | 8,117 | $603K |
| Farther Finance Advisors, LLC | 0.01% | Add +272.9% | 7,964 | $592K |
| HRC Wealth Management, LLC | 0.28% | Reduce -0.1% | 7,787 | $578K |
| Vicus Capital | 0.04% | Reduce -41.7% | 7,716 | $573K |
| Claris Financial LLC | 0.30% | No change | 7,609 | $565K |
| Roman Butler Fullerton & Co. | 0.15% | No change | 7,364 | $560K |
| Whalerock Point Partners, LLC | 0.11% | No change | 7,231 | $537K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.5% | 7,004 | $520K |
| CDM Financial Counseling Services, Inc. | 0.49% | — | 6,992 | $519K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +43.4% | 6,910 | $513K |
| Warner Financial, Inc. | 0.17% | Add +25.3% | 6,752 | $502K |
| LifeSteps Financial, Inc. | 0.32% | Reduce -1.6% | 6,714 | $499K |
| Wealth Management Associates, Inc. | 0.17% | Add +13.2% | 6,644 | $493K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +1.0% | 6,597 | $490K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -0.1% | 6,591 | $490K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -4.4% | 6,536 | $486K |
| Pacific Sun Financial Corp | 0.23% | Reduce -3.3% | 6,533 | $485K |
| McRae Capital Management Inc. | 0.10% | Reduce -12.6% | 6,333 | $470K |
| Pathstone Holdings, LLC | 0.00% | Reduce -47.3% | 6,196 | $460K |
| Merit Financial Group, LLC | 0.00% | Add +11.4% | 6,155 | $457K |
| Demars Financial Group, LLC | 0.15% | Reduce -23.9% | 6,060 | $450K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Add +0.3% | 6,033 | $448K |
| Avior Wealth Management, LLC | 0.01% | No change | 6,031 | $448K |
| Compound Planning, Inc. | 0.01% | Reduce -22.4% | 6,005 | $446K |
| Atria Investments, Inc | 0.01% | Add +11.1% | 5,873 | $436K |
| Elm3 Financial Group, LLC | 0.36% | New | 5,851 | $435K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.8% | 5,761 | $428K |
| World Investment Advisors | 0.01% | Add +39.9% | 5,759 | $428K |
| Rothschild Wealth LLC | 0.04% | Reduce -9.1% | 5,733 | $426K |
| Define Financial, LLC | 0.24% | Add +0.4% | 5,641 | $419K |
| Eagle Capital Management, LLC | 0.15% | No change | 5,600 | $416K |
| PUREfi Wealth, LLC | 0.32% | No change | 5,599 | $416K |
| Athena Wealth Management, LLC | 0.40% | — | 5,590 | $415K |
| Founders Financial Securities LLC | 0.02% | Add +11.7% | 5,482 | $407K |
| Cherry Tree Wealth Management, LLC | 0.08% | New | 5,314 | $395K |
| BlackRock, Inc. | 0.00% | Add +10.4% | 5,297 | $393K |
| OneAscent Financial Services LLC | 0.04% | Reduce -4.0% | 5,245 | $390K |
| Ipsen Advisor Group LLC | 0.28% | Reduce -2.9% | 5,239 | $389K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -9.7% | 5,206 | $387K |
| Coordinated Financial Services, Inc. | 0.22% | Reduce -1.1% | 5,122 | $380K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 5,054 | $375K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,991 | $371K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 4,906 | $364K |
| Carr Financial Group Corp | 0.10% | Reduce -12.6% | 4,889 | $363K |
| Richard C. Young & CO., LTD. | 0.03% | Reduce -18.8% | 4,835 | $359K |
| Bayshore Capital Advisors, LLC | 0.18% | — | 4,797 | $356K |
| M. Kulyk & Associates, LLC | 0.07% | New | 4,786 | $356K |
| Monte Financial Group, LLC | 0.13% | Add +5.7% | 4,734 | $352K |
| PKS Advisory Services, LLC | 0.08% | Add +0.0% | 4,730 | $351K |
| Partnership Wealth Management, LLC | 0.25% | Add +5.1% | 4,716 | $350K |
| Savvy Advisors, Inc. | 0.01% | Add +27.9% | 4,650 | $345K |
| Astra Wealth Partners LLC | 0.21% | No change | 4,570 | $339K |
| PFG Advisors | 0.02% | Reduce -9.8% | 4,566 | $339K |
| Good Harbor Advisors, Inc. | 0.39% | — | 4,538 | $337K |
| Mutual Advisors, LLC | 0.01% | Add +1.4% | 4,504 | $335K |
| Calamos Wealth Management LLC | 0.01% | No change | 4,486 | $333K |
| Captrust Financial Advisors | 0.00% | Reduce -3.2% | 4,440 | $330K |
| AtlasMark Financial, Inc | 0.21% | No change | 4,400 | $327K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -0.8% | 4,372 | $325K |
| Corient Private Wealth LP | 0.00% | Add +36.8% | 4,357 | $324K |
| Regal Investment Advisors LLC | 0.02% | No change | 4,150 | $308K |
| Piscataqua Savings Bank | 0.22% | New | 4,145 | $308K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.7% | 4,116 | $306K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.0% | 4,031 | $299K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -7.6% | 4,006 | $298K |
| Valley Brook Capital Group, Inc. | 0.19% | Reduce -5.0% | 3,961 | $294K |
| Artemis Wealth Advisors, LLC | 0.05% | Add +0.3% | 3,936 | $292K |
| SVB Wealth LLC | 0.02% | Reduce -18.1% | 3,931 | $292K |
| Swmg, LLC | 0.08% | Reduce -0.5% | 3,883 | $292K |
| M&T Bank Corp | 0.00% | No change | 3,813 | $283K |
| Gross & Hartman Investments LLC | 0.16% | — | 3,764 | $280K |
| WealthCare Investment Partners, LLC | 0.08% | Reduce -5.9% | 3,692 | $275K |
| Apex Wealth Management, LLC | 0.28% | No change | 3,650 | $273K |
| Sweeney & Michel, LLC | 0.08% | Add +0.3% | 3,606 | $269K |
| Renaissance Technologies | 0.00% | Reduce -72.3% | 3,597 | $267K |
| Comerica Bank | 0.00% | No change | 3,595 | $267K |
| River Wealth Advisors LLC | 0.03% | Reduce -2.5% | 3,594 | $267K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 3,592 | $267K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.6% | 3,574 | $265K |
| KW Wealth Management LLC | 0.40% | New | 3,511 | $261K |
| Cambria Investment Management, L.P. | 0.01% | New | 3,407 | $253K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,406 | $253K |
| Brookstone Capital Management | 0.00% | Add +1.6% | 3,381 | $251K |
| Eley Financial Management, Inc | 0.09% | Reduce -20.4% | 3,334 | $248K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -19.1% | 3,333 | $248K |
| Sovran Advisors, LLC | 0.02% | Reduce -3.9% | 3,182 | $240K |
| Stratos Investment Management, LLC | 0.01% | Reduce -1.4% | 3,218 | $239K |
| KCM Investment Advisors LLC | 0.01% | Add +3.0% | 3,197 | $237K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 3,193 | $237K |
| American Trust | 0.02% | Add +0.1% | 3,176 | $236K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,176 | $236K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 3,156 | $234K |
| AssuredPartners Investment Advisors, LLC | 0.03% | No change | 3,035 | $225K |
| Continuum Advisory, LLC | 0.02% | Reduce -1.0% | 3,008 | $223K |
| GTS Securities LLC | 0.01% | New | 3,002 | $223K |
| Alpha Capital Advisors Inc. | 0.21% | — | 2,950 | $222K |
| Gsa Capital Partners LLP | 0.02% | Reduce -57.3% | 2,938 | $218K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,900 | $215K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,894 | $215K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,891 | $215K |
| HBK Sorce Advisory LLC | 0.00% | New | 2,850 | $214K |
| Madison Wealth Partners, Inc | 0.04% | New | 2,808 | $209K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -12.3% | 2,783 | $207K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | New | 2,752 | $204K |
| BIP Wealth, LLC | 0.01% | New | 2,733 | $203K |
| Elevated Capital Advisors, LLC | 0.05% | Reduce -17.0% | 2,653 | $197K |
| Allworth Financial LP | 0.00% | Add +29.2% | 2,557 | $190K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,535 | $188K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +426.4% | 2,511 | $187K |
| US Bancorp \de | 0.00% | Add +0.3% | 2,341 | $174K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,208 | $164K |
| Blair William & Co. | 0.00% | Add +7.4% | 2,169 | $161K |
| Financial Perspectives, Inc | 0.04% | Add +5.8% | 1,894 | $141K |
| Sound Income Strategies, LLC | 0.01% | Add +248.6% | 1,879 | $140K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.5% | 1,825 | $136K |
| Howe & Rusling Inc. | 0.01% | New | 1,778 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.3% | 1,688 | $125K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +263.5% | 1,574 | $117K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,481 | $110K |
| CoreCap Advisors, LLC | 0.00% | Add +1.5% | 1,365 | $101K |
| Sage Mountain Advisors LLC | 0.01% | Add +1.9% | 1,305 | $97K |
| Acumen Wealth Advisors, LLC | 0.03% | — | 1,278 | $95K |
| Motiv8 Investments LLC | 0.05% | New | 1,188 | $88K |
| Bank of Montreal | 0.00% | Reduce -20.7% | 1,176 | $87K |
| Deutsche Bank AG | 0.00% | New | 1,150 | $85K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 1,004 | $75K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $74K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 961 | $71K |
| Colonial Trust Co / SC | 0.01% | Reduce -13.8% | 896 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 879 | $65K |
| Holos Integrated Wealth LLC | 0.04% | No change | 848 | $63K |
| Private Trust Co. NA | 0.01% | Reduce -4.6% | 844 | $63K |
| Elyxium Wealth, LLC | 0.02% | New | 836 | $62K |
| Rialto Wealth Management, LLC | 0.01% | No change | 822 | $61K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $59K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 776 | $58K |
| Global Retirement Partners, LLC | 0.00% | Reduce -17.8% | 751 | $56K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $53K |
| First Community Trust NA | 0.04% | Add +10.2% | 702 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $52K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.3% | 687 | $51K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 642 | $48K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -63.3% | 609 | $45K |
| Arlington Trust Co LLC | 0.00% | Reduce -57.1% | 600 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $45K |
| Root Financial Partners, LLC | 0.00% | Add +19.4% | 597 | $44K |
| Ameriflex Group, Inc. | 0.02% | Reduce -20.5% | 531 | $39K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 523 | $39K |
| Solstein Capital, LLC | 0.02% | No change | 518 | $38K |
| Advocate Investing Services LLC | 0.03% | — | 500 | $37K |
| SYM FINANCIAL Corp | 0.00% | New | 468 | $35K |
| Gables Capital Management Inc. | 0.01% | No change | 465 | $35K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 455 | $34K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 451 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.2% | 420 | $31K |
| IMG Wealth Management, Inc. | 0.02% | No change | 413 | $31K |
| Asset Planning,Inc | 0.02% | No change | 406 | $30K |
| Parallel Advisors, LLC | 0.00% | No change | 400 | $30K |
| Franklin Resources Inc. | 0.00% | New | 356 | $26K |
| NFSG Corp | 0.00% | Add +7.7% | 350 | $26K |
| Rossby Financial, LCC | 0.01% | No change | 331 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.5% | 317 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +106.0% | 307 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 305 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 300 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 288 | $21K |
| Decker Retirement Planning Inc. | 0.01% | No change | 277 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 275 | $20K |
| Abound Wealth Management | 0.00% | Add +24.3% | 271 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -84.9% | 255 | $19K |
| Meramec Financial Planners, LLC | 0.01% | — | 239 | $18K |
| Planning Project LLC | 0.00% | — | 226 | $17K |
| Sankala Group LLC | 0.01% | — | 197 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.5% | 201 | $15K |
| National Bank of Canada | 0.00% | No change | 200 | $15K |
| Blue Trust, Inc. | 0.00% | Reduce -1.5% | 200 | $15K |
| Coston, McIsaac & Partners | 0.00% | Add +19.6% | 201 | $14K |
| Bank of New Hampshire | 0.00% | No change | 165 | $12K |
| Caldwell Trust Co | 0.00% | No change | 161 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -8.4% | 152 | $11K |
| Waverly Advisors, LLC | 0.00% | New | 140 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $10K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 128 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 132 | $9K |
| Dunhill Financial, LLC | 0.00% | Reduce -57.9% | 109 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 100 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 100 | $7K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -95.0% | 96 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 61 | $5K |
| Dagco, Inc. | 0.00% | No change | 55 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 52 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 49 | $4K |
| Stone House Investment Management, LLC | 0.00% | New | 49 | $4K |
| DecisionPoint Financial, LLC | 0.00% | New | 48 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 47 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 33 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| SouthState Bank Corp | 0.00% | New | 24 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 20 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 20 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 17 | $1K |
| LRI Investments, LLC | 0.00% | No change | 13 | $966 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $743 |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $743 |
| HighMark Wealth Management LLC | 0.00% | Reduce -55.6% | 8 | $611 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $594 |
| Founders Capital Management | 0.00% | No change | 5 | $406 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 3 | $223 |
| AlphaCore Capital LLC | 0.00% | New | 3 | $223 |
| Quent Capital, LLC | 0.00% | No change | 1 | $93 |
| Avion Wealth | 0.00% | No change | 10 | $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.