Fidelity MSCI Health CareFHLCETF
13F holders, Q1 2026 (March 31)361holders +4
44new positions
34sold out
2famous investors
$70.40avg. 13F price*
At the end of Q1 2026, 361 institutions reported holding Fidelity MSCI Health Care (FHLC) in their 13F filings, up 4 from Q4 2025. 44 opened new positions and 34 sold out. The largest holders were Charles Schwab Investment Management Inc. ($199.3M), Lido Advisors, LLC ($152.0M) and AE Wealth Management LLC ($97.0M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $19.3M |
| Exits | 34 | $21.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,462,989 shares bought and 1,066,094 shares sold, net +1,396,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.4% | 2,832,002 | $199.3M |
| Lido Advisors, LLC | 0.60% | Add +6.3% | 2,160,071 | $152.0M |
| AE Wealth Management LLC | 0.52% | Add +693.6% | 1,379,183 | $97.0M |
| LPL Financial LLC | 0.02% | Add +39.0% | 938,070 | $66.0M |
| Agf Management Ltd. | 0.30% | Add +1.0% | 937,724 | $66.0M |
| Morgan Stanley | 0.00% | Add +7.0% | 527,063 | $37.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.7% | 407,897 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 333,943 | $23.5M |
| Weatherly Asset Management L. P. | 1.74% | Add +2.9% | 306,475 | $21.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +9.1% | 287,946 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 266,735 | $18.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.3% | 234,323 | $16.5M |
| Investors Research Corp | 2.93% | Add +2.4% | 218,250 | $15.4M |
| Apollon Wealth Management, LLC | 0.25% | Add +12.0% | 216,412 | $15.2M |
| Cetera Investment Advisers | 0.02% | Add +4.4% | 215,250 | $15.1M |
| Altfest L J & Co. Inc. | 1.61% | Reduce -38.2% | 213,796 | $15.0M |
| Buttonwood Financial Advisors Inc. | 4.76% | Reduce -4.2% | 202,237 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.2% | 192,669 | $13.6M |
| Aprio Wealth Management, LLC | 0.72% | Add +34.8% | 186,208 | $13.1M |
| Fischer Financial Services, Inc. | 4.06% | Add +0.2% | 171,442 | $12.1M |
| Marotta Asset Management | 2.19% | Add +8.8% | 167,439 | $11.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 156,882 | $11.0M |
| Strengthening Families & Communities, LLC | 2.75% | New | 156,622 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.7% | 140,610 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 121,077 | $8.5M |
| Bank of America Corp. | 0.00% | Add +1.0% | 118,410 | $8.3M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.9% | 114,183 | $8.0M |
| Modern Wealth Management, LLC | 0.14% | Reduce -0.2% | 112,302 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +3.6% | 109,036 | $7.7M |
| FMR LLC | 0.00% | Add +15.2% | 108,227 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.5% | 106,270 | $7.5M |
| Spinnaker Trust | 0.39% | Add +3.8% | 99,411 | $7.0M |
| Larson Financial Group LLC | 0.21% | Reduce -1.0% | 93,860 | $6.6M |
| Lifeworks Advisors, LLC | 0.84% | Reduce -15.6% | 93,396 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 93,070 | $6.5M |
| Yoder Wealth Management, Inc. | 2.88% | Reduce -5.6% | 89,930 | $6.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -11.4% | 88,717 | $6.2M |
| Citigroup Inc. | 0.00% | Add +78.9% | 86,636 | $6.1M |
| Traynor Capital Management, Inc. | 0.35% | Reduce -3.0% | 86,045 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 85,086 | $5.9M |
| Financial Partners Group, Inc | 0.62% | Add +0.6% | 73,658 | $5.2M |
| McGlone Suttner Wealth Management, Inc. | 0.68% | Reduce -74.4% | 73,181 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +175.6% | 69,385 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +28.2% | 67,676 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +336.5% | 57,158 | $4.0M |
| Barry Investment Advisors, LLC | 0.88% | Reduce -0.5% | 56,552 | $4.0M |
| Maltin Wealth Management, Inc. | 1.52% | Reduce -3.9% | 56,546 | $4.0M |
| Valmark Advisers, Inc. | 0.04% | Add +3.5% | 52,819 | $3.7M |
| Sigma Planning Corp | 0.10% | Reduce -2.1% | 51,545 | $3.6M |
| UBS Group AG | 0.00% | Reduce -14.3% | 46,999 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +1.1% | 43,678 | $3.2M |
| Smith Salley Wealth Management | 0.16% | Add +1.6% | 44,112 | $3.1M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -62.7% | 42,429 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +29.7% | 41,539 | $2.9M |
| Atlas Capital Advisors Inc. | 0.33% | Add +6.9% | 41,178 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +9.5% | 40,408 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +20.7% | 39,494 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -15.9% | 39,387 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +26.2% | 40,414 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +158.6% | 38,873 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -52.0% | 38,319 | $2.7M |
| Creative Planning | 0.00% | Reduce -0.4% | 36,292 | $2.6M |
| Lynch & Associates | 0.48% | Add +1.2% | 35,991 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.4% | 34,504 | $2.4M |
| Beckerman Institutional, LLC | 1.28% | Add +1.2% | 34,357 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.8% | 32,528 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +7.9% | 32,072 | $2.3M |
| Armor Investment Advisors, LLC | 0.79% | Reduce -3.2% | 31,343 | $2.2M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -32.5% | 30,848 | $2.2M |
| Rockland Trust Co. | 0.09% | Reduce -4.3% | 30,707 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | New | 30,333 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -6.1% | 29,549 | $2.1M |
| Aspetuck Financial Management LLC | 1.33% | Add +0.8% | 27,577 | $1.9M |
| CX Institutional | 0.06% | Reduce -32.3% | 27,187 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +8.3% | 26,740 | $1.9M |
| KDK Private Wealth Management, LLC | 1.68% | Reduce -1.0% | 26,071 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.3% | 25,174 | $1.8M |
| Roxbury Financial LLC | 1.56% | Reduce -0.3% | 24,580 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -2.0% | 24,301 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -0.3% | 24,113 | $1.7M |
| Jacobs Equity LLC | 1.46% | Add +57.3% | 23,060 | $1.6M |
| Elevated Capital Advisors, LLC | 0.39% | Add +736.3% | 22,188 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -21.9% | 21,889 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.0% | 21,309 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 20,647 | $1.5M |
| Atlas Brown,Inc. | 0.42% | Reduce -0.9% | 20,024 | $1.4M |
| Prospect Financial Services LLC | 0.82% | Reduce -13.3% | 19,057 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.2% | 18,301 | $1.3M |
| Independence Financial Advisors, LLC | 0.39% | Add +0.0% | 18,313 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -9.0% | 17,200 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +41.7% | 16,702 | $1.2M |
| American National Bank & Trust | 0.11% | Add +14.0% | 15,683 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.1% | 15,499 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +11.2% | 14,759 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -11.9% | 14,577 | $1.0M |
| Sunbelt Securities, Inc. | 0.06% | Reduce -3.7% | 14,413 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.6% | 14,150 | $996K |
| Partners Wealth Management, LLC | 1.02% | Reduce -0.8% | 14,124 | $994K |
| Birchcreek Wealth Management, LLC | 0.47% | Reduce -3.3% | 13,901 | $978K |
| Quantinno Capital Management LP | 0.00% | Add +47.2% | 13,617 | $958K |
| High Point Wealth Management, LLC | 0.90% | Add +10.7% | 13,006 | $915K |
| Centerline Wealth Advisors, LLC | 0.33% | Reduce -63.8% | 12,853 | $904K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -2.5% | 12,767 | $898K |
| Retirement Planning Group, LLC | 0.03% | Reduce -2.1% | 12,740 | $896K |
| Tandem Capital Management Corp. | 0.42% | Reduce -1.6% | 12,012 | $845K |
| Certified Advisory Corp | 0.07% | Add +27.4% | 11,860 | $834K |
| Blue Jean Financial LLC | 0.69% | New | 11,842 | $833K |
| Vicus Capital | 0.06% | Add +51.6% | 11,700 | $823K |
| Wealthstar Advisors, LLC | 0.46% | Reduce -1.2% | 11,009 | $775K |
| Signature Wealth Management Partners, LLC | 0.38% | Add +1.8% | 10,909 | $768K |
| Focus Partners Wealth | 0.00% | Add +0.6% | 10,843 | $763K |
| Glass Jacobson Investment Advisors llc | 0.26% | Reduce -3.0% | 10,820 | $761K |
| RFG Advisory, LLC | 0.01% | Reduce -2.1% | 10,764 | $757K |
| IFP Advisors, Inc | 0.02% | Add +0.8% | 10,756 | $757K |
| Integrated Advisors Network LLC | 0.04% | Reduce -2.2% | 10,651 | $749K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.7% | 10,612 | $747K |
| Pathway Financial Advisers, LLC | 0.21% | Add +1.1% | 10,435 | $734K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 10,249 | $721K |
| Fisher Asset Management | 0.00% | Reduce -3.0% | 10,091 | $710K |
| Crumly & Associates Inc. | 0.15% | No change | 10,005 | $704K |
| Mission Wealth Management, LP | 0.01% | Reduce -6.8% | 10,004 | $704K |
| VCI Wealth Management LLC | 0.19% | Reduce -7.8% | 9,771 | $687K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.6% | 9,441 | $669K |
| Essex Financial Services, Inc. | 0.04% | Add +3.3% | 9,398 | $661K |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 9,255 | $651K |
| Southern Capital Advisors, LLC | 0.30% | Add +0.8% | 9,102 | $640K |
| Spire Wealth Management | 0.02% | Reduce -3.7% | 9,092 | $640K |
| Xcel Wealth Management, LLC | 0.18% | No change | 8,914 | $627K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 8,721 | $614K |
| Comprehensive Money Management Services LLC | 0.39% | Reduce -0.9% | 8,432 | $593K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 8,392 | $590K |
| Legacy Financial Strategies, LLC | 0.10% | Reduce -1.0% | 8,269 | $582K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 8,172 | $579K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 8,217 | $578K |
| Arkadios Wealth Advisors | 0.01% | Reduce -12.2% | 8,214 | $578K |
| Merit Financial Group, LLC | 0.00% | Add +31.9% | 8,116 | $571K |
| Pacific Sun Financial Corp | 0.27% | Add +19.1% | 7,778 | $547K |
| Claris Financial LLC | 0.29% | No change | 7,609 | $535K |
| Roman Butler Fullerton & Co. | 0.15% | No change | 7,364 | $529K |
| Whalerock Point Partners, LLC | 0.10% | Add +0.0% | 7,232 | $509K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -28.5% | 7,206 | $507K |
| LexAurum Advisors, LLC | 0.07% | — | 7,132 | $502K |
| Warner Financial, Inc. | 0.17% | Add +5.3% | 7,109 | $500K |
| HRC Wealth Management, LLC | 0.23% | Reduce -10.0% | 7,007 | $493K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +6.1% | 6,997 | $492K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 6,910 | $486K |
| CDM Financial Counseling Services, Inc. | 0.46% | Reduce -1.4% | 6,893 | $485K |
| Arax Advisory Partners | 0.01% | Reduce -16.1% | 6,891 | $485K |
| Athena Wealth Management, LLC | 0.39% | Add +21.8% | 6,807 | $479K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.0% | 6,724 | $473K |
| Centennial Wealth Advisory LLC | 0.11% | New | 6,710 | $472K |
| TBH Global Asset Management, LLC | 0.10% | Add +1.7% | 6,706 | $472K |
| StoneX Group Inc. | 0.03% | Reduce -23.2% | 6,677 | $470K |
| Wealth Management Associates, Inc. | 0.16% | Add +0.0% | 6,646 | $468K |
| Mascoma Wealth Management LLC | 0.10% | Add +0.1% | 6,541 | $460K |
| McRae Capital Management Inc. | 0.09% | Add +1.8% | 6,445 | $453K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,196 | $436K |
| Elm3 Financial Group, LLC | 0.36% | Add +4.6% | 6,119 | $431K |
| Demars Financial Group, LLC | 0.14% | Reduce -0.5% | 6,032 | $424K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.5% | 6,003 | $422K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Reduce -2.3% | 5,897 | $415K |
| Atria Investments, Inc | 0.00% | Add +0.1% | 5,879 | $414K |
| Compound Planning, Inc. | 0.01% | Reduce -2.6% | 5,846 | $411K |
| LifeSteps Financial, Inc. | 0.26% | Reduce -13.4% | 5,816 | $409K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +131.2% | 5,805 | $409K |
| World Investment Advisors | 0.01% | Add +0.2% | 5,769 | $406K |
| Elevation Wealth Management LLC | 0.37% | New | 5,745 | $404K |
| Define Financial, LLC | 0.22% | Add +0.3% | 5,659 | $398K |
| Rothschild Wealth LLC | 0.04% | Reduce -2.1% | 5,615 | $395K |
| PUREfi Wealth, LLC | 0.26% | No change | 5,599 | $394K |
| Soltis Investment Advisors LLC | 0.03% | Add +27.9% | 5,590 | $393K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.5% | 5,562 | $391K |
| LongView Wealth Management | 0.10% | Reduce -35.1% | 5,346 | $384K |
| Cwm, LLC | 0.00% | Add +5.8% | 5,345 | $376K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 5,314 | $374K |
| Monte Financial Group, LLC | 0.13% | Add +11.5% | 5,278 | $371K |
| Ipsen Advisor Group LLC | 0.26% | Add +0.4% | 5,262 | $370K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 5,212 | $367K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.7% | 5,207 | $366K |
| Modera Wealth Management, LLC | 0.00% | New | 5,202 | $366K |
| Partnership Wealth Management, LLC | 0.28% | Add +10.1% | 5,193 | $365K |
| Carr Financial Group Corp | 0.10% | Add +5.2% | 5,143 | $362K |
| Tounjian Advisory Partners, LLC | 0.13% | New | 5,142 | $362K |
| Richard C. Young & CO., LTD. | 0.03% | Add +5.8% | 5,116 | $360K |
| Coordinated Financial Services, Inc. | 0.21% | Reduce -1.9% | 5,027 | $354K |
| Founders Financial Securities LLC | 0.02% | Reduce -10.4% | 4,911 | $352K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,991 | $351K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.1% | 4,852 | $341K |
| Bayshore Capital Advisors, LLC | 0.14% | No change | 4,797 | $338K |
| Savvy Advisors, Inc. | 0.01% | Add +3.1% | 4,793 | $337K |
| Buska Wealth Management, LLC | 0.14% | Reduce -48.1% | 4,789 | $337K |
| PKS Advisory Services, LLC | 0.08% | Add +0.0% | 4,731 | $333K |
| BlackRock, Inc. | 0.00% | Reduce -10.9% | 4,720 | $332K |
| AtlasMark Financial, Inc | 0.21% | No change | 4,400 | $327K |
| Valley Brook Capital Group, Inc. | 0.22% | Add +16.7% | 4,621 | $325K |
| PFG Advisors | 0.02% | Add +0.9% | 4,606 | $324K |
| Calamos Wealth Management LLC | 0.01% | Add +1.9% | 4,573 | $322K |
| Calamos Advisors LLC | 0.00% | New | 4,573 | $322K |
| Astra Wealth Partners LLC | 0.20% | No change | 4,570 | $322K |
| Good Harbor Advisors, Inc. | 0.35% | No change | 4,538 | $319K |
| Montag A & Associates Inc. | 0.01% | Reduce -47.9% | 4,522 | $318K |
| Eagle Capital Management, LLC | 0.12% | Reduce -22.0% | 4,370 | $307K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.3% | 4,311 | $303K |
| Brookstone Capital Management | 0.00% | Add +23.2% | 4,166 | $293K |
| Regal Investment Advisors LLC | 0.02% | No change | 4,150 | $292K |
| Stratos Investment Management, LLC | 0.01% | Add +28.8% | 4,146 | $292K |
| Piscataqua Savings Bank | 0.20% | No change | 4,145 | $292K |
| HRT Financial LP | 0.00% | New | 4,122 | $290K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +1.1% | 4,052 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.9% | 4,036 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 4,024 | $283K |
| Captrust Financial Advisors | 0.00% | Reduce -9.7% | 4,008 | $282K |
| Corient Private Wealth LP | 0.00% | Reduce -9.5% | 3,942 | $279K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +0.3% | 3,947 | $278K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 3,934 | $277K |
| Swmg, LLC | 0.08% | Add +1.2% | 3,928 | $276K |
| M&T Bank Corp | 0.00% | No change | 3,813 | $268K |
| Foundations Investment Advisors, LLC | 0.00% | Add +6.5% | 3,807 | $268K |
| Fifth Third Bancorp | 0.00% | Add +1390.2% | 3,800 | $267K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 3,763 | $265K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,698 | $260K |
| Sweeney & Michel, LLC | 0.08% | Add +0.2% | 3,613 | $257K |
| Apex Wealth Management, LLC | 0.18% | No change | 3,650 | $257K |
| River Wealth Advisors LLC | 0.03% | Add +0.5% | 3,610 | $254K |
| WealthCare Investment Partners, LLC | 0.07% | Reduce -2.3% | 3,608 | $253K |
| M. Kulyk & Associates, LLC | 0.05% | Reduce -24.9% | 3,593 | $253K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +125.5% | 3,549 | $250K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +3.0% | 3,510 | $247K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -5.1% | 3,408 | $240K |
| Kintra Wealth, LLC | 0.02% | New | 3,400 | $239K |
| Eley Financial Management, Inc | 0.08% | No change | 3,334 | $235K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 3,333 | $235K |
| Empower Advisory Group, LLC | 0.00% | New | 3,221 | $227K |
| Sovran Advisors, LLC | 0.02% | Add +0.6% | 3,202 | $225K |
| Northern Trust Corp. | 0.00% | New | 3,192 | $225K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,176 | $223K |
| Jane Street Group, LLC | 0.00% | New | 3,166 | $223K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 3,156 | $222K |
| AssuredPartners Investment Advisors, LLC | 0.02% | No change | 3,035 | $213K |
| Brighton Jones LLC | 0.00% | New | 3,026 | $213K |
| KCM Investment Advisors LLC | 0.01% | Reduce -6.1% | 3,001 | $211K |
| Point72 Asset Management | 0.00% | New | 2,972 | $209K |
| Alpha Capital Advisors Inc. | 0.20% | No change | 2,950 | $208K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 2,927 | $206K |
| Continuum Advisory, LLC | 0.02% | Reduce -3.1% | 2,915 | $205K |
| Money Concepts Capital Corp. | 0.01% | New | 2,909 | $205K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.1% | 2,893 | $204K |
| Allworth Financial LP | 0.00% | Add +3.8% | 2,655 | $187K |
| Centaurus Financial, Inc. | 0.01% | Add +43.8% | 2,625 | $185K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,535 | $178K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,208 | $155K |
| Blair William & Co. | 0.00% | Reduce -4.6% | 2,070 | $146K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 2,000 | $141K |
| Financial Perspectives, Inc | 0.04% | Add +5.5% | 1,999 | $141K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.1% | 1,959 | $138K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,879 | $133K |
| Howe & Rusling Inc. | 0.01% | No change | 1,778 | $125K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,481 | $104K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.5% | 1,345 | $95K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -0.9% | 1,293 | $91K |
| Acumen Wealth Advisors, LLC | 0.02% | No change | 1,278 | $90K |
| Bank of Montreal | 0.00% | Add +2.1% | 1,201 | $85K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 1,004 | $71K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $70K |
| Bessemer Group Inc. | 0.00% | New | 975 | $69K |
| Private Trust Co. NA | 0.01% | Add +8.9% | 919 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 896 | $63K |
| Holos Integrated Wealth LLC | 0.03% | No change | 848 | $60K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 798 | $56K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 778 | $55K |
| Hanson & Doremus Investment Management | 0.01% | No change | 711 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +14.3% | 686 | $48K |
| First Community Trust NA | 0.03% | Reduce -9.3% | 637 | $45K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 610 | $43K |
| Arlington Trust Co LLC | 0.00% | No change | 600 | $42K |
| Clearstead Advisors, LLC | 0.00% | No change | 600 | $42K |
| Mather Group, Llc. | 0.00% | New | 600 | $42K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.7% | 593 | $42K |
| Ameriflex Group, Inc. | 0.02% | No change | 531 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 523 | $37K |
| Solstein Capital, LLC | 0.01% | No change | 518 | $36K |
| Advocate Investing Services LLC | 0.03% | No change | 500 | $35K |
| Salem Investment Counselors Inc. | 0.00% | New | 500 | $35K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -41.2% | 483 | $34K |
| Gables Capital Management Inc. | 0.01% | No change | 465 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 451 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 420 | $30K |
| Asset Planning,Inc | 0.02% | No change | 406 | $29K |
| Meramec Financial Planners, LLC | 0.01% | Add +65.3% | 395 | $28K |
| Parallel Advisors, LLC | 0.00% | No change | 400 | $28K |
| Rossby Financial, LCC | 0.01% | Add +14.8% | 380 | $27K |
| Tompkins Financial Corp. | 0.00% | New | 330 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 300 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 289 | $20K |
| NFSG Corp | 0.00% | Reduce -18.0% | 287 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.8% | 286 | $20K |
| Decker Retirement Planning Inc. | 0.01% | No change | 277 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 275 | $19K |
| US Bancorp \de | 0.00% | Reduce -88.4% | 272 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +37.8% | 277 | $19K |
| Heritage Wealth Advisors | 0.00% | New | 232 | $16K |
| Hantz Financial Services, Inc. | 0.00% | New | 234 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -92.3% | 224 | $16K |
| Evergreen Advisors, LLC | 0.00% | New | 214 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.5% | 202 | $14K |
| National Bank of Canada | 0.00% | Add +0.5% | 201 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $14K |
| Anfield Capital Management, LLC | 0.00% | New | 191 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -37.4% | 191 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -70.9% | 187 | $13K |
| Sankala Group LLC | 0.01% | Reduce -11.7% | 174 | $12K |
| Franklin Resources Inc. | 0.00% | Reduce -53.1% | 167 | $12K |
| Caldwell Trust Co | 0.00% | No change | 161 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 163 | $11K |
| Triumph Capital Management | 0.00% | New | 140 | $10K |
| Waverly Advisors, LLC | 0.00% | No change | 140 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 133 | $9K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 128 | $9K |
| Abound Wealth Management | 0.00% | Reduce -53.1% | 127 | $9K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.9% | 108 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 107 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 100 | $7K |
| Operose Advisors LLC | 0.00% | New | 100 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 100 | $7K |
| Valley National Advisers Inc. | 0.00% | Reduce -18.2% | 108 | $7K |
| Truvestments Capital LLC | 0.00% | New | 92 | $6K |
| Hickory Point Bank & Trust | 0.00% | New | 89 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 82 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 78 | $5K |
| Simplex Trading, LLC | 0.00% | New | 74 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 70 | $5K |
| MidFirst Bank | 0.00% | New | 67 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 61 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 61 | $4K |
| Main Street Group, LTD | 0.00% | New | 60 | $4K |
| Dagco, Inc. | 0.00% | No change | 55 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 49 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 47 | $3K |
| Tidemark, LLC | 0.00% | New | 47 | $3K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 33 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -68.8% | 30 | $2K |
| Financial Freedom, LLC | 0.00% | New | 26 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 26 | $2K |
| Banque Transatlantique SA | 0.00% | New | 26 | $2K |
| Mountain Hill Investment Partners 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 | $915 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $704 |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $704 |
| HighMark Wealth Management LLC | 0.00% | No change | 8 | $581 |
| REAP Financial Group, LLC | 0.00% | No change | 8 | $563 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -97.4% | 8 | $563 |
| Founders Capital Management | 0.00% | No change | 5 | $386 |
| Key Capital Management, INC | 0.00% | New | 4 | $281 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 3 | $211 |
| AlphaCore Capital LLC | 0.00% | No change | 3 | $211 |
| Quent Capital, LLC | 0.00% | No change | 1 | $88 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $37 |
| 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.