Fidelity MSCI Financial IndxFNCLETF
13F holders, Q1 2025 (March 31)259holders +12
39new positions
22sold out
3famous investors
$69.52avg. 13F price*
At the end of Q1 2025, 259 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, up 12 from Q4 2024. 39 opened new positions and 22 sold out. The largest holders were Lido Advisors, LLC ($175.7M), Charles Schwab Investment Management Inc. ($129.0M) and Agf Management Ltd. ($57.6M). 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 Financial Indx
- CUSIP
- 316092501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $24.8M |
| Exits | 22 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,210,704 shares bought and 631,245 shares sold, net +579,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Lido Advisors, LLC | 1.05% | Add +9.7% | 2,527,726 | $175.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.4% | 1,854,900 | $129.0M |
| Agf Management Ltd. | 0.31% | Add +10.4% | 828,934 | $57.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -7.0% | 589,418 | $41.0M |
| Morgan Stanley | 0.00% | Add +15.4% | 322,647 | $22.4M |
| CW Advisors, LLC | 0.27% | Reduce -0.7% | 318,683 | $22.2M |
| Vicus Capital | 1.89% | Reduce -8.5% | 292,321 | $20.3M |
| LPL Financial LLC | 0.01% | Add +26.8% | 284,906 | $19.8M |
| Full Sail Capital, LLC | 1.12% | Reduce -2.8% | 247,937 | $17.2M |
| Strategic Point Investment Advisors, LLC | 2.37% | Reduce -0.5% | 204,305 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -27.2% | 201,121 | $14.0M |
| Wells Fargo & Company | 0.00% | Add +27.4% | 181,717 | $12.6M |
| Q3 Asset Management | 7.21% | Reduce -4.8% | 151,496 | $10.5M |
| Fischer Financial Services, Inc. | 3.39% | Reduce -1.3% | 151,369 | $10.5M |
| JPMorgan Chase & Co. | 0.00% | Add +35.2% | 146,998 | $10.2M |
| Independence Financial Advisors, LLC | 3.69% | — | 139,669 | $9.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +34.0% | 127,558 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -18.4% | 123,901 | $8.6M |
| Osaic Holdings, Inc. | 0.02% | Add +1.1% | 115,856 | $8.1M |
| Personal Cfo Solutions, LLC | 1.57% | New | 111,103 | $7.7M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -61.5% | 89,487 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -27.6% | 88,946 | $6.2M |
| Bank of America Corp. | 0.00% | Add +8.8% | 87,076 | $6.1M |
| AE Wealth Management LLC | 0.05% | Add +2.9% | 87,070 | $6.1M |
| Procyon Advisors, LLC | 0.32% | Add +14.8% | 75,063 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -45.5% | 73,918 | $5.1M |
| FMR LLC | 0.00% | Add +9.3% | 72,312 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Add +1.3% | 68,851 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.8% | 65,216 | $4.5M |
| Yoder Wealth Management, Inc. | 2.44% | Add +6.5% | 62,237 | $4.3M |
| Modern Wealth Management, LLC | 0.13% | Add +2.0% | 57,334 | $4.0M |
| Maltin Wealth Management, Inc. | 1.78% | Add +4.2% | 54,654 | $3.8M |
| Smith Salley Wealth Management | 0.24% | Add +1.4% | 53,072 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +1346.3% | 50,752 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $3.5M |
| Mariner, LLC | 0.01% | Add +1.9% | 49,549 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.1% | 49,171 | $3.4M |
| Aspire Capital Advisors LLC | 1.01% | New | 48,718 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +78.4% | 47,177 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +118.0% | 43,032 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.5% | 41,943 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +6.5% | 41,943 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +4.5% | 34,972 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 33,721 | $2.3M |
| Lynch & Associates | 0.51% | Reduce -1.9% | 33,617 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 33,326 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +844.7% | 32,923 | $2.3M |
| Exchange Capital Management, Inc. | 0.37% | Reduce -3.3% | 32,871 | $2.3M |
| Smith Shellnut Wilson LLC | 1.04% | Add +2.1% | 32,560 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +5.4% | 32,509 | $2.3M |
| Buska Wealth Management, LLC | 0.70% | Add +135.5% | 32,046 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +71.8% | 30,610 | $2.1M |
| VCI Wealth Management LLC | 0.89% | Add +18.4% | 30,484 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Add +1.6% | 30,282 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +7.4% | 29,815 | $2.1M |
| Maxele Advisors, LLC | 1.97% | Add +5.2% | 29,374 | $2.0M |
| Citigroup Inc. | 0.00% | Add +129.2% | 29,021 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.6% | 28,330 | $2.0M |
| UBS Group AG | 0.00% | Add +14.6% | 28,074 | $2.0M |
| KDK Private Wealth Management, LLC | 2.11% | Reduce -1.1% | 26,710 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.07% | No change | 26,035 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +0.3% | 24,803 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 23,317 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +77.2% | 23,038 | $1.6M |
| Aspetuck Financial Management LLC | 1.31% | Add +19.0% | 21,878 | $1.5M |
| Citadel Advisors | 0.00% | Add +497.0% | 19,923 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 19,801 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 19,260 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.81% | Reduce -3.4% | 18,567 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +9.0% | 16,457 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | No change | 16,081 | $1.1M |
| Quantinno Capital Management LP | 0.01% | New | 16,058 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +113.4% | 15,905 | $1.1M |
| Atlas Capital Advisors Inc. | 0.14% | No change | 15,731 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +8.4% | 14,529 | $1.0M |
| PFG Advisors | 0.06% | Add +4.4% | 14,395 | $1.0M |
| Rappaport Reiches Capital Management, LLC | 0.25% | Add +0.4% | 14,190 | $987K |
| Summit Financial, LLC | 0.03% | Add +0.8% | 13,929 | $968K |
| Crossmark Global Holdings, Inc. | 0.02% | New | 13,808 | $960K |
| Traynor Capital Management, Inc. | 0.08% | Reduce -1.5% | 13,553 | $942K |
| Creative Planning | 0.00% | Add +0.8% | 12,805 | $890K |
| G2 Capital Management, LLC / Oh | 0.26% | No change | 12,479 | $868K |
| Western Wealth Management, LLC | 0.06% | Add +0.0% | 12,359 | $859K |
| Glass Jacobson Investment Advisors llc | 0.28% | No change | 12,479 | $857K |
| Montis Financial, LLC | 0.24% | Add +22.3% | 11,951 | $831K |
| Flow Traders U.S. LLC | 0.03% | New | 11,337 | $788K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 11,268 | $783K |
| Nova Wealth Management, Inc. | 0.67% | Add +38.9% | 11,084 | $771K |
| Sunbelt Securities, Inc. | 0.07% | Add +1.6% | 10,981 | $763K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +16.6% | 10,982 | $755K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -20.2% | 10,251 | $713K |
| AssuredPartners Investment Advisors, LLC | 0.14% | Add +1.1% | 10,183 | $708K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.1% | 10,132 | $704K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 10,082 | $701K |
| Fisher Asset Management | 0.00% | Add +19.8% | 9,642 | $670K |
| Renaissance Technologies | 0.00% | Reduce -24.4% | 9,600 | $667K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.4% | 9,166 | $637K |
| World Investment Advisors | 0.02% | Add +0.4% | 9,137 | $635K |
| American National Bank & Trust | 0.07% | Add +39.4% | 8,727 | $607K |
| Jones Financial Companies LLLP | 0.00% | Add +47.4% | 8,686 | $597K |
| Court Place Advisors, LLC | 0.20% | Add +3.5% | 8,527 | $593K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.9% | 8,506 | $591K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.8% | 8,448 | $587K |
| Bank of New York Mellon Corp | 0.00% | Add +4.8% | 8,390 | $583K |
| Roxbury Financial LLC | 0.55% | Add +141.6% | 7,650 | $561K |
| Pacific Sun Financial Corp | 0.32% | Add +19.4% | 7,974 | $554K |
| McDonald Partners LLC | 0.14% | No change | 7,800 | $542K |
| Variant Private Wealth, LLC | 0.58% | Add +0.4% | 7,724 | $537K |
| Essex Financial Services, Inc. | 0.04% | Add +136.4% | 7,652 | $532K |
| IFP Advisors, Inc | 0.02% | Add +80.5% | 7,638 | $531K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -4.2% | 7,467 | $519K |
| HBW Advisory Services LLC | 0.07% | Add +132.9% | 7,413 | $515K |
| &partners | 0.01% | Add +82.7% | 7,445 | $512K |
| Tanager Wealth Management LLP | 0.07% | No change | 7,323 | $509K |
| Financial Freedom, LLC | 0.29% | Reduce -4.6% | 7,241 | $503K |
| Cwm, LLC | 0.00% | Add +657.5% | 7,242 | $503K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +8.8% | 7,056 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,000 | $487K |
| LongView Wealth Management | 0.15% | Add +5.6% | 6,993 | $486K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.9% | 6,975 | $485K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -0.4% | 6,850 | $476K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 6,271 | $436K |
| Paragon Private Wealth Management, LLC | 0.20% | New | 6,175 | $429K |
| Cornerstone Management, Inc. | 0.08% | Add +4.6% | 6,168 | $429K |
| Breakwater Capital Group | 0.07% | No change | 5,970 | $415K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.8% | 5,755 | $400K |
| Beckerman Institutional, LLC | 0.29% | Add +2.0% | 5,693 | $396K |
| Capital Investment Counsel, Inc | 0.06% | Reduce -0.9% | 5,632 | $392K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.8% | 5,695 | $382K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 5,481 | $381K |
| Axxcess Wealth Management, LLC | 0.01% | Add +54.8% | 5,349 | $372K |
| Keybank National Association | 0.00% | No change | 5,347 | $372K |
| WBH Advisory Inc. | 0.03% | No change | 5,265 | $366K |
| D.B. Root & Company, LLC | 0.11% | Reduce -4.9% | 5,119 | $356K |
| Wedbush Securities Inc. | 0.01% | Add +3.5% | 4,630 | $322K |
| River Wealth Advisors LLC | 0.04% | Reduce -3.2% | 4,597 | $320K |
| Valley Brook Capital Group, Inc. | 0.24% | Add +4.4% | 4,419 | $307K |
| Rialto Wealth Management, LLC | 0.10% | No change | 4,377 | $304K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -12.7% | 4,167 | $290K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 4,094 | $285K |
| Panoramic Investment Advisors, LLC | 0.19% | No change | 4,075 | $283K |
| Williams & Novak, LLC | 0.28% | No change | 4,065 | $282K |
| Comerica Bank | 0.00% | Add +2.1% | 4,047 | $281K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,994 | $278K |
| Principal Securities, Inc. | 0.01% | Add +0.3% | 3,965 | $272K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +2.6% | 3,867 | $269K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,859 | $268K |
| Nwam LLC | 0.02% | New | 3,858 | $268K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.0% | 3,812 | $265K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -82.5% | 3,806 | $265K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.3% | 3,735 | $260K |
| Monte Financial Group, LLC | 0.11% | Add +22.7% | 3,995 | $259K |
| Arkadios Wealth Advisors | 0.01% | Add +24.7% | 3,692 | $257K |
| Atlas Brown,Inc. | 0.09% | Add +6.5% | 3,646 | $253K |
| Am Investment Strategies LLC | 0.06% | Add +0.2% | 3,567 | $248K |
| Whalerock Point Partners, LLC | 0.06% | No change | 3,479 | $242K |
| Prasad Wealth Partners, LLC | 0.08% | New | 3,475 | $242K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 3,436 | $239K |
| Secure Asset Management, LLC | 0.05% | Reduce -14.2% | 3,411 | $237K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,405 | $237K |
| RFG Advisory, LLC | 0.01% | Reduce -8.9% | 3,400 | $236K |
| Wolverine Trading, LLC | 0.01% | New | 3,400 | $234K |
| US Bancorp \de | 0.00% | Add +27.4% | 3,341 | $232K |
| Franklin Resources Inc. | 0.00% | No change | 3,306 | $230K |
| Florida Financial Advisors, LLC | 0.09% | New | 3,238 | $225K |
| Savvy Advisors, Inc. | 0.02% | New | 3,192 | $222K |
| BIP Wealth, LLC | 0.01% | Reduce -5.3% | 3,100 | $215K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -8.5% | 3,077 | $214K |
| Visionary Wealth Advisors | 0.01% | No change | 3,036 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,020 | $210K |
| Dakota Wealth Management | 0.00% | No change | 3,000 | $209K |
| Choreo, LLC | 0.00% | Reduce -7.4% | 2,996 | $208K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 2,976 | $207K |
| Corient Private Wealth LP | 0.00% | New | 2,967 | $206K |
| Purkiss Capital Advisors LLC | 0.15% | New | 2,935 | $204K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,928 | $204K |
| Compound Planning, Inc. | 0.01% | New | 2,907 | $202K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.5% | 2,893 | $201K |
| Focus Partners Wealth | 0.00% | New | 2,880 | $200K |
| Spirit of America Management Corp. | 0.04% | Reduce -0.7% | 2,752 | $191K |
| Advisors Preferred, LLC | 0.02% | New | 2,423 | $168K |
| Valley National Advisers Inc. | 0.03% | No change | 2,267 | $157K |
| Harbour Investments, Inc. | 0.00% | Add +14.3% | 1,746 | $121K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,686 | $117K |
| MAI Capital Management | 0.00% | Add +3.3% | 1,675 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.2% | 1,626 | $113K |
| Qube Research & Technologies Ltd | 0.00% | Add +23.1% | 1,578 | $110K |
| Bogart Wealth, LLC | 0.01% | No change | 1,544 | $107K |
| West Branch Capital LLC | 0.04% | Reduce -11.8% | 1,525 | $106K |
| Mather Group, Llc. | 0.00% | No change | 1,517 | $105K |
| Quent Capital, LLC | 0.01% | New | 1,252 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,223 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -17.1% | 1,179 | $82K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,130 | $79K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $70K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $69K |
| Blair William & Co. | 0.00% | Reduce -64.8% | 752 | $52K |
| Addison Advisors LLC | 0.01% | No change | 743 | $52K |
| EPG Wealth Management LLC | 0.01% | Reduce -30.2% | 732 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.6% | 655 | $46K |
| First Horizon Advisors, Inc. | 0.00% | No change | 618 | $43K |
| Caldwell Trust Co | 0.00% | No change | 600 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -4.7% | 585 | $41K |
| United Community Bank | 0.02% | No change | 582 | $40K |
| HighMark Wealth Management LLC | 0.02% | Reduce -2.1% | 550 | $38K |
| FSA Wealth Management LLC | 0.02% | Add +0.4% | 541 | $38K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 510 | $35K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 500 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 487 | $34K |
| Fifth Third Bancorp | 0.00% | New | 474 | $33K |
| Creative Financial Designs Inc. | 0.00% | No change | 460 | $32K |
| Legacy Wealth Managment, LLC | 0.02% | New | 442 | $31K |
| Decker Retirement Planning Inc. | 0.02% | No change | 423 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.6% | 416 | $29K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 400 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $28K |
| Spire Wealth Management | 0.00% | Add +300.0% | 400 | $28K |
| AdvisorNet Financial, Inc | 0.00% | New | 394 | $27K |
| CX Institutional | 0.00% | New | 385 | $27K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 346 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 325 | $23K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 311 | $22K |
| Webster Bank, N. A. | 0.00% | New | 292 | $20K |
| Rossby Financial, LCC | 0.01% | New | 301 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 267 | $19K |
| Quadrant Capital Group LLC | 0.00% | No change | 246 | $17K |
| Golden State Wealth Management, LLC | 0.00% | New | 230 | $16K |
| Promus Capital, LLC | 0.01% | No change | 210 | $15K |
| Bank of New Hampshire | 0.00% | No change | 169 | $12K |
| Tidemark, LLC | 0.00% | No change | 150 | $10K |
| Allworth Financial LP | 0.00% | Add +24.1% | 144 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 138 | $10K |
| Bessemer Group Inc. | 0.00% | New | 128 | $9K |
| Main Street Group, LTD | 0.00% | Reduce -13.0% | 100 | $7K |
| Coldstream Capital Management Inc. | 0.00% | New | 96 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 87 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -88.5% | 85 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 73 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.2% | 68 | $5K |
| Arax Advisory Partners | 0.00% | New | 56 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 42 | $3K |
| Sandy Spring Bank | 0.00% | No change | 43 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 41 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 40 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 39 | $3K |
| PFS Partners, LLC | 0.00% | No change | 39 | $3K |
| Signaturefd, LLC | 0.00% | New | 35 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 29 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 27 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 17 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 14 | $971 |
| Russell Investments Group, Ltd. | 0.00% | New | 11 | $765 |
| Founders Capital Management | 0.00% | No change | 7 | $467 |
| Lindbrook Capital, LLC | 0.00% | No change | 3 | $236 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $70 |
"% of holder's portfolio" is FNCL's weight in each manager's 13F, not the share of Fidelity MSCI Financial Indx the manager owns.