Fidelity MSCI Financial IndxFNCLETF
13F holders, Q2 2025 (June 30)254holders −5
20new positions
26sold out
2famous investors
$74.04avg. 13F price*
At the end of Q2 2025, 254 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, down 5 from Q1 2025. 20 opened new positions and 26 sold out. The largest holders were Lido Advisors, LLC ($185.7M), Charles Schwab Investment Management Inc. ($134.8M) and Commonwealth Equity Services, LLC ($44.1M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Financial Indx
- CUSIP
- 316092501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $16.4M |
| Exits | 26 | $23.3M |
All 13F filers, Q1 2025 → Q2 2025: 820,441 shares bought and 1,074,272 shares sold, net −253,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Lido Advisors, LLC | 0.99% | Reduce -0.8% | 2,508,013 | $185.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.9% | 1,820,635 | $134.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.1% | 595,860 | $44.1M |
| Agf Management Ltd. | 0.20% | Reduce -30.1% | 579,183 | $42.9M |
| Morgan Stanley | 0.00% | Add +2.8% | 331,555 | $24.5M |
| CW Advisors, LLC | 0.22% | Reduce -2.0% | 312,278 | $23.1M |
| Vicus Capital | 1.84% | Add +2.5% | 299,652 | $22.2M |
| LPL Financial LLC | 0.01% | Reduce -13.9% | 245,399 | $18.2M |
| Full Sail Capital, LLC | 1.05% | Reduce -1.4% | 244,575 | $18.1M |
| NorthCoast Asset Management LLC | 0.07% | Add +141.1% | 215,753 | $16.0M |
| Strategic Point Investment Advisors, LLC | 2.35% | Add +0.8% | 205,883 | $15.2M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 161,219 | $11.9M |
| Fischer Financial Services, Inc. | 3.23% | Reduce -2.1% | 148,236 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 146,906 | $10.9M |
| Independence Financial Advisors, LLC | 4.16% | Add +3.4% | 144,405 | $10.7M |
| Modern Wealth Management, LLC | 0.25% | Add +139.9% | 137,539 | $10.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +7.5% | 137,110 | $10.2M |
| Personal Cfo Solutions, LLC | 1.63% | Add +7.4% | 119,296 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.0% | 118,899 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Add +0.1% | 115,966 | $8.6M |
| Procyon Advisors, LLC | 0.80% | Add +52.6% | 114,516 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +120.4% | 103,983 | $7.7M |
| Bank of America Corp. | 0.00% | Add +17.4% | 102,212 | $7.6M |
| Two Sigma Investments, LP | 0.01% | New | 94,900 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.3% | 94,086 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -53.3% | 93,931 | $7.0M |
| AE Wealth Management LLC | 0.05% | Add +6.5% | 92,730 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.8% | 85,592 | $6.3M |
| Algorithmic Investment Models, LLC | 4.21% | New | 83,159 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.2% | 78,514 | $5.8M |
| FMR LLC | 0.00% | Reduce -1.6% | 71,164 | $5.3M |
| Buska Wealth Management, LLC | 1.39% | Add +114.7% | 68,815 | $5.1M |
| Yoder Wealth Management, Inc. | 2.44% | Add +1.5% | 63,159 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3394.4% | 56,819 | $4.2M |
| Maltin Wealth Management, Inc. | 1.85% | Add +1.6% | 55,546 | $4.1M |
| Smith Salley Wealth Management | 0.23% | Add +1.3% | 53,785 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 50,949 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 47,625 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.9% | 39,904 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.9% | 37,160 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.2% | 37,129 | $2.7M |
| Lynch & Associates | 0.52% | Add +3.6% | 34,820 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +2.1% | 33,181 | $2.5M |
| VCI Wealth Management LLC | 0.86% | Add +8.2% | 32,989 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 32,802 | $2.4M |
| Cwm, LLC | 0.01% | Add +347.5% | 32,406 | $2.4M |
| Exchange Capital Management, Inc. | 0.35% | Reduce -2.8% | 31,955 | $2.4M |
| Smith Shellnut Wilson LLC | 0.99% | Reduce -5.1% | 30,894 | $2.3M |
| UBS Group AG | 0.00% | Add +5.0% | 29,468 | $2.2M |
| Maxele Advisors, LLC | 1.88% | Reduce -0.8% | 29,147 | $2.2M |
| Harbor Asset Planning, Inc. | 2.00% | — | 28,348 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.9% | 28,063 | $2.1M |
| Aspire Capital Advisors LLC | 0.56% | Reduce -44.1% | 27,216 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -6.6% | 27,101 | $2.0M |
| KDK Private Wealth Management, LLC | 2.07% | Reduce -2.3% | 26,103 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -40.7% | 25,514 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -5.4% | 24,640 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 23,901 | $1.8M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -22.4% | 23,511 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +168.7% | 22,700 | $1.7M |
| Aspetuck Financial Management LLC | 1.20% | Reduce -1.8% | 21,482 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -9.9% | 20,767 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -32.7% | 20,594 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.82% | Add +5.4% | 19,576 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 18,810 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +14.9% | 18,459 | $1.4M |
| Retirement Planning Group, LLC | 0.06% | Add +12.1% | 18,033 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -10.3% | 17,752 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.6% | 16,554 | $1.2M |
| Atlas Capital Advisors Inc. | 0.14% | No change | 15,731 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -49.2% | 15,133 | $1.1M |
| Fisher Asset Management | 0.00% | Add +52.5% | 14,705 | $1.1M |
| Blue Capital, Inc. | 0.76% | — | 14,392 | $1.1M |
| Traynor Capital Management, Inc. | 0.07% | Add +0.7% | 13,646 | $1.0M |
| Creative Planning | 0.00% | Add +6.2% | 13,595 | $1.0M |
| Nova Wealth Management, Inc. | 0.73% | Add +20.6% | 13,362 | $989K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.0% | 13,125 | $972K |
| MML Investors Services, LLC | 0.00% | Reduce -74.2% | 13,111 | $971K |
| Summit Financial, LLC | 0.02% | Reduce -8.0% | 12,816 | $949K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.6% | 12,793 | $947K |
| Jones Financial Companies LLLP | 0.00% | Add +47.9% | 12,843 | $942K |
| G2 Capital Management, LLC / Oh | 0.26% | No change | 12,479 | $924K |
| Western Wealth Management, LLC | 0.05% | Add +0.0% | 12,362 | $915K |
| Glass Jacobson Investment Advisors llc | 0.35% | Reduce -2.2% | 12,202 | $903K |
| Axxcess Wealth Management, LLC | 0.02% | Add +127.7% | 12,180 | $902K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.2% | 10,662 | $804K |
| Truist Financial Corp. | 0.00% | Add +5.1% | 10,592 | $784K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.9% | 10,494 | $777K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -1.6% | 10,803 | $742K |
| American National Bank & Trust | 0.07% | Add +11.3% | 9,711 | $719K |
| Montis Financial, LLC | 0.20% | Reduce -18.8% | 9,708 | $719K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -11.7% | 9,694 | $718K |
| World Investment Advisors | 0.02% | Add +5.5% | 9,636 | $713K |
| AssuredPartners Investment Advisors, LLC | 0.17% | Reduce -6.5% | 9,519 | $705K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +34.2% | 9,471 | $701K |
| &partners | 0.01% | Add +23.8% | 9,219 | $683K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -14.1% | 8,801 | $652K |
| Benchmark Financial Wealth Advisors, LLC | 0.21% | New | 8,756 | $648K |
| Court Place Advisors, LLC | 0.19% | Reduce -2.2% | 8,340 | $617K |
| Pacific Sun Financial Corp | 0.32% | Add +3.9% | 8,287 | $614K |
| Advisory Services Network, LLC | 0.01% | Reduce -88.3% | 8,061 | $599K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.0% | 8,082 | $598K |
| Pathstone Holdings, LLC | 0.00% | Reduce -44.8% | 8,016 | $594K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 8,001 | $592K |
| Roxbury Financial LLC | 0.57% | Add +3.8% | 7,944 | $588K |
| Variant Private Wealth, LLC | 0.60% | Add +0.3% | 7,751 | $574K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.6% | 7,739 | $573K |
| LongView Wealth Management | 0.17% | Add +8.1% | 7,562 | $560K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.5% | 7,430 | $550K |
| Financial Freedom, LLC | 0.29% | Add +0.3% | 7,261 | $538K |
| Essex Financial Services, Inc. | 0.04% | Reduce -5.7% | 7,218 | $534K |
| Cornerstone Management, Inc. | 0.09% | Add +15.3% | 7,110 | $526K |
| Prairie Wealth Advisors, Inc. | 0.22% | Add +2.9% | 7,045 | $522K |
| Paragon Private Wealth Management, LLC | 0.21% | Add +12.6% | 6,955 | $515K |
| Wedbush Securities Inc. | 0.02% | Add +46.5% | 6,782 | $502K |
| WBH Advisory Inc. | 0.04% | Add +28.4% | 6,760 | $501K |
| McDonald Partners LLC | 0.12% | Reduce -16.7% | 6,500 | $481K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 6,432 | $476K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,404 | $474K |
| McRae Capital Management Inc. | 0.09% | New | 6,110 | $452K |
| IFP Advisors, Inc | 0.01% | Reduce -20.5% | 6,071 | $450K |
| Breakwater Capital Group | 0.07% | Reduce -0.1% | 5,966 | $442K |
| RFG Advisory, LLC | 0.01% | Add +72.7% | 5,870 | $435K |
| Independent Financial Group, LLC | 0.01% | Add +1.9% | 5,864 | $434K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.9% | 5,588 | $424K |
| Beckerman Institutional, LLC | 0.28% | Reduce -0.3% | 5,673 | $420K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 5,496 | $407K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -3.5% | 5,433 | $402K |
| Keybank National Association | 0.00% | No change | 5,347 | $396K |
| D.B. Root & Company, LLC | 0.11% | Reduce -5.3% | 4,850 | $359K |
| Old Mission Capital LLC | 0.01% | New | 4,693 | $347K |
| River Wealth Advisors LLC | 0.04% | Reduce -1.1% | 4,546 | $337K |
| Valley Brook Capital Group, Inc. | 0.25% | Add +1.1% | 4,470 | $331K |
| Rialto Wealth Management, LLC | 0.09% | No change | 4,377 | $324K |
| Monte Financial Group, LLC | 0.12% | Add +6.2% | 4,241 | $314K |
| Primoris Wealth Advisors, LLC | 0.21% | New | 4,225 | $313K |
| Comerica Bank | 0.00% | Add +0.1% | 4,053 | $300K |
| Global Retirement Partners, LLC | 0.01% | — | 4,052 | $300K |
| HBW Advisory Services LLC | 0.04% | Reduce -46.1% | 3,996 | $296K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,994 | $296K |
| Citadel Advisors | 0.00% | Reduce -80.1% | 3,962 | $293K |
| Lifeworks Advisors, LLC | 0.04% | Add +2.8% | 3,913 | $290K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 4,167 | $290K |
| Panoramic Investment Advisors, LLC | 0.18% | Reduce -4.3% | 3,900 | $289K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.0% | 3,868 | $286K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,859 | $286K |
| SVB Wealth LLC | 0.01% | New | 3,762 | $279K |
| Arkadios Wealth Advisors | 0.01% | Add +0.1% | 3,695 | $274K |
| Atlas Brown,Inc. | 0.09% | Add +1.3% | 3,693 | $273K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,578 | $265K |
| Am Investment Strategies LLC | 0.06% | Add +0.2% | 3,575 | $264K |
| Whalerock Point Partners, LLC | 0.06% | No change | 3,479 | $258K |
| Prasad Wealth Partners, LLC | 0.08% | No change | 3,475 | $257K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.2% | 3,462 | $256K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,405 | $252K |
| Williams & Novak, LLC | 0.21% | Reduce -18.2% | 3,325 | $246K |
| Principal Securities, Inc. | 0.00% | Reduce -17.5% | 3,272 | $242K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.3% | 3,237 | $240K |
| Compound Planning, Inc. | 0.01% | Add +10.9% | 3,224 | $239K |
| Prospera Financial Services Inc | 0.00% | Reduce -8.7% | 3,137 | $233K |
| BIP Wealth, LLC | 0.01% | Add +0.4% | 3,112 | $230K |
| Savvy Advisors, Inc. | 0.02% | Reduce -2.9% | 3,098 | $229K |
| Visionary Wealth Advisors | 0.01% | No change | 3,036 | $225K |
| Choreo, LLC | 0.00% | Add +0.3% | 3,006 | $223K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.9% | 3,002 | $222K |
| Dakota Wealth Management | 0.00% | No change | 3,000 | $222K |
| Nwam LLC | 0.01% | Reduce -23.1% | 2,967 | $220K |
| Corient Private Wealth LP | 0.00% | No change | 2,967 | $220K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,928 | $217K |
| Focus Partners Wealth | 0.00% | Add +0.0% | 2,881 | $213K |
| Captrust Financial Advisors | 0.00% | New | 2,866 | $212K |
| Purkiss Capital Advisors LLC | 0.12% | Reduce -2.6% | 2,860 | $212K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.2% | 2,855 | $211K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -11.7% | 2,716 | $201K |
| Brown Brothers Harriman & Co. | 0.00% | Add +406.6% | 2,467 | $183K |
| Spirit of America Management Corp. | 0.04% | Reduce -11.6% | 2,433 | $181K |
| Valley National Advisers Inc. | 0.03% | No change | 2,267 | $167K |
| Harbour Investments, Inc. | 0.00% | Add +3.3% | 1,804 | $134K |
| Qube Research & Technologies Ltd | 0.00% | Add +14.1% | 1,801 | $133K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,686 | $125K |
| MAI Capital Management | 0.00% | No change | 1,675 | $124K |
| Bogart Wealth, LLC | 0.00% | No change | 1,544 | $114K |
| CX Institutional | 0.00% | Add +283.9% | 1,478 | $109K |
| West Branch Capital LLC | 0.03% | Reduce -6.6% | 1,425 | $106K |
| US Bancorp \de | 0.00% | Reduce -63.3% | 1,225 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,223 | $91K |
| MPWM Advisory Solutions, LLC | 0.06% | Add +203.0% | 1,212 | $90K |
| Parallel Advisors, LLC | 0.00% | No change | 1,130 | $84K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $75K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $74K |
| Franklin Resources Inc. | 0.00% | Reduce -69.8% | 1,000 | $74K |
| Signature Resources Capital Management, LLC | 0.04% | New | 889 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.7% | 848 | $63K |
| Howe & Rusling Inc. | 0.00% | New | 797 | $59K |
| Blair William & Co. | 0.00% | No change | 752 | $56K |
| Addison Advisors LLC | 0.01% | No change | 743 | $55K |
| EPG Wealth Management LLC | 0.02% | Add +0.1% | 733 | $54K |
| SYM FINANCIAL Corp | 0.01% | New | 700 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.4% | 626 | $46K |
| First Horizon Advisors, Inc. | 0.00% | No change | 618 | $46K |
| Caldwell Trust Co | 0.00% | No change | 600 | $44K |
| United Community Bank | 0.01% | No change | 582 | $43K |
| Arax Advisory Partners | 0.00% | No change | 56 | $43K |
| HighMark Wealth Management LLC | 0.02% | No change | 550 | $41K |
| FSA Wealth Management LLC | 0.02% | Add +0.4% | 543 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 510 | $38K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 501 | $37K |
| Fifth Third Bancorp | 0.00% | No change | 474 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 460 | $34K |
| Belvedere Trading LLC | 0.00% | New | 459 | $34K |
| Assetmark, Inc. | 0.00% | Reduce -23.4% | 448 | $33K |
| Decker Retirement Planning Inc. | 0.02% | No change | 423 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 417 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $30K |
| Colonial Trust Co / SC | 0.00% | New | 362 | $27K |
| Briaud Financial Planning Inc | 0.01% | New | 346 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 325 | $24K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 312 | $23K |
| Rossby Financial, LCC | 0.01% | No change | 301 | $22K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $21K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 289 | $20K |
| Promus Capital, LLC | 0.01% | No change | 210 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -22.1% | 208 | $15K |
| Bank of New Hampshire | 0.00% | No change | 169 | $13K |
| Tidemark, LLC | 0.00% | No change | 150 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 138 | $10K |
| Main Street Group, LTD | 0.00% | No change | 100 | $7K |
| Spire Wealth Management | 0.00% | Reduce -75.0% | 100 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 87 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 85 | $6K |
| Moser Wealth Advisors, LLC | 0.00% | New | 75 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 73 | $5K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Add +345.4% | 49 | $4K |
| Glenmede Investment Management, LP | 0.00% | — | 49 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 48 | $4K |
| Allworth Financial LP | 0.00% | Reduce -67.4% | 47 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -88.8% | 44 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 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% | No change | 35 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.5% | 35 | $3K |
| 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% | Add +3.7% | 28 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -38.1% | 26 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 17 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Capital A Wealth Management, LLC | 0.01% | New | 18 | $964 |
| Founders Capital Management | 0.00% | No change | 7 | $499 |
"% of holder's portfolio" is FNCL's weight in each manager's 13F, not the share of Fidelity MSCI Financial Indx the manager owns.