Fidelity MSCI Financial IndxFNCLETF
13F holders, Q3 2025 (September 30)255holders +1
25new positions
15sold out
3famous investors
$76.34avg. 13F price*
At the end of Q3 2025, 255 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, up 1 from Q2 2025. 25 opened new positions and 15 sold out. The largest holders were Lido Advisors, LLC ($206.4M), Charles Schwab Investment Management Inc. ($139.7M) and Agf Management Ltd. ($65.2M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity MSCI Financial Indx
- CUSIP
- 316092501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.2M |
| Exits | 15 | $9.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,574,791 shares bought and 468,148 shares sold, net +1,106,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Lido Advisors, LLC | 0.86% | Add +7.8% | 2,704,058 | $206.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,830,608 | $139.7M |
| Agf Management Ltd. | 0.29% | Add +47.4% | 853,891 | $65.2M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -24.7% | 448,595 | $34.2M |
| Osaic Holdings, Inc. | 0.05% | Add +271.0% | 430,248 | $32.9M |
| Sava Penzisko Drushtvo A.D. Skopje | 8.56% | — | 341,872 | $26.1M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 321,639 | $24.6M |
| Vicus Capital | 1.81% | Add +3.6% | 310,394 | $23.7M |
| LPL Financial LLC | 0.01% | Add +18.9% | 291,819 | $22.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +3442.3% | 274,140 | $20.9M |
| Full Sail Capital, LLC | 0.99% | Reduce -3.4% | 236,190 | $18.0M |
| Strategic Point Investment Advisors, LLC | 2.30% | Add +2.0% | 210,073 | $16.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +122.5% | 209,048 | $16.0M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -4.8% | 205,354 | $15.7M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 164,664 | $12.6M |
| Independence Financial Advisors, LLC | 3.40% | Add +1.3% | 146,296 | $11.2M |
| Fischer Financial Services, Inc. | 3.01% | Reduce -1.4% | 146,216 | $11.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +3.6% | 142,067 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 141,318 | $10.8M |
| Procyon Advisors, LLC | 0.57% | Add +10.0% | 126,008 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Add +16.5% | 121,171 | $9.2M |
| Personal Cfo Solutions, LLC | 1.59% | Reduce -0.8% | 118,350 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 117,964 | $9.0M |
| Bank of America Corp. | 0.00% | Add +7.1% | 109,514 | $8.4M |
| Modern Wealth Management, LLC | 0.16% | Reduce -25.1% | 103,056 | $7.9M |
| AE Wealth Management LLC | 0.05% | Add +10.5% | 102,508 | $7.8M |
| FMR LLC | 0.00% | Add +20.7% | 85,870 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.6% | 83,354 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.3% | 82,652 | $6.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -19.0% | 76,900 | $5.9M |
| Yoder Wealth Management, Inc. | 2.47% | Add +8.5% | 68,510 | $5.2M |
| Algorithmic Investment Models, LLC | 3.29% | Reduce -22.0% | 64,876 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.2% | 62,600 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.9% | 60,331 | $4.6M |
| Buska Wealth Management, LLC | 1.29% | Reduce -17.9% | 56,475 | $4.3M |
| Maltin Wealth Management, Inc. | 1.79% | Add +1.4% | 56,336 | $4.3M |
| Smith Salley Wealth Management | 0.22% | Add +4.3% | 56,102 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 49,900 | $3.8M |
| Summit Financial, LLC | 0.06% | Add +273.1% | 47,817 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 47,189 | $3.6M |
| Aspire Capital Advisors LLC | 0.80% | Add +56.4% | 42,553 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.6% | 41,725 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.4% | 37,265 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | No change | 37,160 | $2.8M |
| Lynch & Associates | 0.53% | Add +2.6% | 35,724 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -4.7% | 30,892 | $2.4M |
| UBS Group AG | 0.00% | Add +1.5% | 29,920 | $2.3M |
| Smith Shellnut Wilson LLC | 0.87% | Reduce -4.3% | 29,556 | $2.3M |
| Maxele Advisors, LLC | 1.92% | Add +0.1% | 29,169 | $2.2M |
| Harbor Asset Planning, Inc. | 1.96% | Add +1.0% | 28,642 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 27,727 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.5% | 27,631 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -2.5% | 26,429 | $2.0M |
| Ameritas Advisory Services, LLC | 0.13% | Add +10.4% | 25,946 | $2.0M |
| KDK Private Wealth Management, LLC | 1.97% | Reduce -2.6% | 25,436 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +4.8% | 25,056 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.06% | No change | 24,640 | $1.9M |
| Lifeworks Advisors, LLC | 0.23% | Add +477.1% | 22,582 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +5.0% | 21,795 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +68.0% | 21,499 | $1.6M |
| Aspetuck Financial Management LLC | 1.12% | Reduce -0.2% | 21,446 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.79% | Add +1.9% | 19,955 | $1.5M |
| PFG Advisors | 0.06% | New | 18,642 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +12.5% | 18,621 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.0% | 18,103 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Add +0.3% | 18,080 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 18,044 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.6% | 17,949 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -13.2% | 17,875 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Reduce -3.1% | 17,878 | $1.4M |
| Fisher Asset Management | 0.00% | Add +21.4% | 17,852 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +34.9% | 17,319 | $1.3M |
| Sunbelt Securities, Inc. | 0.09% | Add +57.3% | 16,997 | $1.3M |
| Creative Planning | 0.00% | Add +11.3% | 15,125 | $1.2M |
| Nova Wealth Management, Inc. | 0.76% | Add +5.7% | 14,120 | $1.1M |
| Traynor Capital Management, Inc. | 0.06% | Add +3.3% | 14,100 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.5% | 13,271 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 13,125 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -16.6% | 12,617 | $963K |
| G2 Capital Management, LLC / Oh | 0.24% | No change | 12,479 | $953K |
| Western Wealth Management, LLC | 0.05% | Add +0.0% | 12,365 | $944K |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +27.3% | 12,052 | $920K |
| Glass Jacobson Investment Advisors llc | 0.31% | Reduce -8.9% | 11,112 | $848K |
| MML Investors Services, LLC | 0.00% | Reduce -16.9% | 10,895 | $832K |
| American National Bank & Trust | 0.08% | Add +12.1% | 10,882 | $831K |
| LongView Wealth Management | 0.21% | Add +31.9% | 9,973 | $761K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +1.0% | 9,791 | $747K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -20.7% | 9,661 | $738K |
| AssuredPartners Investment Advisors, LLC | 0.16% | No change | 9,519 | $727K |
| Merit Financial Group, LLC | 0.01% | Reduce -10.2% | 9,420 | $719K |
| World Investment Advisors | 0.01% | Reduce -3.1% | 9,334 | $713K |
| &partners | 0.00% | Reduce -2.3% | 9,003 | $687K |
| Primoris Wealth Advisors, LLC | 0.43% | Add +111.8% | 8,950 | $683K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +0.8% | 8,876 | $678K |
| AQR Capital Management | 0.00% | New | 8,862 | $677K |
| Essex Financial Services, Inc. | 0.04% | Add +22.4% | 8,836 | $675K |
| Benchmark Financial Wealth Advisors, LLC | 0.20% | Add +0.3% | 8,782 | $670K |
| RFG Advisory, LLC | 0.01% | Add +46.2% | 8,584 | $655K |
| Pacific Sun Financial Corp | 0.31% | Add +2.8% | 8,521 | $650K |
| Court Place Advisors, LLC | 0.19% | No change | 8,340 | $637K |
| Montis Financial, LLC | 0.14% | Reduce -16.3% | 8,128 | $620K |
| Roxbury Financial LLC | 0.56% | Add +0.8% | 8,005 | $611K |
| Bank of New York Mellon Corp | 0.00% | No change | 8,001 | $611K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.3% | 7,954 | $607K |
| Citadel Advisors | 0.00% | Add +98.7% | 7,871 | $601K |
| Wedbush Securities Inc. | 0.02% | Add +13.9% | 7,727 | $590K |
| Centaurus Financial, Inc. | 0.03% | Reduce -4.5% | 7,719 | $589K |
| Variant Private Wealth, LLC | 0.53% | Reduce -2.2% | 7,579 | $579K |
| Financial Freedom, LLC | 0.27% | Reduce -0.7% | 7,213 | $551K |
| Paragon Private Wealth Management, LLC | 0.18% | Add +2.3% | 7,118 | $543K |
| Cornerstone Management, Inc. | 0.09% | No change | 7,110 | $543K |
| Prairie Wealth Advisors, Inc. | 0.22% | Reduce -1.3% | 6,956 | $531K |
| WBH Advisory Inc. | 0.04% | No change | 6,760 | $516K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.3% | 6,740 | $515K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -10.1% | 6,677 | $510K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.8% | 6,671 | $509K |
| Mutual Advisors, LLC | 0.01% | Add +19.7% | 6,689 | $498K |
| McDonald Partners LLC | 0.15% | No change | 6,500 | $496K |
| McRae Capital Management Inc. | 0.10% | Add +3.3% | 6,312 | $482K |
| Breakwater Capital Group | 0.07% | No change | 5,966 | $455K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.2% | 5,850 | $447K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 5,704 | $435K |
| Beckerman Institutional, LLC | 0.26% | No change | 5,673 | $433K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 5,510 | $421K |
| Capital Investment Counsel, Inc | 0.05% | Reduce -3.7% | 5,234 | $400K |
| Empowered Funds, LLC | 0.00% | New | 4,938 | $377K |
| D.B. Root & Company, LLC | 0.09% | No change | 4,850 | $370K |
| Valley Brook Capital Group, Inc. | 0.23% | Add +0.6% | 4,496 | $343K |
| HBW Advisory Services LLC | 0.04% | Add +7.9% | 4,313 | $329K |
| Purkiss Capital Advisors LLC | 0.15% | Add +47.7% | 4,223 | $322K |
| Monte Financial Group, LLC | 0.12% | Reduce -1.9% | 4,160 | $318K |
| IFP Advisors, Inc | 0.01% | Reduce -31.8% | 4,138 | $316K |
| River Wealth Advisors LLC | 0.04% | Reduce -9.4% | 4,120 | $315K |
| Comerica Bank | 0.00% | Add +0.1% | 4,059 | $310K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.4% | 4,035 | $308K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.4% | 3,999 | $305K |
| Panoramic Investment Advisors, LLC | 0.17% | No change | 3,900 | $298K |
| Corient Private Wealth LP | 0.00% | Add +30.8% | 3,880 | $296K |
| KCM Investment Advisors LLC | 0.01% | Reduce -0.6% | 3,835 | $293K |
| SVB Wealth LLC | 0.02% | No change | 3,762 | $287K |
| Captrust Financial Advisors | 0.00% | Add +30.0% | 3,727 | $285K |
| Atlas Brown,Inc. | 0.08% | Add +0.1% | 3,698 | $282K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -7.5% | 3,696 | $282K |
| Ieq Capital, LLC | 0.00% | New | 3,603 | $275K |
| Am Investment Strategies LLC | 0.06% | Add +0.2% | 3,582 | $273K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -15.6% | 3,519 | $269K |
| Whalerock Point Partners, LLC | 0.05% | No change | 3,479 | $266K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 3,475 | $265K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,405 | $260K |
| Keybank National Association | 0.00% | Reduce -36.6% | 3,389 | $259K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -22.9% | 3,377 | $258K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.8% | 3,371 | $257K |
| Williams & Novak, LLC | 0.20% | No change | 3,325 | $254K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 3,277 | $250K |
| Prospera Financial Services Inc | 0.00% | Add +0.3% | 3,145 | $240K |
| BIP Wealth, LLC | 0.01% | Add +0.3% | 3,123 | $238K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,088 | $236K |
| Redwood Financial Network Corp | 0.15% | New | 3,059 | $234K |
| Visionary Wealth Advisors | 0.01% | Add +0.2% | 3,043 | $232K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -12.3% | 3,037 | $232K |
| Compound Planning, Inc. | 0.01% | Reduce -6.1% | 3,026 | $231K |
| Choreo, LLC | 0.00% | Add +0.3% | 3,015 | $230K |
| Dakota Wealth Management | 0.00% | No change | 3,000 | $229K |
| Sowell Financial Services LLC | 0.01% | New | 2,993 | $229K |
| Instrumental Wealth, LLC | 0.16% | New | 3,092 | $228K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,928 | $224K |
| Focus Partners Wealth | 0.00% | Add +1.6% | 2,926 | $223K |
| Nwam LLC | 0.01% | No change | 2,967 | $222K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -20.5% | 2,845 | $217K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.3% | 2,778 | $212K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -1.8% | 2,667 | $204K |
| Tandem Capital Management Corp. | 0.09% | New | 2,635 | $201K |
| Silver Oak Securities, Incorporated | 0.01% | New | 2,596 | $198K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,467 | $188K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -14.0% | 2,456 | $187K |
| Spirit of America Management Corp. | 0.04% | Add +1.0% | 2,458 | $186K |
| Farther Finance Advisors, LLC | 0.00% | Add +183.8% | 2,407 | $184K |
| Atlantic Union Bankshares Corp | 0.00% | Add +5183.7% | 2,272 | $173K |
| Harbour Investments, Inc. | 0.00% | No change | 1,804 | $138K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,686 | $129K |
| MAI Capital Management | 0.00% | Reduce -2.3% | 1,636 | $125K |
| Bogart Wealth, LLC | 0.00% | No change | 1,544 | $118K |
| Mather Group, Llc. | 0.00% | New | 1,517 | $116K |
| West Branch Capital LLC | 0.03% | No change | 1,425 | $109K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,337 | $102K |
| Quent Capital, LLC | 0.01% | New | 1,252 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 1,242 | $95K |
| Pathway Financial Advisers, LLC | 0.03% | New | 1,210 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1308.2% | 1,197 | $91K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.4% | 1,181 | $90K |
| US Bancorp \de | 0.00% | Reduce -4.6% | 1,169 | $89K |
| Parallel Advisors, LLC | 0.00% | No change | 1,130 | $86K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 1,059 | $81K |
| Assetmark, Inc. | 0.00% | Add +133.9% | 1,048 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Add +61.0% | 1,008 | $77K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $77K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $76K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 889 | $68K |
| Blair William & Co. | 0.00% | No change | 752 | $57K |
| Addison Advisors LLC | 0.01% | No change | 743 | $57K |
| EPG Wealth Management LLC | 0.02% | Add +0.1% | 734 | $56K |
| Larson Financial Group LLC | 0.00% | Add +1427.5% | 611 | $47K |
| HighMark Wealth Management LLC | 0.02% | Add +10.9% | 610 | $47K |
| Caldwell Trust Co | 0.00% | No change | 600 | $46K |
| United Community Bank | 0.01% | No change | 582 | $44K |
| FSA Wealth Management LLC | 0.02% | Add +0.4% | 545 | $42K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 510 | $39K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 502 | $38K |
| Fifth Third Bancorp | 0.00% | No change | 474 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 460 | $35K |
| Decker Retirement Planning Inc. | 0.02% | No change | 423 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 418 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $31K |
| Colonial Trust Co / SC | 0.00% | No change | 362 | $28K |
| Valley National Advisers Inc. | 0.00% | Reduce -83.9% | 365 | $27K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 313 | $24K |
| CX Institutional | 0.00% | Reduce -79.6% | 301 | $23K |
| Rossby Financial, LCC | 0.01% | No change | 301 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 260 | $20K |
| Private Trust Co. NA | 0.00% | New | 246 | $19K |
| Quadrant Capital Group LLC | 0.00% | New | 246 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 244 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Add +349.0% | 220 | $17K |
| Promus Capital, LLC | 0.01% | No change | 210 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 208 | $16K |
| CVA Family Office, LLC | 0.00% | Reduce -41.5% | 190 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 184 | $14K |
| 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 | $8K |
| Spire Wealth Management | 0.00% | No change | 100 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 87 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 73 | $6K |
| Capital Analysts, LLC | 0.00% | New | 62 | $5K |
| Blue Trust, Inc. | 0.00% | New | 65 | $5K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 48 | $4K |
| Allworth Financial LP | 0.00% | No change | 47 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 44 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 41 | $3K |
| PFS Partners, LLC | 0.00% | No change | 39 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 39 | $3K |
| Signaturefd, LLC | 0.00% | No change | 35 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 35 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 29 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.9% | 25 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 17 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Founders Capital Management | 0.00% | No change | 7 | $516 |
| Avion Wealth | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is FNCL's weight in each manager's 13F, not the share of Fidelity MSCI Financial Indx the manager owns.