Fidelity MSCI Financial IndxFNCLETF
13F holders, Q4 2025 (December 31)268holders +13
24new positions
19sold out
2famous investors
$77.47avg. 13F price*
At the end of Q4 2025, 268 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, up 13 from Q3 2025. 24 opened new positions and 19 sold out. The largest holders were Lido Advisors, LLC ($206.8M), Charles Schwab Investment Management Inc. ($146.3M) and Agf Management Ltd. ($67.3M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $4.1M |
| Exits | 19 | $11.8M |
All 13F filers, Q3 2025 → Q4 2025: 577,998 shares bought and 733,748 shares sold, net −155,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Lido Advisors, LLC | 0.82% | Add +0.1% | 2,707,625 | $206.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 1,882,009 | $146.3M |
| Agf Management Ltd. | 0.29% | Add +1.4% | 865,856 | $67.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.7% | 474,222 | $36.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.7% | 414,449 | $32.2M |
| LPL Financial LLC | 0.01% | Add +19.2% | 347,864 | $27.0M |
| Sava Penzisko Drushtvo A.D. Skopje | 8.58% | No change | 341,872 | $26.6M |
| Morgan Stanley | 0.00% | Add +4.3% | 335,406 | $26.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -9.4% | 248,468 | $19.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.8% | 219,088 | $17.0M |
| Strategic Point Investment Advisors, LLC | 2.33% | Add +3.1% | 216,570 | $16.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +45.4% | 206,622 | $16.1M |
| NorthCoast Asset Management LLC | 0.33% | Reduce -7.7% | 189,496 | $14.7M |
| Independence Financial Advisors, LLC | 3.23% | Add +3.2% | 150,957 | $11.7M |
| Fischer Financial Services, Inc. | 2.90% | Reduce -3.7% | 140,760 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 137,856 | $10.7M |
| Procyon Advisors, LLC | 0.50% | Add +3.7% | 130,687 | $10.2M |
| Bank of America Corp. | 0.00% | Add +13.1% | 123,864 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +101.3% | 121,446 | $9.4M |
| Wells Fargo & Company | 0.00% | Reduce -27.7% | 119,091 | $9.3M |
| Personal Cfo Solutions, LLC | 1.44% | Reduce -1.7% | 116,387 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 115,129 | $9.0M |
| AE Wealth Management LLC | 0.05% | Add +7.8% | 110,510 | $8.6M |
| Modern Wealth Management, LLC | 0.14% | Reduce -7.4% | 95,417 | $7.4M |
| FMR LLC | 0.00% | Add +6.3% | 91,298 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.1% | 87,687 | $6.8M |
| Yoder Wealth Management, Inc. | 2.90% | Add +19.4% | 81,814 | $6.4M |
| Citigroup Inc. | 0.00% | Add +186.6% | 75,737 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.3% | 69,734 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.8% | 66,906 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.7% | 64,225 | $5.0M |
| Algorithmic Investment Models, LLC | 6.09% | Reduce -2.0% | 63,564 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.9% | 63,172 | $4.9M |
| Maltin Wealth Management, Inc. | 1.75% | Add +0.5% | 56,630 | $4.4M |
| Smith Salley Wealth Management | 0.22% | Add +0.4% | 56,311 | $4.4M |
| Mariner, LLC | 0.00% | Add +5.2% | 49,648 | $3.9M |
| Summit Financial, LLC | 0.06% | Add +3.3% | 49,410 | $3.8M |
| Aspire Capital Advisors LLC | 0.83% | Add +6.4% | 45,293 | $3.5M |
| Buska Wealth Management, LLC | 1.25% | Reduce -23.2% | 43,355 | $3.4M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +55.8% | 38,378 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.7% | 38,102 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.5% | 36,974 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -1.9% | 36,576 | $2.8M |
| Lynch & Associates | 0.53% | Add +1.0% | 36,071 | $2.8M |
| UBS Group AG | 0.00% | Add +8.1% | 32,329 | $2.5M |
| Cwm, LLC | 0.01% | Add +3.8% | 32,050 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +22.2% | 30,621 | $2.4M |
| Maxele Advisors, LLC | 1.93% | Add +4.8% | 30,567 | $2.4M |
| Harbor Asset Planning, Inc. | 1.92% | Add +1.1% | 28,969 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 27,550 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +96.9% | 26,132 | $2.1M |
| Smith Shellnut Wilson LLC | 0.80% | Reduce -9.3% | 26,815 | $2.1M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.2% | 26,460 | $2.1M |
| Lifeworks Advisors, LLC | 0.27% | Add +16.9% | 26,402 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.3% | 25,881 | $2.0M |
| KDK Private Wealth Management, LLC | 1.69% | Reduce -2.3% | 24,857 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.7% | 22,258 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.9% | 21,374 | $1.7M |
| Aspetuck Financial Management LLC | 1.11% | Reduce -0.7% | 21,299 | $1.7M |
| Jacobs Equity LLC | 1.54% | — | 20,598 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 20,245 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +8.4% | 20,192 | $1.6M |
| PFG Advisors | 0.07% | Add +5.6% | 19,691 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +6.7% | 19,080 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +5.0% | 18,193 | $1.4M |
| Fisher Asset Management | 0.00% | Add +1.4% | 18,098 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.1% | 18,055 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.5% | 17,643 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 16,976 | $1.3M |
| Creative Planning | 0.00% | Add +6.2% | 16,069 | $1.2M |
| Traynor Capital Management, Inc. | 0.06% | Add +3.4% | 14,579 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.4% | 14,542 | $1.1M |
| Nova Wealth Management, Inc. | 0.76% | Add +0.8% | 14,232 | $1.1M |
| Atlas Capital Advisors Inc. | 0.12% | — | 14,133 | $1.1M |
| American National Bank & Trust | 0.10% | Add +26.8% | 13,799 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.16% | Add +12.6% | 13,575 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.51% | Reduce -33.0% | 13,365 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -25.4% | 12,671 | $985K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.1% | 12,607 | $980K |
| G2 Capital Management, LLC / Oh | 0.23% | No change | 12,479 | $970K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.6% | 12,292 | $956K |
| &partners | 0.00% | Add +20.3% | 10,833 | $842K |
| Glass Jacobson Investment Advisors llc | 0.30% | Reduce -3.5% | 10,717 | $833K |
| AQR Capital Management | 0.00% | Add +19.5% | 10,587 | $823K |
| Wedbush Securities Inc. | 0.02% | Add +35.4% | 10,465 | $814K |
| LongView Wealth Management | 0.19% | Add +1.2% | 10,090 | $794K |
| Go Invest LLC | 0.26% | — | 10,206 | $793K |
| Blue Jean Financial LLC | 0.64% | — | 10,205 | $793K |
| MML Investors Services, LLC | 0.00% | Reduce -6.4% | 10,200 | $793K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.8% | 9,739 | $757K |
| Benchmark Financial Wealth Advisors, LLC | 0.22% | Add +10.8% | 9,733 | $757K |
| Bayshore Capital Advisors, LLC | 0.37% | — | 9,610 | $747K |
| World Investment Advisors | 0.01% | Add +2.5% | 9,566 | $744K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -2.5% | 9,549 | $742K |
| MAI Capital Management | 0.00% | Add +470.7% | 9,337 | $726K |
| Pacific Sun Financial Corp | 0.33% | Add +4.6% | 8,911 | $693K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,905 | $692K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -1.7% | 8,724 | $678K |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 8,652 | $673K |
| Centaurus Financial, Inc. | 0.03% | Add +9.4% | 8,444 | $656K |
| RFG Advisory, LLC | 0.01% | Reduce -2.8% | 8,348 | $649K |
| Montis Financial, LLC | 0.12% | Add +0.0% | 8,130 | $632K |
| Roxbury Financial LLC | 0.56% | Add +1.1% | 8,091 | $629K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +226.7% | 8,023 | $624K |
| Primoris Wealth Advisors, LLC | 0.36% | Reduce -13.1% | 7,775 | $604K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -22.4% | 7,391 | $575K |
| Financial Freedom, LLC | 0.28% | Add +0.3% | 7,231 | $562K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.5% | 7,120 | $554K |
| Cornerstone Management, Inc. | 0.09% | No change | 7,110 | $553K |
| Athena Wealth Management, LLC | 0.53% | — | 7,072 | $550K |
| Merit Financial Group, LLC | 0.00% | Reduce -27.7% | 6,810 | $529K |
| WBH Advisory Inc. | 0.04% | No change | 6,760 | $526K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 6,725 | $523K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.1% | 6,336 | $493K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -5.7% | 6,294 | $489K |
| McDonald Partners LLC | 0.15% | Reduce -4.0% | 6,243 | $485K |
| Captrust Financial Advisors | 0.00% | Add +65.5% | 6,168 | $479K |
| Breakwater Capital Group | 0.06% | Add +0.1% | 5,973 | $464K |
| McRae Capital Management Inc. | 0.09% | Reduce -9.9% | 5,684 | $442K |
| Vicus Capital | 0.03% | Reduce -98.2% | 5,597 | $435K |
| Beckerman Institutional, LLC | 0.24% | Reduce -1.4% | 5,591 | $435K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 5,523 | $429K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -24.0% | 5,409 | $420K |
| Capital Investment Counsel, Inc | 0.05% | Add +0.0% | 5,235 | $407K |
| Corient Private Wealth LP | 0.00% | Add +33.2% | 5,169 | $402K |
| Atria Investments, Inc | 0.00% | New | 5,122 | $398K |
| Evoke Wealth, LLC | 0.01% | New | 4,931 | $383K |
| Variant Private Wealth, LLC | 0.40% | Reduce -35.1% | 4,922 | $383K |
| Independent Financial Group, LLC | 0.01% | Reduce -16.4% | 4,890 | $380K |
| D.B. Root & Company, LLC | 0.09% | No change | 4,850 | $377K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +13.8% | 4,553 | $354K |
| Valley Brook Capital Group, Inc. | 0.23% | Add +0.0% | 4,497 | $350K |
| IFP Advisors, Inc | 0.01% | Add +5.2% | 4,351 | $338K |
| Monte Financial Group, LLC | 0.12% | Add +2.9% | 4,281 | $333K |
| HBW Advisory Services LLC | 0.04% | Reduce -2.4% | 4,211 | $327K |
| River Wealth Advisors LLC | 0.04% | Reduce -0.3% | 4,107 | $319K |
| Comerica Bank | 0.00% | Add +0.1% | 4,064 | $316K |
| Global Retirement Partners, LLC | 0.01% | Add +0.7% | 4,062 | $316K |
| Atlas Brown,Inc. | 0.09% | Add +8.2% | 4,000 | $311K |
| Visionary Wealth Advisors | 0.01% | Add +30.4% | 3,969 | $309K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +7.3% | 3,965 | $308K |
| Pathstone Holdings, LLC | 0.00% | Reduce -40.8% | 3,950 | $307K |
| Panoramic Investment Advisors, LLC | 0.16% | No change | 3,900 | $303K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,879 | $302K |
| Vise Technologies, Inc. | 0.01% | New | 3,873 | $301K |
| KCM Investment Advisors LLC | 0.01% | Reduce -1.2% | 3,790 | $295K |
| SVB Wealth LLC | 0.02% | No change | 3,762 | $292K |
| Purkiss Capital Advisors LLC | 0.14% | Reduce -11.1% | 3,753 | $292K |
| Ieq Capital, LLC | 0.00% | No change | 3,603 | $280K |
| Am Investment Strategies LLC | 0.06% | Add +0.2% | 3,589 | $279K |
| Whalerock Point Partners, LLC | 0.05% | No change | 3,479 | $270K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 3,475 | $270K |
| Focus Partners Wealth | 0.00% | Add +18.5% | 3,467 | $269K |
| Redwood Financial Network Corp | 0.17% | Add +12.7% | 3,448 | $268K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,405 | $265K |
| Arkadios Wealth Advisors | 0.01% | Add +0.9% | 3,401 | $264K |
| Instrumental Wealth, LLC | 0.16% | Add +13.9% | 3,521 | $263K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.7% | 6,353 | $255K |
| Principal Securities, Inc. | 0.00% | Reduce -1.3% | 3,236 | $252K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -10.7% | 3,142 | $244K |
| BIP Wealth, LLC | 0.01% | Add +0.3% | 3,134 | $244K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.3% | 3,096 | $241K |
| Silver Oak Securities, Incorporated | 0.02% | Add +17.8% | 3,059 | $240K |
| Sowell Financial Services LLC | 0.01% | Add +0.5% | 3,007 | $234K |
| Dakota Wealth Management | 0.00% | No change | 3,000 | $233K |
| Prospera Financial Services Inc | 0.00% | Reduce -5.7% | 2,967 | $231K |
| Tandem Capital Management Corp. | 0.10% | Add +12.5% | 2,965 | $230K |
| Nwam LLC | 0.01% | Add +0.9% | 2,995 | $229K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,928 | $228K |
| Harbour Investments, Inc. | 0.00% | Add +54.5% | 2,788 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -9.3% | 2,754 | $214K |
| Mach-1 Financial Group, LLC | 0.04% | New | 2,634 | $205K |
| BCS Wealth Management | 0.02% | New | 2,630 | $204K |
| Sovran Advisors, LLC | 0.02% | New | 2,607 | $202K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,573 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,467 | $192K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,272 | $177K |
| Valley National Advisers Inc. | 0.02% | Add +521.1% | 2,267 | $176K |
| MPWM Advisory Solutions, LLC | 0.10% | New | 2,241 | $174K |
| BlackRock, Inc. | 0.00% | New | 1,914 | $149K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -44.2% | 1,885 | $147K |
| Piscataqua Savings Bank | 0.10% | New | 1,865 | $145K |
| Howe & Rusling Inc. | 0.01% | New | 1,765 | $137K |
| Arax Advisory Partners | 0.00% | New | 1,729 | $134K |
| Sage Mountain Advisors LLC | 0.01% | Add +1.0% | 1,703 | $132K |
| Deutsche Bank AG | 0.00% | New | 1,553 | $121K |
| Bogart Wealth, LLC | 0.00% | No change | 1,544 | $120K |
| West Branch Capital LLC | 0.03% | No change | 1,425 | $111K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 1,341 | $104K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +422.1% | 1,274 | $99K |
| Quent Capital, LLC | 0.01% | No change | 1,252 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 1,223 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 1,204 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,197 | $93K |
| US Bancorp \de | 0.00% | Add +0.3% | 1,173 | $91K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,131 | $88K |
| Franklin Resources Inc. | 0.00% | Add +11.0% | 1,110 | $86K |
| Motiv8 Investments LLC | 0.05% | New | 1,092 | $85K |
| Assetmark, Inc. | 0.00% | No change | 1,048 | $81K |
| CX Institutional | 0.00% | Add +241.9% | 1,029 | $80K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $78K |
| Clearstead Advisors, LLC | 0.00% | New | 1,000 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $78K |
| Fifth Third Bancorp | 0.00% | Add +92.2% | 911 | $71K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 891 | $69K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 889 | $69K |
| IFC & Insurance Marketing, Inc. | 0.07% | — | 863 | $67K |
| Blair William & Co. | 0.00% | No change | 752 | $58K |
| Addison Advisors LLC | 0.01% | No change | 743 | $58K |
| EPG Wealth Management LLC | 0.02% | No change | 734 | $57K |
| Spirit of America Management Corp. | 0.01% | Reduce -71.0% | 713 | $55K |
| Allworth Financial LP | 0.00% | Add +1387.2% | 699 | $54K |
| HighMark Wealth Management LLC | 0.02% | No change | 610 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +340.6% | 608 | $47K |
| Caldwell Trust Co | 0.00% | No change | 600 | $47K |
| United Community Bank | 0.02% | No change | 582 | $45K |
| Colonial Trust Co / SC | 0.01% | Add +56.9% | 568 | $44K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 530 | $41K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.6% | 512 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 510 | $40K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 503 | $39K |
| CDKV Holdings LLC | 0.03% | — | 500 | $39K |
| SYM FINANCIAL Corp | 0.00% | New | 500 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -53.2% | 472 | $37K |
| Creative Financial Designs Inc. | 0.00% | No change | 460 | $36K |
| AlphaCore Capital LLC | 0.00% | Add +833.3% | 448 | $35K |
| Decker Retirement Planning Inc. | 0.02% | No change | 423 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 420 | $33K |
| Ancora Advisors LLC | 0.00% | Add +0.0% | 400 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $31K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 314 | $24K |
| High Point Wealth Management, LLC | 0.02% | — | 304 | $24K |
| Rossby Financial, LCC | 0.01% | No change | 301 | $23K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 272 | $21K |
| Quadrant Capital Group LLC | 0.00% | No change | 246 | $19K |
| Private Trust Co. NA | 0.00% | No change | 246 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.8% | 216 | $17K |
| Waverly Advisors, LLC | 0.00% | New | 210 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 208 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 190 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 184 | $14K |
| Bank of New Hampshire | 0.00% | No change | 169 | $13K |
| Tidemark, LLC | 0.00% | No change | 150 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +188.6% | 101 | $8K |
| Spire Wealth Management | 0.00% | No change | 100 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 87 | $7K |
| Bank of Montreal | 0.00% | New | 80 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 73 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 62 | $5K |
| SHP Wealth Management | 0.00% | — | 60 | $5K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 44 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 41 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -93.5% | 40 | $3K |
| PFS Partners, LLC | 0.00% | No change | 39 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 39 | $3K |
| Signaturefd, LLC | 0.00% | Add +2.9% | 36 | $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% | New | 28 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $2K |
| Bullock Wealth Management Group | 0.00% | — | 17 | $1K |
| SouthState Bank Corp | 0.00% | New | 16 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Founders Capital Management | 0.00% | No change | 7 | $528 |
| Avion Wealth | 0.00% | Reduce -30.0% | 7 | $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.