Fidelity MSCI Financial IndxFNCLETF
13F holders, Q1 2026 (March 31)254holders −14
24new positions
34sold out
3famous investors
$70.23avg. 13F price*
At the end of Q1 2026, 254 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, down 14 from Q4 2025. 24 opened new positions and 34 sold out. The largest holders were Lido Advisors, LLC ($187.4M), Charles Schwab Investment Management Inc. ($139.8M) and Agf Management Ltd. ($60.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $16.5M |
| Exits | 34 | $24.3M |
All 13F filers, Q4 2025 → Q1 2026: 864,470 shares bought and 1,043,940 shares sold, net −179,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Lido Advisors, LLC | 0.74% | Reduce -1.4% | 2,670,135 | $187.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.8% | 1,990,920 | $139.8M |
| Agf Management Ltd. | 0.27% | Add +0.2% | 867,448 | $60.9M |
| Morgan Stanley | 0.00% | Add +14.3% | 383,389 | $26.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -20.7% | 376,167 | $26.4M |
| LPL Financial LLC | 0.01% | Add +1.7% | 353,635 | $24.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -15.3% | 351,251 | $24.7M |
| Sava Penzisko Drushtvo A.D. Skopje | 7.33% | No change | 341,872 | $24.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.2% | 251,557 | $17.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +17.2% | 242,191 | $17.0M |
| Strategic Point Investment Advisors, LLC | 2.23% | Add +0.8% | 218,273 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -19.3% | 176,888 | $12.4M |
| Independence Financial Advisors, LLC | 3.43% | Add +7.7% | 162,602 | $11.4M |
| Procyon Advisors, LLC | 0.54% | Add +19.2% | 155,754 | $10.9M |
| Two Sigma Investments, LP | 0.01% | New | 149,000 | $10.5M |
| Fischer Financial Services, Inc. | 3.31% | Reduce -0.5% | 140,049 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 133,667 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 123,604 | $8.7M |
| AE Wealth Management LLC | 0.05% | Add +11.8% | 123,533 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 117,867 | $8.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.5% | 110,062 | $7.7M |
| FMR LLC | 0.00% | Add +7.9% | 98,516 | $6.9M |
| Yoder Wealth Management, Inc. | 3.00% | Add +14.5% | 93,649 | $6.6M |
| Modern Wealth Management, LLC | 0.11% | Reduce -3.6% | 91,988 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +287.6% | 86,277 | $6.1M |
| Citigroup Inc. | 0.00% | Add +8.5% | 82,164 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +818.0% | 81,745 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +370.6% | 79,882 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 66,916 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.9% | 66,246 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 65,746 | $4.6M |
| Smith Salley Wealth Management | 0.21% | Add +7.1% | 60,305 | $4.2M |
| Maltin Wealth Management, Inc. | 1.43% | Reduce -6.0% | 53,263 | $3.7M |
| Summit Financial, LLC | 0.05% | Add +2.9% | 50,849 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.4% | 49,806 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -2.9% | 48,199 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -65.5% | 41,133 | $2.9M |
| Buska Wealth Management, LLC | 1.15% | Reduce -6.1% | 40,712 | $2.9M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -78.8% | 40,160 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -0.2% | 38,290 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.6% | 37,955 | $2.7M |
| Cwm, LLC | 0.01% | Add +16.7% | 37,388 | $2.6M |
| Lynch & Associates | 0.49% | Add +3.4% | 37,303 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 34,664 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +54.9% | 31,361 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +347.6% | 30,479 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -17.0% | 30,366 | $2.1M |
| Harbor Asset Planning, Inc. | 1.79% | Add +4.4% | 30,253 | $2.1M |
| Lifeworks Advisors, LLC | 0.26% | Add +9.9% | 29,023 | $2.0M |
| Jacobs Equity LLC | 1.76% | Add +35.8% | 27,968 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 26,823 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.4% | 26,347 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -0.1% | 25,869 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +222.0% | 25,836 | $1.8M |
| UBS Group AG | 0.00% | Reduce -23.1% | 24,846 | $1.7M |
| KDK Private Wealth Management, LLC | 1.56% | Reduce -2.2% | 24,302 | $1.7M |
| Smith Shellnut Wilson LLC | 0.69% | Reduce -16.7% | 22,334 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 21,515 | $1.5M |
| PFG Advisors | 0.07% | Add +4.1% | 20,493 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +5.7% | 20,170 | $1.4M |
| Fisher Asset Management | 0.00% | Add +8.4% | 19,624 | $1.4M |
| Heck Capital Advisors, LLC | 0.10% | New | 19,516 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 18,061 | $1.3M |
| Retirement Planning Group, LLC | 0.04% | No change | 18,055 | $1.3M |
| Citadel Advisors | 0.00% | New | 18,021 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -12.8% | 17,615 | $1.2M |
| Creative Planning | 0.00% | Add +1.3% | 16,280 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | Add +11.3% | 15,723 | $1.1M |
| Traynor Capital Management, Inc. | 0.06% | Add +2.6% | 14,965 | $1.0M |
| American National Bank & Trust | 0.10% | Add +5.7% | 14,579 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +6.9% | 14,514 | $1.0M |
| Birchcreek Wealth Management, LLC | 0.48% | Add +7.1% | 14,314 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -33.5% | 14,209 | $997K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -62.7% | 14,208 | $997K |
| Aspetuck Financial Management LLC | 0.64% | Reduce -37.4% | 13,329 | $936K |
| Nova Wealth Management, Inc. | 0.58% | Reduce -10.2% | 12,775 | $897K |
| G2 Capital Management, LLC / Oh | 0.21% | No change | 12,479 | $876K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 12,297 | $863K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -5.6% | 11,964 | $840K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.2% | 11,884 | $834K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.0% | 11,852 | $832K |
| Wedbush Securities Inc. | 0.02% | Add +13.2% | 11,845 | $832K |
| Pacific Sun Financial Corp | 0.39% | Add +27.9% | 11,402 | $800K |
| Go Invest LLC | 0.23% | Add +11.0% | 11,325 | $795K |
| Glass Jacobson Investment Advisors llc | 0.27% | Add +3.7% | 11,111 | $780K |
| LongView Wealth Management | 0.19% | Add +0.5% | 10,143 | $749K |
| Blue Jean Financial LLC | 0.62% | Add +4.4% | 10,658 | $748K |
| AQR Capital Management | 0.00% | Reduce -1.5% | 10,430 | $732K |
| MAI Capital Management | 0.00% | Add +11.1% | 10,375 | $728K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.0% | 10,181 | $718K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +2.5% | 9,785 | $687K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +11.8% | 9,757 | $685K |
| Bayshore Capital Advisors, LLC | 0.28% | No change | 9,610 | $675K |
| World Investment Advisors | 0.01% | Reduce -0.8% | 9,489 | $666K |
| Benchmark Financial Wealth Advisors, LLC | 0.18% | Reduce -7.1% | 9,042 | $635K |
| &partners | 0.00% | Reduce -18.2% | 8,858 | $624K |
| Cornerstone Management, Inc. | 0.10% | Add +24.4% | 8,841 | $621K |
| Centaurus Financial, Inc. | 0.03% | Add +4.1% | 8,787 | $617K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +177.7% | 8,596 | $603K |
| Athena Wealth Management, LLC | 0.49% | Add +21.3% | 8,581 | $602K |
| Roxbury Financial LLC | 0.52% | Add +1.1% | 8,179 | $574K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 8,001 | $562K |
| Montis Financial, LLC | 0.12% | Reduce -2.3% | 7,940 | $557K |
| RFG Advisory, LLC | 0.01% | Reduce -8.5% | 7,640 | $536K |
| Advisory Services Network, LLC | 0.01% | Add +2.2% | 7,278 | $511K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -5.4% | 6,991 | $496K |
| MML Investors Services, LLC | 0.00% | Reduce -31.5% | 6,991 | $491K |
| WBH Advisory Inc. | 0.04% | No change | 6,760 | $474K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 6,202 | $435K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 6,148 | $432K |
| Corient Private Wealth LP | 0.00% | Add +16.5% | 6,023 | $423K |
| Financial Freedom, LLC | 0.21% | Reduce -17.4% | 5,971 | $419K |
| McRae Capital Management Inc. | 0.09% | Add +5.0% | 5,969 | $419K |
| Breakwater Capital Group | 0.06% | Reduce -0.1% | 5,966 | $419K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -6.3% | 5,897 | $414K |
| XTX Topco Ltd | 0.01% | New | 5,569 | $391K |
| Beckerman Institutional, LLC | 0.20% | Reduce -3.2% | 5,413 | $380K |
| Capital Investment Counsel, Inc | 0.04% | Reduce -0.9% | 5,186 | $364K |
| Redwood Financial Network Corp | 0.23% | Add +47.4% | 5,081 | $357K |
| Mutual Advisors, LLC | 0.01% | Reduce -25.4% | 5,014 | $352K |
| McDonald Partners LLC | 0.08% | Reduce -19.9% | 5,000 | $351K |
| Variant Private Wealth, LLC | 0.42% | Add +0.6% | 4,950 | $348K |
| Evoke Wealth, LLC | 0.01% | No change | 4,931 | $346K |
| Mission Wealth Management, LP | 0.01% | Reduce -10.9% | 4,922 | $346K |
| Valley Brook Capital Group, Inc. | 0.23% | Add +8.9% | 4,899 | $344K |
| D.B. Root & Company, LLC | 0.08% | No change | 4,850 | $340K |
| Nwam LLC | 0.02% | Add +59.6% | 4,780 | $336K |
| Monte Financial Group, LLC | 0.12% | Add +9.7% | 4,695 | $330K |
| Paragon Private Wealth Management, LLC | 0.10% | Reduce -13.6% | 4,675 | $328K |
| Fifth Third Bancorp | 0.00% | Add +384.0% | 4,409 | $309K |
| River Wealth Advisors LLC | 0.03% | Add +4.8% | 4,304 | $302K |
| Vise Technologies, Inc. | 0.01% | No change | 3,873 | $301K |
| IFP Advisors, Inc | 0.01% | Reduce -2.1% | 4,260 | $299K |
| NewEdge Advisors, LLC | 0.00% | Reduce -71.0% | 4,212 | $296K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 4,118 | $289K |
| Atlas Brown,Inc. | 0.09% | Add +2.6% | 4,106 | $288K |
| Visionary Wealth Advisors | 0.01% | Add +0.6% | 3,991 | $280K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,965 | $278K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,950 | $277K |
| Purkiss Capital Advisors LLC | 0.12% | Add +4.6% | 3,927 | $276K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -14.4% | 3,897 | $274K |
| Instrumental Wealth, LLC | 0.17% | Add +9.0% | 3,837 | $269K |
| SVB Wealth LLC | 0.02% | No change | 3,762 | $264K |
| Harbour Investments, Inc. | 0.00% | Add +34.9% | 3,760 | $264K |
| Am Investment Strategies LLC | 0.06% | Add +1.7% | 3,651 | $256K |
| Ieq Capital, LLC | 0.00% | No change | 3,603 | $253K |
| Independent Financial Group, LLC | 0.01% | Reduce -26.5% | 3,592 | $252K |
| Focus Partners Wealth | 0.00% | Add +0.4% | 3,482 | $244K |
| Whalerock Point Partners, LLC | 0.05% | No change | 3,479 | $244K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 3,475 | $244K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,405 | $239K |
| Panoramic Investment Advisors, LLC | 0.13% | Reduce -12.8% | 3,400 | $239K |
| Principal Securities, Inc. | 0.00% | Add +3.4% | 3,345 | $235K |
| KCM Investment Advisors LLC | 0.01% | Reduce -12.1% | 3,330 | $234K |
| BIP Wealth, LLC | 0.01% | Add +5.1% | 3,295 | $231K |
| Sovran Advisors, LLC | 0.02% | Add +10.6% | 2,882 | $214K |
| Ruggiero Investments, Inc. | 0.21% | New | 3,032 | $213K |
| Tandem Capital Management Corp. | 0.11% | Add +1.9% | 3,020 | $212K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.5% | 2,993 | $210K |
| Prospera Financial Services Inc | 0.00% | Add +0.4% | 2,979 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,957 | $208K |
| Elevated Capital Advisors, LLC | 0.05% | Reduce -6.3% | 2,945 | $207K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,928 | $206K |
| Astra Wealth Partners LLC | 0.13% | New | 2,894 | $203K |
| Independent Advisor Alliance | 0.00% | New | 2,853 | $200K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,272 | $159K |
| Merkkuri Wealth Advisors LLC | 0.11% | New | 2,267 | $159K |
| Valley National Advisers Inc. | 0.02% | No change | 2,267 | $159K |
| Piscataqua Savings Bank | 0.09% | No change | 1,865 | $131K |
| BlackRock, Inc. | 0.00% | Reduce -7.6% | 1,769 | $124K |
| Howe & Rusling Inc. | 0.01% | No change | 1,765 | $124K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -0.3% | 1,697 | $119K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -16.6% | 1,573 | $110K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,500 | $110K |
| Bogart Wealth, LLC | 0.00% | No change | 1,544 | $108K |
| Mather Group, Llc. | 0.00% | New | 1,517 | $106K |
| Bessemer Group Inc. | 0.00% | New | 1,505 | $106K |
| Arax Advisory Partners | 0.00% | Reduce -14.5% | 1,479 | $104K |
| West Branch Capital LLC | 0.03% | No change | 1,425 | $100K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 1,347 | $95K |
| Assetmark, Inc. | 0.00% | Add +12.7% | 1,181 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.9% | 1,121 | $79K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $70K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.6% | 1,000 | $70K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $70K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 889 | $62K |
| Quent Capital, LLC | 0.00% | Reduce -33.5% | 832 | $58K |
| Addison Advisors LLC | 0.01% | No change | 743 | $52K |
| EPG Wealth Management LLC | 0.01% | Add +0.3% | 736 | $52K |
| Allworth Financial LP | 0.00% | Add +5.2% | 735 | $52K |
| Blair William & Co. | 0.00% | Reduce -10.0% | 677 | $48K |
| HighMark Wealth Management LLC | 0.02% | Add +0.2% | 611 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 608 | $43K |
| Caldwell Trust Co | 0.00% | No change | 600 | $42K |
| Spirit of America Management Corp. | 0.01% | Reduce -21.6% | 559 | $41K |
| United Community Bank | 0.01% | No change | 582 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 568 | $40K |
| Longview Financial Advisors, Inc. | 0.02% | New | 553 | $39K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 530 | $37K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 521 | $37K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 505 | $35K |
| CDKV Holdings LLC | 0.03% | No change | 500 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -80.3% | 487 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 448 | $31K |
| Decker Retirement Planning Inc. | 0.01% | No change | 423 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.3% | 400 | $28K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -34.3% | 335 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.9% | 328 | $23K |
| Rossby Financial, LCC | 0.00% | Add +8.0% | 325 | $23K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.6% | 316 | $22K |
| High Point Wealth Management, LLC | 0.02% | No change | 304 | $21K |
| CX Institutional | 0.00% | Reduce -72.2% | 286 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $20K |
| Creative Financial Designs Inc. | 0.00% | Reduce -43.5% | 260 | $18K |
| Root Financial Partners, LLC | 0.00% | Reduce -7.0% | 253 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 246 | $17K |
| Waverly Advisors, LLC | 0.00% | No change | 210 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 208 | $15K |
| Signaturefd, LLC | 0.00% | Add +441.7% | 195 | $14K |
| SHP Wealth Management | 0.00% | Add +218.3% | 191 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 184 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.6% | 178 | $13K |
| Meramec Financial Planners, LLC | 0.00% | New | 146 | $11K |
| Tidemark, LLC | 0.00% | No change | 150 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 132 | $9K |
| Truvestments Capital LLC | 0.00% | New | 124 | $9K |
| Evergreen Advisors, LLC | 0.00% | New | 122 | $9K |
| Triumph Capital Management | 0.00% | New | 117 | $8K |
| Franklin Resources Inc. | 0.00% | Reduce -90.1% | 110 | $8K |
| Main Street Group, LTD | 0.00% | New | 100 | $7K |
| Spire Wealth Management | 0.00% | No change | 100 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 87 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 73 | $5K |
| Operose Advisors LLC | 0.00% | New | 63 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| Larson Financial Group LLC | 0.00% | Add +25.0% | 50 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 46 | $3K |
| 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 |
| CoreCap Advisors, LLC | 0.00% | Reduce -65.3% | 35 | $2K |
| 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 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -95.5% | 21 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.4% | 20 | $1K |
| Bullock Wealth Management Group | 0.00% | No change | 17 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $983 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -58.3% | 10 | $747 |
| Founders Capital Management | 0.00% | No change | 7 | $479 |
| Avion Wealth | 0.00% | No change | 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.