Fidelity MSCI Financial IndxFNCLETF
13F holders, Q2 2026 (June 30)257holders +3
28new positions
24sold out
4famous investors
$77.11avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding Fidelity MSCI Financial Indx (FNCL) in their 13F filings, up 3 from Q1 2026. 28 opened new positions and 24 sold out. The largest holders were Lido Advisors, LLC ($195.6M), Charles Schwab Investment Management Inc. ($161.7M) and Agf Management Ltd. ($67.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $7.6M |
| Exits | 24 | $8.2M |
All 13F filers, Q1 2026 → Q2 2026: 656,896 shares bought and 1,140,740 shares sold, net −483,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Lido Advisors, LLC | 0.70% | Reduce -4.3% | 2,554,511 | $195.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.1% | 2,111,947 | $161.7M |
| Agf Management Ltd. | 0.26% | Add +1.7% | 882,402 | $67.6M |
| Morgan Stanley | 0.00% | Add +17.3% | 449,724 | $34.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.6% | 370,196 | $28.3M |
| Osaic Holdings, Inc. | 0.03% | Add +5.3% | 369,981 | $28.3M |
| LPL Financial LLC | 0.00% | Reduce -28.2% | 254,016 | $19.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.4% | 236,316 | $18.1M |
| Strategic Point Investment Advisors, LLC | 2.24% | Add +2.8% | 224,324 | $17.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -13.3% | 218,004 | $16.7M |
| Sava Penzisko Drushtvo A.D. Skopje | 3.50% | Reduce -83.9% | 55,086 | $13.1M |
| Procyon Advisors, LLC | 0.56% | Add +8.8% | 169,501 | $13.0M |
| Fischer Financial Services, Inc. | 2.75% | Add +2.2% | 143,173 | $11.0M |
| AE Wealth Management LLC | 0.05% | Add +15.0% | 142,087 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 133,185 | $10.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 126,997 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +82.8% | 120,166 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 118,630 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.8% | 115,295 | $8.8M |
| FMR LLC | 0.00% | Add +8.3% | 106,746 | $8.2M |
| Yoder Wealth Management, Inc. | 3.13% | Add +11.6% | 104,535 | $8.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -33.8% | 98,700 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.7% | 96,034 | $7.4M |
| Citigroup Inc. | 0.00% | Add +16.1% | 95,413 | $7.3M |
| Modern Wealth Management, LLC | 0.08% | Reduce -0.4% | 91,614 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.3% | 78,252 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.1% | 70,929 | $5.4M |
| NorthCoast Asset Management LLC | 0.12% | Add +72.0% | 69,086 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.2% | 59,416 | $4.5M |
| Smith Salley Wealth Management | 0.20% | Reduce -1.7% | 59,305 | $4.5M |
| Maltin Wealth Management, Inc. | 1.40% | Add +2.7% | 54,696 | $4.2M |
| Mariner, LLC | 0.00% | Add +2.4% | 49,361 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +16.3% | 47,836 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 47,022 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -45.1% | 43,856 | $3.4M |
| Summit Financial, LLC | 0.04% | Reduce -15.5% | 42,990 | $3.3M |
| Lynch & Associates | 0.56% | Add +12.5% | 41,958 | $3.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +1.7% | 38,943 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.5% | 37,008 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +36.2% | 36,536 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +4.4% | 36,183 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +12.2% | 34,082 | $2.6M |
| Maxele Advisors, LLC | 1.68% | — | 31,463 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 31,257 | $2.4M |
| Jacobs Equity LLC | 1.64% | Add +10.5% | 30,916 | $2.4M |
| UBS Group AG | 0.00% | Add +23.5% | 30,695 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +154.9% | 30,298 | $2.3M |
| Lifeworks Advisors, LLC | 0.24% | Add +3.8% | 30,120 | $2.3M |
| Harbor Asset Planning, Inc. | 1.72% | Reduce -1.3% | 29,865 | $2.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +12.9% | 29,201 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.0% | 28,401 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -8.7% | 27,829 | $2.1M |
| Meridian Wealth Management, LLC | 0.06% | Add +49.3% | 26,295 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.1% | 25,784 | $2.0M |
| KDK Private Wealth Management, LLC | 1.52% | Reduce -1.8% | 23,874 | $1.8M |
| Buska Wealth Management, LLC | 0.65% | Reduce -41.9% | 23,641 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.7% | 23,516 | $1.8M |
| PFG Advisors | 0.09% | Add +12.9% | 23,136 | $1.8M |
| Smith Shellnut Wilson LLC | 0.64% | Reduce -0.4% | 22,243 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.10% | New | 20,664 | $1.6M |
| Gotham Asset Management | 0.00% | New | 20,450 | $1.6M |
| Creative Planning | 0.00% | Add +20.2% | 19,566 | $1.5M |
| Fisher Asset Management | 0.00% | Reduce -1.0% | 19,428 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -4.2% | 19,316 | $1.5M |
| Heck Capital Advisors, LLC | 0.09% | Reduce -1.4% | 19,239 | $1.5M |
| Brighton Jones LLC | 0.03% | Add +3.6% | 18,718 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | No change | 18,055 | $1.4M |
| Acorn Financial Advisory Services Inc. | 0.18% | Add +22.4% | 17,773 | $1.4M |
| American National Bank & Trust | 0.10% | Add +9.9% | 16,018 | $1.2M |
| Atlas Capital Advisors Inc. | 0.13% | No change | 15,723 | $1.2M |
| MAI Capital Management | 0.00% | Add +48.0% | 15,358 | $1.2M |
| Traynor Capital Management, Inc. | 0.05% | Reduce -1.6% | 14,725 | $1.1M |
| AQR Capital Management | 0.00% | Add +21.3% | 12,650 | $968K |
| G2 Capital Management, LLC / Oh | 0.21% | No change | 12,479 | $955K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 12,299 | $942K |
| &partners | 0.00% | Add +38.1% | 12,234 | $937K |
| Go Invest LLC | 0.22% | Add +7.4% | 12,166 | $931K |
| Pacific Sun Financial Corp | 0.38% | Add +5.8% | 12,063 | $924K |
| Independence Financial Advisors, LLC | 0.23% | Reduce -92.8% | 11,746 | $899K |
| Signal Advisors Wealth, LLC | 0.04% | New | 11,008 | $843K |
| Aspetuck Financial Management LLC | 0.50% | Reduce -17.6% | 10,985 | $841K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 10,547 | $838K |
| LongView Wealth Management | 0.20% | Add +0.4% | 10,180 | $779K |
| Glass Jacobson Investment Advisors llc | 0.24% | Reduce -8.8% | 10,129 | $775K |
| Arax Advisory Partners | 0.01% | Add +580.2% | 10,060 | $770K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +12.0% | 9,625 | $737K |
| Bayshore Capital Advisors, LLC | 0.34% | No change | 9,610 | $736K |
| Sigma Planning Corp | 0.02% | Reduce -34.8% | 9,269 | $710K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -5.1% | 9,257 | $709K |
| XTX Topco Ltd | 0.01% | Add +63.4% | 9,102 | $697K |
| Centaurus Financial, Inc. | 0.03% | Add +1.4% | 8,910 | $682K |
| Cornerstone Management, Inc. | 0.10% | No change | 8,841 | $677K |
| World Investment Advisors | 0.01% | No change | 9,489 | $667K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -11.9% | 8,617 | $660K |
| Nova Wealth Management, Inc. | 0.36% | Reduce -33.7% | 8,474 | $649K |
| Montis Financial, LLC | 0.13% | Add +4.4% | 8,288 | $635K |
| Roxbury Financial LLC | 0.50% | Add +0.9% | 8,254 | $632K |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 8,253 | $632K |
| MML Investors Services, LLC | 0.00% | Add +13.0% | 7,902 | $605K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 7,540 | $577K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.8% | 7,146 | $547K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 6,991 | $535K |
| Noble Wealth Partners LLC | 0.46% | — | 6,876 | $526K |
| WBH Advisory Inc. | 0.03% | No change | 6,760 | $518K |
| Corient Private Wealth LP | 0.00% | Add +8.4% | 6,531 | $500K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 6,254 | $479K |
| Birchcreek Wealth Management, LLC | 0.19% | Reduce -56.4% | 6,248 | $478K |
| McRae Capital Management Inc. | 0.09% | Add +3.3% | 6,165 | $472K |
| Private Advisor Group, LLC | 0.00% | Reduce -48.7% | 6,078 | $465K |
| Breakwater Capital Group | 0.05% | No change | 5,966 | $457K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -0.4% | 5,875 | $450K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,844 | $447K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.9% | 5,725 | $438K |
| Savant Capital, LLC | 0.00% | New | 5,558 | $429K |
| Redwood Financial Network Corp | 0.24% | Add +9.9% | 5,583 | $427K |
| Beckerman Institutional, LLC | 0.20% | No change | 5,413 | $414K |
| Pathstone Holdings, LLC | 0.00% | Add +35.7% | 5,360 | $410K |
| Valley Brook Capital Group, Inc. | 0.23% | Add +6.5% | 5,215 | $399K |
| Capital Investment Counsel, Inc | 0.04% | Add +0.0% | 5,187 | $397K |
| Nwam LLC | 0.02% | Add +8.3% | 5,175 | $396K |
| McDonald Partners LLC | 0.09% | No change | 5,000 | $383K |
| Monte Financial Group, LLC | 0.12% | Reduce -1.7% | 4,614 | $374K |
| D.B. Root & Company, LLC | 0.08% | No change | 4,850 | $371K |
| Financial Freedom, LLC | 0.17% | Reduce -19.0% | 4,836 | $370K |
| Farther Finance Advisors, LLC | 0.00% | Add +322.8% | 4,739 | $363K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.5% | 4,387 | $336K |
| Point72 Asset Management | 0.00% | New | 4,265 | $327K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 4,261 | $326K |
| Atlas Brown,Inc. | 0.09% | Add +2.3% | 4,200 | $322K |
| Purkiss Capital Advisors LLC | 0.12% | Add +6.7% | 4,189 | $321K |
| Instrumental Wealth, LLC | 0.16% | Add +8.6% | 4,167 | $319K |
| Paragon Private Wealth Management, LLC | 0.08% | Reduce -12.1% | 4,111 | $315K |
| Visionary Wealth Advisors | 0.01% | Add +0.4% | 4,006 | $307K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,000 | $306K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +0.8% | 3,995 | $306K |
| Darden Wealth Group Inc | 0.12% | New | 3,900 | $299K |
| Harding Loevner LP | 0.00% | New | 3,625 | $294K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.4% | 3,773 | $289K |
| SVB Wealth LLC | 0.02% | No change | 3,762 | $288K |
| Am Investment Strategies LLC | 0.05% | Add +0.2% | 3,659 | $280K |
| Focus Partners Wealth | 0.00% | Add +4.7% | 3,647 | $279K |
| CWA Asset Management Group, LLC | 0.01% | Add +6.7% | 3,632 | $278K |
| Ieq Capital, LLC | 0.00% | No change | 3,603 | $276K |
| River Wealth Advisors LLC | 0.03% | Reduce -17.9% | 3,532 | $270K |
| Whalerock Point Partners, LLC | 0.05% | No change | 3,479 | $266K |
| Prasad Wealth Partners, LLC | 0.06% | No change | 3,475 | $266K |
| Panoramic Investment Advisors, LLC | 0.12% | No change | 3,400 | $260K |
| Independent Financial Group, LLC | 0.00% | Reduce -6.1% | 3,373 | $258K |
| Principal Securities, Inc. | 0.00% | Add +0.8% | 3,373 | $258K |
| Athena Wealth Management, LLC | 0.19% | Reduce -61.1% | 3,340 | $256K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,330 | $255K |
| Sowell Financial Services LLC | 0.01% | Add +11.1% | 3,324 | $255K |
| BIP Wealth, LLC | 0.01% | Add +0.4% | 3,307 | $253K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,209 | $246K |
| Mission Wealth Management, LP | 0.00% | Reduce -37.1% | 3,098 | $237K |
| Tandem Capital Management Corp. | 0.10% | Add +0.7% | 3,040 | $233K |
| Sovran Advisors, LLC | 0.02% | Reduce -0.1% | 2,878 | $233K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -26.4% | 3,030 | $232K |
| Prospera Financial Services Inc | 0.00% | Add +0.3% | 2,989 | $229K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,928 | $224K |
| Howard Financial Services, LTD. | 0.02% | New | 2,918 | $223K |
| Astra Wealth Partners LLC | 0.12% | Reduce -1.8% | 2,841 | $218K |
| Fifth Third Bancorp | 0.00% | Reduce -35.7% | 2,835 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | New | 2,754 | $211K |
| BlackRock, Inc. | 0.00% | Add +52.4% | 2,696 | $206K |
| Atria Investments, Inc | 0.00% | New | 2,651 | $203K |
| First Heartland Consultants, Inc. | 0.01% | New | 2,622 | $201K |
| Global Retirement Partners, LLC | 0.00% | — | 2,542 | $195K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.9% | 2,519 | $193K |
| Silver Oak Securities, Incorporated | 0.01% | New | 2,392 | $183K |
| Valley National Advisers Inc. | 0.02% | No change | 2,267 | $174K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.3% | 2,093 | $160K |
| Howe & Rusling Inc. | 0.01% | No change | 1,765 | $135K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,697 | $130K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,573 | $120K |
| Bogart Wealth, LLC | 0.00% | No change | 1,544 | $118K |
| Mather Group, Llc. | 0.00% | No change | 1,517 | $116K |
| Bessemer Group Inc. | 0.00% | No change | 1,505 | $115K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,500 | $115K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 1,426 | $109K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 1,262 | $97K |
| Parallel Advisors, LLC | 0.00% | Add +22.9% | 1,229 | $94K |
| West Branch Capital LLC | 0.02% | Reduce -14.0% | 1,225 | $94K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,073 | $82K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $78K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,004 | $77K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -69.2% | 906 | $69K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 889 | $68K |
| Quent Capital, LLC | 0.00% | No change | 832 | $64K |
| Piscataqua Savings Bank | 0.04% | Reduce -60.2% | 743 | $57K |
| EPG Wealth Management LLC | 0.01% | Add +0.1% | 737 | $56K |
| HighMark Wealth Management LLC | 0.02% | No change | 611 | $47K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +1217.4% | 606 | $46K |
| Caldwell Trust Co | 0.00% | No change | 600 | $46K |
| United Community Bank | 0.01% | No change | 582 | $45K |
| Colonial Trust Co / SC | 0.01% | No change | 568 | $43K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 530 | $41K |
| Blair William & Co. | 0.00% | Reduce -22.6% | 524 | $40K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 521 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.0% | 512 | $39K |
| Financial Perspectives, Inc | 0.01% | No change | 505 | $39K |
| CDKV Holdings LLC | 0.03% | No change | 500 | $38K |
| SYM FINANCIAL Corp | 0.00% | New | 500 | $38K |
| Fiduciary Financial Advisors | 0.00% | New | 501 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 487 | $37K |
| AlphaCore Capital LLC | 0.00% | Reduce -2.7% | 436 | $33K |
| Decker Retirement Planning Inc. | 0.01% | No change | 423 | $32K |
| Anchor Bay Capital, Inc. | 0.02% | — | 390 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 335 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 330 | $25K |
| Rossby Financial, LCC | 0.00% | No change | 325 | $25K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.3% | 317 | $24K |
| High Point Wealth Management, LLC | 0.02% | Add +0.3% | 305 | $23K |
| CX Institutional | 0.00% | Add +0.3% | 287 | $22K |
| Gables Capital Management Inc. | 0.01% | No change | 283 | $22K |
| SHP Wealth Management | 0.00% | Add +39.3% | 266 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 260 | $20K |
| Allworth Financial LP | 0.00% | Reduce -68.4% | 232 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 208 | $16K |
| Simplex Trading, LLC | 0.00% | New | 206 | $16K |
| Signaturefd, LLC | 0.00% | No change | 195 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 184 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 177 | $14K |
| Tidemark, LLC | 0.00% | No change | 150 | $11K |
| Waverly Advisors, LLC | 0.00% | Reduce -33.3% | 140 | $11K |
| Financial Management Professionals, Inc. | 0.00% | New | 136 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 132 | $10K |
| Triumph Capital Management | 0.00% | No change | 117 | $9K |
| 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 |
| Oakmont Advisory Group, LLC | 0.00% | New | 66 | $5K |
| Motco | 0.00% | New | 61 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 53 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 51 | $4K |
| Larson Financial Group LLC | 0.00% | Add +2.0% | 51 | $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% | Add +2.6% | 40 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 39 | $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 |
| Cape Investment Advisory, Inc. | 0.00% | New | 28 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 27 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 21 | $2K |
| Bullock Wealth Management Group | 0.00% | No change | 17 | $1K |
| Birchbrook, Inc. | 0.00% | New | 16 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $732 |
| Founders Capital Management | 0.00% | No change | 7 | $525 |
| Spirit of America Management Corp. | 0.00% | Add +7094.1% | 40,215 | $514 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.3% | 3 | $230 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.0% | 1 | $77 |
| 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.