Fidelity MSCI Info Tech IndxFTECETF

13F holders, Q2 2026 (June 30)
659holders +50
91new positions
35sold out
6famous investors
$284.80avg. 13F price*

At the end of Q2 2026, 659 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 50 from Q1 2026. 91 opened new positions and 35 sold out. The largest holders were Lido Advisors, LLC ($573.8M), Charles Schwab Investment Management Inc. ($383.8M) and Bank of America Corp. ($272.3M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity MSCI Info Tech Indx
CUSIP
316092808
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 427Q1 2024Q2 2024: 432Q2 2024Q3 2024: 447Q3 2024Q4 2024: 510Q4 2024Q1 2025: 507Q1 2025Q2 2025: 546Q2 2025Q3 2025: 564Q3 2025Q4 2025: 615Q4 2025Q1 2026: 609Q1 2026Q2 2026: 659Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions91$42.1M
Exits35$32.6M

All 13F filers, Q1 2026 → Q2 2026: 887,323 shares bought and 961,107 shares sold, net −73,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 659 holders

Lido Advisors, LLC 2.06% Reduce -7.7% 2,009,121 $573.8M
Charles Schwab Investment Management Inc. 0.05% Reduce -4.8% 1,343,888 $383.8M
Bank of America Corp. 0.02% Reduce -2.8% 953,420 $272.3M
LPL Financial LLC 0.05% Add +9.3% 768,233 $219.4M
Agf Management Ltd. 0.77% Add +1.7% 690,136 $197.1M
Envestnet Asset Management Inc. 0.05% Reduce -2.6% 669,504 $191.2M
Commonwealth Equity Services, LLC 0.24% Add +0.2% 668,463 $190.9M
Morgan Stanley 0.01% Add +1.2% 407,348 $116.3M
Mercer Global Advisors Inc. 0.13% Reduce -5.9% 357,389 $102.1M
Kestra Investment Management, LLC 1.79% Reduce -41.0% 323,063 $92.3M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -6.6% 319,994 $91.4M
Osaic Holdings, Inc. 0.10% Add +11.5% 300,577 $85.9M
Jupiter Topco LLC 0.03% — 271,093 $77.4M
Cambridge Investment Research Advisors, Inc. 0.17% Reduce -0.3% 257,555 $73.6M
Portfolio Strategies, Inc. 6.64% Add +0.0% 232,327 $67.7M
FMR LLC 0.00% Reduce -2.1% 212,226 $60.6M
Principal Securities, Inc. 0.68% Reduce -6.7% 198,769 $56.8M
Kestra Advisory Services, LLC 0.17% Reduce -1.8% 180,189 $51.5M
JPMorgan Chase & Co. 0.00% Add +0.9% 154,792 $43.1M
NorthCoast Asset Management LLC 0.94% Add +200.4% 148,363 $42.4M
Independence Financial Advisors, LLC 10.46% Add +88.8% 141,263 $40.3M
UBS Group AG 0.01% Add +16.4% 130,558 $37.3M
Prime Capital Investment Advisors, LLC 0.33% Add +11.9% 118,093 $33.7M
Wells Fargo & Company 0.01% Add +36.1% 114,710 $32.8M
Stifel Financial Corp. 0.03% Add +0.6% 111,207 $31.8M
Vicus Capital 2.02% Add +2718.4% 109,437 $31.3M
Financial Partners Group, Inc 3.07% Add +0.2% 105,746 $30.2M
Yoder Wealth Management, Inc. 11.64% Add +6.3% 104,253 $29.8M
Raymond James Financial Inc. 0.01% Add +2.7% 104,020 $29.7M
MAI Capital Management 0.11% Add +7.3% 103,149 $29.5M
PFG Advisors 1.48% Add +0.6% 102,879 $29.4M
Cetera Investment Advisers 0.03% Add +1.8% 98,702 $28.2M
Steward Partners Investment Advisory, LLC 0.14% Reduce -0.9% 96,503 $27.6M
Fischer Financial Services, Inc. 6.34% Add +0.3% 88,406 $25.2M
Citigroup Inc. 0.01% Add +12.2% 86,044 $24.6M
Morningstar Investment Management LLC 1.51% No change 117,953 $24.5M
Ameriprise Financial Inc. 0.00% Add +4.0% 84,177 $23.9M
Kraft, Davis & Associates, LLC 4.37% Reduce -2.3% 76,376 $20.9M
Marotta Asset Management 3.36% Add +5.9% 72,185 $20.2M
Eaton Financial Holdings Company, LLC 5.27% Add +4.2% 67,142 $19.2M
Advisory Services Network, LLC 0.20% Add +3.2% 60,737 $17.3M
Quantinno Capital Management LP 0.02% Add +17.4% 59,751 $17.1M
Royal Bank of Canada 0.00% Reduce -0.4% 58,462 $16.7M
Lifeworks Advisors, LLC 1.69% Reduce -0.6% 56,502 $16.1M
Armor Investment Advisors, LLC 5.14% Reduce -1.8% 56,066 $16.0M
Mariner, LLC 0.02% Reduce -1.2% 55,671 $15.9M
Mutual Advisors, LLC 0.29% Add +2.3% 53,844 $15.4M
King Wealth Management Group 1.62% Reduce -1.1% 51,730 $14.8M
MML Investors Services, LLC 0.03% Add +6.3% 49,507 $14.1M
Creative Planning 0.01% Add +12.0% 47,835 $13.7M
Rwa Wealth Partners, LLC 0.13% Add +3.0% 46,724 $13.3M
CX Institutional 0.38% Add +18.2% 46,147 $13.2M
Summit Financial, LLC 0.14% Reduce -7.4% 45,909 $13.1M
Smith Salley Wealth Management 0.56% Reduce -1.4% 45,191 $12.9M
Atlas Capital Advisors Inc. 1.33% Reduce -2.2% 42,428 $12.1M
Claro Advisors Inc. 1.26% Add +12.1% 42,104 $12.0M
Primoris Wealth Advisors, LLC 5.37% Add +13.2% 41,251 $11.8M
Clear Wave Wealth Management LLC 2.57% Reduce -28.6% 40,454 $11.6M
Traynor Capital Management, Inc. 0.52% Add +0.1% 38,870 $11.1M
Jones Financial Companies LLLP 0.00% Add +27.0% 40,064 $10.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Reduce -1.0% 37,112 $10.6M
NewEdge Advisors, LLC 0.03% Add +5.0% 36,762 $10.5M
Assetmark, Inc. 0.02% Reduce -9.7% 36,327 $10.4M
Focus Partners Wealth 0.01% Add +24.2% 35,753 $10.2M
Sterling Investment Counsel, LLC 2.39% Add +2.8% 35,541 $10.1M
J.W. Cole Advisors, Inc. 0.17% New 35,007 $10.0M
Crumly & Associates Inc. 1.83% Reduce -2.4% 33,452 $9.6M
Southern Capital Advisors, LLC 3.81% Reduce -2.5% 31,972 $9.1M
Snowden Capital Advisors LLC 0.21% Reduce -0.9% 31,737 $9.1M
Sigma Planning Corp 0.22% Reduce -7.2% 30,272 $8.6M
Go Invest LLC 2.03% Add +6.1% 30,194 $8.6M
High Point Wealth Management, LLC 7.01% Add +2.4% 29,412 $8.4M
Financial Perspectives, Inc 2.03% Add +0.3% 29,202 $8.3M
Sanctuary Advisors, LLC 0.04% Add +74.1% 28,905 $8.3M
CacheTech Inc. 1.34% Reduce -3.4% 28,894 $8.3M
Goldstone Financial Group, LLC 0.75% Reduce -35.2% 28,692 $8.2M
Aspetuck Financial Management LLC 4.77% Add +4.7% 28,363 $8.1M
Adams Wealth Management 1.53% Reduce -6.3% 28,012 $8.0M
KDK Private Wealth Management, LLC 6.54% Reduce -1.7% 27,613 $7.9M
Brighton Jones LLC 0.14% Reduce -10.0% 27,307 $7.8M
Kestra Private Wealth Services, LLC 0.08% Add +11.7% 26,599 $7.6M
Capital Planning LLC 2.19% Reduce -4.7% 26,350 $7.5M
Meridian Wealth Management, LLC 0.22% Add +38.8% 25,285 $7.2M
&partners 0.03% Reduce -2.7% 25,072 $7.2M
Susquehanna International Group, LLP 0.01% Add +222.7% 24,622 $7.0M
Cantor Fitzgerald Investment Advisors L.P. 0.47% Reduce -17.0% 24,425 $7.0M
Integrated Advisors Network LLC 0.32% Add +7.8% 24,208 $6.9M
Arax Advisory Partners 0.05% Add +312.0% 24,191 $6.9M
United Capital Financial Advisors, LLC 0.04% Reduce -5.9% 23,942 $6.8M
Equitable Holdings, Inc. 0.04% Reduce -4.3% 23,401 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +26.7% 23,544 $6.6M
Lynch & Associates 1.16% Reduce -4.4% 23,195 $6.6M
Northwest Wealth Advisors, LLC 3.73% Add +6.0% 22,746 $6.5M
Heck Capital Advisors, LLC 0.38% Reduce -4.9% 22,559 $6.4M
Beaumont Financial Advisors, LLC 0.40% Reduce -8.8% 22,232 $6.3M
Investment Advisory Services Group LLC 4.32% Add +3.4% 20,665 $5.9M
Mowery & Schoenfeld Wealth Management, LLC 7.92% Add +2.1% 20,358 $5.8M
HighTower Advisors, LLC 0.01% Reduce -5.1% 20,142 $5.8M
Stratos Wealth Partners, LTD. 0.06% Add +27.1% 20,062 $5.7M
Arkadios Wealth Advisors 0.09% Add +0.1% 19,760 $5.6M

"% of holder's portfolio" is FTEC's weight in each manager's 13F, not the share of Fidelity MSCI Info Tech Indx the manager owns.

Show all 659 holders