Fidelity MSCI Info Tech IndxFTECETF

13F holders, Q1 2024 (March 31)
427holders
2famous investors
$155.79avg. 13F price*

At the end of Q1 2024, 427 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($502.8M), Lido Advisors, LLC ($280.0M) and CHURCHILL MANAGEMENT Corp ($196.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024

InstitutionsTotal Value
New Positions45$228.7M
Exits36$41.5M

Ownership 427 holders

Charles Schwab Investment Management Inc. 0.12% Reduce -3.1% 3,226,069 $502.8M
Lido Advisors, LLC 2.52% Add +5.1% 1,796,708 $280.0M
CHURCHILL MANAGEMENT Corp 2.45% New 1,262,154 $196.7M
Commonwealth Equity Services, LLC 0.21% Add +1.8% 823,425 $128.3M
Envestnet Asset Management Inc. 0.03% Add +3.9% 435,984 $67.9M
Full Sail Capital, LLC 4.58% Reduce -3.0% 421,522 $65.7M
LPL Financial LLC 0.02% Add +9.8% 274,668 $42.8M
Portfolio Strategies, Inc. 2.63% Add +1.3% 248,095 $38.6M
Morgan Stanley 0.00% Add +1.4% 246,949 $38.5M
Agf Management Ltd. 0.19% Add +50.3% 222,657 $34.7M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -5.2% 186,030 $29.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +42.5% 159,978 $24.9M
Connectus Wealth, LLC 0.67% Add +226.0% 157,361 $24.5M
Osaic Holdings, Inc. 0.05% Reduce -7.5% 156,270 $24.4M
FMR LLC 0.00% Add +11.3% 136,848 $21.3M
JPMorgan Chase & Co. 0.00% Reduce -1.3% 125,962 $19.6M
Vicus Capital 1.69% Add +0.1% 119,133 $18.6M
Stifel Financial Corp. 0.02% Add +2.3% 117,100 $18.2M
Advisory Services Network, LLC 0.40% Reduce -1.0% 115,717 $18.0M
Kestra Advisory Services, LLC 0.12% Add +9.9% 112,498 $17.5M
Financial Partners Group, Inc 2.68% Reduce -3.4% 108,011 $16.8M
Cetera Investment Advisers 0.04% Add +130.8% 95,511 $14.9M
Atria Wealth Solutions, Inc. 0.15% Add +2.6% 86,541 $13.5M
UBS Group AG 0.00% Add +13.3% 85,914 $13.4M
Halpern Financial, Inc. 3.86% Reduce -10.5% 85,906 $13.3M
Bank of America Corp. 0.00% Add +4.4% 82,092 $12.8M
Freedom Investment Management, Inc. 1.00% Reduce -8.2% 79,911 $12.5M
Wells Fargo & Company 0.00% Reduce -14.9% 79,900 $12.5M
PFG Advisors 0.89% Add +4.7% 78,374 $12.2M
Crumly & Associates Inc. 2.99% Add +0.4% 73,064 $11.4M
Royal Bank of Canada 0.00% Add +203.0% 69,987 $10.9M
Rwa Wealth Partners, LLC 0.13% Reduce -1.9% 63,426 $9.9M
Armor Investment Advisors, LLC 4.68% Reduce -3.3% 62,432 $9.7M
Eaton Financial Holdings Company, LLC 5.01% Add +2.7% 61,889 $9.6M
King Wealth Management Group 1.66% Reduce -1.9% 60,678 $9.5M
Ameriprise Financial Inc. 0.00% Add +11.0% 58,325 $9.1M
Atlas Capital Advisors Inc. 1.36% Add +11.3% 55,885 $8.7M
Mowery & Schoenfeld Wealth Management, LLC 16.70% Add +3.7% 55,613 $8.7M
Lifeworks Advisors, LLC 2.29% Add +5.5% 52,386 $8.2M
Mariner, LLC 0.02% Reduce -0.6% 51,555 $8.0M
NewEdge Advisors, LLC 0.06% Add +11.9% 45,848 $7.1M
Traynor Capital Management, Inc. 0.66% Add +6.1% 44,454 $6.9M
Exchange Capital Management, Inc. 1.12% Reduce -1.8% 44,366 $6.9M
Smith Salley Wealth Management 0.54% Reduce -9.4% 44,300 $6.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +65.2% 43,820 $6.8M
Kraft, Davis & Associates, LLC 1.98% Reduce -46.3% 42,437 $6.6M
MML Investors Services, LLC 0.03% Reduce -8.5% 41,984 $6.5M
IFP Advisors, Inc 0.29% Add +843.5% 41,788 $6.5M
Susquehanna International Group, LLP 0.01% New 41,561 $6.5M
Southern Capital Advisors, LLC 3.92% Add +24.1% 41,444 $6.5M
Prudential Financial Inc. 0.01% Add +10.3% 39,825 $6.2M
Snowden Capital Advisors LLC 0.18% Reduce -1.8% 37,535 $5.8M
Personal Cfo Solutions, LLC 0.87% Reduce -1.7% 35,828 $5.6M
Primoris Wealth Advisors, LLC 4.32% Add +0.5% 34,443 $5.4M
HighTower Advisors, LLC 0.01% Add +5.7% 34,388 $5.4M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.4% 32,217 $5.0M
Stonebrook Private Inc. 1.43% Reduce -3.7% 31,345 $4.9M
J.W. Cole Advisors, Inc. 0.25% Reduce -15.3% 31,303 $4.9M
Patriot Financial Group Insurance Agency, LLC 0.78% New 31,292 $4.9M
Hartline Investment Corp./ 0.83% New 30,193 $4.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.83% Add +19.4% 30,193 $4.7M
Sigma Planning Corp 0.15% Add +132.8% 30,139 $4.7M
TBH Global Asset Management, LLC 0.92% Add +1.0% 29,647 $4.6M
Brookstone Capital Management 0.08% Add +3.1% 29,361 $4.6M
Allworth Financial LP 0.03% Reduce -2.3% 29,139 $4.5M
Yoder Wealth Management, Inc. 2.89% Add +3.2% 28,445 $4.4M
Financial Perspectives, Inc 1.65% Add +0.0% 27,868 $4.3M
CoreCap Advisors, LLC 0.22% Add +63.8% 26,520 $4.1M
Beaumont Financial Advisors, LLC 0.33% Reduce -7.9% 25,464 $4.0M
Court Place Advisors, LLC 1.26% Reduce -5.0% 25,149 $3.9M
Prospera Financial Services Inc 0.11% Reduce -6.9% 23,910 $3.7M
Mokosak Advisory Group, LLC 1.22% Reduce -7.9% 23,642 $3.7M
Heck Capital Advisors, LLC 0.54% Add +0.9% 22,911 $3.6M
Mgo One Seven LLC 0.18% Reduce -4.8% 22,325 $3.5M
Raymond James & Associates 0.00% Add +9.1% 21,788 $3.4M
Lynch & Associates 0.77% Add +8.9% 21,361 $3.3M
Atria Investments, Inc 0.05% Add +8.9% 21,094 $3.3M
Kestra Private Wealth Services, LLC 0.07% Add +2.0% 20,860 $3.3M
Equitable Holdings, Inc. 0.04% Add +11.6% 20,778 $3.2M
Creative Planning 0.00% Add +7.6% 19,399 $3.0M
Chicago Partners Investment Group LLC 0.12% Reduce -1.9% 19,970 $2.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.2% 18,783 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +86.1% 18,685 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +86.1% 18,685 $2.9M
WCG Wealth Advisors LLC 0.24% Add +55.3% 18,391 $2.9M
Lincoln National Corp. 0.04% Add +1.5% 17,583 $2.7M
Idaho Trust Co 2.64% New 17,550 $2.7M
Fingerlakes Wealth Management, Inc. 2.64% Add +21.0% 17,550 $2.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.7% 17,382 $2.7M
Anchor Investment Management, LLC 0.28% No change 17,164 $2.7M
Eley Financial Management, Inc 1.14% Reduce -1.5% 16,959 $2.6M
Curi Capital, LLC 0.06% No change 16,751 $2.6M
Quantinno Capital Management LP 0.06% New 16,422 $2.6M
Brighton Jones LLC 0.09% Reduce -6.3% 16,327 $2.5M
Ancora Advisors LLC 0.06% Reduce -2.6% 16,178 $2.5M
EPG Wealth Management LLC 0.62% Reduce -1.9% 16,159 $2.5M
Navellier & Associates Inc. 0.31% Reduce -13.4% 16,100 $2.5M
PGIM Custom Harvest LLC 0.06% Reduce -46.8% 15,867 $2.5M
Maltin Wealth Management, Inc. 1.34% Add +0.7% 15,338 $2.4M
Secure Asset Management, LLC 0.56% Add +42.0% 15,320 $2.4M
Mutual Advisors, LLC 0.08% Add +40.1% 15,087 $2.4M
Ameritas Advisory Services, LLC 0.10% Add +4.2% 15,354 $2.3M
CX Institutional 0.11% Add +0.1% 14,679 $2.3M
VCI Wealth Management LLC 1.51% Reduce -17.1% 14,292 $2.2M
Janney Montgomery Scott LLC 0.01% Add +15.7% 14,043 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -23.1% 13,815 $2.2M
Private Advisor Group, LLC 0.02% Add +13.1% 13,773 $2.1M
Capital Planning LLC 0.70% Add +10.7% 13,681 $2.1M
Sunbelt Securities, Inc. 0.24% Add +3.8% 13,536 $2.1M
Integrated Advisors Network LLC 0.11% Reduce -2.9% 13,466 $2.1M
Pathstone Holdings, LLC 0.01% Add +119.7% 12,963 $2.0M
Benjamin F. Edwards & Company, Inc. 0.04% Add +16.8% 12,530 $2.0M
Wealthstar Advisors, LLC 0.67% Add +12.6% 12,251 $1.9M
Spinnaker Trust 0.12% Reduce -0.7% 12,344 $1.9M
Rehmann Capital Advisory Group 0.14% Add +8.6% 12,312 $1.9M
Mercer Global Advisors Inc. 0.01% Add +85.3% 11,962 $1.9M
Keybank National Association 0.01% Reduce -22.5% 11,844 $1.8M
Cooper Financial Group 0.29% Reduce -11.0% 11,438 $1.8M
Whalerock Point Partners, LLC 0.49% Reduce -13.1% 11,190 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.12% Reduce -6.2% 10,753 $1.7M
Summit X, LLC 0.42% Add +2.5% 10,563 $1.6M
Marotta Asset Management 0.34% Add +17.4% 10,433 $1.6M
GeoWealth Management, LLC 0.06% Add +269.4% 10,373 $1.6M
Atlas Brown,Inc. 0.58% Add +3.0% 10,237 $1.6M
Global Financial Private Client, LLC 0.68% Add +12.2% 10,163 $1.6M
SVB Wealth LLC 0.04% Reduce -15.2% 10,166 $1.6M
Strategic Blueprint, LLC 0.11% Add +1.9% 9,941 $1.5M
Buffington Mohr McNeal 0.28% Reduce -7.5% 9,843 $1.5M
CW Advisors, LLC 0.03% Add +92.6% 9,714 $1.5M
Smith Shellnut Wilson LLC 0.80% Reduce -0.1% 9,684 $1.5M
Avior Wealth Management, LLC 0.07% Reduce -0.1% 9,450 $1.5M
RFG Advisory, LLC 0.05% Add +2.4% 9,304 $1.4M
Claro Advisors Inc. 0.25% New 9,223 $1.4M
Avaii Wealth Management, LLC 0.84% Reduce -78.7% 9,149 $1.4M
Spire Wealth Management 0.03% Add +2.1% 9,144 $1.4M
Client 1ST Advisory Group, LLC 0.64% Reduce -4.5% 9,131 $1.4M
Florida Financial Advisors, LLC 1.04% Add +5.7% 9,081 $1.4M
Baker Avenue Asset Management, LP 0.05% Reduce -5.2% 9,036 $1.4M
Atlas Private Wealth Management, LLC 0.59% Reduce -4.5% 9,008 $1.4M
Duncker Streett & Co. Inc. 0.28% No change 8,975 $1.4M
Park Avenue Securities LLC 0.02% Reduce -24.5% 8,676 $1.4M
NorthLanding Financial Partners, LLC 1.45% Reduce -74.0% 8,554 $1.3M
Samalin Investment Counsel, LLC 0.63% Add +29.3% 8,525 $1.3M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -1.0% 8,200 $1.3M
CAP Partners, LLC 1.12% Add +5.1% 8,147 $1.3M
Apexium Financial, LP 0.10% Add +0.8% 8,099 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +16.4% 8,041 $1.3M
Truist Financial Corp. 0.00% Reduce -3.7% 7,939 $1.2M
Level Four Advisory Services, LLC 0.07% No change 8,441 $1.2M
Focus Financial Network, Inc. 0.06% — 7,828 $1.1M
Corient Private Wealth LP 0.00% Add +49.0% 7,184 $1.1M
Blair William & Co. 0.00% Reduce -42.9% 7,143 $1.1M
Traphagen Investment Advisors LLC 0.12% Add +3.3% 7,135 $1.1M
Forte Asset Management LLC 0.67% No change 7,060 $1.1M
Renaissance Technologies 0.00% Reduce -64.4% 6,800 $1.1M
Soltis Investment Advisors LLC 0.12% Reduce -4.1% 6,733 $1.0M
JSF Financial, LLC 0.33% Reduce -6.2% 6,713 $1.0M
Canton Hathaway, LLC 0.28% Reduce -4.1% 6,696 $1.0M
Dakota Wealth Management 0.03% Reduce -0.3% 6,478 $1.0M
Bank of New York Mellon Corp 0.00% Add +1.2% 6,475 $1.0M
Sweeney & Michel, LLC 0.44% — 6,385 $994K
DAVENPORT & Co LLC 0.01% Add +37.0% 6,333 $987K
Arkadios Wealth Advisors 0.08% Add +0.9% 6,265 $976K
Independent Financial Group, LLC 0.04% No change 6,066 $945K
Citizens Financial Group Inc. 0.03% New 5,986 $933K
Captrust Financial Advisors 0.00% Reduce -9.9% 5,913 $921K
Tandem Capital Management Corp. 0.51% Reduce -9.3% 5,750 $896K
Financial Freedom, LLC 0.53% Add +0.1% 5,695 $888K
Dynamic Advisor Solutions LLC 0.03% Add +1.6% 5,664 $883K
Walkner Condon Financial Advisors LLC 0.19% No change 5,627 $877K
Stonebridge Financial Planning Group, LLC 0.45% Reduce -10.7% 5,441 $848K
Liberty Wealth Management LLC 0.16% Add +0.4% 5,319 $829K
Visionary Wealth Advisors 0.05% Add +62.1% 5,221 $814K
Investors Research Corp 0.19% Add +5.0% 5,132 $800K
Almanack Investment Partners, LLC. 0.13% Reduce -0.4% 4,981 $776K
AE Wealth Management LLC 0.01% Reduce -88.5% 4,812 $750K
Harbour Investments, Inc. 0.03% Reduce -3.5% 4,746 $740K
Avantax Advisory Services, Inc. 0.01% Reduce -27.6% 4,742 $739K
Rational Advisors, Inc. 0.07% Reduce -29.4% 4,712 $734K
Belpointe Asset Management LLC 0.05% Reduce -5.3% 4,681 $730K
Safeguard Financial, LLC 0.24% Add +0.0% 4,660 $726K
Balefire, LLC 0.26% Add +14.6% 4,617 $720K
EP Wealth Advisors, LLC 0.01% Add +4.8% 4,586 $715K
Williams & Novak, LLC 0.78% No change 4,798 $689K
Daymark Wealth Partners, LLC 0.04% Reduce -4.3% 4,393 $685K
Essex Financial Services, Inc. 0.06% Add +13.3% 4,325 $674K
T. Rowe Price Associates Inc. 0.00% No change 4,302 $671K
SeaCrest Wealth Management, LLC 0.08% Add +42.3% 4,243 $661K
Franklin Resources Inc. 0.00% No change 4,213 $657K
Principal Securities, Inc. 0.02% Reduce -3.2% 4,162 $649K
Avidian Wealth Enterprises, LLC 0.03% Add +0.5% 4,136 $645K
Creekmur Asset Management LLC 0.22% Reduce -63.5% 4,056 $632K
Mission Wealth Management, LP 0.02% Add +33.0% 4,032 $628K
Fulcrum Equity Management 0.74% Add +0.2% 4,013 $625K
Hardy Reed LLC 0.08% No change 4,010 $625K
Meridian Wealth Management, LLC 0.10% Add +0.1% 4,005 $624K
CreativeOne Wealth, LLC 0.02% Add +14.3% 3,988 $622K
Birchcreek Wealth Management, LLC 0.33% Reduce -33.9% 3,977 $620K
Selective Wealth Management, Inc. 0.27% New 4,018 $614K
Valmark Advisers, Inc. 0.01% Add +22.4% 3,909 $609K
Money Concepts Capital Corp. 0.06% New 3,865 $602K
JBR Co Financial Management Inc 0.48% Reduce -14.3% 3,855 $601K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -0.6% 3,822 $596K
Comerica Bank 0.00% Reduce -1.8% 3,743 $583K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.0% 3,728 $581K
Prairie Wealth Advisors, Inc. 0.27% — 3,684 $574K
River Wealth Advisors LLC 0.08% Reduce -4.8% 3,679 $573K
Cresset Asset Management, LLC 0.00% Add +31.9% 3,663 $571K
Parallel Advisors, LLC 0.01% Reduce -3.3% 3,556 $554K
Silver Oak Securities, Incorporated 0.08% Reduce -3.4% 3,501 $546K
LJI Wealth Management, LLC 0.14% Add +17.8% 3,458 $539K
Coordinated Financial Services, Inc. 0.47% — 3,416 $532K
AdvisorNet Financial, Inc 0.05% Reduce -1.5% 3,404 $531K
Retirement Planning Group, LLC 0.04% Reduce -0.2% 3,320 $517K
WealthShield Partners, LLC 0.08% Reduce -4.2% 3,304 $515K
KCM Investment Advisors LLC 0.02% Reduce -5.9% 3,303 $515K
Savvy Advisors, Inc. 0.30% New 3,292 $513K
Acorn Financial Advisory Services Inc. 0.10% New 3,252 $507K
Moors & Cabot, Inc. 0.03% Add +58.5% 3,236 $504K
American National Bank & Trust Co. 0.12% — 3,218 $501K
Rise Advisors, LLC 0.26% Reduce -2.8% 3,165 $493K
BIP Wealth, LLC 0.04% New 3,156 $492K
Ashton Thomas Private Wealth, LLC 0.03% Add +11.0% 3,156 $492K
Sequoia Financial Advisors, LLC 0.01% Reduce -6.0% 3,153 $491K
Northern Trust Corp. 0.00% Reduce -19.1% 3,029 $472K
Calamos Wealth Management LLC 0.03% No change 3,020 $471K
Willis Johnson & Associates, Inc. 0.04% Add +0.2% 3,000 $468K
Adirondack Trust Co. 0.19% No change 2,980 $464K
Valeo Financial Advisors, LLC 0.02% No change 3,105 $457K
HB Wealth Management, LLC 0.01% Add +30.2% 2,913 $454K
Certified Advisory Corp 0.06% Add +9.8% 2,890 $450K
BCS Wealth Management 0.14% Reduce -0.3% 2,879 $449K
Catalina Capital Group, LLC 0.19% Add +0.1% 2,836 $442K
Bogart Wealth, LLC 0.02% Reduce -5.0% 2,807 $437K
Altus Wealth Group LLC 0.22% No change 2,793 $435K
OmniStar Financial Group, Inc. 0.40% New 2,771 $432K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.0% 2,704 $421K
Stratos Wealth Advisors, LLC 0.02% Reduce -4.0% 2,652 $413K
TNF LLC 0.16% Add +0.7% 2,781 $409K
Wedbush Securities Inc. 0.02% Reduce -17.2% 2,597 $405K
Midwest Heritage Bank, FSB 0.21% Reduce -12.5% 2,558 $399K
Tranquility Partners, LLC 0.15% No change 2,554 $398K
PNC Financial Services Group, Inc. 0.00% Add +24.5% 2,540 $396K
D'Orazio & Associates, Inc. 0.06% Reduce -0.0% 2,532 $395K
Graypoint LLC 0.03% Add +0.2% 2,529 $394K
Flputnam Investment Management Co. 0.01% No change 2,524 $393K
Compound Planning, Inc. 0.04% New 2,466 $384K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.9% 2,459 $383K
Baird Financial Group, Inc. 0.00% New 2,421 $377K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -13.2% 2,420 $377K
RHS Financial, LLC 0.22% Reduce -12.7% 2,382 $371K
Instrumental Wealth, LLC 0.16% Add +10.4% 2,241 $367K
Kintra Wealth, LLC 0.27% Reduce -34.5% 2,320 $362K
Apriem Advisors 0.04% No change 2,300 $358K
Swmg, LLC 0.16% Add +33.1% 2,257 $352K
Eldridge Investment Advisors, Inc. 0.09% No change 2,254 $351K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +10.0% 2,215 $345K
Creative Financial Designs Inc. 0.03% Reduce -7.1% 2,213 $345K
MAI Capital Management 0.00% Add +9.6% 2,201 $343K
LexAurum Advisors, LLC 0.09% Reduce -20.9% 2,149 $335K
CIBC Private Wealth Group LLC 0.00% Add +47.6% 2,147 $335K
Hutchens & Kramer Investment Management Group, LLC 0.20% Reduce -2.5% 2,118 $330K
Magnolia Capital Management Ltd. 0.28% No change 2,110 $329K
Rf&l Wealth Management, LLC 0.25% No change 2,108 $329K
Landaas & Co. /Wi 0.11% New 2,100 $327K
Fifth Third Securities, Inc. 0.03% Reduce -9.6% 2,082 $324K
Linscomb Wealth, Inc. 0.02% New 2,080 $324K
Cerity Partners LLC 0.00% Add +0.1% 2,069 $322K
Everett Harris & Co. 0.00% No change 2,050 $319K
S. R. Schill & Associates 0.14% Add +0.3% 2,009 $313K
Capital Management Associates, Inc 0.23% No change 2,000 $312K
Mather Group, Llc. 0.00% No change 2,150 $309K
Arjuna Capital 0.09% New 1,974 $308K
OMNI 360 Wealth, Inc. 0.25% Add +1.4% 1,947 $303K
Seven Mile Advisory 0.23% No change 1,925 $300K
Valley Brook Capital Group, Inc. 0.24% Add +5.8% 1,925 $300K
CWA Asset Management Group, LLC 0.02% No change 1,920 $299K
Glass Jacobson Investment Advisors llc 0.11% Reduce -1.3% 1,903 $297K
Rosenberg Matthew Hamilton 0.08% No change 1,862 $290K
Integrated Wealth Concepts LLC 0.00% New 1,860 $290K
Brown Advisory Inc. 0.00% New 1,843 $287K
Centaurus Financial, Inc. 0.02% Add +24.6% 1,831 $285K
Independent Wealth Network Inc. 0.13% Reduce -7.2% 1,805 $281K
Cape Investment Advisory, Inc. 0.13% No change 1,787 $278K
Cornell Pochily Investment Advisors, Inc. 0.11% Add +2.2% 1,770 $276K
Exencial Wealth Advisors, LLC 0.01% Add +0.5% 1,753 $273K
Lodestone Wealth Management LLC 0.14% Add +0.3% 1,744 $272K
Atlanta Consulting Group Advisors, LLC 0.09% — 1,721 $268K
Zimmermann Investment Management & Planning LLC 0.09% Reduce -0.8% 1,687 $263K
Investmark Advisory Group LLC 0.14% Add +0.2% 1,683 $262K
&partners 0.04% No change 1,682 $262K
First Foundation Advisors 0.01% No change 1,660 $259K
Lineweaver Wealth Advisors, LLC 0.06% Add +0.2% 1,638 $255K
International Assets Investment Management, LLC 0.03% No change 1,608 $251K
Endowment Wealth Management, Inc. 0.19% Add +0.1% 1,597 $249K
Buckingham Strategic Wealth, LLC 0.00% Reduce -12.3% 1,590 $248K
Red Door Wealth Management, LLC 0.05% Reduce -3.5% 1,581 $246K
Northwest Bank & Trust Co 0.22% No change 1,657 $244K
Diversified Trust Co. 0.01% New 1,552 $242K
Lebenthal Global Advisors, LLC 0.05% No change 1,540 $240K
Encompass More Asset Management 0.20% New 1,539 $240K
B. Riley Wealth Advisors, Inc. 0.01% Add +8.4% 1,945 $239K
Long Run Wealth Advisors, LLC 0.06% Reduce -0.2% 1,530 $238K
Unionview, LLC 0.20% Add +0.1% 1,515 $236K
InterOcean Capital Group, LLC 0.01% New 1,512 $236K
Global Retirement Partners, LLC 0.01% Add +0.3% 1,498 $234K
Capital Advisors Inc. 0.01% New 1,495 $233K
Beam Wealth Advisors, Inc. 0.14% Reduce -2.4% 1,487 $232K
Able Wealth Management LLC 0.20% Reduce -1.1% 1,478 $230K
United Capital Financial Advisors, LLC 0.00% Add +1.7% 1,460 $228K
Bank of Montreal 0.00% Add +45.9% 1,439 $226K
Bell Investment Advisors, Inc 0.04% Add +0.1% 1,449 $226K
Centurion Wealth Management LLC 0.09% Add +0.1% 1,444 $225K
Dunhill Financial, LLC 0.17% Add +1339.0% 1,439 $224K
Barlow Wealth Partners, LLC 0.03% No change 1,459 $223K
TrinityPoint Wealth, LLC 0.04% New 1,430 $223K
Frank, Rimerman Advisors LLC 0.04% No change 1,420 $221K
NWF Advisory Services Inc. 0.04% New 1,402 $218K
Sheaff Brock Investment Advisors, LLC 0.02% No change 1,400 $218K
Western Wealth Management, LLC 0.02% Add +0.1% 1,399 $218K
Main Street Financial Solutions, LLC 0.02% New 1,375 $214K
Cwm, LLC 0.00% Add +2.4% 1,361 $212K
Roundview Capital LLC 0.02% New 1,359 $212K
Clark Capital Management Group, Inc. 0.00% New 1,341 $209K
Signaturefd, LLC 0.00% Add +4.5% 1,338 $209K
Citigroup Inc. 0.00% Reduce -1.3% 1,327 $207K
Summit Financial, LLC 0.01% New 1,301 $203K
Farther Finance Advisors, LLC 0.01% Add +3.7% 1,274 $199K
Belmont Capital, LLC 0.05% Add +0.2% 1,243 $194K
Mascoma Wealth Management LLC 0.05% Add +1.3% 1,182 $184K
Jones Financial Companies LLLP 0.00% New 1,179 $184K
Concord Wealth Partners 0.03% Add +0.2% 1,145 $178K
Smithfield Trust Co 0.01% Add +78.9% 1,100 $172K
Private Ocean, LLC 0.02% Reduce -32.3% 1,019 $159K
ICA Group Wealth Management, LLC 0.03% Add +172.1% 936 $146K
Pathway Financial Advisers, LLC 0.05% Add +9.9% 922 $144K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 901 $140K
North Star Investment Management Corp. 0.01% No change 890 $139K
SJS Investment Consulting Inc. 0.03% No change 880 $137K
BOK Financial Private Wealth, Inc. 0.01% No change 861 $134K
Colonial Trust Advisors 0.01% Reduce -9.6% 850 $132K
Hazlett, Burt & Watson, Inc. 0.08% No change 837 $130K
O'shaughnessy Asset Management, LLC 0.00% No change 785 $122K
Private Trust Co. NA 0.01% Add +1059.1% 765 $119K
Beacon Capital Management, LLC 0.02% Reduce -4.2% 747 $116K
New England Capital Financial Advisors LLC 0.07% No change 742 $116K
Main Street Group, LTD 0.05% Add +75.1% 704 $110K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 652 $102K
CVA Family Office, LLC 0.02% No change 568 $89K
Smartleaf Asset Management LLC 0.02% New 552 $86K
Colonial Trust Co / SC 0.02% No change 550 $86K
HHM Wealth Advisors, LLC 0.01% No change 515 $80K
FSA Wealth Management LLC 0.03% Add +0.2% 512 $80K
Impact Partnership Wealth, LLC 0.03% No change 429 $67K
Caldwell Trust Co 0.01% No change 416 $65K
Advisors Preferred, LLC 0.01% New 401 $63K
Valley National Advisers Inc. 0.01% Reduce -8.8% 365 $56K
Sound Income Strategies, LLC 0.00% Add +263.4% 338 $53K
Caitlin John, LLC 0.04% No change 334 $52K
Steward Partners Investment Advisory, LLC 0.00% Reduce -15.6% 325 $51K
HM Payson & Co. 0.00% Reduce -16.3% 323 $50K
American National Bank & Trust 0.01% Reduce -87.6% 315 $49K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 300 $47K
Lindbrook Capital, LLC 0.00% No change 300 $47K
Geneos Wealth Management Inc. 0.00% Reduce -14.3% 300 $47K
Salem Investment Counselors Inc. 0.00% No change 300 $47K
Citadel Advisors 0.00% New 293 $46K
First Horizon Advisors, Inc. 0.00% No change 284 $44K
Glen Eagle Advisors, LLC 0.01% No change 265 $41K
Plante Moran Financial Advisors, LLC 0.00% No change 262 $41K
Tyler-Stone Wealth Management 0.02% No change 261 $41K
HighMark Wealth Management LLC 0.02% No change 250 $39K
WR Wealth Planners, LLC 0.01% New 242 $38K
Simplex Trading, LLC 0.00% Add +170.4% 238 $37K
Princeton Global Asset Management LLC 0.01% No change 237 $37K
Assetmark, Inc. 0.00% Add +1085.0% 237 $37K
Pacific Capital Wealth Advisors, Inc. 0.01% New 225 $35K
Ogorek Anthony Joseph /NY/ 0.01% New 209 $32K
Concourse Financial Group Securities, Inc. 0.00% No change 202 $31K
Tucker Asset Management LLC 0.01% No change 201 $31K
Lanark Financial, Inc. 0.00% Reduce -3.5% 194 $31K
Continuum Advisory, LLC 0.00% New 200 $31K
Capital Investment Advisory Services, LLC 0.00% Reduce -15.9% 196 $31K
Global Assets Advisory, LLC 0.02% New 189 $29K
US Bancorp \de 0.00% No change 171 $27K
Bank of New Hampshire 0.01% New 159 $25K
SOA Wealth Advisors, LLC. 0.01% No change 159 $25K
NFSG Corp 0.01% No change 156 $24K
Larson Financial Group LLC 0.00% Reduce -18.6% 153 $24K
Core Wealth Advisors, Inc. 0.01% No change 140 $22K
Salomon & Ludwin, LLC 0.00% No change 136 $21K
Realta Investment Advisors 0.00% New 135 $21K
CoreFirst Bank & Trust 0.01% No change 134 $21K
Richard W. Paul & Associates, LLC 0.01% No change 125 $19K
Kelly Financial Services LLC 0.01% No change 125 $19K
MCF Advisors LLC 0.00% No change 121 $19K
Syntrinsic LLC 0.01% No change 117 $18K
Aptus Capital Advisors, LLC 0.00% Add +0.9% 109 $17K
SYM FINANCIAL Corp 0.00% Reduce -77.0% 100 $16K
McIlrath & Eck, LLC 0.00% No change 100 $16K
Element Wealth, LLC 0.01% No change 97 $15K
Qube Research & Technologies Ltd 0.00% Reduce -95.2% 94 $15K
West Branch Capital LLC 0.01% Add +33.3% 84 $13K
Capital Investment Counsel, Inc 0.00% No change 73 $11K
Hollencrest Capital Management 0.00% Reduce -6.4% 73 $11K
Arcadia Investment Management Corp. 0.00% No change 70 $11K
Oliver Lagore Vanvalin Investment Group 0.00% No change 69 $11K
Archer Investment Corp 0.00% No change 59 $9K
McClarren Financial Advisors, Inc. 0.01% Add +1.9% 54 $9K
Gen-Wealth Partners Inc 0.00% — 57 $9K
Hoey Investments, Inc. 0.00% No change 56 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 54 $8K
CKW Financial Group 0.00% No change 50 $8K
Cutler Group LLC / CA 0.00% Reduce -50.0% 50 $7K
PFS Partners, LLC 0.00% No change 30 $5K
Clearstead Trust, LLC 0.00% No change 30 $5K
Northwest Capital Management Inc 0.00% No change 25 $4K
Castleview Partners, LLC 0.00% Add +171.4% 19 $3K
Founders Capital Management 0.00% No change 12 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 10 $2K
Sachetta, LLC 0.00% No change 10 $1K
Private Wealth Management Group, LLC 0.00% No change 8 $1K
Front Row Advisors LLC 0.00% Reduce -30.0% 7 $1K
PrairieView Partners, LLC 0.00% No change 3 $1K
LGT Financial Advisors LLC 0.00% New 3 $509
Blue Trust, Inc. 0.00% New 3 $468
Operose Advisors LLC 0.00% New 2 $313

"% 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.