Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q2 2024 (June 30)432holders +5
48new positions
36sold out
3famous investors
$171.33avg. 13F price*
At the end of Q2 2024, 432 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 5 from Q1 2024. 48 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($393.7M), Lido Advisors, LLC ($318.1M) and CHURCHILL MANAGEMENT Corp ($218.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $48.9M |
| Exits | 36 | $24.4M |
All 13F filers, Q1 2024 → Q2 2024: 887,471 shares bought and 1,475,085 shares sold, net −587,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -28.9% | 2,295,416 | $393.7M |
| Lido Advisors, LLC | 2.64% | Add +3.2% | 1,854,833 | $318.1M |
| CHURCHILL MANAGEMENT Corp | 2.57% | Add +0.8% | 1,272,429 | $218.2M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.5% | 843,576 | $144.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.1% | 426,938 | $73.2M |
| Full Sail Capital, LLC | 4.75% | Reduce -2.2% | 412,111 | $70.7M |
| Morgan Stanley | 0.00% | Add +15.3% | 284,725 | $48.8M |
| LPL Financial LLC | 0.02% | Add +1.5% | 278,685 | $47.8M |
| Agf Management Ltd. | 0.25% | Add +18.4% | 263,567 | $45.2M |
| Portfolio Strategies, Inc. | 5.66% | Reduce -2.5% | 241,970 | $41.5M |
| Kestra Advisory Services, LLC | 0.18% | Add +67.3% | 188,198 | $31.8M |
| NorthCoast Asset Management LLC | 0.25% | New | 169,412 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -13.4% | 161,007 | $27.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.7% | 158,876 | $27.3M |
| FMR LLC | 0.00% | Add +12.3% | 153,654 | $26.4M |
| Kestra Investment Management, LLC | 1.58% | — | 135,699 | $23.3M |
| Bank of America Corp. | 0.00% | Add +65.1% | 135,561 | $23.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.8% | 128,495 | $22.1M |
| Advisory Services Network, LLC | 0.44% | Add +7.3% | 124,194 | $21.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 122,019 | $20.9M |
| Vicus Capital | 1.83% | Reduce -1.2% | 117,734 | $20.2M |
| Stifel Financial Corp. | 0.02% | Reduce -7.9% | 107,893 | $18.5M |
| Financial Partners Group, Inc | 2.90% | Reduce -0.8% | 107,159 | $18.4M |
| Wells Fargo & Company | 0.00% | Add +20.2% | 96,039 | $16.5M |
| Mowery & Schoenfeld Wealth Management, LLC | 21.22% | Add +54.9% | 86,157 | $14.8M |
| UBS Group AG | 0.00% | Reduce -2.7% | 83,624 | $14.3M |
| PFG Advisors | 0.94% | Add +3.8% | 81,341 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -6.7% | 80,714 | $13.8M |
| Crumly & Associates Inc. | 3.53% | Reduce -2.1% | 71,545 | $12.3M |
| Rwa Wealth Partners, LLC | 0.16% | Add +9.0% | 69,141 | $11.9M |
| Freedom Investment Management, Inc. | 0.95% | Reduce -15.1% | 67,844 | $11.6M |
| Halpern Financial, Inc. | 3.11% | Reduce -23.1% | 66,040 | $11.3M |
| Armor Investment Advisors, LLC | 4.97% | Add +0.5% | 62,764 | $10.8M |
| King Wealth Management Group | 1.72% | Reduce -1.0% | 60,052 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 58,065 | $10.0M |
| Atlas Capital Advisors Inc. | 1.28% | Add +2.7% | 57,408 | $9.8M |
| Mariner, LLC | 0.02% | Add +10.8% | 57,114 | $9.8M |
| Cetera Investment Advisers | 0.02% | Reduce -40.5% | 56,838 | $9.7M |
| Prudential Financial Inc. | 0.01% | Add +30.3% | 51,881 | $8.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +16.0% | 50,820 | $8.7M |
| Lifeworks Advisors, LLC | 2.30% | Reduce -8.3% | 48,052 | $8.2M |
| Smith Salley Wealth Management | 0.56% | Add +2.1% | 45,245 | $7.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -2.7% | 44,598 | $7.6M |
| Exchange Capital Management, Inc. | 1.23% | Reduce -1.1% | 43,888 | $7.5M |
| Traynor Capital Management, Inc. | 0.63% | Reduce -3.1% | 43,076 | $7.4M |
| Southern Capital Advisors, LLC | 4.56% | Add +3.9% | 43,074 | $7.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +29.1% | 41,604 | $7.1M |
| MML Investors Services, LLC | 0.03% | Reduce -2.1% | 41,117 | $7.1M |
| Kraft, Davis & Associates, LLC | 2.13% | Reduce -0.9% | 42,058 | $7.0M |
| IFP Advisors, Inc | 0.25% | Reduce -11.5% | 36,984 | $6.3M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -2.2% | 36,722 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.5% | 35,965 | $6.2M |
| Personal Cfo Solutions, LLC | 0.93% | Reduce -1.3% | 35,360 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +11.4% | 34,883 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 34,543 | $5.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.93% | Add +7.5% | 32,452 | $5.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.81% | Add +2.5% | 32,066 | $5.5M |
| Primoris Wealth Advisors, LLC | 4.39% | Reduce -7.0% | 32,014 | $5.5M |
| Yoder Wealth Management, Inc. | 3.50% | Add +10.9% | 31,542 | $5.4M |
| Brookstone Capital Management | 0.08% | Add +0.5% | 29,495 | $5.1M |
| GeoWealth Management, LLC | 0.21% | Add +175.5% | 28,576 | $4.9M |
| Allworth Financial LP | 0.03% | Reduce -1.8% | 28,603 | $4.9M |
| Creative Planning | 0.01% | Add +43.6% | 27,849 | $4.8M |
| Financial Perspectives, Inc | 1.74% | Reduce -1.4% | 27,490 | $4.7M |
| Court Place Advisors, LLC | 1.42% | Add +4.6% | 26,309 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +37.1% | 25,618 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +37.1% | 25,618 | $4.4M |
| Sigma Planning Corp | 0.14% | Reduce -16.4% | 25,195 | $4.3M |
| Beaumont Financial Advisors, LLC | 0.34% | Reduce -2.3% | 24,886 | $4.3M |
| Prospera Financial Services Inc | 0.12% | Add +2.0% | 24,378 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +39.8% | 24,295 | $4.2M |
| Stonebrook Private Inc. | 1.19% | Reduce -22.7% | 24,230 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +14.3% | 23,757 | $4.1M |
| Mokosak Advisory Group, LLC | 1.32% | Reduce -1.4% | 23,314 | $4.0M |
| Raymond James & Associates | 0.00% | Add +3.7% | 22,591 | $3.9M |
| Focus Partners Wealth | 0.01% | New | 22,362 | $3.8M |
| Heck Capital Advisors, LLC | 0.48% | Reduce -2.4% | 22,364 | $3.8M |
| Grant/GrossMendelsohn, LLC | 1.75% | New | 22,329 | $3.8M |
| Lynch & Associates | 0.85% | Add +3.1% | 22,030 | $3.8M |
| Mgo One Seven LLC | 0.18% | Reduce -3.4% | 21,578 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.4% | 20,782 | $3.6M |
| WCG Wealth Advisors LLC | 0.26% | Add +11.8% | 20,554 | $3.5M |
| Claro Advisors Inc. | 0.53% | Add +116.1% | 19,933 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 3.06% | Add +13.3% | 19,881 | $3.4M |
| Capital Planning LLC | 1.02% | Add +44.9% | 19,823 | $3.4M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -2.0% | 19,576 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -74.6% | 17,781 | $3.0M |
| TBH Global Asset Management, LLC | 0.66% | Reduce -41.8% | 17,249 | $3.0M |
| Anchor Investment Management, LLC | 0.30% | Add +0.1% | 17,178 | $2.9M |
| Citigroup Inc. | 0.00% | Add +1190.8% | 17,129 | $2.9M |
| Quantinno Capital Management LP | 0.05% | Add +3.9% | 17,059 | $2.9M |
| Brighton Jones LLC | 0.09% | Add +1.8% | 16,615 | $2.8M |
| Eley Financial Management, Inc | 1.20% | Reduce -2.5% | 16,539 | $2.8M |
| Ameritas Advisory Services, LLC | 0.11% | Add +5.9% | 16,255 | $2.8M |
| Ancora Advisors LLC | 0.07% | Reduce -0.3% | 16,122 | $2.8M |
| Navellier & Associates Inc. | 0.32% | No change | 16,100 | $2.8M |
| CX Institutional | 0.13% | Add +9.6% | 16,085 | $2.8M |
| Curi Capital, LLC | 0.06% | Reduce -6.3% | 15,695 | $2.7M |
| Secure Asset Management, LLC | 0.51% | Add +1.7% | 15,580 | $2.7M |
| CW Advisors, LLC | 0.04% | Add +57.8% | 15,332 | $2.6M |
| Maltin Wealth Management, Inc. | 1.40% | Reduce -0.8% | 15,220 | $2.6M |
| Smith Shellnut Wilson LLC | 1.25% | Add +54.5% | 14,959 | $2.6M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -6.7% | 14,809 | $2.5M |
| Sunbelt Securities, Inc. | 0.26% | Add +7.4% | 14,541 | $2.5M |
| Integrated Advisors Network LLC | 0.13% | Add +7.9% | 14,524 | $2.5M |
| Marotta Asset Management | 0.51% | Add +35.5% | 14,140 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 14,247 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +5.2% | 13,642 | $2.3M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +6.2% | 13,308 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.9% | 13,241 | $2.3M |
| Spinnaker Trust | 0.14% | Reduce -0.1% | 12,329 | $2.1M |
| Rehmann Capital Advisory Group | 0.15% | Add +0.0% | 12,317 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +55.1% | 12,145 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -36.9% | 11,844 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.3% | 11,844 | $2.0M |
| Cooper Financial Group | 0.29% | Add +2.2% | 11,689 | $2.0M |
| VCI Wealth Management LLC | 0.97% | Reduce -19.6% | 11,489 | $2.0M |
| Whalerock Point Partners, LLC | 0.50% | Reduce -2.2% | 10,946 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -48.3% | 10,915 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -27.1% | 10,996 | $1.8M |
| Summit X, LLC | 0.40% | Reduce -0.6% | 10,498 | $1.8M |
| Atlas Brown,Inc. | 0.65% | Add +2.5% | 10,498 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 10,485 | $1.8M |
| Global Financial Private Client, LLC | 0.74% | Add +1.1% | 10,280 | $1.8M |
| Samalin Investment Counsel, LLC | 0.79% | Add +16.0% | 9,891 | $1.7M |
| Buffington Mohr McNeal | 0.30% | Reduce -0.2% | 9,821 | $1.7M |
| Baker Avenue Asset Management, LP | 0.06% | Add +5.5% | 9,536 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Add +0.0% | 9,451 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +0.6% | 9,357 | $1.6M |
| Florida Financial Advisors, LLC | 0.94% | Add +1.1% | 9,183 | $1.6M |
| Duncker Streett & Co. Inc. | 0.30% | No change | 8,975 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | Reduce -16.8% | 8,951 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.66% | Reduce -2.3% | 8,925 | $1.5M |
| Keybank National Association | 0.01% | Reduce -24.7% | 8,917 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +0.5% | 8,721 | $1.5M |
| CAP Partners, LLC | 1.20% | Add +6.0% | 8,635 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.4% | 8,476 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +74.5% | 8,275 | $1.4M |
| NorthLanding Financial Partners, LLC | 1.48% | Reduce -4.7% | 8,153 | $1.4M |
| Apexium Financial, LP | 0.10% | No change | 8,099 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -5.8% | 7,950 | $1.4M |
| BlackRock Inc. | 0.00% | New | 7,821 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.3% | 7,760 | $1.3M |
| Axiom Advisory, LLC | 0.01% | New | 8,040 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -19.4% | 7,371 | $1.3M |
| Traphagen Investment Advisors LLC | 0.13% | Add +0.0% | 7,137 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +12.3% | 7,110 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 6,787 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Reduce -31.9% | 6,774 | $1.2M |
| JSF Financial, LLC | 0.35% | Reduce -0.1% | 6,705 | $1.2M |
| Canton Hathaway, LLC | 0.31% | Reduce -0.5% | 6,661 | $1.1M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -1.4% | 6,638 | $1.1M |
| Sweeney & Michel, LLC | 0.49% | Add +0.1% | 6,393 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -8.3% | 6,591 | $1.1M |
| Dakota Wealth Management | 0.03% | Reduce -0.6% | 6,437 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -21.8% | 6,415 | $1.1M |
| Forte Asset Management LLC | 0.63% | Reduce -12.3% | 6,195 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.2% | 6,056 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.3% | 5,680 | $974K |
| Walkner Condon Financial Advisors LLC | 0.21% | No change | 5,627 | $965K |
| Arkadios Wealth Advisors | 0.06% | Reduce -11.1% | 5,569 | $955K |
| Belpointe Asset Management LLC | 0.07% | Add +16.3% | 5,445 | $934K |
| Liberty Wealth Management LLC | 0.17% | Add +1.8% | 5,412 | $928K |
| Investors Research Corp | 0.22% | Add +5.4% | 5,407 | $927K |
| Stonebridge Financial Planning Group, LLC | 0.45% | Reduce -3.1% | 5,273 | $904K |
| Visionary Wealth Advisors | 0.06% | Reduce -1.2% | 5,157 | $885K |
| Harbour Investments, Inc. | 0.03% | Add +7.5% | 5,104 | $875K |
| Safeguard Financial, LLC | 0.23% | Add +3.8% | 4,837 | $830K |
| JBR Co Financial Management Inc | 0.58% | Add +25.1% | 4,823 | $827K |
| Williams & Novak, LLC | 0.77% | No change | 4,798 | $823K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -4.0% | 4,784 | $821K |
| AE Wealth Management LLC | 0.01% | Reduce -3.0% | 4,670 | $801K |
| Savvy Advisors, Inc. | 0.25% | Add +36.4% | 4,489 | $770K |
| Sanctuary Advisors, LLC | 0.01% | — | 5,119 | $767K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +4.3% | 4,424 | $759K |
| Principal Securities, Inc. | 0.02% | Add +5.4% | 4,385 | $752K |
| Financial Freedom, LLC | 0.42% | Reduce -23.5% | 4,357 | $747K |
| Rational Advisors, Inc. | 0.07% | Reduce -7.6% | 4,354 | $747K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -1.1% | 4,346 | $745K |
| Bank of New York Mellon Corp | 0.00% | Reduce -33.2% | 4,326 | $742K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $738K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +2.8% | 4,253 | $730K |
| Franklin Resources Inc. | 0.00% | No change | 4,213 | $723K |
| Acorn Financial Advisory Services Inc. | 0.13% | Add +27.3% | 4,141 | $710K |
| Essex Financial Services, Inc. | 0.05% | Add +2.4% | 4,429 | $701K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -11.1% | 4,077 | $699K |
| Silver Oak Securities, Incorporated | 0.10% | Add +15.4% | 4,042 | $693K |
| SVB Wealth LLC | 0.02% | Reduce -60.3% | 4,032 | $692K |
| Hardy Reed LLC | 0.07% | No change | 4,010 | $688K |
| Money Concepts Capital Corp. | 0.06% | Add +2.3% | 3,955 | $678K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,909 | $670K |
| Mission Wealth Management, LP | 0.02% | Reduce -6.0% | 3,791 | $650K |
| Comerica Bank | 0.00% | Add +1.2% | 3,787 | $650K |
| Prairie Wealth Advisors, Inc. | 0.32% | Add +0.2% | 3,691 | $633K |
| River Wealth Advisors LLC | 0.09% | Reduce -0.4% | 3,663 | $628K |
| Two Sigma Investments, LP | 0.00% | New | 3,600 | $617K |
| AdvisorNet Financial, Inc | 0.05% | Add +2.4% | 3,485 | $598K |
| Compound Planning, Inc. | 0.04% | Add +41.0% | 3,478 | $597K |
| Parallel Advisors, LLC | 0.02% | Reduce -2.5% | 3,467 | $595K |
| LJI Wealth Management, LLC | 0.13% | No change | 3,458 | $593K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | Add +100.0% | 3,442 | $590K |
| WealthShield Partners, LLC | 0.09% | Add +2.2% | 3,377 | $579K |
| Tandem Capital Management Corp. | 0.32% | Reduce -43.4% | 3,255 | $577K |
| Retirement Planning Group, LLC | 0.04% | No change | 3,320 | $569K |
| KCM Investment Advisors LLC | 0.02% | No change | 3,303 | $567K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +29.9% | 3,194 | $548K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -17.0% | 3,172 | $544K |
| Rise Advisors, LLC | 0.29% | Add +0.1% | 3,169 | $544K |
| BIP Wealth, LLC | 0.04% | No change | 3,156 | $541K |
| Coordinated Financial Services, Inc. | 0.46% | Reduce -9.0% | 3,109 | $533K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 3,107 | $533K |
| OmniStar Financial Group, Inc. | 0.48% | Add +11.0% | 3,076 | $528K |
| Flputnam Investment Management Co. | 0.01% | Add +21.6% | 3,069 | $526K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.5% | 3,042 | $522K |
| Northern Trust Corp. | 0.00% | No change | 3,029 | $520K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.4% | 3,026 | $519K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,020 | $518K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.0% | 3,001 | $515K |
| Integrated Wealth Concepts LLC | 0.01% | Add +60.6% | 2,987 | $512K |
| Wedbush Securities Inc. | 0.02% | Add +14.9% | 2,983 | $512K |
| Adirondack Trust Co. | 0.21% | No change | 2,980 | $511K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -20.3% | 2,971 | $510K |
| Moors & Cabot, Inc. | 0.03% | Reduce -9.7% | 2,921 | $501K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 2,914 | $500K |
| Atlantic Union Bankshares Corp | 0.03% | New | 2,868 | $492K |
| MAI Capital Management | 0.00% | Add +30.1% | 2,864 | $491K |
| Creekmur Asset Management LLC | 0.13% | Reduce -29.6% | 2,856 | $490K |
| Berger Financial Group, Inc | 0.04% | New | 2,828 | $485K |
| Bogart Wealth, LLC | 0.02% | No change | 2,807 | $481K |
| Thrive Capital Management, LLC | 0.22% | New | 2,760 | $473K |
| Altus Wealth Group LLC | 0.24% | Reduce -1.3% | 2,757 | $473K |
| TNF LLC | 0.17% | Add +0.3% | 2,789 | $465K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,706 | $464K |
| Midwest Heritage Bank, FSB | 0.23% | Add +4.7% | 2,679 | $460K |
| Certified Advisory Corp | 0.06% | Reduce -7.5% | 2,674 | $459K |
| Marshall Wace, LLP | 0.00% | New | 2,660 | $456K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 2,632 | $452K |
| Catalina Capital Group, LLC | 0.17% | Reduce -8.4% | 2,598 | $446K |
| Tranquility Partners, LLC | 0.17% | No change | 2,554 | $438K |
| &partners | 0.02% | Add +51.8% | 2,554 | $438K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,540 | $436K |
| Graypoint LLC | 0.03% | Add +0.4% | 2,539 | $436K |
| D'Orazio & Associates, Inc. | 0.07% | No change | 2,532 | $434K |
| Fisher Asset Management | 0.00% | New | 2,475 | $425K |
| Apriem Advisors | 0.05% | No change | 2,300 | $394K |
| Magnolia Capital Management Ltd. | 0.33% | Add +7.8% | 2,275 | $390K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 2,254 | $387K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.8% | 2,208 | $379K |
| Renaissance Technologies | 0.00% | Reduce -67.7% | 2,200 | $377K |
| Instrumental Wealth, LLC | 0.39% | Add +1.6% | 2,276 | $376K |
| Founders Financial Alliance, LLC | 0.11% | New | 2,189 | $376K |
| TFC Financial Management, Inc. | 0.07% | New | 2,180 | $374K |
| Galvin, Gaustad & Stein, LLC | 0.04% | New | 2,166 | $372K |
| Fifth Third Securities, Inc. | 0.03% | Add +3.6% | 2,158 | $370K |
| Creative Financial Designs Inc. | 0.03% | Reduce -3.5% | 2,136 | $366K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.7% | 2,047 | $366K |
| Rf&l Wealth Management, LLC | 0.28% | No change | 2,108 | $362K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $357K |
| Kintra Wealth, LLC | 0.25% | Reduce -11.0% | 2,065 | $354K |
| Mather Group, Llc. | 0.00% | Add +5.5% | 2,269 | $354K |
| Everett Harris & Co. | 0.00% | No change | 2,050 | $352K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +160.6% | 2,046 | $351K |
| Valley Brook Capital Group, Inc. | 0.27% | Add +5.2% | 2,025 | $347K |
| Saxony Capital Management, LLC | 0.38% | New | 2,022 | $347K |
| S. R. Schill & Associates | 0.15% | Add +0.5% | 2,019 | $346K |
| Capital Management Associates, Inc | 0.21% | No change | 2,000 | $343K |
| Centaurus Financial, Inc. | 0.02% | Add +9.4% | 2,003 | $343K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +1.8% | 1,982 | $340K |
| Arjuna Capital | 0.09% | No change | 1,974 | $339K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.5% | 1,955 | $335K |
| Fulcrum Equity Management | 0.30% | Reduce -52.0% | 1,927 | $331K |
| Seven Mile Advisory | 0.24% | Add +0.1% | 1,926 | $330K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +9.5% | 1,920 | $329K |
| Rosenberg Matthew Hamilton | 0.10% | No change | 1,862 | $322K |
| Capital Advisors Inc. | 0.01% | Add +24.4% | 1,859 | $319K |
| Brown Advisory Inc. | 0.00% | No change | 1,843 | $316K |
| Glass Jacobson Investment Advisors llc | 0.11% | Reduce -4.5% | 1,817 | $312K |
| Cape Investment Advisory, Inc. | 0.14% | No change | 1,787 | $307K |
| Independent Wealth Network Inc. | 0.14% | Reduce -1.1% | 1,785 | $306K |
| Jones Financial Companies LLLP | 0.00% | Add +47.8% | 1,743 | $299K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -0.5% | 1,735 | $298K |
| International Assets Investment Management, LLC | 0.03% | Add +7.9% | 1,735 | $298K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -21.7% | 1,734 | $297K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Reduce -3.6% | 1,707 | $293K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 1,699 | $291K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +6.1% | 1,687 | $289K |
| Investmark Advisory Group LLC | 0.15% | Add +0.1% | 1,684 | $289K |
| Zimmermann Investment Management & Planning LLC | 0.10% | Reduce -0.4% | 1,680 | $288K |
| First Foundation Advisors | 0.01% | No change | 1,660 | $285K |
| Northwest Bank & Trust Co | 0.24% | No change | 1,657 | $284K |
| Lineweaver Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,639 | $281K |
| Global Retirement Partners, LLC | 0.01% | Add +8.9% | 1,632 | $280K |
| Endowment Wealth Management, Inc. | 0.20% | Add +0.1% | 1,599 | $274K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.1% | 1,582 | $271K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $266K |
| Sfmg, LLC | 0.02% | New | 1,548 | $266K |
| Lebenthal Global Advisors, LLC | 0.06% | No change | 1,540 | $264K |
| Cerity Partners LLC | 0.00% | Reduce -25.8% | 1,536 | $263K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,531 | $263K |
| Unionview, LLC | 0.21% | Add +0.1% | 1,516 | $260K |
| Private Ocean, LLC | 0.02% | Add +47.6% | 1,504 | $258K |
| Blair William & Co. | 0.00% | Reduce -79.5% | 1,467 | $252K |
| Madison Wealth Partners, Inc | 0.09% | New | 1,456 | $250K |
| TrinityPoint Wealth, LLC | 0.04% | Add +1.5% | 1,451 | $249K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.1% | 1,451 | $249K |
| Waverly Advisors, LLC | 0.00% | New | 1,439 | $247K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $244K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,459 | $243K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 1,404 | $241K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,400 | $240K |
| Western Wealth Management, LLC | 0.02% | No change | 1,399 | $240K |
| Avaii Wealth Management, LLC | 0.13% | Reduce -84.8% | 1,392 | $239K |
| Elk River Wealth Management LLC | 0.05% | New | 1,386 | $238K |
| Clark Capital Management Group, Inc. | 0.00% | Add +3.4% | 1,386 | $238K |
| Greenleaf Trust | 0.00% | New | 1,365 | $234K |
| Roundview Capital LLC | 0.02% | No change | 1,359 | $233K |
| Copperwynd Financial, LLC | 0.07% | New | 1,359 | $230K |
| Signaturefd, LLC | 0.00% | No change | 1,338 | $229K |
| Kovack Advisors, Inc. | 0.03% | New | 1,326 | $227K |
| Able Wealth Management LLC | 0.19% | Reduce -10.9% | 1,317 | $226K |
| GGM Financial LLC | 0.20% | — | 1,296 | $222K |
| Smithfield Trust Co | 0.01% | Add +18.2% | 1,300 | $222K |
| Sterling Investment Counsel, LLC | 0.09% | New | 1,292 | $222K |
| Regal Investment Advisors LLC | 0.01% | New | 1,276 | $219K |
| Pacific Sun Financial Corp | 0.13% | New | 1,270 | $218K |
| Leo Wealth, LLC | 0.02% | New | 1,263 | $217K |
| QRG Capital Management, Inc. | 0.00% | New | 1,263 | $217K |
| Financial Advocates Investment Management | 0.01% | New | 1,249 | $214K |
| HHM Wealth Advisors, LLC | 0.03% | Add +139.8% | 1,235 | $212K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,207 | $207K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | New | 1,207 | $207K |
| Verus Capital Partners, LLC | 0.02% | New | 1,202 | $206K |
| Summit Place Financial Advisors, LLC | 0.12% | New | 1,200 | $206K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,199 | $206K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 1,169 | $201K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.4% | 1,154 | $200K |
| Concord Wealth Partners | 0.03% | Add +0.1% | 1,146 | $197K |
| Strengthening Families & Communities, LLC | 0.06% | New | 1,133 | $194K |
| Bank of Montreal | 0.00% | Reduce -22.3% | 1,118 | $192K |
| Archer Investment Corp | 0.06% | Add +1771.2% | 1,104 | $189K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -7.2% | 1,097 | $188K |
| Pathway Financial Advisers, LLC | 0.06% | Add +11.5% | 1,028 | $176K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $154K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $153K |
| Institutional & Family Asset Management, LLC | 0.02% | New | 877 | $150K |
| American National Bank & Trust | 0.02% | Add +175.6% | 868 | $149K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 861 | $148K |
| Cwm, LLC | 0.00% | Reduce -37.0% | 857 | $147K |
| Colonial Trust Advisors | 0.01% | No change | 850 | $146K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 837 | $143K |
| Private Trust Co. NA | 0.01% | Reduce -0.3% | 763 | $131K |
| Beacon Capital Management, LLC | 0.02% | No change | 747 | $128K |
| New England Capital Financial Advisors LLC | 0.07% | No change | 742 | $127K |
| Qube Research & Technologies Ltd | 0.00% | Add +683.0% | 736 | $126K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $112K |
| Realta Investment Advisors | 0.02% | Add +333.3% | 585 | $100K |
| ORG Partners LLC | 0.01% | New | 575 | $100K |
| CVA Family Office, LLC | 0.02% | No change | 568 | $97K |
| Salem Investment Counselors Inc. | 0.00% | Add +88.3% | 565 | $97K |
| Colonial Trust Co / SC | 0.02% | No change | 550 | $94K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -53.5% | 435 | $75K |
| Valley National Advisers Inc. | 0.01% | No change | 365 | $62K |
| Caldwell Trust Co | 0.01% | Reduce -16.8% | 346 | $59K |
| HM Payson & Co. | 0.00% | No change | 323 | $55K |
| Caitlin John, LLC | 0.04% | Reduce -7.2% | 310 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 300 | $51K |
| Lindbrook Capital, LLC | 0.00% | No change | 300 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $51K |
| Main Street Group, LTD | 0.02% | Reduce -58.4% | 293 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.3% | 285 | $49K |
| First Horizon Advisors, Inc. | 0.00% | No change | 284 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 262 | $45K |
| Tyler-Stone Wealth Management | 0.02% | Add +0.4% | 262 | $45K |
| HighMark Wealth Management LLC | 0.03% | No change | 250 | $43K |
| Assetmark, Inc. | 0.00% | No change | 237 | $41K |
| Sound Income Strategies, LLC | 0.00% | Reduce -30.5% | 235 | $40K |
| Lanark Financial, Inc. | 0.00% | Add +15.5% | 224 | $38K |
| Lynx Investment Advisory | 0.03% | — | 216 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 209 | $35K |
| Tucker Asset Management LLC | 0.01% | No change | 201 | $34K |
| Continuum Advisory, LLC | 0.00% | No change | 200 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 196 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 191 | $32K |
| US Bancorp \de | 0.00% | No change | 171 | $29K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -28.7% | 169 | $29K |
| Bank of New Hampshire | 0.01% | No change | 159 | $27K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $27K |
| NFSG Corp | 0.01% | No change | 156 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 153 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 136 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | — | 130 | $22K |
| Kelly Financial Services LLC | 0.01% | No change | 125 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 125 | $21K |
| MCF Advisors LLC | 0.00% | No change | 121 | $21K |
| Syntrinsic LLC | 0.01% | Add +0.8% | 118 | $20K |
| Venturi Wealth Management, LLC | 0.00% | New | 116 | $20K |
| Element Wealth, LLC | 0.01% | Add +19.6% | 116 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 108 | $19K |
| WR Wealth Planners, LLC | 0.01% | Reduce -56.6% | 105 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.3% | 101 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 99 | $17K |
| Citadel Advisors | 0.00% | Reduce -67.9% | 94 | $16K |
| West Branch Capital LLC | 0.01% | No change | 84 | $14K |
| Capital Investment Counsel, Inc | 0.00% | No change | 73 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -63.9% | 73 | $13K |
| Dunhill Financial, LLC | 0.01% | Reduce -95.0% | 72 | $12K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 69 | $12K |
| Great Lakes Retirement, Inc. | 0.00% | New | 65 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $9K |
| CKW Financial Group | 0.00% | No change | 50 | $9K |
| Unique Wealth Strategies, LLC | 0.00% | New | 50 | $8K |
| PFS Partners, LLC | 0.00% | No change | 30 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 30 | $5K |
| Wolff Wiese Magana LLC | 0.00% | New | 29 | $5K |
| Castleview Partners, LLC | 0.00% | Add +42.1% | 27 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 15 | $3K |
| Founders Capital Management | 0.00% | No change | 12 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 10 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -99.7% | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 3 | $468 |
| Operose Advisors LLC | 0.00% | No change | 2 | $345 |
| Strategic Financial Concepts, LLC | 0.00% | New | 24,787 | $152 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +851.9% | 514 | $33 |
| PrairieView Partners, LLC | 0.00% | No change | 3 | $0 |
"% 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.