Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q3 2024 (September 30)447holders +15
52new positions
38sold out
1famous investor
$174.40avg. 13F price*
At the end of Q3 2024, 447 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 15 from Q2 2024. 52 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($457.6M), Charles Schwab Investment Management Inc. ($395.9M) and Lido Advisors, LLC ($333.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $318.1M |
| Exits | 38 | $8.9M |
All 13F filers, Q2 2024 → Q3 2024: 5,854,274 shares bought and 505,149 shares sold, net +5,349,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| Bank of America Corp. | 0.04% | Add +1834.5% | 2,622,393 | $457.6M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -1.2% | 2,268,859 | $395.9M |
| Lido Advisors, LLC | 2.53% | Add +3.2% | 1,913,601 | $333.9M |
| Richard Bernstein Advisors LLC | 5.97% | New | 1,594,604 | $278.3M |
| CHURCHILL MANAGEMENT Corp | 2.57% | Add +0.9% | 1,283,340 | $223.9M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -7.4% | 780,942 | $136.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +60.8% | 686,462 | $119.8M |
| Agf Management Ltd. | 0.51% | Add +118.1% | 574,829 | $100.3M |
| Full Sail Capital, LLC | 4.52% | Reduce -1.8% | 404,512 | $70.6M |
| Morgan Stanley | 0.00% | Add +7.1% | 304,862 | $53.2M |
| LPL Financial LLC | 0.02% | Reduce -5.5% | 263,268 | $45.9M |
| Portfolio Strategies, Inc. | 5.61% | Reduce -1.5% | 238,254 | $41.6M |
| Two Sigma Investments, LP | 0.09% | Add +6086.1% | 222,700 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +37.9% | 219,030 | $38.2M |
| Kestra Investment Management, LLC | 1.26% | Add +24.4% | 168,770 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +3.8% | 167,112 | $29.2M |
| FMR LLC | 0.00% | Add +3.7% | 159,393 | $27.8M |
| NorthCoast Asset Management LLC | 0.18% | Reduce -13.2% | 147,041 | $25.6M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -22.2% | 146,421 | $25.6M |
| Osaic Holdings, Inc. | 0.05% | Add +2.2% | 131,360 | $23.0M |
| CW Advisors, LLC | 0.30% | Add +753.3% | 130,825 | $22.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 128,648 | $22.4M |
| Advisory Services Network, LLC | 0.44% | No change | 124,194 | $21.3M |
| Stifel Financial Corp. | 0.02% | Add +11.8% | 120,574 | $21.0M |
| Vicus Capital | 1.71% | Reduce -6.1% | 110,584 | $19.3M |
| Financial Partners Group, Inc | 2.74% | Reduce -1.1% | 105,954 | $18.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +93.5% | 98,320 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 97,196 | $17.0M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +11.6% | 90,059 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +56.9% | 89,196 | $15.6M |
| UBS Group AG | 0.00% | Add +4.0% | 86,925 | $15.2M |
| PFG Advisors | 0.96% | Add +6.8% | 86,868 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +380.1% | 85,374 | $14.9M |
| Armor Investment Advisors, LLC | 5.70% | Add +25.7% | 78,869 | $13.8M |
| Eaton Financial Holdings Company, LLC | 5.02% | — | 70,759 | $12.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 17.78% | Reduce -25.2% | 64,481 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 63,242 | $11.0M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -10.2% | 62,089 | $10.8M |
| Halpern Financial, Inc. | 2.74% | Reduce -5.8% | 62,205 | $10.6M |
| Mariner, LLC | 0.02% | Add +4.7% | 59,770 | $10.4M |
| Freedom Investment Management, Inc. | 0.83% | Reduce -12.0% | 59,683 | $10.4M |
| Atlas Capital Advisors Inc. | 1.58% | Add +3.0% | 59,121 | $10.3M |
| King Wealth Management Group | 1.57% | Reduce -3.6% | 57,858 | $10.1M |
| Morningstar Investment Management LLC | 0.91% | New | 50,718 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +24.4% | 51,150 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -1.5% | 51,123 | $8.9M |
| Lifeworks Advisors, LLC | 1.61% | Reduce -2.4% | 46,915 | $8.2M |
| Smith Salley Wealth Management | 0.53% | Add +3.1% | 46,643 | $8.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.8% | 43,170 | $7.5M |
| Southern Capital Advisors, LLC | 4.23% | Add +0.1% | 43,120 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.1% | 42,312 | $7.4M |
| Crumly & Associates Inc. | 2.01% | Reduce -41.8% | 41,664 | $7.3M |
| Exchange Capital Management, Inc. | 1.14% | Reduce -6.2% | 41,191 | $7.2M |
| Kraft, Davis & Associates, LLC | 2.14% | Reduce -1.9% | 41,279 | $7.2M |
| Traynor Capital Management, Inc. | 0.55% | Reduce -10.3% | 38,647 | $6.7M |
| Yoder Wealth Management, Inc. | 3.99% | Add +20.8% | 38,110 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +578.0% | 34,708 | $6.4M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -2.9% | 35,662 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.26% | Reduce -0.0% | 34,870 | $6.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.91% | Add +6.3% | 34,502 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 33,810 | $5.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.77% | Add +3.0% | 33,025 | $5.8M |
| Personal Cfo Solutions, LLC | 0.78% | Reduce -9.7% | 31,935 | $5.6M |
| Raymond James & Associates | 0.00% | Add +40.5% | 31,741 | $5.5M |
| Court Place Advisors, LLC | 1.59% | Add +18.5% | 31,174 | $5.4M |
| Brookstone Capital Management | 0.08% | Add +2.9% | 30,346 | $5.3M |
| IFP Advisors, Inc | 0.18% | Reduce -21.8% | 28,905 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +12.0% | 28,227 | $4.9M |
| Financial Perspectives, Inc | 1.67% | Add +0.6% | 27,652 | $4.8M |
| Primoris Wealth Advisors, LLC | 3.49% | Reduce -13.2% | 27,783 | $4.8M |
| Citigroup Inc. | 0.00% | Add +53.8% | 26,335 | $4.6M |
| Atria Investments, Inc | 0.06% | Add +136.8% | 25,848 | $4.5M |
| Equitable Holdings, Inc. | 0.04% | Add +8.5% | 25,784 | $4.5M |
| Beaumont Financial Advisors, LLC | 0.35% | Add +3.0% | 25,639 | $4.5M |
| Prospera Financial Services Inc | 0.11% | Add +3.1% | 25,141 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.1% | 25,078 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.1% | 25,078 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +479.4% | 25,067 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.9% | 23,823 | $4.2M |
| Transcend Capital Advisors, LLC | 0.28% | New | 23,614 | $4.1M |
| Claro Advisors Inc. | 0.52% | Add +15.9% | 23,096 | $4.0M |
| Creative Planning | 0.00% | Reduce -17.8% | 22,905 | $4.0M |
| Lynch & Associates | 0.84% | Add +3.8% | 22,873 | $4.0M |
| GeoWealth Management, LLC | 0.14% | Reduce -20.0% | 22,855 | $4.0M |
| Heck Capital Advisors, LLC | 0.45% | Add +0.4% | 22,456 | $3.9M |
| Mokosak Advisory Group, LLC | 1.15% | Reduce -5.5% | 22,028 | $3.8M |
| Mgo One Seven LLC | 0.16% | Reduce -1.1% | 21,335 | $3.7M |
| WCG Wealth Advisors LLC | 0.25% | Add +3.5% | 21,272 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Add +21.6% | 20,738 | $3.6M |
| Capital Planning LLC | 1.01% | Add +4.6% | 20,732 | $3.6M |
| Focus Partners Wealth | 0.01% | Reduce -9.7% | 20,203 | $3.5M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -1.1% | 19,364 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +37.4% | 19,569 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 2.83% | Reduce -1.9% | 19,504 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -7.5% | 19,215 | $3.4M |
| Meridian Wealth Management, LLC | 0.17% | New | 19,319 | $3.4M |
| Ancora Advisors LLC | 0.08% | Add +18.5% | 19,101 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -34.9% | 18,628 | $3.3M |
| Stonebrook Private Inc. | 0.85% | Reduce -24.3% | 18,340 | $3.2M |
| Marotta Asset Management | 0.60% | Add +23.3% | 17,429 | $3.0M |
| Anchor Investment Management, LLC | 0.28% | Reduce -2.3% | 16,781 | $2.9M |
| Brighton Jones LLC | 0.11% | Add +0.2% | 16,655 | $2.9M |
| Eley Financial Management, Inc | 1.17% | Add +0.5% | 16,621 | $2.9M |
| Secure Asset Management, LLC | 0.49% | Add +6.4% | 16,584 | $2.9M |
| Integrated Advisors Network LLC | 0.14% | Add +13.7% | 16,515 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -0.7% | 16,138 | $2.8M |
| Navellier & Associates Inc. | 0.38% | No change | 16,100 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.19% | Add +78.1% | 15,940 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +79.0% | 15,607 | $2.7M |
| Maltin Wealth Management, Inc. | 1.29% | Reduce -0.3% | 15,178 | $2.6M |
| CX Institutional | 0.12% | Reduce -5.9% | 15,136 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.6% | 14,905 | $2.6M |
| EPG Wealth Management LLC | 0.65% | Add +0.0% | 14,838 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 14,826 | $2.6M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -0.1% | 14,528 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.5% | 14,389 | $2.5M |
| Smith Shellnut Wilson LLC | 1.13% | Reduce -4.1% | 14,341 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +1.6% | 13,862 | $2.4M |
| Summit Financial, LLC | 0.09% | New | 13,827 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | New | 13,540 | $2.4M |
| Curi Capital, LLC | 0.05% | Reduce -18.0% | 12,874 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.5% | 12,652 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +45.8% | 12,357 | $2.2M |
| Spinnaker Trust | 0.13% | No change | 12,329 | $2.2M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.9% | 12,201 | $2.1M |
| Cooper Financial Group | 0.27% | Add +2.4% | 11,971 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +78.3% | 11,752 | $2.1M |
| CreativeOne Wealth, LLC | 0.07% | New | 11,253 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.8% | 11,514 | $2.0M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -28.8% | 10,543 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +27.4% | 10,539 | $1.8M |
| Samalin Investment Counsel, LLC | 0.80% | Add +6.3% | 10,511 | $1.8M |
| Atlas Brown,Inc. | 0.63% | Add +0.0% | 10,500 | $1.8M |
| Whalerock Point Partners, LLC | 0.44% | Reduce -6.7% | 10,209 | $1.8M |
| Summit X, LLC | 0.43% | Reduce -2.5% | 10,232 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -11.5% | 9,730 | $1.7M |
| TBH Global Asset Management, LLC | 0.38% | Reduce -42.7% | 9,888 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.4% | 9,789 | $1.7M |
| Buffington Mohr McNeal | 0.28% | Reduce -1.0% | 9,721 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Add +0.3% | 9,561 | $1.7M |
| Florida Financial Advisors, LLC | 0.83% | Add +0.8% | 9,254 | $1.6M |
| RFG Advisory, LLC | 0.05% | Reduce -1.8% | 9,188 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.9% | 9,179 | $1.6M |
| Duncker Streett & Co. Inc. | 0.29% | No change | 8,975 | $1.6M |
| Client 1ST Advisory Group, LLC | 0.61% | Reduce -1.3% | 8,806 | $1.5M |
| Apexium Financial, LP | 0.09% | No change | 8,099 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Add +2.6% | 8,161 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +4.2% | 8,082 | $1.4M |
| CAP Partners, LLC | 1.05% | Reduce -6.8% | 8,048 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Reduce -34.4% | 7,967 | $1.4M |
| Axiom Advisory, LLC | 0.01% | Add +1.9% | 8,192 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +9.0% | 7,752 | $1.4M |
| Keybank National Association | 0.01% | Reduce -13.5% | 7,715 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.5% | 7,407 | $1.3M |
| NorthLanding Financial Partners, LLC | 1.27% | Reduce -9.8% | 7,355 | $1.3M |
| Savvy Advisors, Inc. | 0.25% | Add +59.7% | 7,167 | $1.3M |
| Interchange Capital Partners, LLC | 0.43% | New | 6,937 | $1.2M |
| Traphagen Investment Advisors LLC | 0.12% | Reduce -3.0% | 6,924 | $1.2M |
| Sweeney & Michel, LLC | 0.47% | Add +4.5% | 6,679 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.2% | 6,763 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 6,642 | $1.2M |
| Canton Hathaway, LLC | 0.29% | Reduce -1.5% | 6,563 | $1.1M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -2.4% | 6,476 | $1.1M |
| Alpha Financial Partners LLC | 0.81% | New | 6,470 | $1.1M |
| Ehrlich Financial Group | 0.81% | New | 6,470 | $1.1M |
| JSF Financial, LLC | 0.33% | Reduce -3.5% | 6,470 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.1% | 6,423 | $1.1M |
| Comerica Bank | 0.00% | Add +60.0% | 6,058 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -5.9% | 6,055 | $1.1M |
| Forte Asset Management LLC | 0.56% | Reduce -2.4% | 6,045 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.3% | 5,980 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 5,911 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Add +8.1% | 5,887 | $1.0M |
| Investors Research Corp | 0.22% | Add +4.3% | 5,640 | $984K |
| Arkadios Wealth Advisors | 0.05% | Reduce -0.9% | 5,519 | $963K |
| Veltria Advisors Corp. | 0.38% | New | 5,476 | $956K |
| Visionary Wealth Advisors | 0.06% | Add +5.9% | 5,463 | $953K |
| Liberty Wealth Management LLC | 0.16% | Add +0.8% | 5,457 | $952K |
| Cary Street Partners Asset Management LLC | 0.12% | New | 5,292 | $923K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +19.1% | 5,269 | $919K |
| JBR Co Financial Management Inc | 0.59% | Add +6.9% | 5,155 | $900K |
| Harbour Investments, Inc. | 0.03% | Reduce -0.1% | 5,100 | $890K |
| Daymark Wealth Partners, LLC | 0.04% | Add +11.0% | 4,823 | $842K |
| Patron Partners, LLC | 0.46% | New | 4,805 | $838K |
| Compound Planning, Inc. | 0.05% | Add +36.9% | 4,762 | $831K |
| VCI Wealth Management LLC | 0.37% | Reduce -58.6% | 4,751 | $829K |
| Williams & Novak, LLC | 0.77% | Reduce -1.6% | 4,719 | $823K |
| EP Wealth Advisors, LLC | 0.01% | Add +15.7% | 4,716 | $823K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Reduce -11.4% | 4,670 | $815K |
| International Assets Investment Management, LLC | 0.07% | Add +780.4% | 15,274 | $811K |
| TrinityPoint Wealth, LLC | 0.12% | Add +218.4% | 4,620 | $806K |
| AE Wealth Management LLC | 0.01% | Reduce -2.4% | 4,558 | $795K |
| Franklin Resources Inc. | 0.00% | No change | 4,213 | $762K |
| Financial Freedom, LLC | 0.40% | Add +0.0% | 4,358 | $761K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -9.3% | 4,339 | $757K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $751K |
| Principal Securities, Inc. | 0.02% | Reduce -2.9% | 4,257 | $743K |
| Essex Financial Services, Inc. | 0.05% | Reduce -8.2% | 4,066 | $733K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.6% | 4,186 | $731K |
| Blair William & Co. | 0.00% | Add +185.2% | 4,184 | $730K |
| Safeguard Financial, LLC | 0.17% | Reduce -13.8% | 4,168 | $727K |
| Money Concepts Capital Corp. | 0.06% | Add +5.1% | 4,155 | $725K |
| Acorn Financial Advisory Services Inc. | 0.13% | Add +0.0% | 4,142 | $723K |
| Silver Oak Securities, Incorporated | 0.08% | Add +2.6% | 4,149 | $721K |
| Hardy Reed LLC | 0.06% | No change | 4,010 | $700K |
| Global Financial Private Client, LLC | 0.27% | Reduce -62.0% | 3,911 | $682K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.1% | 3,906 | $682K |
| Parallel Advisors, LLC | 0.02% | Add +8.6% | 3,766 | $657K |
| Prairie Wealth Advisors, Inc. | 0.32% | Reduce -0.5% | 3,671 | $641K |
| River Wealth Advisors LLC | 0.08% | Reduce -0.4% | 3,649 | $637K |
| Mission Wealth Management, LP | 0.02% | Reduce -4.4% | 3,623 | $632K |
| Jones Financial Companies LLLP | 0.00% | Add +102.6% | 3,532 | $614K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.6% | 3,465 | $605K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.6% | 3,364 | $587K |
| LJI Wealth Management, LLC | 0.12% | Reduce -3.1% | 3,352 | $585K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,342 | $583K |
| WealthShield Partners, LLC | 0.08% | Reduce -1.7% | 3,320 | $579K |
| OmniStar Financial Group, Inc. | 0.43% | Add +7.4% | 3,303 | $578K |
| Tandem Capital Management Corp. | 0.30% | No change | 3,255 | $568K |
| Retirement Planning Group, LLC | 0.03% | Reduce -3.1% | 3,218 | $562K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 3,172 | $554K |
| BIP Wealth, LLC | 0.04% | No change | 3,156 | $551K |
| Wedbush Securities Inc. | 0.02% | Add +4.6% | 3,119 | $544K |
| KCM Investment Advisors LLC | 0.02% | Reduce -6.1% | 3,102 | $541K |
| RHS Financial, LLC | 0.27% | New | 3,047 | $532K |
| Rise Advisors, LLC | 0.25% | Reduce -4.2% | 3,036 | $530K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.1% | 3,035 | $530K |
| Northern Trust Corp. | 0.00% | No change | 3,029 | $529K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,020 | $527K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -0.1% | 2,998 | $523K |
| TNF LLC | 0.19% | Add +5.0% | 2,929 | $522K |
| Adirondack Trust Co. | 0.20% | No change | 2,980 | $520K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 2,954 | $516K |
| Moors & Cabot, Inc. | 0.03% | Add +0.1% | 2,924 | $510K |
| HB Wealth Management, LLC | 0.01% | No change | 2,914 | $509K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.7% | 2,885 | $503K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.3% | 2,865 | $500K |
| Bogart Wealth, LLC | 0.02% | No change | 2,807 | $490K |
| Altus Wealth Group LLC | 0.21% | No change | 2,757 | $481K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +4.3% | 2,746 | $479K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -4.3% | 2,745 | $479K |
| Creekmur Asset Management LLC | 0.11% | Reduce -5.3% | 2,706 | $472K |
| &partners | 0.01% | Add +5.7% | 2,700 | $471K |
| MAI Capital Management | 0.00% | Reduce -6.1% | 2,689 | $469K |
| Hilltop Holdings Inc. | 0.03% | New | 2,650 | $462K |
| Catalina Capital Group, LLC | 0.15% | Add +0.1% | 2,601 | $454K |
| Talon Private Wealth, LLC | 0.09% | — | 2,567 | $448K |
| Tranquility Partners, LLC | 0.16% | No change | 2,554 | $446K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -0.1% | 2,530 | $442K |
| Baird Financial Group, Inc. | 0.00% | Add +13.9% | 2,514 | $439K |
| Midwest Heritage Bank, FSB | 0.20% | Reduce -6.9% | 2,493 | $435K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -56.2% | 2,467 | $430K |
| Instrumental Wealth, LLC | 0.42% | Add +4.5% | 2,379 | $430K |
| Wiser Wealth Management, Inc | 0.12% | New | 2,459 | $429K |
| Sfmg, LLC | 0.03% | Add +54.8% | 2,396 | $418K |
| Certified Advisory Corp | 0.05% | Reduce -11.6% | 2,364 | $413K |
| Centaurus Financial, Inc. | 0.03% | Add +15.6% | 2,316 | $404K |
| Lebenthal Global Advisors, LLC | 0.08% | Add +49.4% | 2,300 | $401K |
| Apriem Advisors | 0.05% | No change | 2,300 | $401K |
| Cwm, LLC | 0.00% | Add +165.8% | 2,278 | $398K |
| Magnolia Capital Management Ltd. | 0.32% | No change | 2,275 | $397K |
| Founders Financial Alliance, LLC | 0.11% | Add +3.6% | 2,267 | $396K |
| Centurion Wealth Management LLC | 0.13% | — | 2,252 | $393K |
| Eldridge Investment Advisors, Inc. | 0.09% | No change | 2,254 | $393K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.0% | 2,251 | $393K |
| TFC Financial Management, Inc. | 0.06% | Add +0.1% | 2,183 | $381K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -19.6% | 2,175 | $380K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +10.8% | 2,166 | $377K |
| Rf&l Wealth Management, LLC | 0.26% | No change | 2,108 | $368K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $363K |
| Valley Brook Capital Group, Inc. | 0.26% | Add +2.6% | 2,078 | $363K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -4.3% | 2,066 | $361K |
| Everett Harris & Co. | 0.00% | No change | 2,050 | $358K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,028 | $354K |
| Capital Management Associates, Inc | 0.14% | No change | 2,000 | $349K |
| Arjuna Capital | 0.09% | No change | 1,974 | $344K |
| Capital Advisors Inc. | 0.01% | Add +4.0% | 1,933 | $337K |
| Seven Mile Advisory | 0.22% | No change | 1,926 | $336K |
| Fulcrum Equity Management | 0.28% | Reduce -0.1% | 1,925 | $336K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,919 | $335K |
| Thrive Capital Management, LLC | 0.16% | Reduce -30.6% | 1,914 | $334K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.8% | 1,824 | $330K |
| Independent Wealth Network Inc. | 0.15% | Add +5.8% | 1,888 | $330K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -37.5% | 1,866 | $326K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 1,862 | $325K |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 1,852 | $323K |
| Mather Group, Llc. | 0.00% | Reduce -19.3% | 1,831 | $320K |
| Cape Investment Advisory, Inc. | 0.13% | Add +1.8% | 1,819 | $317K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -9.2% | 1,800 | $314K |
| Advisors Capital Management, LLC | 0.01% | New | 1,787 | $312K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,734 | $303K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | Add +1.3% | 1,729 | $302K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 1,699 | $296K |
| Investmark Advisory Group LLC | 0.14% | Add +0.1% | 1,686 | $294K |
| Farther Finance Advisors, LLC | 0.01% | Add +45.8% | 1,683 | $294K |
| Zimmermann Investment Management & Planning LLC | 0.09% | No change | 1,680 | $293K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -22.5% | 1,678 | $293K |
| Northwest Bank & Trust Co | 0.22% | No change | 1,657 | $289K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,641 | $286K |
| Bank of Montreal | 0.00% | Add +45.4% | 1,626 | $283K |
| Csenge Advisory Group | 0.01% | New | 1,581 | $283K |
| Stratos Investment Management, LLC | 0.02% | New | 1,617 | $282K |
| Elk River Wealth Management LLC | 0.05% | Add +16.6% | 1,616 | $282K |
| Smithfield Trust Co | 0.01% | Add +23.9% | 1,610 | $281K |
| Endowment Wealth Management, Inc. | 0.18% | Add +0.2% | 1,602 | $279K |
| Pacific Sun Financial Corp | 0.15% | Add +26.1% | 1,601 | $279K |
| Red Door Wealth Management, LLC | 0.05% | No change | 1,582 | $276K |
| Western Wealth Management, LLC | 0.02% | Add +12.9% | 1,580 | $276K |
| Kovack Advisors, Inc. | 0.03% | Add +19.0% | 1,578 | $275K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $271K |
| First Foundation Advisors | 0.01% | Reduce -6.6% | 1,550 | $270K |
| Nwam LLC | 0.02% | New | 1,539 | $269K |
| Long Run Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 1,519 | $265K |
| Unionview, LLC | 0.21% | Add +0.1% | 1,517 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.8% | 1,505 | $263K |
| Global Retirement Partners, LLC | 0.01% | Reduce -8.9% | 1,487 | $259K |
| CoreCap Advisors, LLC | 0.01% | New | 1,456 | $254K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -0.1% | 1,455 | $254K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.1% | 1,453 | $254K |
| Signal Advisors Wealth, LLC | 0.04% | New | 1,447 | $252K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,459 | $252K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $248K |
| Sage Mountain Advisors LLC | 0.02% | New | 1,415 | $247K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 1,405 | $245K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,400 | $244K |
| Copperwynd Financial, LLC | 0.07% | Add +2.7% | 1,396 | $244K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,386 | $242K |
| Creative Financial Designs Inc. | 0.02% | Reduce -35.5% | 1,377 | $240K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 1,373 | $240K |
| Roundview Capital LLC | 0.02% | No change | 1,359 | $237K |
| AlphaStar Capital Management, LLC | 0.02% | New | 1,356 | $237K |
| Cerity Partners LLC | 0.00% | Reduce -13.4% | 1,330 | $232K |
| US Bancorp \de | 0.00% | Add +670.2% | 1,317 | $230K |
| Selective Wealth Management, Inc. | 0.09% | New | 1,287 | $226K |
| GGM Financial LLC | 0.20% | No change | 1,296 | $226K |
| Sterling Investment Counsel, LLC | 0.08% | Add +0.1% | 1,294 | $226K |
| Greenleaf Trust | 0.00% | Reduce -5.7% | 1,287 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 1,285 | $224K |
| Rollins Financial Advisors, LLC | 0.04% | New | 1,259 | $220K |
| Grant/GrossMendelsohn, LLC | 0.09% | Reduce -94.4% | 1,258 | $220K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 1,245 | $217K |
| Accelerate Investment Advisors LLC | 0.21% | — | 1,239 | $216K |
| Zacks Investment Management | 0.00% | New | 1,224 | $214K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.3% | 1,208 | $211K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 1,207 | $211K |
| Verus Capital Partners, LLC | 0.02% | No change | 1,202 | $210K |
| Summit Place Financial Advisors, LLC | 0.12% | No change | 1,200 | $209K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 1,200 | $209K |
| Financial Advocates Investment Management | 0.01% | Reduce -4.2% | 1,197 | $209K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 1,185 | $207K |
| Montis Financial, LLC | 0.07% | New | 1,178 | $206K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 1,153 | $201K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 1,148 | $200K |
| Strengthening Families & Communities, LLC | 0.05% | Reduce -2.7% | 1,102 | $192K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -0.4% | 1,024 | $179K |
| Abound Wealth Management | 0.06% | New | 1,014 | $177K |
| American National Bank & Trust | 0.02% | Add +16.4% | 1,010 | $176K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -10.7% | 980 | $171K |
| Archer Investment Corp | 0.05% | Reduce -12.9% | 962 | $168K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $157K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $155K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 861 | $150K |
| Colonial Trust Advisors | 0.01% | No change | 850 | $148K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 837 | $146K |
| Venturi Wealth Management, LLC | 0.01% | Add +558.6% | 764 | $133K |
| Private Trust Co. NA | 0.01% | No change | 763 | $133K |
| Beacon Capital Management, LLC | 0.02% | Add +0.1% | 748 | $130K |
| New England Capital Financial Advisors LLC | 0.07% | No change | 742 | $129K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $114K |
| Assetmark, Inc. | 0.00% | Add +158.7% | 613 | $107K |
| CVA Family Office, LLC | 0.02% | No change | 568 | $99K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.2% | 566 | $99K |
| Colonial Trust Co / SC | 0.01% | No change | 550 | $96K |
| FSA Wealth Management LLC | 0.04% | — | 514 | $90K |
| Voisard Asset Management Group, Inc. | 0.04% | New | 512 | $89K |
| Raffa Wealth Management, LLC | 0.02% | New | 444 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.1% | 425 | $74K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -76.9% | 419 | $73K |
| Valley National Advisers Inc. | 0.01% | No change | 365 | $63K |
| Caldwell Trust Co | 0.01% | No change | 346 | $60K |
| Gables Capital Management Inc. | 0.03% | New | 340 | $59K |
| Caitlin John, LLC | 0.04% | No change | 310 | $57K |
| HM Payson & Co. | 0.00% | No change | 323 | $56K |
| Arax Advisory Partners | 0.00% | New | 315 | $55K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.0% | 312 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 300 | $52K |
| Lindbrook Capital, LLC | 0.00% | No change | 300 | $52K |
| First Horizon Advisors, Inc. | 0.00% | No change | 284 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $46K |
| Bokf, NA | 0.00% | New | 268 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 262 | $46K |
| Lanark Financial, Inc. | 0.00% | Add +13.4% | 254 | $44K |
| HighMark Wealth Management LLC | 0.02% | No change | 250 | $44K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +126.3% | 224 | $39K |
| Continuum Advisory, LLC | 0.00% | No change | 200 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 209 | $36K |
| Main Street Group, LTD | 0.02% | Reduce -30.7% | 203 | $35K |
| Tucker Asset Management LLC | 0.01% | Reduce -5.0% | 191 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Add +67.3% | 169 | $29K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.0% | 169 | $29K |
| Bank of New Hampshire | 0.01% | No change | 159 | $28K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $28K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 154 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 136 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 130 | $23K |
| Simplex Trading, LLC | 0.00% | New | 128 | $22K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 125 | $22K |
| SouthState Bank Corp | 0.00% | New | 124 | $22K |
| MCF Advisors LLC | 0.00% | No change | 121 | $21K |
| Syntrinsic LLC | 0.01% | No change | 118 | $21K |
| Darwin Wealth Management, LLC | 0.01% | New | 116 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -54.5% | 107 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 105 | $18K |
| Marquette Asset Management, LLC | 0.00% | New | 102 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $17K |
| Element Wealth, LLC | 0.01% | Reduce -16.4% | 97 | $17K |
| Motco | 0.00% | New | 87 | $15K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +1.8% | 523 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 76 | $13K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -56.2% | 74 | $13K |
| Tower View Wealth Management LLC | 0.01% | New | 73 | $13K |
| Capital Investment Counsel, Inc | 0.00% | No change | 73 | $13K |
| Headlands Technologies LLC | 0.00% | New | 73 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 73 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 72 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 69 | $12K |
| West Branch Capital LLC | 0.00% | Reduce -25.0% | 63 | $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 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -74.5% | 50 | $9K |
| SYSTM Wealth Solutions LLC | 0.22% | — | 42 | $7K |
| ORG Partners LLC | 0.00% | Reduce -93.4% | 38 | $7K |
| BNP Paribas Financial Markets | 0.00% | New | 37 | $6K |
| PFS Partners, LLC | 0.00% | No change | 30 | $5K |
| Barrett & Company, Inc. | 0.00% | New | 30 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 30 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $5K |
| Founders Capital Management | 0.00% | No change | 12 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 10 | $2K |
| Flaharty Asset Management, LLC | 0.00% | New | 9 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $1K |
| Operose Advisors LLC | 0.00% | No change | 2 | $352 |
"% 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.