Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q4 2024 (December 31)510holders +63
60new positions
24sold out
3famous investors
$184.90avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 63 from Q3 2024. 60 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($474.6M), Charles Schwab Investment Management Inc. ($405.4M) and Lido Advisors, LLC ($360.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $82.9M |
| Exits | 24 | $20.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,270,299 shares bought and 755,577 shares sold, net +514,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Bank of America Corp. | 0.04% | Reduce -2.1% | 2,567,107 | $474.6M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -3.4% | 2,192,573 | $405.4M |
| Lido Advisors, LLC | 2.27% | Add +2.0% | 1,951,041 | $360.7M |
| Richard Bernstein Advisors LLC | 6.54% | Reduce -2.0% | 1,562,379 | $288.9M |
| CHURCHILL MANAGEMENT Corp | 2.61% | Add +0.6% | 1,291,314 | $238.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.1% | 781,459 | $144.5M |
| Agf Management Ltd. | 0.55% | Add +2.9% | 591,343 | $109.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.4% | 567,041 | $104.8M |
| Full Sail Capital, LLC | 4.62% | Reduce -3.0% | 392,495 | $72.6M |
| LPL Financial LLC | 0.03% | Add +47.6% | 388,608 | $71.8M |
| Morgan Stanley | 0.00% | Add +7.8% | 328,495 | $60.7M |
| SteelPeak Wealth, LLC | 2.20% | New | 287,134 | $53.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +15.1% | 252,169 | $46.6M |
| Portfolio Strategies, Inc. | 6.24% | Reduce -0.2% | 237,837 | $44.0M |
| Ameriprise Financial Inc. | 0.01% | Add +242.7% | 216,721 | $40.1M |
| Kestra Investment Management, LLC | 1.40% | Add +13.9% | 192,219 | $35.5M |
| Two Sigma Investments, LP | 0.08% | Reduce -15.2% | 188,788 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +12.9% | 188,676 | $34.9M |
| NorthCoast Asset Management LLC | 0.16% | Add +22.1% | 179,458 | $33.2M |
| Kestra Advisory Services, LLC | 0.17% | Add +12.5% | 164,734 | $30.5M |
| FMR LLC | 0.00% | Add +2.4% | 163,191 | $30.2M |
| CW Advisors, LLC | 0.38% | Add +12.9% | 147,771 | $27.3M |
| Osaic Holdings, Inc. | 0.06% | Add +2.4% | 134,560 | $24.9M |
| Stifel Financial Corp. | 0.02% | Reduce -0.2% | 120,345 | $22.2M |
| Vicus Capital | 1.88% | Add +3.3% | 114,245 | $21.1M |
| Financial Partners Group, Inc | 2.83% | Reduce -1.1% | 104,819 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 98,133 | $18.1M |
| Advisory Services Network, LLC | 0.33% | Reduce -22.5% | 96,250 | $17.8M |
| Fischer Financial Services, Inc. | 5.50% | — | 94,510 | $17.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.8% | 92,841 | $17.2M |
| Cetera Investment Advisers | 0.04% | Add +3.7% | 92,457 | $17.1M |
| UBS Group AG | 0.00% | Add +6.2% | 92,306 | $17.1M |
| PFG Advisors | 0.96% | Reduce -2.4% | 84,780 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 84,004 | $15.5M |
| Armor Investment Advisors, LLC | 6.09% | Add +1.6% | 80,129 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -12.1% | 79,130 | $14.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -21.0% | 77,640 | $14.5M |
| Eaton Financial Holdings Company, LLC | 5.05% | Add +0.2% | 70,920 | $13.1M |
| Raymond James Financial Inc. | 0.00% | — | 66,946 | $12.4M |
| MAI Capital Management | 0.09% | Add +2307.5% | 64,737 | $12.0M |
| Freedom Investment Management, Inc. | 0.97% | Add +6.3% | 63,445 | $11.7M |
| Mariner, LLC | 0.02% | Add +3.0% | 61,578 | $11.4M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -1.1% | 61,408 | $11.4M |
| Morningstar Investment Management LLC | 0.88% | Add +18.7% | 60,223 | $11.1M |
| Atlas Capital Advisors Inc. | 1.38% | Reduce -0.9% | 58,566 | $10.8M |
| King Wealth Management Group | 1.55% | Reduce -0.5% | 57,580 | $10.6M |
| Primoris Wealth Advisors, LLC | 7.55% | Add +92.8% | 53,567 | $9.9M |
| MML Investors Services, LLC | 0.03% | Reduce -2.4% | 49,933 | $9.2M |
| Yoder Wealth Management, Inc. | 4.98% | Add +27.9% | 48,728 | $9.0M |
| Smith Salley Wealth Management | 0.53% | Reduce -4.0% | 44,767 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Add +3.2% | 43,674 | $8.1M |
| Kraft, Davis & Associates, LLC | 2.29% | Add +4.5% | 43,148 | $8.0M |
| Southern Capital Advisors, LLC | 4.30% | Reduce -2.5% | 42,038 | $7.8M |
| Goldstone Financial Group, LLC | 1.20% | New | 41,456 | $7.7M |
| Crumly & Associates Inc. | 2.06% | Reduce -1.6% | 40,977 | $7.6M |
| Exchange Capital Management, Inc. | 1.11% | Reduce -8.3% | 37,775 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +8.1% | 37,697 | $7.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.02% | Add +8.1% | 37,300 | $6.9M |
| Snowden Capital Advisors LLC | 0.21% | Add +3.5% | 36,903 | $6.8M |
| Mowery & Schoenfeld Wealth Management, LLC | 13.04% | Reduce -43.7% | 36,283 | $6.7M |
| Traynor Capital Management, Inc. | 0.52% | Reduce -6.7% | 36,067 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.9% | 34,386 | $6.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.83% | Add +1.1% | 33,385 | $6.2M |
| Creative Planning | 0.01% | Add +41.3% | 32,357 | $6.0M |
| KDK Private Wealth Management, LLC | 6.08% | — | 31,637 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.9% | 31,465 | $5.8M |
| Court Place Advisors, LLC | 1.87% | Reduce -0.2% | 31,124 | $5.8M |
| Sigma Planning Corp | 0.18% | Add +10.0% | 31,046 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.4% | 30,581 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +101.4% | 30,019 | $5.5M |
| Financial Perspectives, Inc | 1.72% | Add +0.3% | 27,749 | $5.1M |
| Modern Wealth Management, LLC | 0.18% | New | 26,740 | $4.9M |
| Beaumont Financial Advisors, LLC | 0.37% | Add +3.5% | 26,544 | $4.9M |
| Citigroup Inc. | 0.00% | Add +0.1% | 26,357 | $4.9M |
| Aspetuck Financial Management LLC | 3.64% | — | 25,295 | $4.7M |
| GeoWealth Management, LLC | 0.15% | Add +7.8% | 24,647 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -5.2% | 24,516 | $4.5M |
| Claro Advisors Inc. | 0.61% | Add +5.7% | 24,412 | $4.5M |
| Prospera Financial Services Inc | 0.10% | Reduce -3.4% | 24,294 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +19.7% | 24,182 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.8% | 23,361 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -6.8% | 23,361 | $4.3M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -1.5% | 23,270 | $4.3M |
| Capital Planning LLC | 1.10% | Add +9.6% | 22,730 | $4.2M |
| Lynch & Associates | 0.91% | Reduce -0.6% | 22,727 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -12.0% | 22,691 | $4.2M |
| Heck Capital Advisors, LLC | 0.47% | Reduce -0.4% | 22,364 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +15.2% | 22,133 | $4.1M |
| WCG Wealth Advisors LLC | 0.27% | Add +3.4% | 21,994 | $4.1M |
| Mokosak Advisory Group, LLC | 1.19% | Reduce -2.4% | 21,491 | $4.0M |
| Apexium Financial, LP | 0.24% | Add +160.7% | 21,113 | $3.9M |
| CX Institutional | 0.15% | Add +39.1% | 21,059 | $3.9M |
| Marotta Asset Management | 0.81% | Add +20.2% | 20,949 | $3.9M |
| Quantinno Capital Management LP | 0.04% | Add +0.3% | 20,789 | $3.8M |
| Mgo One Seven LLC | 0.15% | Reduce -2.6% | 20,769 | $3.8M |
| Fingerlakes Wealth Management, Inc. | 3.04% | Add +4.5% | 20,382 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.0% | 20,308 | $3.8M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -0.0% | 19,359 | $3.6M |
| Maxele Advisors, LLC | 3.40% | — | 19,300 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.2% | 19,133 | $3.5M |
| Ancora Advisors LLC | 0.08% | Reduce -0.1% | 19,089 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -2.1% | 18,236 | $3.5M |
| Grant/GrossMendelsohn, LLC | 1.80% | Add +1377.9% | 18,592 | $3.4M |
| Ameritas Advisory Services, LLC | 0.12% | Add +14.1% | 18,416 | $3.4M |
| Brighton Jones LLC | 0.10% | Add +8.8% | 18,113 | $3.3M |
| Lifeworks Advisors, LLC | 0.60% | Reduce -61.7% | 17,954 | $3.3M |
| Stonebrook Private Inc. | 0.82% | Reduce -8.0% | 16,882 | $3.1M |
| Anchor Investment Management, LLC | 0.29% | Reduce -1.2% | 16,581 | $3.1M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -15.6% | 16,310 | $3.0M |
| Eley Financial Management, Inc | 1.17% | Reduce -2.6% | 16,182 | $3.0M |
| Navellier & Associates Inc. | 0.36% | No change | 16,100 | $3.0M |
| Reliant Investment Partners, LLC | 2.59% | — | 15,833 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +0.7% | 15,718 | $2.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Reduce -4.0% | 15,297 | $2.8M |
| Maltin Wealth Management, Inc. | 1.38% | Add +0.2% | 15,202 | $2.8M |
| Smith Shellnut Wilson LLC | 1.21% | Add +3.1% | 14,789 | $2.7M |
| Sunbelt Securities, Inc. | 0.24% | Add +0.2% | 14,562 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.9% | 14,657 | $2.7M |
| Wealthstar Advisors, LLC | 1.17% | — | 14,522 | $2.7M |
| Summit Financial, LLC | 0.09% | Add +3.9% | 14,363 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 14,066 | $2.6M |
| EPG Wealth Management LLC | 0.68% | Reduce -6.1% | 13,934 | $2.6M |
| Secure Asset Management, LLC | 0.39% | Reduce -16.7% | 13,819 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +7.8% | 13,643 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Reduce -0.1% | 13,520 | $2.5M |
| Arkadios Wealth Advisors | 0.13% | Add +140.4% | 13,266 | $2.5M |
| Renaissance Technologies | 0.00% | New | 13,100 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.7% | 13,056 | $2.4M |
| Curi Capital, LLC | 0.05% | No change | 12,874 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +8.3% | 12,733 | $2.4M |
| Spinnaker Trust | 0.14% | No change | 12,329 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +7.9% | 12,147 | $2.2M |
| Dahring | Cusmano LLC | 2.03% | — | 12,090 | $2.2M |
| Cooper Financial Group | 0.26% | Reduce -0.8% | 11,872 | $2.2M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -5.9% | 11,479 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.2% | 11,299 | $2.1M |
| ArborFi Advisors, LLC | 2.01% | — | 10,811 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.0% | 10,772 | $2.0M |
| Samalin Investment Counsel, LLC | 0.85% | Add +1.6% | 10,678 | $2.0M |
| Atlas Brown,Inc. | 0.67% | Add +1.6% | 10,670 | $2.0M |
| Summit X, LLC | 0.43% | Add +3.0% | 10,542 | $1.9M |
| Whalerock Point Partners, LLC | 0.46% | Add +0.9% | 10,298 | $1.9M |
| IFP Advisors, Inc | 0.06% | Reduce -65.7% | 9,922 | $1.8M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 9,561 | $1.8M |
| Visionary Wealth Advisors | 0.10% | Add +73.7% | 9,489 | $1.8M |
| Buffington Mohr McNeal | 0.29% | Reduce -3.3% | 9,404 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Add +1.2% | 9,292 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -1.0% | 9,095 | $1.7M |
| Florida Financial Advisors, LLC | 0.74% | Reduce -2.8% | 8,998 | $1.7M |
| JBR Co Financial Management Inc | 1.01% | Add +74.5% | 8,998 | $1.7M |
| Nova Wealth Management, Inc. | 1.41% | — | 8,785 | $1.6M |
| Purkiss Capital Advisors LLC | 1.40% | — | 8,754 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -10.3% | 8,723 | $1.6M |
| Duncker Streett & Co. Inc. | 0.30% | Reduce -3.3% | 8,675 | $1.6M |
| TBH Global Asset Management, LLC | 0.38% | Reduce -12.4% | 8,665 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -71.5% | 8,644 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +8.7% | 8,423 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +24.2% | 8,252 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.58% | Reduce -7.0% | 8,187 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Add +2.4% | 8,159 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 8,150 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.5% | 8,119 | $1.5M |
| CAP Partners, LLC | 1.05% | Add +0.0% | 8,050 | $1.5M |
| Nwam LLC | 0.09% | Add +407.4% | 7,809 | $1.4M |
| Elm3 Financial Group, LLC | 1.21% | — | 7,680 | $1.4M |
| Savvy Advisors, Inc. | 0.17% | Add +5.4% | 7,557 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Reduce -56.4% | 7,197 | $1.3M |
| Traphagen Investment Advisors LLC | 0.14% | Add +3.8% | 7,189 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.6% | 7,181 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -4.0% | 7,113 | $1.3M |
| NorthLanding Financial Partners, LLC | 1.32% | Reduce -3.7% | 7,086 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +16.5% | 6,969 | $1.3M |
| Soltis Investment Advisors LLC | 0.12% | Add +5.5% | 6,830 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Add +0.2% | 6,775 | $1.3M |
| Ehrlich Financial Group | 0.85% | Add +0.3% | 6,487 | $1.2M |
| JSF Financial, LLC | 0.32% | Reduce -0.5% | 6,437 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.1% | 6,415 | $1.2M |
| Canton Hathaway, LLC | 0.29% | Reduce -4.8% | 6,245 | $1.2M |
| OneAscent Financial Services LLC | 0.09% | New | 6,037 | $1.1M |
| Claris Financial LLC | 0.73% | — | 6,032 | $1.1M |
| Cary Street Partners Financial LLC | 0.04% | — | 5,928 | $1.1M |
| Investors Research Corp | 0.24% | Add +4.4% | 5,890 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +37.8% | 5,868 | $1.1M |
| SVB Wealth LLC | 0.02% | New | 5,842 | $1.1M |
| Comerica Bank | 0.00% | Reduce -4.7% | 5,776 | $1.1M |
| Palacios Wealth Management, LLC | 1.15% | — | 5,760 | $1.1M |
| Keybank National Association | 0.00% | Reduce -26.4% | 5,682 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +7.6% | 5,671 | $1.0M |
| Forte Asset Management LLC | 0.54% | Reduce -8.3% | 5,540 | $1.0M |
| Liberty Wealth Management LLC | 0.17% | Add +0.6% | 5,491 | $1.0M |
| Sovran Advisors, LLC | 0.14% | — | 5,588 | $1.0M |
| Veltria Advisors Corp. | 0.42% | No change | 5,476 | $1.0M |
| Global Financial Private Client, LLC | 0.36% | Add +34.4% | 5,255 | $972K |
| Belpointe Asset Management LLC | 0.06% | Reduce -3.5% | 5,682 | $969K |
| Blair William & Co. | 0.00% | Add +24.6% | 5,211 | $963K |
| Dakota Wealth Management | 0.02% | Reduce -14.5% | 5,177 | $957K |
| Interchange Capital Partners, LLC | 0.35% | Reduce -25.5% | 5,167 | $955K |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 5,111 | $945K |
| Harbour Investments, Inc. | 0.03% | Reduce -0.0% | 5,099 | $943K |
| Jones Financial Companies LLLP | 0.00% | Add +40.7% | 4,969 | $919K |
| Csenge Advisory Group | 0.05% | Add +207.2% | 4,856 | $898K |
| Founders Financial Securities LLC | 0.08% | New | 4,845 | $896K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -0.2% | 4,813 | $890K |
| Patron Partners, LLC | 0.48% | Reduce -0.5% | 4,781 | $884K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.2% | 4,773 | $882K |
| Cwm, LLC | 0.00% | Add +109.4% | 4,771 | $882K |
| Compound Planning, Inc. | 0.04% | Reduce -0.3% | 4,748 | $878K |
| Williams & Novak, LLC | 0.84% | No change | 4,719 | $872K |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +13.2% | 4,688 | $867K |
| Financial Freedom, LLC | 0.44% | Add +4.7% | 4,562 | $844K |
| PUREfi Wealth, LLC | 0.82% | — | 4,515 | $835K |
| Silver Oak Securities, Incorporated | 0.08% | Add +5.2% | 4,365 | $815K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +29.7% | 4,364 | $807K |
| IHT Wealth Management, LLC | 0.03% | New | 4,360 | $806K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $796K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -1.1% | 4,289 | $793K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -8.2% | 4,286 | $792K |
| Franklin Resources Inc. | 0.00% | No change | 4,213 | $779K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 4,186 | $774K |
| Money Concepts Capital Corp. | 0.06% | No change | 4,155 | $768K |
| Moors & Cabot, Inc. | 0.04% | Add +40.5% | 4,109 | $760K |
| Wedbush Securities Inc. | 0.03% | Add +30.3% | 4,063 | $751K |
| TrinityPoint Wealth, LLC | 0.11% | Reduce -12.2% | 4,056 | $750K |
| OmniStar Financial Group, Inc. | 0.60% | Add +21.4% | 4,011 | $744K |
| Hardy Reed LLC | 0.07% | No change | 4,010 | $741K |
| Essex Financial Services, Inc. | 0.05% | Reduce -3.7% | 3,914 | $724K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,906 | $722K |
| Mission Wealth Management, LP | 0.02% | Add +4.9% | 3,802 | $703K |
| Safeguard Financial, LLC | 0.15% | Reduce -12.4% | 3,653 | $675K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.0% | 3,466 | $641K |
| Prairie Wealth Advisors, Inc. | 0.31% | Reduce -6.1% | 3,446 | $637K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +6.3% | 3,372 | $623K |
| Integrated Wealth Concepts LLC | 0.01% | Add +80.3% | 3,364 | $622K |
| RHS Financial, LLC | 0.32% | Add +10.4% | 3,363 | $622K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 3,342 | $618K |
| River Wealth Advisors LLC | 0.08% | Reduce -9.1% | 3,318 | $613K |
| Lifelong Wealth Advisors, Inc. | 0.27% | — | 3,283 | $607K |
| Tandem Capital Management Corp. | 0.32% | Reduce -0.6% | 3,237 | $598K |
| Retirement Planning Group, LLC | 0.03% | No change | 3,218 | $595K |
| BIP Wealth, LLC | 0.04% | Add +1.5% | 3,204 | $592K |
| &partners | 0.01% | Add +16.0% | 3,131 | $589K |
| PKS Advisory Services, LLC | 0.14% | — | 3,132 | $579K |
| WealthShield Partners, LLC | 0.08% | Reduce -5.8% | 3,128 | $578K |
| KCM Investment Advisors LLC | 0.02% | No change | 3,102 | $573K |
| Three Magnolias Financial Advisors, LLC | 0.60% | — | 3,100 | $573K |
| Venturi Wealth Management, LLC | 0.03% | Add +300.5% | 3,060 | $566K |
| Northern Trust Corp. | 0.00% | No change | 3,029 | $560K |
| CIBC Private Wealth Group LLC | 0.00% | Add +33.3% | 3,001 | $560K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,020 | $558K |
| Bawa N Mallick Trust | 0.24% | — | 3,000 | $555K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.4% | 2,992 | $553K |
| Adirondack Trust Co. | 0.21% | No change | 2,980 | $551K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 2,954 | $546K |
| Brown Advisory Inc. | 0.00% | Add +58.6% | 2,937 | $543K |
| Coordinated Financial Services, Inc. | 0.43% | — | 2,932 | $542K |
| HB Wealth Management, LLC | 0.01% | Add +0.6% | 2,931 | $542K |
| Independent Advisor Alliance | 0.01% | New | 2,917 | $539K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 2,861 | $529K |
| Sfmg, LLC | 0.04% | Add +17.9% | 2,826 | $522K |
| Bogart Wealth, LLC | 0.02% | No change | 2,807 | $519K |
| LJI Wealth Management, LLC | 0.10% | Reduce -16.5% | 2,799 | $517K |
| AE Wealth Management LLC | 0.00% | Reduce -39.4% | 2,761 | $511K |
| Altus Wealth Group LLC | 0.23% | No change | 2,757 | $510K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -0.2% | 2,739 | $506K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -8.9% | 2,730 | $505K |
| BCS Wealth Management | 0.13% | New | 2,724 | $504K |
| Catalina Capital Group, LLC | 0.17% | Add +4.2% | 2,711 | $501K |
| Creekmur Asset Management LLC | 0.11% | Reduce -1.4% | 2,667 | $493K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +21.2% | 2,636 | $487K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 2,620 | $485K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.1% | 2,621 | $484K |
| Farther Finance Advisors, LLC | 0.02% | Add +55.3% | 2,614 | $483K |
| Astra Wealth Partners LLC | 0.45% | — | 2,601 | $481K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -75.3% | 2,601 | $481K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -10.4% | 2,585 | $478K |
| Tranquility Partners, LLC | 0.18% | No change | 2,554 | $472K |
| Advisors Capital Management, LLC | 0.01% | Add +42.8% | 2,551 | $472K |
| Wedmont Private Capital | 0.02% | New | 2,574 | $470K |
| Instrumental Wealth, LLC | 0.44% | Add +5.8% | 2,516 | $467K |
| D'Orazio & Associates, Inc. | 0.07% | Reduce -0.3% | 2,522 | $466K |
| Talon Private Wealth, LLC | 0.10% | Reduce -2.3% | 2,507 | $463K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 2,485 | $459K |
| Midwest Heritage Bank, FSB | 0.21% | Reduce -0.6% | 2,477 | $458K |
| Wiser Wealth Management, Inc | 0.13% | No change | 2,459 | $455K |
| Cerity Partners LLC | 0.00% | Add +81.1% | 2,409 | $445K |
| Centaurus Financial, Inc. | 0.03% | Add +4.0% | 2,408 | $445K |
| Centurion Wealth Management LLC | 0.14% | Add +6.7% | 2,402 | $444K |
| Certified Advisory Corp | 0.05% | Add +0.2% | 2,368 | $438K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.2% | 2,366 | $437K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +34.8% | 2,338 | $432K |
| Lebenthal Global Advisors, LLC | 0.08% | No change | 2,300 | $425K |
| Apriem Advisors | 0.05% | No change | 2,300 | $425K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 2,254 | $417K |
| Ipsen Advisor Group LLC | 0.35% | — | 2,232 | $413K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,183 | $404K |
| Valley Brook Capital Group, Inc. | 0.30% | Add +4.6% | 2,173 | $402K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 2,165 | $400K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -12.9% | 2,148 | $397K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -5.9% | 2,134 | $395K |
| Leigh Baldwin & Co., LLC | 0.33% | — | 2,118 | $392K |
| Magnolia Capital Management Ltd. | 0.31% | Reduce -7.3% | 2,110 | $390K |
| Rf&l Wealth Management, LLC | 0.28% | No change | 2,108 | $390K |
| Rise Advisors, LLC | 0.19% | Reduce -30.7% | 2,105 | $389K |
| American National Bank & Trust | 0.04% | Add +107.5% | 2,096 | $388K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $385K |
| Everett Harris & Co. | 0.00% | No change | 2,050 | $379K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,022 | $374K |
| Fisher Asset Management | 0.00% | New | 2,015 | $373K |
| Capital Management Associates, Inc | 0.14% | No change | 2,000 | $370K |
| Independent Wealth Network Inc. | 0.15% | Add +5.3% | 1,988 | $368K |
| Advisory Alpha, LLC | 0.01% | New | 1,980 | $366K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.0% | 1,967 | $364K |
| Elk River Wealth Management LLC | 0.07% | Add +20.4% | 1,946 | $360K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -6.4% | 1,933 | $357K |
| Capital Advisors Inc. | 0.01% | No change | 1,933 | $357K |
| Seven Mile Advisory | 0.23% | Reduce -0.1% | 1,925 | $356K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 1,919 | $355K |
| Verus Capital Partners, LLC | 0.03% | Add +58.8% | 1,909 | $353K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,902 | $352K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 1,895 | $350K |
| OMNI 360 Wealth, Inc. | 0.23% | Add +4.7% | 1,885 | $348K |
| Bravias Capital Group, LLC | 0.28% | — | 1,889 | $347K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.4% | 1,870 | $346K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 1,862 | $344K |
| Mather Group, Llc. | 0.00% | No change | 1,831 | $339K |
| Cape Investment Advisory, Inc. | 0.13% | No change | 1,819 | $336K |
| Qube Research & Technologies Ltd | 0.00% | Add +966.3% | 1,802 | $333K |
| Merit Financial Group, LLC | 0.01% | New | 1,740 | $322K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Add +0.1% | 1,731 | $320K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +3.0% | 1,729 | $320K |
| Parsons Capital Management Inc. | 0.02% | New | 1,720 | $318K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 1,699 | $314K |
| Investmark Advisory Group LLC | 0.15% | Add +0.1% | 1,687 | $312K |
| Global Retirement Partners, LLC | 0.01% | Add +13.3% | 1,685 | $312K |
| First Foundation Advisors | 0.01% | Add +8.2% | 1,677 | $310K |
| Stapp Wealth Management, PLLC | 0.48% | New | 1,671 | $309K |
| Northwest Bank & Trust Co | 0.23% | No change | 1,657 | $307K |
| Red Door Wealth Management, LLC | 0.05% | Add +2.4% | 1,620 | $300K |
| Stratos Investment Management, LLC | 0.02% | No change | 1,617 | $299K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | New | 1,614 | $298K |
| Smithfield Trust Co | 0.01% | No change | 1,610 | $298K |
| Pacific Sun Financial Corp | 0.16% | Add +0.3% | 1,606 | $297K |
| International Assets Investment Management, LLC | 0.02% | Reduce -89.5% | 1,604 | $297K |
| Endowment Wealth Management, Inc. | 0.20% | Add +0.1% | 1,603 | $296K |
| Signal Advisors Wealth, LLC | 0.03% | Add +10.6% | 1,600 | $296K |
| Blue Trust, Inc. | 0.00% | New | 1,598 | $295K |
| Aptus Capital Advisors, LLC | 0.00% | Add +844.4% | 1,596 | $295K |
| Western Wealth Management, LLC | 0.02% | No change | 1,580 | $292K |
| Bank of Montreal | 0.00% | Reduce -3.2% | 1,574 | $291K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Reduce -4.6% | 1,566 | $290K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $287K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +1.2% | 1,537 | $284K |
| Kovack Advisors, Inc. | 0.03% | Reduce -3.6% | 1,521 | $281K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,521 | $281K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 1,514 | $280K |
| Strategic Point Investment Advisors, LLC | 0.05% | New | 1,512 | $280K |
| Archer Investment Corp | 0.07% | Add +54.4% | 1,485 | $275K |
| Ameriflex Group, Inc. | 0.13% | — | 1,489 | $273K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,459 | $270K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.1% | 1,455 | $269K |
| Madison Wealth Partners, Inc | 0.08% | No change | 1,455 | $269K |
| Unionview, LLC | 0.20% | Reduce -4.8% | 1,445 | $267K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,426 | $264K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $263K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,415 | $262K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,400 | $259K |
| Selective Wealth Management, Inc. | 0.10% | Add +10.5% | 1,422 | $258K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,377 | $255K |
| QRG Capital Management, Inc. | 0.00% | Add +14.0% | 1,377 | $255K |
| Signaturefd, LLC | 0.00% | No change | 1,373 | $254K |
| Roundview Capital LLC | 0.02% | No change | 1,359 | $251K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.0% | 1,354 | $250K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -2.5% | 1,352 | $250K |
| Accelerate Investment Advisors LLC | 0.22% | Add +7.6% | 1,333 | $247K |
| Moneco Advisors, LLC | 0.03% | New | 1,322 | $244K |
| Fortress Financial Solutions, LLC | 0.35% | — | 1,312 | $243K |
| MCF Advisors LLC | 0.02% | Add +981.0% | 1,308 | $242K |
| GGM Financial LLC | 0.26% | No change | 1,296 | $240K |
| Rollins Financial Advisors, LLC | 0.04% | Add +2.9% | 1,295 | $239K |
| Kintra Wealth, LLC | 0.17% | New | 1,290 | $238K |
| Greenleaf Trust | 0.00% | No change | 1,287 | $238K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 1,285 | $238K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 1,278 | $236K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +2.0% | 1,270 | $235K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Add +0.2% | 1,209 | $224K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 1,201 | $222K |
| Financial Advocates Investment Management | 0.01% | Add +0.1% | 1,198 | $221K |
| Campbell Wealth Management | 0.02% | New | 1,188 | $220K |
| Root Financial Partners, LLC | 0.03% | New | 1,189 | $220K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,185 | $219K |
| Main Street Financial Solutions, LLC | 0.02% | New | 1,183 | $219K |
| Apollon Wealth Management, LLC | 0.01% | New | 1,183 | $219K |
| StoneX Group Inc. | 0.01% | New | 1,179 | $218K |
| Charter Oak Capital Management, LLC | 0.02% | New | 1,176 | $217K |
| Retirement Planning Group, LLC / NY | 0.24% | — | 1,160 | $214K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,153 | $213K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,153 | $213K |
| Concord Wealth Partners | 0.03% | Add +0.1% | 1,149 | $212K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 1,144 | $212K |
| Monte Financial Group, LLC | 0.09% | New | 1,140 | $211K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,126 | $208K |
| Copperwynd Financial, LLC | 0.06% | Reduce -20.3% | 1,112 | $206K |
| Crane Advisory, LLC | 0.04% | New | 1,089 | $205K |
| Crescent Grove Advisors, LLC | 0.02% | New | 1,105 | $204K |
| Summit Place Financial Advisors, LLC | 0.12% | Reduce -8.3% | 1,100 | $203K |
| Trexquant Investment LP | 0.00% | New | 1,100 | $203K |
| Composition Wealth, LLC | 0.00% | New | 1,091 | $202K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 1,090 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 1,049 | $194K |
| Abound Wealth Management | 0.06% | Add +3.0% | 1,044 | $193K |
| Pathway Financial Advisers, LLC | 0.06% | Add +1.9% | 1,043 | $193K |
| Mascoma Wealth Management LLC | 0.05% | No change | 980 | $181K |
| Sugar Maple Asset Management, LLC | 0.14% | New | 972 | $180K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 905 | $167K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $167K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $165K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 861 | $159K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 837 | $155K |
| Assetmark, Inc. | 0.00% | Add +34.8% | 826 | $153K |
| Colonial Trust Advisors | 0.01% | Reduce -8.1% | 781 | $144K |
| Private Trust Co. NA | 0.01% | Add +1.4% | 774 | $143K |
| Beacon Capital Management, LLC | 0.02% | No change | 748 | $138K |
| United Community Bank | 0.05% | New | 745 | $138K |
| New England Capital Financial Advisors LLC | 0.07% | No change | 742 | $137K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $121K |
| Arax Advisory Partners | 0.01% | Add +101.6% | 635 | $117K |
| Capital Investment Counsel, Inc | 0.02% | Add +742.5% | 615 | $114K |
| CVA Family Office, LLC | 0.02% | No change | 568 | $105K |
| Salem Investment Counselors Inc. | 0.00% | No change | 566 | $105K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +251.6% | 559 | $103K |
| Raffa Wealth Management, LLC | 0.02% | Add +19.6% | 531 | $98K |
| FSA Wealth Management LLC | 0.04% | No change | 514 | $95K |
| Main Street Group, LTD | 0.04% | Add +148.3% | 504 | $93K |
| High Note Wealth, LLC | 0.02% | New | 450 | $83K |
| Lee Danner & Bass Inc. | 0.01% | New | 400 | $74K |
| Harbor Investment Advisory, LLC | 0.01% | New | 371 | $69K |
| Valley National Advisers Inc. | 0.01% | No change | 365 | $67K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -13.8% | 361 | $67K |
| Caldwell Trust Co | 0.01% | No change | 346 | $64K |
| Gables Capital Management Inc. | 0.03% | No change | 340 | $63K |
| HM Payson & Co. | 0.00% | No change | 323 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 312 | $58K |
| Caitlin John, LLC | 0.04% | No change | 310 | $57K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 300 | $55K |
| Colonial Trust Co / SC | 0.01% | Reduce -45.5% | 300 | $55K |
| Lindbrook Capital, LLC | 0.01% | No change | 300 | $55K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 295 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $49K |
| Bokf, NA | 0.00% | No change | 268 | $49K |
| Sound Income Strategies, LLC | 0.00% | Add +146.7% | 264 | $49K |
| NFSG Corp | 0.01% | New | 261 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -38.8% | 260 | $48K |
| HighMark Wealth Management LLC | 0.03% | Add +2.4% | 256 | $47K |
| Mainstream Capital Management LLC | 0.03% | New | 239 | $44K |
| McIlrath & Eck, LLC | 0.01% | Add +131.0% | 231 | $43K |
| Promus Capital, LLC | 0.03% | — | 222 | $41K |
| Bellwether Advisors, LLC | 0.01% | New | 215 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -94.0% | 207 | $38K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 209 | $38K |
| Continuum Advisory, LLC | 0.00% | No change | 200 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -29.6% | 200 | $37K |
| Fifth Third Bancorp | 0.00% | New | 200 | $37K |
| Simplex Trading, LLC | 0.00% | Add +50.0% | 192 | $35K |
| Larson Financial Group LLC | 0.00% | Add +20.1% | 185 | $34K |
| Bank of New Hampshire | 0.01% | No change | 159 | $29K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 158 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 141 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 136 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 130 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 125 | $23K |
| SouthState Bank Corp | 0.00% | No change | 124 | $23K |
| Financial Life Planners | 0.02% | — | 113 | $21K |
| Roxbury Financial LLC | 0.02% | — | 105 | $20K |
| Northwest Capital Management Inc | 0.01% | New | 100 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 100 | $18K |
| Tucker Asset Management LLC | 0.00% | Reduce -48.7% | 98 | $18K |
| Element Wealth, LLC | 0.01% | No change | 97 | $18K |
| Global Trust Asset Management, LLC | 0.01% | New | 90 | $17K |
| Pillar Financial Advisors, LLC | 0.01% | — | 89 | $16K |
| WR Wealth Planners, LLC | 0.01% | Reduce -19.1% | 85 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 76 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 73 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 74 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 72 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 69 | $13K |
| West Branch Capital LLC | 0.00% | No change | 63 | $12K |
| ORG Partners LLC | 0.00% | Add +63.2% | 62 | $11K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 59 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $10K |
| PMV Capital Advisers, LLC | 0.03% | — | 55 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $9K |
| CKW Financial Group | 0.00% | No change | 50 | $9K |
| Red Tortoise LLC | 0.00% | New | 49 | $9K |
| Accredited Wealth Management, LLC | 0.01% | — | 41 | $8K |
| Bfsg, LLC | 0.00% | New | 35 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 32 | $6K |
| PFS Partners, LLC | 0.00% | No change | 30 | $6K |
| Tower View Wealth Management LLC | 0.00% | Reduce -58.9% | 30 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 30 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $5K |
| New Wave Wealth Advisors LLC | 0.00% | New | 13 | $2K |
| Founders Capital Management | 0.00% | No change | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $1K |
| Front Row Advisors LLC | 0.00% | Reduce -57.1% | 3 | $555 |
| Operose Advisors LLC | 0.00% | No change | 2 | $373 |
| Activest Wealth Management | 0.00% | New | 1 | $136 |
"% 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.