Fidelity MSCI Info Tech IndxFTECETF

13F holders, Q1 2025 (March 31)
507holders −3
50new positions
52sold out
3famous investors
$160.31avg. 13F price*

At the end of Q1 2025, 507 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, down 3 from Q4 2024. 50 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($384.4M), Lido Advisors, LLC ($327.0M) and Charles Schwab Investment Management Inc. ($242.3M). 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 Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$48.1M
Exits52$310.4M

All 13F filers, Q4 2024 → Q1 2025: 1,266,311 shares bought and 3,385,070 shares sold, net −2,118,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 507 holders

Bank of America Corp. 0.03% Reduce -7.2% 2,383,368 $384.4M
Lido Advisors, LLC 1.95% Add +3.9% 2,027,711 $327.0M
Charles Schwab Investment Management Inc. 0.05% Reduce -31.5% 1,502,608 $242.3M
Richard Bernstein Advisors LLC 5.81% Reduce -4.7% 1,489,146 $240.2M
Commonwealth Equity Services, LLC 0.17% Reduce -4.7% 744,404 $120.0M
Agf Management Ltd. 0.52% Add +2.8% 607,962 $98.0M
Envestnet Asset Management Inc. 0.03% Reduce -6.1% 532,308 $85.8M
Two Sigma Investments, LP 0.16% Add +124.5% 423,888 $68.4M
LPL Financial LLC 0.03% Add +3.9% 403,813 $65.1M
Full Sail Capital, LLC 3.81% Reduce -7.0% 365,197 $58.9M
Morgan Stanley 0.00% Add +0.1% 328,981 $53.1M
Portfolio Strategies, Inc. 5.97% Add +0.6% 239,179 $38.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -8.2% 231,403 $37.3M
Cambridge Investment Research Advisors, Inc. 0.12% Add +15.1% 217,130 $35.0M
Kestra Investment Management, LLC 0.67% Add +11.4% 214,133 $34.5M
FMR LLC 0.00% Add +5.2% 171,722 $27.7M
Osaic Holdings, Inc. 0.06% Add +20.7% 162,457 $26.2M
Kestra Advisory Services, LLC 0.12% Reduce -9.6% 148,846 $24.0M
CW Advisors, LLC 0.29% Add +0.1% 147,933 $23.9M
JPMorgan Chase & Co. 0.00% Add +31.0% 121,591 $19.6M
Stifel Financial Corp. 0.02% Reduce -3.4% 116,231 $18.7M
Advisory Services Network, LLC 0.33% Add +10.6% 106,436 $17.2M
Ameriprise Financial Inc. 0.00% Reduce -51.4% 105,300 $17.0M
Harel Insurance Investments & Financial Services Ltd. 0.22% New 104,900 $16.9M
Financial Partners Group, Inc 2.59% Reduce -0.7% 104,087 $16.8M
Atria Wealth Solutions, Inc. 0.20% Add +31.3% 103,923 $16.8M
Wells Fargo & Company 0.00% Add +0.1% 98,248 $15.8M
UBS Group AG 0.00% Add +5.1% 97,021 $15.6M
Raymond James Financial Inc. 0.01% Add +43.3% 95,946 $15.5M
Morningstar Investment Management LLC 1.32% Add +59.3% 95,925 $15.5M
Cetera Investment Advisers 0.03% Add +3.0% 95,184 $15.4M
Fischer Financial Services, Inc. 4.94% Add +0.7% 95,160 $15.3M
PFG Advisors 0.78% Add +1.9% 86,411 $13.9M
Armor Investment Advisors, LLC 5.46% Add +2.0% 81,724 $13.2M
Royal Bank of Canada 0.00% Reduce -3.6% 80,994 $13.1M
Eaton Financial Holdings Company, LLC 4.79% Add +0.8% 71,484 $11.5M
Freedom Investment Management, Inc. 0.92% Add +7.6% 68,288 $11.0M
MAI Capital Management 0.08% Add +1.4% 65,609 $10.6M
NorthCoast Asset Management LLC 0.05% Reduce -65.8% 61,392 $9.9M
Independence Financial Advisors, LLC 3.75% — 61,128 $9.9M
Rwa Wealth Partners, LLC 0.12% Reduce -1.7% 60,380 $9.7M
Mariner, LLC 0.02% Reduce -3.5% 59,416 $9.6M
Yoder Wealth Management, Inc. 5.12% Add +15.7% 56,380 $9.1M
King Wealth Management Group 1.38% Reduce -2.3% 56,286 $9.1M
Kraft, Davis & Associates, LLC 2.92% Add +40.3% 60,525 $9.0M
Atlas Capital Advisors Inc. 1.08% Reduce -8.1% 53,808 $8.7M
TBH Global Asset Management, LLC 1.62% Add +1753.6% 160,615 $8.4M
MML Investors Services, LLC 0.03% Reduce -0.6% 49,614 $8.0M
Lifeworks Advisors, LLC 1.30% Add +169.8% 48,446 $7.8M
Goldstone Financial Group, LLC 1.16% Add +14.7% 47,541 $7.7M
Smith Salley Wealth Management 0.48% Add +2.2% 45,752 $7.4M
Susquehanna International Group, LLP 0.01% Add +41.4% 42,455 $6.8M
Southern Capital Advisors, LLC 3.75% Reduce -0.2% 41,965 $6.8M
NewEdge Advisors, LLC 0.04% Reduce -4.2% 41,850 $6.7M
Adams Wealth Management 1.28% New 40,505 $6.5M
CacheTech Inc. 1.27% New 40,505 $6.5M
Crumly & Associates Inc. 1.79% Reduce -1.7% 40,273 $6.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.94% Add +2.0% 38,055 $6.1M
Traynor Capital Management, Inc. 0.51% Add +4.4% 37,639 $6.1M
Exchange Capital Management, Inc. 0.96% Reduce -2.5% 36,813 $5.9M
Snowden Capital Advisors LLC 0.18% Reduce -3.8% 35,497 $5.7M
Sanctuary Advisors, LLC 0.04% Reduce -4.3% 32,900 $5.3M
Patriot Financial Group Insurance Agency, LLC 0.71% Reduce -2.1% 32,676 $5.3M
Citigroup Inc. 0.00% Add +22.5% 32,277 $5.2M
Apexium Financial, LP 0.30% Add +50.0% 31,662 $5.1M
KDK Private Wealth Management, LLC 5.77% Reduce -0.7% 31,432 $5.1M
Court Place Advisors, LLC 1.67% Add +0.4% 31,244 $5.0M
Creative Planning 0.00% Reduce -4.6% 30,864 $5.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -60.6% 30,620 $4.9M
HighTower Advisors, LLC 0.01% Reduce -3.2% 30,468 $4.9M
Primoris Wealth Advisors, LLC 3.78% Reduce -43.4% 30,312 $4.9M
Cantor Fitzgerald Investment Advisors L.P. 0.35% Add +93.9% 29,664 $4.8M
Sigma Planning Corp 0.15% Reduce -7.4% 28,754 $4.6M
Financial Perspectives, Inc 1.55% Add +1.4% 28,142 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.1% 27,490 $4.4M
CX Institutional 0.17% Add +29.4% 27,248 $4.4M
Quantinno Capital Management LP 0.03% Add +30.6% 27,140 $4.4M
Modern Wealth Management, LLC 0.14% Add +1.4% 27,122 $4.4M
Focus Partners Wealth 0.01% Add +11.3% 26,918 $4.3M
Claro Advisors Inc. 0.57% Add +8.4% 26,463 $4.3M
Aspetuck Financial Management LLC 3.66% Add +4.4% 26,400 $4.3M
Equitable Holdings, Inc. 0.04% Add +13.3% 25,707 $4.1M
Mowery & Schoenfeld Wealth Management, LLC 8.10% Reduce -29.4% 25,627 $4.1M
Jane Street Group, LLC 0.01% New 23,766 $3.8M
Lynch & Associates 0.82% Add +3.7% 23,558 $3.8M
Bank of New York Mellon Corp 0.00% Add +13.5% 23,047 $3.7M
Capital Planning LLC 1.04% Add +1.3% 23,021 $3.7M
Kestra Private Wealth Services, LLC 0.06% Add +3.9% 23,004 $3.7M
Prospera Financial Services Inc 0.09% Reduce -5.4% 22,976 $3.7M
Heck Capital Advisors, LLC 0.41% Add +1.0% 22,592 $3.6M
Transcend Capital Advisors, LLC 0.26% Reduce -3.3% 22,510 $3.6M
WCG Wealth Advisors LLC 0.26% Reduce -2.4% 21,471 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -8.7% 21,329 $3.4M
Orion Portfolio Solutions, LLC 0.03% Reduce -8.7% 21,329 $3.4M
Fingerlakes Wealth Management, Inc. 2.87% Add +2.7% 20,939 $3.4M
Mgo One Seven LLC 0.13% Reduce -1.4% 20,471 $3.3M
Ameritas Advisory Services, LLC 0.13% Add +3.5% 19,054 $3.3M
Chicago Partners Investment Group LLC 0.11% Add +0.4% 19,433 $3.3M
Mokosak Advisory Group, LLC 1.00% Reduce -6.4% 20,116 $3.2M
Arkadios Wealth Advisors 0.12% Add +51.2% 20,062 $3.2M
Pathstone Holdings, LLC 0.01% Add +33.0% 18,702 $3.1M
Maxele Advisors, LLC 2.98% Reduce -0.9% 19,133 $3.1M
Marotta Asset Management 0.60% Reduce -16.8% 17,429 $3.0M
Integrated Advisors Network LLC 0.15% Add +157.4% 18,522 $3.0M
Janney Montgomery Scott LLC 0.01% Reduce -6.1% 17,966 $2.9M
Ancora Advisors LLC 0.06% Reduce -8.2% 17,528 $2.8M
Stonebrook Private Inc. 0.73% Add +3.4% 17,461 $2.8M
Beaumont Financial Advisors, LLC 0.22% Reduce -35.6% 17,094 $2.8M
Allworth Financial LP 0.02% Reduce -6.2% 17,106 $2.7M
Brighton Jones LLC 0.09% Reduce -6.8% 16,885 $2.7M
Meridian Wealth Management, LLC 0.13% Add +2.2% 16,665 $2.7M
Anchor Investment Management, LLC 0.25% Add +0.1% 16,595 $2.7M
Atria Investments, Inc 0.03% Reduce -32.8% 16,484 $2.7M
Maltin Wealth Management, Inc. 1.23% Add +6.5% 16,185 $2.6M
Wealthstar Advisors, LLC 1.18% Add +10.3% 16,017 $2.6M
Reliant Investment Partners, LLC 2.60% Add +0.0% 15,839 $2.6M
Goldman Sachs Group Inc. 0.00% New 15,700 $2.5M
Eley Financial Management, Inc 1.00% Reduce -4.8% 15,409 $2.5M
Visionary Wealth Advisors 0.15% Add +63.1% 15,479 $2.5M
Smith Shellnut Wilson LLC 1.10% Add +0.9% 14,924 $2.4M
Secure Asset Management, LLC 0.49% Add +7.9% 14,914 $2.4M
Stratos Wealth Partners, LTD. 0.04% Add +11.9% 14,612 $2.4M
Summit Financial, LLC 0.06% Reduce -1.2% 14,185 $2.3M
EPG Wealth Management LLC 0.64% Add +1.4% 14,132 $2.3M
Navellier & Associates Inc. 0.31% Reduce -16.6% 13,425 $2.3M
Dahring | Cusmano LLC 1.93% Add +15.0% 13,905 $2.2M
Private Advisor Group, LLC 0.01% Add +1.7% 13,881 $2.2M
Sunbelt Securities, Inc. 0.19% Reduce -10.1% 13,086 $2.1M
Corient Private Wealth LP 0.00% Add +1.1% 12,869 $2.1M
Avantax Advisory Services, Inc. 0.01% Add +11.2% 12,568 $2.0M
Spinnaker Trust 0.13% No change 12,329 $2.0M
Samalin Investment Counsel, LLC 0.80% Add +13.6% 12,131 $2.0M
Rehmann Capital Advisory Group 0.12% Add +4.4% 11,985 $1.9M
Quadrature Capital Ltd 0.04% New 11,816 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -0.5% 10,720 $1.9M
Cooper Financial Group 0.25% Reduce -1.6% 11,683 $1.9M
Benjamin Edwards Inc. 0.03% Reduce -17.2% 11,198 $1.8M
BLKBRD Asset Management, LP 2.12% New 10,824 $1.7M
JBR Co Financial Management Inc 1.01% Add +19.2% 10,723 $1.7M
Atlas Brown,Inc. 0.60% Reduce -0.3% 10,640 $1.7M
Summit X, LLC 0.35% Reduce -0.9% 10,445 $1.7M
Whalerock Point Partners, LLC 0.41% Add +0.8% 10,383 $1.7M
Jones Financial Companies LLLP 0.00% Add +101.0% 9,987 $1.6M
DAVENPORT & Co LLC 0.01% Add +16.4% 9,806 $1.6M
J.W. Cole Advisors, Inc. 0.05% Reduce -74.3% 9,682 $1.6M
Purkiss Capital Advisors LLC 1.16% Add +8.8% 9,523 $1.5M
Baker Avenue Asset Management, LP 0.05% Reduce -2.2% 9,354 $1.5M
Curi Capital, LLC 0.04% Reduce -27.6% 9,318 $1.5M
IFP Advisors, Inc 0.05% Reduce -6.8% 9,242 $1.5M
Buffington Mohr McNeal 0.29% Reduce -1.8% 9,239 $1.5M
ArborFi Advisors, LLC 1.45% Reduce -16.2% 9,059 $1.5M
Avior Wealth Management, LLC 0.06% Reduce -2.9% 9,024 $1.5M
Nova Wealth Management, Inc. 1.25% Add +2.0% 8,962 $1.4M
RFG Advisory, LLC 0.04% Reduce -4.0% 8,733 $1.4M
Duncker Streett & Co. Inc. 0.28% No change 8,675 $1.4M
Level Four Advisory Services, LLC 0.06% Add +6.2% 8,624 $1.4M
Focus Financial Network, Inc. 0.06% Add +3.0% 8,406 $1.4M
CAP Partners, LLC 0.98% Add +3.7% 8,349 $1.3M
Truist Financial Corp. 0.00% Add +1.8% 8,296 $1.3M
Y-Intercept (Hong Kong) Ltd 0.09% New 8,111 $1.3M
Client 1ST Advisory Group, LLC 0.50% Reduce -2.0% 8,021 $1.3M
Captrust Financial Advisors 0.00% Reduce -6.1% 7,750 $1.2M
Spire Wealth Management 0.04% Add +8.7% 7,729 $1.2M
Elm3 Financial Group, LLC 1.08% Reduce -1.1% 7,599 $1.2M
Traphagen Investment Advisors LLC 0.12% Reduce -0.1% 7,183 $1.2M
Florida Financial Advisors, LLC 0.46% Reduce -20.3% 7,171 $1.2M
Savvy Advisors, Inc. 0.11% Reduce -7.5% 6,991 $1.1M
Foundations Investment Advisors, LLC 0.02% New 6,987 $1.1M
NorthLanding Financial Partners, LLC 1.10% Reduce -2.2% 6,927 $1.1M
Claris Financial LLC 0.73% No change 6,032 $1.1M
Independent Financial Group, LLC 0.04% Reduce -3.0% 6,763 $1.1M
Soltis Investment Advisors LLC 0.10% Reduce -1.3% 6,739 $1.1M
Principal Securities, Inc. 0.02% Add +0.1% 5,874 $1.1M
Compound Planning, Inc. 0.05% Add +40.3% 6,663 $1.1M
Belpointe Asset Management LLC 0.06% Add +16.9% 6,642 $1.1M
JSF Financial, LLC 0.28% Add +3.0% 6,631 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.8% 6,468 $1.0M
Strategic Blueprint, LLC 0.06% Reduce -4.6% 6,464 $1.0M
Ehrlich Financial Group 0.76% Reduce -0.9% 6,427 $1.0M
Investors Research Corp 0.22% Add +7.6% 6,337 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -12.2% 6,305 $1.0M
Canton Hathaway, LLC 0.20% No change 6,245 $1.0M
Comerica Bank 0.00% Add +4.5% 6,038 $974K
Sweeney & Michel, LLC 0.42% — 6,891 $963K
Cary Street Partners Financial LLC 0.03% Reduce -0.3% 5,913 $954K
EP Wealth Advisors, LLC 0.01% Add +22.7% 5,857 $945K
SeaCrest Wealth Management, LLC 0.11% Add +2.4% 5,808 $937K
CreativeOne Wealth, LLC 0.03% Reduce -53.8% 5,612 $905K
Palacios Wealth Management, LLC 0.67% Reduce -3.2% 5,578 $900K
Forte Asset Management LLC 0.45% Add +0.0% 5,541 $894K
Liberty Wealth Management LLC 0.17% Add +0.1% 5,496 $886K
Global Financial Private Client, LLC 0.33% Add +2.4% 5,380 $868K
Blair William & Co. 0.00% Add +2.4% 5,337 $861K
Sovran Advisors, LLC 0.11% Add +0.9% 5,638 $847K
Interchange Capital Partners, LLC 0.23% Add +0.1% 5,174 $834K
Csenge Advisory Group 0.05% Add +13.6% 5,516 $829K
Keybank National Association 0.00% Reduce -10.0% 5,112 $824K
OneAscent Financial Services LLC 0.05% Reduce -15.4% 5,108 $824K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -1.0% 5,060 $816K
Acorn Financial Advisory Services Inc. 0.15% Add +7.3% 5,030 $811K
HRT Financial LP 0.01% New 4,994 $805K
Daymark Wealth Partners, LLC 0.03% Add +1.7% 4,893 $789K
Wealthspire Advisors, LLC 0.00% Add +146.2% 4,842 $781K
Qube Research & Technologies Ltd 0.00% Add +163.4% 4,746 $765K
Williams & Novak, LLC 0.74% Reduce -1.0% 4,672 $760K
Cwm, LLC 0.00% Reduce -2.0% 4,673 $754K
Essex Financial Services, Inc. 0.05% Add +16.4% 4,554 $734K
PUREfi Wealth, LLC 0.73% No change 4,515 $728K
Wedbush Securities Inc. 0.03% Add +8.5% 4,407 $711K
B. Riley Wealth Advisors, Inc. 0.02% Add +86.1% 4,403 $710K
Stonebridge Financial Planning Group, LLC 0.32% Add +2.6% 4,396 $709K
IHT Wealth Management, LLC 0.02% Add +0.1% 4,362 $703K
Financial Freedom, LLC 0.40% Reduce -4.4% 4,361 $703K
T. Rowe Price Associates Inc. 0.00% No change 4,302 $694K
Retirement Planning Group, LLC 0.03% Add +33.6% 4,298 $693K
Money Concepts Capital Corp. 0.05% Add +2.9% 4,275 $689K
Verus Capital Partners, LLC 0.07% Add +123.9% 4,274 $689K
Harbour Investments, Inc. 0.02% Reduce -16.3% 4,268 $688K
Patron Partners, LLC 0.37% Reduce -11.7% 4,223 $681K
Avidian Wealth Enterprises, LLC 0.03% Reduce -0.7% 4,159 $671K
Mutual Advisors, LLC 0.02% Reduce -52.8% 4,117 $669K
Sequoia Financial Advisors, LLC 0.01% Reduce -5.7% 4,114 $663K
Hardy Reed LLC 0.06% No change 4,010 $647K
OmniStar Financial Group, Inc. 0.51% Reduce -0.7% 3,985 $645K
Capital Management Associates, Inc 0.15% Add +100.0% 4,000 $645K
Renaissance Technologies 0.00% Reduce -69.5% 4,000 $645K
Almanack Investment Partners, LLC. 0.13% Reduce -7.3% 3,977 $641K
Blue Trust, Inc. 0.01% Add +140.4% 3,841 $619K
O'shaughnessy Asset Management, LLC 0.00% Add +98.1% 3,754 $605K
Valmark Advisers, Inc. 0.01% Reduce -4.0% 3,751 $605K
Moors & Cabot, Inc. 0.03% Reduce -10.7% 3,671 $592K
Safeguard Financial, LLC 0.13% Add +0.3% 3,662 $591K
Franklin Resources Inc. 0.00% Reduce -14.2% 3,613 $583K
Prime Capital Investment Advisors, LLC 0.01% Add +20.6% 3,562 $574K
Arax Advisory Partners 0.04% Add +460.0% 3,556 $573K
Mission Wealth Management, LP 0.01% Reduce -6.8% 3,545 $572K
Farther Finance Advisors, LLC 0.01% Add +33.6% 3,492 $568K
Coordinated Financial Services, Inc. 0.44% — 3,517 $567K
Three Magnolias Financial Advisors, LLC 0.48% Add +12.9% 3,500 $564K
US Bancorp \de 0.00% Add +171.1% 3,465 $559K
United Capital Financial Advisors, LLC 0.00% Add +3.3% 3,453 $557K
River Wealth Advisors LLC 0.08% Add +2.6% 3,406 $549K
Brookstone Capital Management 0.01% Reduce -60.9% 3,378 $545K
Parallel Advisors, LLC 0.01% Reduce -2.7% 3,372 $544K
Prairie Wealth Advisors, Inc. 0.27% Reduce -2.7% 3,353 $541K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -1.5% 3,322 $536K
BIP Wealth, LLC 0.03% Add +1.7% 3,258 $525K
Lifelong Wealth Advisors, Inc. 0.25% Reduce -0.8% 3,255 $525K
Tandem Capital Management Corp. 0.29% No change 3,237 $522K
Cresset Asset Management, LLC 0.00% Add +12.8% 3,228 $521K
WealthShield Partners, LLC 0.07% Add +2.9% 3,220 $519K
Calamos Wealth Management LLC 0.03% Add +5.0% 3,170 $511K
Silver Oak Securities, Incorporated 0.05% Reduce -27.6% 3,162 $511K
KCM Investment Advisors LLC 0.02% No change 3,102 $500K
AE Wealth Management LLC 0.00% Add +11.9% 3,091 $499K
Northern Trust Corp. 0.00% No change 3,029 $488K
Venturi Wealth Management, LLC 0.03% Reduce -1.1% 3,028 $488K
Applied Capital LLC 0.24% New 3,006 $485K
Bawa N Mallick Trust 0.23% No change 3,000 $484K
Flputnam Investment Management Co. 0.01% No change 2,992 $482K
Adirondack Trust Co. 0.19% No change 2,980 $481K
PKS Advisory Services, LLC 0.13% Reduce -5.1% 2,973 $480K
HB Wealth Management, LLC 0.00% Add +0.4% 2,942 $475K
Brown Advisory Inc. 0.00% Reduce -0.2% 2,931 $473K
Sfmg, LLC 0.04% Add +2.9% 2,907 $469K
LJI Wealth Management, LLC 0.09% Add +1.9% 2,852 $460K
American National Bank & Trust 0.05% Add +35.5% 2,841 $458K
Integrated Wealth Concepts LLC 0.01% Reduce -15.7% 2,837 $457K
CoreCap Advisors, LLC 0.02% Add +108.9% 2,829 $456K
Instrumental Wealth, LLC 0.41% Add +10.8% 2,788 $453K
Bogart Wealth, LLC 0.02% No change 2,807 $453K
Balance Wealth Partners LLC 0.29% — 2,771 $447K
Altus Wealth Group LLC 0.21% No change 2,757 $445K
Centurion Wealth Management LLC 0.14% No change 2,402 $444K
Catalina Capital Group, LLC 0.30% Add +1.6% 2,754 $444K
Willis Johnson & Associates, Inc. 0.03% Add +0.2% 2,735 $441K
BCS Wealth Management 0.11% No change 2,724 $439K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.9% 2,687 $433K
Creekmur Asset Management LLC 0.09% Add +0.1% 2,669 $430K
Atlantic Union Bankshares Corp 0.03% Reduce -3.0% 2,657 $428K
Astra Wealth Partners LLC 0.40% Add +0.6% 2,617 $422K
Hilltop Holdings Inc. 0.03% Reduce -0.5% 2,607 $420K
Centaurus Financial, Inc. 0.03% Add +8.1% 2,603 $420K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.7% 2,603 $420K
PGIM Custom Harvest LLC 0.01% No change 2,601 $419K
Stratos Investment Management, LLC 0.02% Add +60.0% 2,588 $417K
Vicus Capital 0.04% Reduce -97.7% 2,586 $417K
Lebenthal Global Advisors, LLC 0.08% Add +12.0% 2,575 $415K
Tranquility Partners, LLC 0.16% No change 2,554 $412K
Advisors Capital Management, LLC 0.01% No change 2,551 $412K
D'Orazio & Associates, Inc. 0.06% Add +0.1% 2,525 $407K
Red Door Wealth Management, LLC 0.06% Add +54.3% 2,499 $403K
Baird Financial Group, Inc. 0.00% No change 2,485 $401K
Midwest Heritage Bank, FSB 0.16% No change 2,477 $399K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.5% 2,391 $386K
Dakota Wealth Management 0.01% Reduce -54.2% 2,372 $383K
Wedmont Private Capital 0.02% Reduce -5.2% 2,439 $377K
Crossmark Global Holdings, Inc. 0.01% New 2,316 $374K
Apriem Advisors 0.04% No change 2,300 $371K
Eldridge Investment Advisors, Inc. 0.08% No change 2,254 $364K
Valley Brook Capital Group, Inc. 0.28% Add +3.5% 2,248 $363K
Kintra Wealth, LLC 0.24% Add +73.8% 2,242 $362K
Pacific Sun Financial Corp 0.20% Add +37.4% 2,207 $356K
Sowell Financial Services LLC 0.02% New 2,187 $353K
Leigh Baldwin & Co., LLC 0.28% Add +2.3% 2,167 $349K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -0.2% 2,161 $349K
RHS Financial, LLC 0.19% Reduce -36.1% 2,148 $346K
Certified Advisory Corp 0.04% Reduce -9.9% 2,133 $344K
CIBC Private Wealth Group LLC 0.00% Reduce -18.6% 2,443 $341K
Ipsen Advisor Group LLC 0.29% Reduce -5.5% 2,110 $340K
Rise Advisors, LLC 0.15% Add +0.1% 2,108 $340K
Rf&l Wealth Management, LLC 0.24% No change 2,108 $340K
Steward Partners Investment Advisory, LLC 0.00% Add +706.5% 2,097 $338K
Linscomb Wealth, Inc. 0.02% No change 2,080 $335K
Magnolia Capital Management Ltd. 0.29% Reduce -1.7% 2,075 $335K
Everett Harris & Co. 0.00% No change 2,050 $331K
Capital Advisors Inc. 0.01% Add +6.0% 2,049 $330K
Retirement Planning Group, LLC / NY 0.34% Add +76.4% 2,046 $330K
TFC Financial Management, Inc. 0.05% Reduce -6.6% 2,038 $329K
Founders Financial Alliance, LLC 0.08% Reduce -5.8% 2,011 $324K
Talon Private Wealth, LLC 0.04% Reduce -20.7% 1,989 $321K
Independent Wealth Network Inc. 0.13% No change 1,988 $321K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.8% 1,986 $320K
Seven Mile Advisory 0.21% No change 1,925 $311K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.1% 1,918 $309K
Merit Financial Group, LLC 0.00% Add +8.9% 1,895 $306K
Choate Investment Advisors 0.01% New 1,895 $306K
Sagespring Wealth Partners, LLC 0.01% Add +23.0% 1,871 $302K
Rosenberg Matthew Hamilton 0.08% No change 1,862 $300K
Cape Investment Advisory, Inc. 0.12% Add +2.1% 1,857 $299K
Wiser Wealth Management, Inc 0.08% Reduce -24.5% 1,857 $299K
Bravias Capital Group, LLC 0.24% Reduce -2.7% 1,838 $296K
OMNI 360 Wealth, Inc. 0.20% Reduce -2.8% 1,833 $296K
Mather Group, Llc. 0.00% No change 1,831 $295K
Fifth Third Securities, Inc. 0.02% Reduce -7.3% 1,791 $289K
Smithfield Trust Co 0.01% Add +9.9% 1,770 $286K
D. E. Shaw & Co. 0.00% Reduce -5.3% 1,770 $285K
Pinnacle Family Advisors, LLC 0.15% Add +54.3% 1,765 $285K
Integrity Alliance, Llc. 0.01% New 1,755 $283K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -88.1% 1,749 $282K
Montis Financial, LLC 0.08% New 1,747 $282K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.2% 1,733 $279K
Cornell Pochily Investment Advisors, Inc. 0.10% Add +0.1% 1,733 $279K
BridgePort Financial Solutions, LLC 0.13% New 1,720 $277K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -27.4% 1,697 $274K
PNC Financial Services Group, Inc. 0.00% Add +11.6% 1,690 $273K
Investmark Advisory Group LLC 0.13% Add +0.1% 1,689 $272K
TOWER TRUST & INVESTMENT Co 0.22% — 1,657 $271K
Charter Oak Capital Management, LLC 0.02% Add +42.6% 1,677 $270K
&partners 0.00% Reduce -46.6% 1,671 $270K
First Foundation Advisors 0.01% Reduce -1.2% 1,657 $267K
Rollins Financial Advisors, LLC 0.05% Add +26.0% 1,632 $263K
Endowment Wealth Management, Inc. 0.17% Add +0.1% 1,605 $259K
Madison Wealth Partners, Inc 0.06% Add +9.3% 1,591 $257K
Western Wealth Management, LLC 0.02% No change 1,580 $255K
Lineweaver Wealth Advisors, LLC 0.04% Add +0.1% 1,567 $253K
Parsons Capital Management Inc. 0.01% Reduce -9.3% 1,560 $252K
Diversified Trust Co. 0.01% No change 1,552 $250K
Concord Wealth Partners 0.04% Add +34.9% 1,550 $250K
GeoWealth Management, LLC 0.01% Reduce -93.7% 1,548 $250K
Bank of Montreal 0.00% Reduce -2.5% 1,534 $247K
Strategic Point Investment Advisors, LLC 0.04% Add +0.2% 1,515 $244K
Advisor Resource Council 0.02% New 1,515 $244K
Ameriflex Group, Inc. 0.10% Add +0.1% 1,491 $240K
Swmg, LLC 0.10% New 1,474 $240K
Trexquant Investment LP 0.00% Add +33.9% 1,473 $238K
OneDigital Investment Advisors LLC 0.00% New 1,473 $237K
Barlow Wealth Partners, LLC 0.03% No change 1,459 $237K
Waverly Advisors, LLC 0.00% New 1,435 $231K
Long Run Wealth Advisors, LLC 0.05% Reduce -6.8% 1,433 $231K
Brown Brothers Harriman & Co. 0.00% No change 1,426 $230K
Frank, Rimerman Advisors LLC 0.02% No change 1,420 $229K
Sage Mountain Advisors LLC 0.02% No change 1,415 $228K
Accelerate Investment Advisors LLC 0.19% Add +5.4% 1,405 $227K
International Assets Investment Management, LLC 0.02% Reduce -12.5% 1,404 $226K
Sheaff Brock Investment Advisors, LLC 0.02% No change 1,400 $226K
Citadel Advisors 0.00% New 1,388 $224K
Creative Financial Designs Inc. 0.02% No change 1,377 $222K
Signaturefd, LLC 0.00% Reduce -0.1% 1,372 $221K
Roundview Capital LLC 0.02% No change 1,359 $219K
Goodman Financial Corp 0.05% New 1,358 $219K
Clark Capital Management Group, Inc. 0.00% No change 1,352 $218K
Cornerstone Wealth Group, LLC 0.02% Reduce -20.9% 1,344 $217K
Flagship Harbor Advisors, LLC 0.01% Add +9.8% 1,319 $213K
Fortress Financial Solutions, LLC 0.31% Add +0.1% 1,314 $212K
MCF Advisors LLC 0.02% Add +0.1% 1,309 $211K
Root Financial Partners, LLC 0.02% Add +10.1% 1,309 $211K
GGM Financial LLC 0.14% Add +0.1% 1,297 $209K
Monte Financial Group, LLC 0.09% Add +21.7% 1,387 $208K
Walkner Condon Financial Advisors LLC 0.04% Reduce -39.9% 1,292 $208K
Greenleaf Trust 0.00% No change 1,287 $208K
Nations Financial Group Inc, /Ia/ 0.02% No change 1,285 $207K
Elk River Wealth Management LLC 0.04% Reduce -34.4% 1,276 $206K
Activest Wealth Management 0.05% Add +126600.0% 1,267 $204K
Crane Advisory, LLC 0.04% Add +21.4% 1,322 $204K
Redwood Financial Network Corp 0.15% New 1,257 $203K
HHM Wealth Advisors, LLC 0.03% No change 1,185 $191K
Aptus Capital Advisors, LLC 0.00% Reduce -33.6% 1,059 $171K
Physician Wealth Advisors, Inc. 0.03% No change 1,049 $169K
Abound Wealth Management 0.06% No change 1,044 $168K
Private Trust Co. NA 0.02% Add +34.5% 1,041 $168K
Mascoma Wealth Management LLC 0.04% No change 980 $158K
Arlington Trust Co LLC 0.03% New 975 $157K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 901 $145K
North Star Investment Management Corp. 0.01% No change 890 $144K
BOK Financial Private Wealth, Inc. 0.01% No change 861 $139K
Hazlett, Burt & Watson, Inc. 0.06% No change 837 $135K
Beacon Capital Management, LLC 0.02% Add +4.1% 779 $126K
Colonial Trust Advisors 0.01% Reduce -0.8% 775 $125K
United Community Bank 0.04% No change 745 $120K
New England Capital Financial Advisors LLC 0.06% No change 742 $120K
Assetmark, Inc. 0.00% Reduce -20.5% 657 $106K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 652 $105K
Smartleaf Asset Management LLC 0.01% New 621 $100K
Main Street Group, LTD 0.04% Add +20.4% 607 $98K
CVA Family Office, LLC 0.01% No change 568 $92K
LRI Investments, LLC 0.01% New 537 $87K
Raffa Wealth Management, LLC 0.02% Add +0.2% 532 $86K
FSA Wealth Management LLC 0.04% Add +0.2% 515 $83K
Russell Investments Group, Ltd. 0.00% New 490 $79K
Dagco, Inc. 0.02% New 463 $75K
High Note Wealth, LLC 0.02% No change 450 $73K
Belvedere Trading LLC 0.01% New 439 $71K
Salem Investment Counselors Inc. 0.00% Reduce -22.6% 438 $71K
Glass Jacobson Investment Advisors llc 0.02% No change 361 $67K
Archer Investment Corp 0.02% Reduce -74.1% 384 $62K
SouthState Bank Corp 0.00% Add +191.9% 362 $58K
Valley National Advisers Inc. 0.01% No change 365 $58K
Rossby Financial, LCC 0.02% New 350 $57K
Geneos Wealth Management Inc. 0.00% Add +12.2% 350 $56K
Caldwell Trust Co 0.01% No change 346 $56K
Gables Capital Management Inc. 0.03% No change 340 $55K
HM Payson & Co. 0.00% No change 323 $52K
Barnes Dennig Private Wealth Management LLC 0.08% — 317 $51K
Whittier Trust Co. 0.00% New 312 $50K
Legacy Wealth Managment, LLC 0.04% New 301 $49K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 300 $48K
Colonial Trust Co / SC 0.01% No change 300 $48K
Lindbrook Capital, LLC 0.00% No change 300 $48K
Medallion Wealth Advisors, LLC 0.02% No change 295 $48K
Lanark Financial, Inc. 0.00% — 291 $46K
Bokf, NA 0.00% No change 268 $43K
Glen Eagle Advisors, LLC 0.01% No change 265 $43K
Sound Income Strategies, LLC 0.00% No change 264 $43K
McIlrath & Eck, LLC 0.00% No change 231 $37K
Harbor Investment Advisory, LLC 0.00% Reduce -37.7% 231 $37K
AdvisorNet Financial, Inc 0.00% Add +10.6% 229 $37K
Promus Capital, LLC 0.03% No change 222 $36K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.5% 210 $33K
Continuum Advisory, LLC 0.00% No change 200 $32K
First Horizon Advisors, Inc. 0.00% No change 200 $32K
Fifth Third Bancorp 0.00% No change 200 $32K
McClarren Financial Advisors, Inc. 0.02% New 483 $31K
Running Point Capital Advisors, LLC 0.01% New 179 $29K
EverSource Wealth Advisors, LLC 0.00% Reduce -80.8% 174 $28K
Bank of New Hampshire 0.01% No change 159 $26K
SOA Wealth Advisors, LLC. 0.01% Reduce -71.6% 159 $26K
Wood Tarver Financial Group, LLC 0.01% No change 158 $25K
IMA Advisory Services, Inc. 0.00% New 155 $25K
Larson Financial Group LLC 0.00% Reduce -16.2% 155 $25K
Whittier Trust Co. of Nevada Inc. 0.00% No change 141 $23K
Salomon & Ludwin, LLC 0.00% No change 136 $22K
Graney & King, LLC 0.02% New 131 $21K
HighMark Wealth Management LLC 0.01% Reduce -49.6% 129 $21K
Roxbury Financial LLC 0.02% Add +0.9% 106 $19K
NFSG Corp 0.00% Reduce -57.5% 111 $18K
Tower Research Capital LLC (TRC) 0.00% New 102 $16K
Pension & Wealth Management Advisors, Inc. 0.01% No change 100 $16K
Barrett & Company, Inc. 0.01% Add +220.0% 96 $15K
Valued Wealth Advisors LLC 0.01% New 90 $15K
Pillar Financial Advisors, LLC 0.01% No change 89 $14K
Ameritas Investment Partners, Inc. 0.00% No change 76 $12K
Princeton Global Asset Management LLC 0.00% No change 74 $12K
Capital Investment Counsel, Inc 0.00% Reduce -88.1% 73 $12K
Hollencrest Capital Management 0.00% No change 73 $12K
Dunhill Financial, LLC 0.01% No change 72 $12K
Keystone Global Partners, LLC 0.01% — 70 $11K
Arcadia Investment Management Corp. 0.00% No change 70 $11K
West Branch Capital LLC 0.00% No change 63 $10K
ORG Partners LLC 0.00% No change 62 $10K
Webster Bank, N. A. 0.00% New 58 $9K
Gen-Wealth Partners Inc 0.00% No change 57 $9K
Hoey Investments, Inc. 0.00% No change 56 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 54 $9K
Rialto Wealth Management, LLC 0.00% New 51 $8K
CKW Financial Group 0.00% No change 50 $8K
Morton Brown Family Wealth, LLC 0.00% New 45 $7K
Accredited Wealth Management, LLC 0.01% Add +2.4% 42 $7K
National Bank of Canada 0.00% New 40 $6K
MPWM Advisory Solutions, LLC 0.00% No change 32 $5K
PFS Partners, LLC 0.00% No change 30 $5K
Tower View Wealth Management LLC 0.00% No change 30 $5K
Wolff Wiese Magana LLC 0.00% No change 29 $5K
Costello Asset Management, INC 0.00% New 20 $3K
Vision Financial Markets LLC 0.00% New 20 $3K
1620 Investment Advisors, Inc. 0.00% New 20 $3K
Bartlett & Co. Wealth Management LLC 0.00% New 20 $3K
Bessemer Group Inc. 0.00% New 15 $2K
Founders Capital Management 0.00% No change 12 $2K
Flaharty Asset Management, LLC 0.00% New 9 $1K
Private Wealth Management Group, LLC 0.00% No change 8 $1K
Plante Moran Financial Advisors, LLC 0.00% New 8 $1K
Graybill Wealth Management, LTD. 0.00% — 6 $968
Front Row Advisors LLC 0.00% No change 3 $484
Bell Investment Advisors, Inc 0.00% Reduce -99.8% 3 $426
Operose Advisors LLC 0.00% No change 2 $326
Red Tortoise LLC 0.00% Reduce -98.0% 1 $82

"% 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.