Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q2 2025 (June 30)546holders +39
70new positions
31sold out
3famous investors
$196.74avg. 13F price*
At the end of Q2 2025, 546 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 39 from Q1 2025. 70 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($443.4M), Lido Advisors, LLC ($412.7M) and Charles Schwab Investment Management Inc. ($290.7M). 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 Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $57.6M |
| Exits | 31 | $99.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,570,776 shares bought and 1,413,544 shares sold, net +157,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| Bank of America Corp. | 0.04% | Reduce -5.7% | 2,248,350 | $443.4M |
| Lido Advisors, LLC | 2.19% | Add +3.2% | 2,092,518 | $412.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -1.9% | 1,474,021 | $290.7M |
| Richard Bernstein Advisors LLC | 6.84% | Reduce -5.5% | 1,406,475 | $277.4M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -11.3% | 660,567 | $130.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +23.9% | 659,540 | $130.1M |
| Agf Management Ltd. | 0.56% | Add +1.5% | 617,076 | $121.7M |
| LPL Financial LLC | 0.04% | Add +36.7% | 552,163 | $108.9M |
| Full Sail Capital, LLC | 4.34% | Add +4.3% | 380,912 | $75.1M |
| Morgan Stanley | 0.00% | Add +2.2% | 336,084 | $66.3M |
| Kestra Advisory Services, LLC | 0.30% | Add +107.3% | 308,500 | $60.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +26.6% | 292,925 | $57.8M |
| Portfolio Strategies, Inc. | 6.22% | Add +1.3% | 242,337 | $47.8M |
| Kestra Investment Management, LLC | 1.45% | Add +13.0% | 241,903 | $47.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -5.5% | 205,306 | $40.5M |
| FMR LLC | 0.00% | Add +2.6% | 176,127 | $34.7M |
| Osaic Holdings, Inc. | 0.06% | Add +5.0% | 170,659 | $33.7M |
| Raymond James Financial Inc. | 0.01% | Add +43.1% | 137,335 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 135,518 | $26.7M |
| Morningstar Investment Management LLC | 2.09% | Add +26.1% | 120,949 | $23.9M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 117,420 | $23.2M |
| NorthCoast Asset Management LLC | 0.10% | Add +85.0% | 113,572 | $22.4M |
| CW Advisors, LLC | 0.21% | Reduce -24.8% | 111,313 | $22.0M |
| UBS Group AG | 0.00% | Add +12.2% | 108,807 | $21.5M |
| Financial Partners Group, Inc | 2.97% | Add +4.5% | 108,759 | $21.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.24% | No change | 104,900 | $20.7M |
| Fischer Financial Services, Inc. | 5.53% | Add +0.2% | 95,341 | $18.8M |
| Cetera Investment Advisers | 0.03% | Reduce -6.0% | 89,474 | $17.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +4004.6% | 86,073 | $17.0M |
| Armor Investment Advisors, LLC | 6.14% | Add +1.0% | 82,569 | $16.3M |
| Wells Fargo & Company | 0.00% | Reduce -16.3% | 82,213 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +156.8% | 78,227 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 76,374 | $15.1M |
| Eaton Financial Holdings Company, LLC | 4.62% | Add +6.5% | 76,151 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.4% | 73,231 | $14.4M |
| SteelPeak Wealth, LLC | 0.55% | New | 71,864 | $14.2M |
| MAI Capital Management | 0.09% | Add +4.0% | 68,221 | $13.5M |
| Advisory Services Network, LLC | 0.22% | Reduce -38.8% | 65,125 | $13.4M |
| Lifeworks Advisors, LLC | 1.99% | Add +39.6% | 67,624 | $13.3M |
| Mariner, LLC | 0.02% | Add +7.5% | 63,856 | $12.6M |
| Kraft, Davis & Associates, LLC | 3.41% | Reduce -0.6% | 60,171 | $12.4M |
| Yoder Wealth Management, Inc. | 6.17% | Add +6.5% | 60,027 | $11.8M |
| Independence Financial Advisors, LLC | 4.55% | Reduce -3.0% | 59,276 | $11.7M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -2.0% | 59,190 | $11.7M |
| King Wealth Management Group | 1.49% | Reduce -1.2% | 55,609 | $11.0M |
| MML Investors Services, LLC | 0.03% | Add +7.6% | 53,387 | $10.5M |
| Freedom Investment Management, Inc. | 0.84% | Reduce -21.9% | 53,359 | $10.5M |
| Assetmark, Inc. | 0.02% | Add +7740.8% | 51,514 | $10.2M |
| Goldstone Financial Group, LLC | 1.33% | Add +5.3% | 50,065 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -51.8% | 50,082 | $9.9M |
| NewEdge Advisors, LLC | 0.05% | Add +10.3% | 46,150 | $9.1M |
| Atlas Capital Advisors Inc. | 1.11% | Reduce -14.4% | 46,079 | $9.1M |
| Smith Salley Wealth Management | 0.52% | Add +0.5% | 45,990 | $9.1M |
| Southern Capital Advisors, LLC | 4.22% | Reduce -0.4% | 41,804 | $8.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.11% | Add +7.1% | 40,744 | $8.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.22% | New | 40,096 | $7.9M |
| Marotta Asset Management | 1.56% | Add +126.1% | 39,403 | $7.8M |
| Adams Wealth Management | 1.44% | Reduce -5.4% | 38,321 | $7.6M |
| CacheTech Inc. | 1.39% | Reduce -5.4% | 38,321 | $7.6M |
| Traynor Capital Management, Inc. | 0.52% | Add +0.5% | 37,834 | $7.4M |
| Quantinno Capital Management LP | 0.03% | Add +37.8% | 37,410 | $7.4M |
| Citigroup Inc. | 0.01% | Add +15.1% | 37,143 | $7.3M |
| Snowden Capital Advisors LLC | 0.21% | Add +0.2% | 35,577 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +264.2% | 35,265 | $7.0M |
| Exchange Capital Management, Inc. | 1.03% | Reduce -5.1% | 34,927 | $6.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.48% | Add +16.6% | 34,602 | $6.8M |
| Primoris Wealth Advisors, LLC | 4.60% | Add +12.7% | 34,168 | $6.7M |
| Creative Planning | 0.01% | Add +9.2% | 33,705 | $6.6M |
| Crumly & Associates Inc. | 1.61% | Reduce -16.6% | 33,578 | $6.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.75% | Add +1.6% | 33,204 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.7% | 33,143 | $6.5M |
| CX Institutional | 0.23% | Add +21.1% | 33,008 | $6.5M |
| Principal Securities, Inc. | 0.12% | Add +433.3% | 31,324 | $6.2M |
| Court Place Advisors, LLC | 1.91% | Reduce -1.4% | 30,819 | $6.1M |
| Claro Advisors Inc. | 1.00% | Add +16.4% | 30,806 | $6.1M |
| Focus Partners Wealth | 0.01% | Add +13.5% | 30,553 | $6.0M |
| KDK Private Wealth Management, LLC | 6.40% | Reduce -3.4% | 30,362 | $6.0M |
| Sigma Planning Corp | 0.18% | Add +4.9% | 30,164 | $5.9M |
| Marshall Wace, LLP | 0.01% | New | 28,643 | $5.6M |
| Financial Perspectives, Inc | 1.70% | Add +1.1% | 28,454 | $5.6M |
| Modern Wealth Management, LLC | 0.14% | Add +4.0% | 28,208 | $5.6M |
| Aspetuck Financial Management LLC | 3.94% | Add +0.3% | 26,491 | $5.2M |
| Apexium Financial, LP | 0.28% | Reduce -16.9% | 26,295 | $5.2M |
| Beaumont Financial Advisors, LLC | 0.37% | Add +53.0% | 26,145 | $5.2M |
| TBH Global Asset Management, LLC | 1.10% | Reduce -51.5% | 77,873 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.1% | 24,453 | $4.9M |
| Lynch & Associates | 0.97% | Add +4.1% | 24,518 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.3% | 24,233 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -7.2% | 23,846 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 23,570 | $4.6M |
| Capital Planning LLC | 1.44% | Add +0.7% | 23,181 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -24.9% | 22,990 | $4.5M |
| Heck Capital Advisors, LLC | 0.39% | Add +1.7% | 22,971 | $4.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -4.7% | 21,890 | $4.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 6.75% | Reduce -17.4% | 21,168 | $4.2M |
| Mgo One Seven LLC | 0.13% | Add +2.3% | 20,946 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.1% | 20,877 | $4.1M |
| Fingerlakes Wealth Management, Inc. | 3.01% | Reduce -2.5% | 20,424 | $4.0M |
| Mokosak Advisory Group, LLC | 1.13% | Add +0.9% | 20,307 | $4.0M |
| Arkadios Wealth Advisors | 0.12% | Add +1.1% | 20,283 | $4.0M |
| Chicago Partners Investment Group LLC | 0.11% | Add +0.0% | 19,441 | $4.0M |
| Maxele Advisors, LLC | 3.36% | Add +2.1% | 19,543 | $3.9M |
| Park Avenue Securities LLC | 0.04% | New | 19,362 | $3.8M |
| Summit Wealth Group LLC / Co. | 0.95% | — | 19,167 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +16.2% | 19,160 | $3.8M |
| Allworth Financial LP | 0.02% | Add +11.0% | 18,989 | $3.7M |
| Visionary Wealth Advisors | 0.18% | Add +16.8% | 18,073 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.7% | 17,121 | $3.4M |
| Anchor Investment Management, LLC | 0.30% | Add +3.0% | 17,084 | $3.4M |
| Ancora Advisors LLC | 0.07% | Reduce -2.6% | 17,064 | $3.4M |
| Brighton Jones LLC | 0.09% | Add +1.0% | 17,058 | $3.4M |
| Maltin Wealth Management, Inc. | 1.47% | Add +2.5% | 16,585 | $3.3M |
| Summit Financial, LLC | 0.07% | Add +16.5% | 16,520 | $3.3M |
| Stonebrook Private Inc. | 0.76% | Reduce -5.8% | 16,446 | $3.2M |
| Wealthstar Advisors, LLC | 1.21% | Add +1.6% | 16,272 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Reduce -12.6% | 16,198 | $3.2M |
| Reliant Investment Partners, LLC | 2.78% | Add +1.9% | 16,138 | $3.2M |
| IHT Wealth Management, LLC | 0.09% | Add +268.1% | 16,056 | $3.2M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -25.8% | 15,936 | $3.1M |
| Eley Financial Management, Inc | 1.19% | Add +2.4% | 15,783 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,700 | $3.1M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -7.0% | 15,495 | $3.1M |
| Smith Shellnut Wilson LLC | 1.32% | Add +3.5% | 15,449 | $3.0M |
| Secure Asset Management, LLC | 0.56% | Add +3.5% | 15,428 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.9% | 14,973 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +146.5% | 14,436 | $2.8M |
| Dahring | Cusmano LLC | 2.21% | Add +3.5% | 14,388 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.0% | 14,325 | $2.8M |
| Florida Financial Advisors, LLC | 0.66% | Add +93.5% | 13,872 | $2.7M |
| JBR Co Financial Management Inc | 1.35% | Add +28.9% | 13,825 | $2.7M |
| Ciovacco Capital Management LLC | 1.47% | New | 13,687 | $2.7M |
| Sunbelt Securities, Inc. | 0.24% | Add +11.3% | 14,562 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +35.2% | 13,506 | $2.6M |
| Navellier & Associates Inc. | 0.32% | Reduce -3.2% | 13,000 | $2.6M |
| Ameritas Advisory Services, LLC | 0.13% | Reduce -32.3% | 12,895 | $2.5M |
| Samalin Investment Counsel, LLC | 0.98% | Add +5.7% | 12,816 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | New | 12,802 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 12,464 | $2.5M |
| Spinnaker Trust | 0.15% | No change | 12,329 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +73.5% | 12,119 | $2.4M |
| Savvy Advisors, Inc. | 0.16% | Add +73.0% | 12,096 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.7% | 11,978 | $2.4M |
| Cooper Financial Group | 0.28% | Add +1.7% | 11,879 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +4.5% | 11,699 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -14.0% | 11,062 | $2.2M |
| Curi Capital, LLC | 0.04% | Add +16.9% | 10,890 | $2.1M |
| Atlas Brown,Inc. | 0.67% | Reduce -0.1% | 10,629 | $2.1M |
| Summit X, LLC | 0.39% | Add +0.8% | 10,526 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +6.4% | 10,430 | $2.1M |
| Nwam LLC | 0.12% | New | 9,960 | $2.0M |
| Whalerock Point Partners, LLC | 0.45% | Reduce -0.7% | 10,316 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Add +126.7% | 9,334 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +1.5% | 9,383 | $1.9M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 9,354 | $1.8M |
| ArborFi Advisors, LLC | 1.61% | Add +2.3% | 9,267 | $1.8M |
| RFG Advisory, LLC | 0.04% | Add +0.8% | 8,804 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.6% | 8,793 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +5.0% | 8,715 | $1.7M |
| Nova Wealth Management, Inc. | 1.24% | Reduce -4.2% | 8,588 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.4% | 8,588 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +1.2% | 8,506 | $1.7M |
| Purkiss Capital Advisors LLC | 0.92% | Reduce -11.5% | 8,427 | $1.7M |
| Duncker Streett & Co. Inc. | 0.30% | Reduce -3.5% | 8,375 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.54% | Add +381.4% | 8,280 | $1.6M |
| Client 1ST Advisory Group, LLC | 0.57% | Reduce -0.7% | 7,962 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 7,813 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.9% | 7,748 | $1.5M |
| CAP Partners, LLC | 0.96% | Reduce -7.3% | 7,736 | $1.5M |
| Sweeney & Michel, LLC | 0.53% | Add +8.2% | 7,457 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -2.5% | 7,539 | $1.5M |
| Elm3 Financial Group, LLC | 1.23% | Reduce -1.0% | 7,521 | $1.5M |
| Traphagen Investment Advisors LLC | 0.13% | Add +0.1% | 7,188 | $1.4M |
| Investors Research Corp | 0.27% | Add +10.6% | 7,006 | $1.4M |
| EPG Wealth Management LLC | 0.41% | Reduce -51.1% | 6,913 | $1.4M |
| NorthLanding Financial Partners, LLC | 1.20% | Reduce -0.8% | 6,870 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Add +2.3% | 6,797 | $1.3M |
| Compound Planning, Inc. | 0.05% | Add +0.9% | 6,720 | $1.3M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -0.8% | 6,682 | $1.3M |
| JSF Financial, LLC | 0.31% | Add +0.0% | 6,633 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.8% | 6,415 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +266.2% | 6,405 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Reduce -1.0% | 6,398 | $1.3M |
| Cwm, LLC | 0.00% | Add +36.8% | 6,392 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.21% | Add +26.5% | 6,365 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.1% | 6,316 | $1.2M |
| Comerica Bank | 0.00% | Add +3.7% | 6,260 | $1.2M |
| Canton Hathaway, LLC | 0.25% | No change | 6,245 | $1.2M |
| Ehrlich Financial Group | 0.78% | Reduce -4.5% | 6,135 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +4.4% | 6,065 | $1.2M |
| Claris Financial LLC | 0.90% | No change | 6,032 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -12.2% | 5,939 | $1.2M |
| Renaissance Technologies | 0.00% | Add +45.0% | 5,800 | $1.1M |
| Sovran Advisors, LLC | 0.12% | Add +0.2% | 5,648 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +96.0% | 5,560 | $1.1M |
| Liberty Wealth Management LLC | 0.17% | Add +0.1% | 5,501 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +209.0% | 5,470 | $1.1M |
| Forte Asset Management LLC | 0.54% | Reduce -2.2% | 5,421 | $1.1M |
| Palacios Wealth Management, LLC | 0.88% | Reduce -3.1% | 5,405 | $1.1M |
| SVB Wealth LLC | 0.06% | New | 5,390 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | Reduce -0.3% | 5,361 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.2% | 5,346 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +177.8% | 5,264 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +45.6% | 5,086 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.2% | 5,070 | $1000K |
| Csenge Advisory Group | 0.05% | No change | 5,516 | $995K |
| Keybank National Association | 0.00% | Reduce -1.7% | 5,026 | $991K |
| Wedbush Securities Inc. | 0.03% | Add +13.2% | 4,990 | $984K |
| Interchange Capital Partners, LLC | 0.22% | Reduce -4.9% | 4,919 | $970K |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.5% | 4,917 | $970K |
| Retirement Planning Group, LLC | 0.04% | Add +8.8% | 4,674 | $922K |
| Williams & Novak, LLC | 0.78% | No change | 4,672 | $921K |
| Essex Financial Services, Inc. | 0.06% | Add +1.7% | 4,632 | $914K |
| PUREfi Wealth, LLC | 0.71% | No change | 4,515 | $890K |
| OneAscent Financial Services LLC | 0.06% | Reduce -12.2% | 4,486 | $885K |
| McRae Capital Management Inc. | 0.18% | New | 4,484 | $884K |
| Stonebridge Financial Planning Group, LLC | 0.36% | Add +0.5% | 4,419 | $872K |
| Financial Freedom, LLC | 0.46% | Add +0.0% | 4,362 | $860K |
| Applied Capital LLC | 0.38% | Add +44.5% | 4,345 | $857K |
| OneDigital Investment Advisors LLC | 0.01% | Add +194.5% | 4,338 | $856K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +81.3% | 4,334 | $855K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -23.1% | 4,313 | $851K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $849K |
| SLT Holdings LLC | 0.64% | New | 4,248 | $838K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.5% | 4,138 | $816K |
| Verus Capital Partners, LLC | 0.07% | Reduce -4.1% | 4,099 | $808K |
| Silver Oak Securities, Incorporated | 0.07% | Add +29.4% | 4,090 | $807K |
| OmniStar Financial Group, Inc. | 0.60% | Add +2.5% | 4,083 | $805K |
| Arax Advisory Partners | 0.04% | Add +1.4% | 3,605 | $805K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -62.3% | 4,038 | $796K |
| Hardy Reed LLC | 0.06% | No change | 4,010 | $791K |
| Coordinated Financial Services, Inc. | 0.55% | — | 3,995 | $788K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -17.6% | 3,992 | $787K |
| Sax Wealth Advisors, LLC | 0.05% | New | 3,981 | $785K |
| Brown Brothers Harriman & Co. | 0.01% | Add +176.9% | 3,948 | $779K |
| Evoke Wealth, LLC | 0.02% | New | 3,931 | $775K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.8% | 3,918 | $773K |
| Blue Trust, Inc. | 0.01% | Add +0.7% | 3,868 | $763K |
| Kintra Wealth, LLC | 0.45% | Add +70.5% | 3,822 | $754K |
| Astra Wealth Partners LLC | 0.61% | Add +46.0% | 3,821 | $754K |
| Patron Partners, LLC | 0.37% | Reduce -10.0% | 3,799 | $749K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -5.7% | 3,752 | $740K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.0% | 3,750 | $740K |
| Leigh Baldwin & Co., LLC | 0.48% | Add +72.3% | 3,734 | $736K |
| Moors & Cabot, Inc. | 0.03% | Add +1.3% | 3,717 | $733K |
| BCS Wealth Management | 0.16% | Add +35.8% | 3,700 | $730K |
| Certuity, LLC | 0.07% | New | 3,608 | $712K |
| Harbour Investments, Inc. | 0.02% | Reduce -15.5% | 3,605 | $711K |
| Money Concepts Capital Corp. | 0.05% | Reduce -17.0% | 3,547 | $700K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.5% | 3,541 | $698K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.8% | 3,515 | $693K |
| CoreCap Advisors, LLC | 0.03% | Add +23.5% | 3,495 | $689K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.3% | 3,406 | $672K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,379 | $666K |
| AQR Capital Management | 0.00% | New | 3,366 | $664K |
| Prairie Wealth Advisors, Inc. | 0.28% | Add +0.0% | 3,354 | $661K |
| River Wealth Advisors LLC | 0.08% | Reduce -2.1% | 3,334 | $657K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 3,322 | $655K |
| AE Wealth Management LLC | 0.00% | Add +7.2% | 3,313 | $653K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.1% | 3,267 | $644K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 3,265 | $644K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Add +0.0% | 3,256 | $642K |
| Three Magnolias Financial Advisors, LLC | 0.44% | Reduce -8.6% | 3,200 | $631K |
| Tandem Capital Management Corp. | 0.31% | Reduce -3.1% | 3,137 | $619K |
| PKS Advisory Services, LLC | 0.15% | Add +5.5% | 3,137 | $619K |
| American National Bank & Trust | 0.06% | Add +8.8% | 3,092 | $610K |
| Northern Trust Corp. | 0.00% | No change | 3,029 | $597K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +128.1% | 3,009 | $593K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.9% | 3,001 | $592K |
| Bawa N Mallick Trust | 0.24% | No change | 3,000 | $592K |
| Sfmg, LLC | 0.04% | Add +3.2% | 3,000 | $592K |
| KCM Investment Advisors LLC | 0.02% | Reduce -3.6% | 2,989 | $589K |
| WealthShield Partners, LLC | 0.07% | Reduce -7.3% | 2,985 | $589K |
| Adirondack Trust Co. | 0.21% | No change | 2,980 | $588K |
| Brookstone Capital Management | 0.01% | Reduce -12.4% | 2,960 | $584K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -17.0% | 2,955 | $583K |
| Madison Wealth Partners, Inc | 0.13% | Add +85.6% | 2,953 | $582K |
| Instrumental Wealth, LLC | 0.46% | Add +3.2% | 2,876 | $578K |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 2,923 | $576K |
| LJI Wealth Management, LLC | 0.10% | Add +2.2% | 2,915 | $575K |
| Veltria Advisors Corp. | 0.38% | New | 2,906 | $573K |
| BIP Wealth, LLC | 0.04% | Reduce -11.3% | 2,891 | $570K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 2,810 | $554K |
| Balance Wealth Partners LLC | 0.32% | Add +1.2% | 2,804 | $553K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.4% | 2,778 | $548K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.4% | 2,771 | $546K |
| Centaurus Financial, Inc. | 0.03% | Add +6.1% | 2,762 | $545K |
| Altus Wealth Group LLC | 0.24% | No change | 2,757 | $544K |
| Catalina Capital Group, LLC | 0.37% | Add +0.1% | 2,756 | $544K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.3% | 2,669 | $526K |
| Retirement Planning Group, LLC / NY | 0.46% | Add +30.3% | 2,666 | $526K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.6% | 2,660 | $525K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 2,657 | $524K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -39.8% | 2,651 | $523K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.0% | 2,629 | $519K |
| Composition Wealth, LLC | 0.01% | New | 2,621 | $517K |
| Flputnam Investment Management Co. | 0.01% | Reduce -12.7% | 2,612 | $515K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -4.9% | 2,600 | $513K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.0% | 2,582 | $509K |
| Lebenthal Global Advisors, LLC | 0.09% | No change | 2,575 | $508K |
| Centurion Wealth Management LLC | 0.15% | Add +7.1% | 2,572 | $507K |
| Vicus Capital | 0.04% | Reduce -1.0% | 2,560 | $505K |
| Tranquility Partners, LLC | 0.18% | No change | 2,554 | $504K |
| Quadrature Capital Ltd | 0.01% | Reduce -78.5% | 2,537 | $500K |
| Creekmur Asset Management LLC | 0.09% | Reduce -5.0% | 2,536 | $500K |
| D'Orazio & Associates, Inc. | 0.07% | Add +0.1% | 2,528 | $499K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,485 | $490K |
| Midwest Heritage Bank, FSB | 0.18% | No change | 2,477 | $489K |
| Red Door Wealth Management, LLC | 0.06% | Reduce -1.4% | 2,463 | $486K |
| Calamos Wealth Management LLC | 0.02% | Reduce -24.3% | 2,400 | $473K |
| Pacific Sun Financial Corp | 0.25% | Add +8.3% | 2,390 | $471K |
| Smithfield Trust Co | 0.02% | Add +34.2% | 2,375 | $469K |
| Archer Investment Corp | 0.11% | Add +510.2% | 2,343 | $462K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 2,316 | $457K |
| Apriem Advisors | 0.05% | No change | 2,300 | $454K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.0% | 2,264 | $447K |
| Valley Brook Capital Group, Inc. | 0.33% | Add +0.7% | 2,263 | $446K |
| Rothschild Wealth LLC | 0.11% | New | 2,235 | $441K |
| Redwood Financial Network Corp | 0.29% | Add +76.1% | 2,214 | $437K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -2.2% | 2,204 | $435K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,201 | $434K |
| GWN Securities Inc. | 0.08% | New | 2,146 | $430K |
| Diversify Advisory Services, LLC | 0.02% | New | 2,040 | $429K |
| Wiser Wealth Management, Inc | 0.11% | Add +16.6% | 2,165 | $427K |
| Integrity Alliance, Llc. | 0.02% | Add +22.3% | 2,147 | $423K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 2,112 | $417K |
| Rise Advisors, LLC | 0.17% | Add +0.1% | 2,111 | $416K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,108 | $416K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.1% | 2,088 | $412K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $410K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 2,075 | $409K |
| Magnolia Capital Management Ltd. | 0.33% | No change | 2,075 | $409K |
| Ipsen Advisor Group LLC | 0.31% | Reduce -1.9% | 2,070 | $408K |
| Cerity Partners LLC | 0.00% | New | 2,056 | $405K |
| Everett Harris & Co. | 0.01% | No change | 2,050 | $404K |
| Certified Advisory Corp | 0.04% | Reduce -4.0% | 2,048 | $404K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,038 | $402K |
| Sowell Financial Services LLC | 0.02% | Reduce -7.6% | 2,020 | $398K |
| Founders Financial Alliance, LLC | 0.09% | Add +0.1% | 2,012 | $397K |
| Capital Management Associates, Inc | 0.12% | Reduce -50.0% | 2,000 | $394K |
| Independent Wealth Network Inc. | 0.14% | Add +0.6% | 1,999 | $394K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +4.1% | 1,996 | $394K |
| Cape Investment Advisory, Inc. | 0.14% | Add +7.3% | 1,993 | $393K |
| Charter Oak Capital Management, LLC | 0.03% | Add +17.4% | 1,969 | $388K |
| Seven Mile Advisory | 0.23% | Add +0.1% | 1,926 | $380K |
| Pinnacle Family Advisors, LLC | 0.18% | Add +8.7% | 1,919 | $378K |
| Root Financial Partners, LLC | 0.04% | Add +45.5% | 1,905 | $376K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.6% | 1,900 | $375K |
| OMNI 360 Wealth, Inc. | 0.23% | Add +3.6% | 1,899 | $374K |
| Choate Investment Advisors | 0.01% | No change | 1,895 | $374K |
| Bravias Capital Group, LLC | 0.27% | Add +2.6% | 1,885 | $372K |
| Wedmont Private Capital | 0.02% | Reduce -24.4% | 1,844 | $371K |
| Accelerate Investment Advisors LLC | 0.28% | Add +33.4% | 1,874 | $370K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 1,862 | $367K |
| Leo Wealth, LLC | 0.03% | New | 1,839 | $363K |
| Global Retirement Partners, LLC | 0.01% | — | 1,838 | $363K |
| Mather Group, Llc. | 0.00% | No change | 1,831 | $361K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,830 | $361K |
| Stratos Investment Management, LLC | 0.02% | Reduce -29.3% | 1,830 | $361K |
| Talon Private Wealth, LLC | 0.05% | Reduce -8.0% | 1,830 | $361K |
| Fulcrum Equity Management | 0.37% | New | 1,824 | $360K |
| Swmg, LLC | 0.12% | Add +16.4% | 1,716 | $354K |
| Waverly Advisors, LLC | 0.00% | Add +23.3% | 1,769 | $349K |
| Peak Retirement Planning, Inc. | 0.14% | New | 1,744 | $344K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Add +0.1% | 1,735 | $342K |
| NWF Advisory Services Inc. | 0.04% | New | 1,712 | $338K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -5.0% | 1,702 | $336K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 1,691 | $334K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.9% | 1,681 | $331K |
| WBH Advisory Inc. | 0.03% | New | 1,666 | $329K |
| First Foundation Advisors | 0.01% | No change | 1,657 | $327K |
| TOWER TRUST & INVESTMENT Co | 0.23% | No change | 1,657 | $327K |
| Rollins Financial Advisors, LLC | 0.05% | No change | 1,632 | $322K |
| Western Wealth Management, LLC | 0.02% | No change | 1,580 | $312K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -9.2% | 1,574 | $310K |
| Capital Advisors Inc. | 0.01% | Reduce -23.3% | 1,571 | $310K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Add +0.2% | 1,570 | $310K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,560 | $308K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $306K |
| Strategic Point Investment Advisors, LLC | 0.04% | Reduce -2.3% | 1,480 | $292K |
| Ameriflex Group, Inc. | 0.15% | Add +0.1% | 1,492 | $292K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,459 | $289K |
| Advisors Capital Management, LLC | 0.00% | Reduce -42.9% | 1,457 | $287K |
| &partners | 0.00% | Reduce -13.3% | 1,449 | $286K |
| Long Run Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 1,429 | $282K |
| Franklin Resources Inc. | 0.00% | Reduce -60.6% | 1,425 | $281K |
| International Assets Investment Management, LLC | 0.02% | Add +1.4% | 1,423 | $281K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $280K |
| Monte Financial Group, LLC | 0.11% | Add +2.3% | 1,419 | $280K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,415 | $279K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,377 | $272K |
| Signaturefd, LLC | 0.00% | No change | 1,372 | $270K |
| Roundview Capital LLC | 0.02% | No change | 1,359 | $268K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +5.1% | 1,358 | $268K |
| Goodman Financial Corp | 0.05% | No change | 1,358 | $268K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,352 | $267K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 1,344 | $265K |
| Endowment Wealth Management, Inc. | 0.14% | Reduce -16.5% | 1,340 | $264K |
| Trexquant Investment LP | 0.00% | Reduce -9.6% | 1,332 | $263K |
| Fortress Financial Solutions, LLC | 0.33% | Add +0.1% | 1,316 | $259K |
| MCF Advisors LLC | 0.02% | Add +0.1% | 1,311 | $259K |
| GGM Financial LLC | 0.15% | No change | 1,297 | $256K |
| StoneX Group Inc. | 0.01% | New | 1,269 | $250K |
| Flow Traders U.S. LLC | 0.01% | New | 1,228 | $242K |
| Bank of Montreal | 0.00% | Reduce -20.1% | 1,225 | $242K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,209 | $238K |
| RVW Wealth, LLC | 0.02% | New | 1,209 | $238K |
| GeoWealth Management, LLC | 0.01% | Reduce -22.0% | 1,208 | $238K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.8% | 1,185 | $234K |
| Greenleaf Trust | 0.00% | Reduce -8.3% | 1,180 | $233K |
| Scotia Capital Inc. | 0.00% | New | 1,178 | $232K |
| Thrive Capital Management, LLC | 0.07% | New | 1,155 | $228K |
| Concord Asset Management, LLC | 0.03% | New | 1,152 | $227K |
| Concord Wealth Partners | 0.03% | Reduce -25.7% | 1,152 | $227K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 1,151 | $227K |
| Ritholtz Wealth Management | 0.00% | New | 1,125 | $222K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,115 | $220K |
| Tiaa Trust, National Association | 0.00% | New | 1,112 | $219K |
| Pathway Financial Advisers, LLC | 0.07% | New | 1,106 | $218K |
| Copperwynd Financial, LLC | 0.05% | New | 1,100 | $217K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 1,090 | $215K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -8.6% | 1,083 | $214K |
| Elk River Wealth Management LLC | 0.04% | Reduce -15.7% | 1,076 | $212K |
| Affinity Wealth Management LLC | 0.03% | New | 1,071 | $211K |
| TSA Wealth Managment LLC | 0.08% | New | 1,058 | $209K |
| Strategic Investment Advisors / MI | 0.02% | New | 1,052 | $207K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.2% | 1,051 | $207K |
| Horst & Graben Wealth Management LLC | 0.03% | New | 1,049 | $207K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -51.5% | 1,047 | $206K |
| Colton Groome Financial Advisors, LLC | 0.07% | New | 1,045 | $206K |
| Selective Wealth Management, Inc. | 0.07% | New | 1,020 | $205K |
| Financial Council, LLC | 0.10% | New | 1,036 | $204K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,035 | $204K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 1,028 | $203K |
| Lodestone Wealth Management LLC | 0.10% | New | 1,024 | $202K |
| Verdence Capital Advisors LLC | 0.01% | New | 1,020 | $201K |
| Abound Wealth Management | 0.06% | Reduce -2.9% | 1,014 | $200K |
| Arlington Trust Co LLC | 0.04% | No change | 975 | $192K |
| Headlands Technologies LLC | 0.02% | New | 970 | $191K |
| Private Trust Co. NA | 0.02% | Reduce -11.2% | 924 | $182K |
| Golden State Wealth Management, LLC | 0.02% | New | 915 | $180K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $178K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -8.2% | 900 | $177K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 837 | $165K |
| Smartleaf Asset Management LLC | 0.01% | Add +26.7% | 787 | $154K |
| Colonial Trust Advisors | 0.01% | No change | 775 | $153K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -11.7% | 760 | $150K |
| Stone House Investment Management, LLC | 0.03% | New | 753 | $149K |
| United Community Bank | 0.05% | No change | 745 | $147K |
| Signature Resources Capital Management, LLC | 0.08% | New | 690 | $136K |
| Glenmede Investment Management, LP | 0.00% | — | 666 | $131K |
| Hantz Financial Services, Inc. | 0.00% | New | 658 | $130K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $129K |
| Brooklyn Investment Group | 0.02% | New | 608 | $120K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -46.2% | 570 | $113K |
| New England Capital Financial Advisors LLC | 0.05% | Reduce -26.8% | 543 | $107K |
| LRI Investments, LLC | 0.01% | No change | 537 | $106K |
| Raffa Wealth Management, LLC | 0.02% | No change | 532 | $105K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.3% | 526 | $104K |
| FSA Wealth Management LLC | 0.04% | No change | 515 | $102K |
| Main Street Group, LTD | 0.04% | Reduce -17.0% | 504 | $99K |
| Dagco, Inc. | 0.03% | No change | 463 | $91K |
| High Note Wealth, LLC | 0.02% | No change | 450 | $89K |
| CVA Family Office, LLC | 0.01% | Reduce -22.0% | 443 | $87K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 442 | $87K |
| Salem Investment Counselors Inc. | 0.00% | No change | 438 | $86K |
| BlackRock, Inc. | 0.00% | New | 433 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +43.0% | 416 | $82K |
| Beacon Capital Management, LLC | 0.01% | Reduce -46.9% | 414 | $82K |
| Valley National Advisers Inc. | 0.01% | No change | 365 | $72K |
| Rossby Financial, LCC | 0.03% | No change | 350 | $69K |
| Caldwell Trust Co | 0.01% | No change | 346 | $68K |
| Gables Capital Management Inc. | 0.03% | No change | 340 | $67K |
| HM Payson & Co. | 0.00% | No change | 323 | $64K |
| Sound Income Strategies, LLC | 0.00% | Add +20.8% | 319 | $63K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | No change | 317 | $63K |
| Whittier Trust Co. | 0.00% | No change | 312 | $62K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -14.4% | 309 | $61K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 300 | $59K |
| Colonial Trust Co / SC | 0.01% | No change | 300 | $59K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.3% | 300 | $59K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 295 | $58K |
| Bokf, NA | 0.00% | No change | 268 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $52K |
| Howe & Rusling Inc. | 0.00% | New | 240 | $47K |
| McIlrath & Eck, LLC | 0.01% | No change | 231 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.4% | 230 | $45K |
| Promus Capital, LLC | 0.03% | No change | 222 | $44K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 210 | $41K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $39K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.5% | 189 | $37K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 179 | $35K |
| Bank of New Hampshire | 0.01% | No change | 159 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $31K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 158 | $31K |
| IMA Advisory Services, Inc. | 0.00% | No change | 155 | $31K |
| Larson Financial Group LLC | 0.00% | No change | 155 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 136 | $27K |
| HighMark Wealth Management LLC | 0.01% | Add +2.3% | 132 | $26K |
| AlphaCore Capital LLC | 0.00% | New | 132 | $26K |
| Graney & King, LLC | 0.02% | No change | 131 | $26K |
| NFSG Corp | 0.00% | No change | 111 | $22K |
| Roxbury Financial LLC | 0.02% | No change | 106 | $21K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 100 | $20K |
| SYM FINANCIAL Corp | 0.00% | New | 100 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -5.9% | 96 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 96 | $19K |
| Belvedere Trading LLC | 0.00% | Reduce -78.8% | 93 | $18K |
| Valued Wealth Advisors LLC | 0.01% | No change | 90 | $18K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 89 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 76 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 74 | $15K |
| Capital Investment Counsel, Inc | 0.00% | No change | 73 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $14K |
| Dunhill Financial, LLC | 0.00% | No change | 72 | $14K |
| Keystone Global Partners, LLC | 0.01% | No change | 70 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $14K |
| Kilter Group LLC | 0.01% | New | 65 | $13K |
| ORG Partners LLC | 0.00% | Add +3.2% | 64 | $12K |
| Moser Wealth Advisors, LLC | 0.01% | New | 61 | $12K |
| West Branch Capital LLC | 0.00% | No change | 63 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $11K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 69 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $11K |
| Rialto Wealth Management, LLC | 0.00% | No change | 51 | $10K |
| Crewe Advisors LLC | 0.00% | New | 51 | $10K |
| CKW Financial Group | 0.00% | No change | 50 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $9K |
| Accredited Wealth Management, LLC | 0.01% | No change | 42 | $8K |
| National Bank of Canada | 0.00% | No change | 40 | $8K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 32 | $6K |
| PFS Partners, LLC | 0.00% | No change | 30 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -82.8% | 30 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 30 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | New | 23 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 23 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 20 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Chapman Financial Group, LLC | 0.00% | — | 16 | $3K |
| Founders Capital Management | 0.00% | No change | 12 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 3 | $592 |
| Operose Advisors LLC | 0.00% | No change | 2 | $399 |
| Activest Wealth Management | 0.00% | Reduce -99.9% | 1 | $116 |
| Red Tortoise LLC | 0.00% | No change | 1 | $100 |
"% 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.