Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q3 2025 (September 30)564holders +18
51new positions
23sold out
4famous investors
$222.63avg. 13F price*
At the end of Q3 2025, 564 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 18 from Q2 2025. 51 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($483.3M), Lido Advisors, LLC ($465.6M) and Charles Schwab Investment Management Inc. ($320.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $40.9M |
| Exits | 23 | $30.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,540,602 shares bought and 646,767 shares sold, net +893,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| Bank of America Corp. | 0.04% | Reduce -3.3% | 2,175,204 | $483.3M |
| Lido Advisors, LLC | 1.93% | Add +0.1% | 2,095,600 | $465.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -2.2% | 1,441,090 | $320.2M |
| Richard Bernstein Advisors LLC | 8.88% | Reduce -3.1% | 1,362,189 | $311.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +8.8% | 718,643 | $159.7M |
| Agf Management Ltd. | 0.68% | Add +11.8% | 689,924 | $153.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.9% | 678,339 | $150.7M |
| LPL Financial LLC | 0.04% | Add +10.3% | 608,862 | $135.3M |
| Mercer Global Advisors Inc. | 0.18% | Add +6087.4% | 479,401 | $106.5M |
| Full Sail Capital, LLC | 4.32% | Reduce -7.5% | 352,480 | $78.3M |
| Morgan Stanley | 0.00% | Add +1.9% | 342,605 | $76.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +4.4% | 305,684 | $67.9M |
| Kestra Advisory Services, LLC | 0.31% | Reduce -2.4% | 301,134 | $66.9M |
| Osaic Holdings, Inc. | 0.09% | Add +72.9% | 295,078 | $64.6M |
| Kestra Investment Management, LLC | 1.57% | Add +8.8% | 263,250 | $58.5M |
| Portfolio Strategies, Inc. | 6.16% | Reduce -1.5% | 238,731 | $53.0M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +4.0% | 213,515 | $47.4M |
| FMR LLC | 0.00% | Add +2.3% | 180,146 | $40.0M |
| Raymond James Financial Inc. | 0.01% | Add +24.3% | 170,761 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 143,336 | $31.8M |
| NorthCoast Asset Management LLC | 0.12% | Add +25.2% | 142,224 | $31.6M |
| Stifel Financial Corp. | 0.02% | Reduce -0.5% | 116,810 | $26.0M |
| Morningstar Investment Management LLC | 0.90% | Reduce -8.8% | 110,357 | $24.5M |
| UBS Group AG | 0.00% | Add +0.5% | 109,347 | $24.3M |
| Financial Partners Group, Inc | 3.00% | Reduce -0.3% | 108,445 | $24.1M |
| Cetera Investment Advisers | 0.03% | Add +18.6% | 106,127 | $23.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.21% | No change | 104,900 | $23.3M |
| PFG Advisors | 0.92% | New | 100,662 | $22.4M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +11.7% | 96,161 | $21.4M |
| Eaton Financial Holdings Company, LLC | 5.56% | Add +16.7% | 88,872 | $19.7M |
| Principal Securities, Inc. | 0.32% | Add +176.6% | 86,652 | $19.3M |
| Fischer Financial Services, Inc. | 5.14% | Reduce -9.9% | 85,937 | $19.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 81,955 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 79,366 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Add +1.2% | 79,172 | $17.6M |
| Independence Financial Advisors, LLC | 5.28% | Add +31.6% | 78,035 | $17.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 77,835 | $17.3M |
| Armor Investment Advisors, LLC | 5.25% | Reduce -9.7% | 74,550 | $16.6M |
| Lifeworks Advisors, LLC | 2.14% | Add +6.0% | 71,718 | $15.9M |
| Yoder Wealth Management, Inc. | 7.28% | Add +15.4% | 69,255 | $15.4M |
| MAI Capital Management | 0.10% | Add +0.5% | 68,526 | $15.2M |
| NewEdge Advisors, LLC | 0.07% | Add +41.1% | 65,117 | $14.5M |
| Advisory Services Network, LLC | 0.21% | Reduce -3.0% | 63,203 | $14.0M |
| Kraft, Davis & Associates, LLC | 3.33% | Add +0.2% | 60,285 | $13.7M |
| Mariner, LLC | 0.02% | Reduce -4.8% | 60,806 | $13.5M |
| Assetmark, Inc. | 0.03% | Add +14.5% | 58,991 | $13.1M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -7.4% | 54,795 | $12.2M |
| MML Investors Services, LLC | 0.03% | Add +1.6% | 54,213 | $12.0M |
| King Wealth Management Group | 1.51% | Reduce -3.0% | 53,935 | $12.0M |
| Primoris Wealth Advisors, LLC | 7.51% | Add +55.6% | 53,155 | $11.8M |
| Summit Financial, LLC | 0.18% | Add +217.9% | 52,513 | $11.7M |
| Goldstone Financial Group, LLC | 1.33% | Add +0.8% | 50,444 | $11.2M |
| Smith Salley Wealth Management | 0.52% | Reduce -1.0% | 45,544 | $10.1M |
| Mutual Advisors, LLC | 0.22% | Add +375.3% | 44,368 | $10.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.12% | Add +4.4% | 42,537 | $9.5M |
| Southern Capital Advisors, LLC | 4.30% | Reduce -1.3% | 41,271 | $9.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.21% | Reduce -2.8% | 38,961 | $8.7M |
| Traynor Capital Management, Inc. | 0.48% | Add +0.4% | 37,996 | $8.4M |
| Citigroup Inc. | 0.01% | Add +1.9% | 37,840 | $8.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -5.0% | 35,534 | $7.9M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -0.9% | 34,948 | $7.8M |
| Marotta Asset Management | 1.44% | Reduce -13.6% | 34,037 | $7.6M |
| Creative Planning | 0.01% | Add +0.9% | 34,025 | $7.6M |
| Crumly & Associates Inc. | 1.65% | Add +1.0% | 33,925 | $7.5M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -6.0% | 33,433 | $7.4M |
| Sigma Planning Corp | 0.21% | Add +10.3% | 33,270 | $7.4M |
| Claro Advisors Inc. | 1.07% | Add +7.4% | 33,075 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.7% | 32,911 | $7.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.47% | Reduce -10.4% | 31,014 | $6.9M |
| Court Place Advisors, LLC | 2.06% | Add +0.1% | 30,839 | $6.9M |
| Adams Wealth Management | 1.47% | Reduce -19.6% | 30,812 | $6.8M |
| CacheTech Inc. | 1.38% | Reduce -19.6% | 30,812 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +376.1% | 30,072 | $6.7M |
| CX Institutional | 0.20% | Reduce -10.9% | 29,414 | $6.5M |
| KDK Private Wealth Management, LLC | 6.62% | Reduce -3.2% | 29,377 | $6.5M |
| Focus Partners Wealth | 0.01% | Reduce -5.5% | 28,868 | $6.4M |
| Financial Perspectives, Inc | 1.76% | Add +0.3% | 28,525 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.5% | 26,534 | $6.0M |
| Aspetuck Financial Management LLC | 4.03% | Reduce -0.1% | 26,477 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +3.7% | 25,119 | $5.6M |
| Apexium Financial, LP | 0.27% | Reduce -4.5% | 25,114 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Add +0.6% | 23,977 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 23,907 | $5.3M |
| Beaumont Financial Advisors, LLC | 0.35% | Reduce -9.0% | 23,790 | $5.3M |
| Lynch & Associates | 1.02% | Reduce -3.4% | 23,682 | $5.3M |
| Capital Planning LLC | 1.52% | Add +1.3% | 23,475 | $5.2M |
| Brighton Jones LLC | 0.12% | Add +36.3% | 23,248 | $5.2M |
| Heck Capital Advisors, LLC | 0.40% | Add +0.3% | 23,052 | $5.1M |
| Chicago Partners Investment Group LLC | 0.13% | Add +5.5% | 20,514 | $4.9M |
| Mowery & Schoenfeld Wealth Management, LLC | 8.18% | Add +1.3% | 21,449 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -3.9% | 21,048 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.2% | 20,924 | $4.6M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +4623.1% | 20,876 | $4.6M |
| Smith Shellnut Wilson LLC | 1.73% | Add +31.3% | 20,284 | $4.5M |
| Mgo One Seven LLC | 0.10% | Reduce -3.7% | 20,174 | $4.5M |
| Fingerlakes Wealth Management, Inc. | 2.90% | Reduce -1.9% | 20,027 | $4.4M |
| Arkadios Wealth Advisors | 0.11% | Reduce -2.8% | 19,721 | $4.4M |
| Mokosak Advisory Group, LLC | 1.14% | Reduce -3.1% | 19,679 | $4.4M |
| Maxele Advisors, LLC | 3.69% | Reduce -1.6% | 19,230 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +40.5% | 18,978 | $4.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -4.0% | 18,585 | $4.1M |
| Atria Investments, Inc | 0.05% | Reduce -4.3% | 18,337 | $4.1M |
| Sunbelt Securities, Inc. | 0.28% | Add +25.0% | 18,199 | $4.0M |
| Meridian Wealth Management, LLC | 0.16% | Add +17.4% | 18,197 | $4.0M |
| Visionary Wealth Advisors | 0.18% | Reduce -2.7% | 17,580 | $3.9M |
| Integrated Advisors Network LLC | 0.16% | Add +7.6% | 17,429 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -9.0% | 17,282 | $3.8M |
| IHT Wealth Management, LLC | 0.10% | Add +6.5% | 17,100 | $3.8M |
| Anchor Investment Management, LLC | 0.31% | Add +0.1% | 17,097 | $3.8M |
| Ancora Advisors LLC | 0.08% | Reduce -0.3% | 17,004 | $3.8M |
| Reliant Investment Partners, LLC | 2.94% | Add +3.5% | 16,697 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 16,844 | $3.7M |
| Maltin Wealth Management, Inc. | 1.54% | Add +0.9% | 16,732 | $3.7M |
| Wealthstar Advisors, LLC | 1.45% | Add +1.7% | 16,546 | $3.7M |
| Stonebrook Private Inc. | 0.79% | Reduce -0.6% | 16,354 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +13.1% | 16,207 | $3.6M |
| JBR Co Financial Management Inc | 1.51% | Add +16.0% | 16,041 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,700 | $3.5M |
| Secure Asset Management, LLC | 0.57% | Add +0.6% | 15,513 | $3.5M |
| Eley Financial Management, Inc | 1.25% | Reduce -1.2% | 15,592 | $3.5M |
| Dahring | Cusmano LLC | 2.38% | Add +3.1% | 14,830 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.7% | 14,712 | $3.3M |
| AQR Capital Management | 0.00% | Add +337.0% | 14,709 | $3.3M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -7.8% | 14,700 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Add +10.5% | 14,144 | $3.1M |
| TBH Global Asset Management, LLC | 0.61% | Reduce -81.9% | 14,081 | $3.1M |
| Ciovacco Capital Management LLC | 1.52% | Reduce -1.0% | 13,553 | $3.0M |
| Navellier & Associates Inc. | 0.28% | Reduce -3.5% | 12,545 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +12.6% | 12,460 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 12,356 | $2.7M |
| Samalin Investment Counsel, LLC | 0.95% | Reduce -3.7% | 12,341 | $2.7M |
| Spinnaker Trust | 0.15% | Reduce -0.0% | 12,324 | $2.7M |
| Rehmann Capital Advisory Group | 0.15% | New | 12,260 | $2.7M |
| Cooper Financial Group | 0.29% | Reduce -0.7% | 11,791 | $2.6M |
| Savvy Advisors, Inc. | 0.12% | Reduce -5.9% | 11,385 | $2.5M |
| Modern Wealth Management, LLC | 0.05% | Reduce -59.8% | 11,333 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | New | 10,957 | $2.4M |
| Curi Capital, LLC | 0.04% | Reduce -0.7% | 10,818 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +2.8% | 10,724 | $2.4M |
| Atlas Brown,Inc. | 0.70% | Add +0.6% | 10,693 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Reduce -11.1% | 10,404 | $2.3M |
| Nwam LLC | 0.12% | Reduce -2.5% | 9,714 | $2.2M |
| Golden State Wealth Management, LLC | 0.24% | Add +981.0% | 9,891 | $2.2M |
| Nova Wealth Management, Inc. | 1.51% | Add +12.2% | 9,639 | $2.1M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -26.4% | 9,495 | $2.1M |
| Whalerock Point Partners, LLC | 0.43% | Reduce -8.4% | 9,445 | $2.1M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -2.7% | 9,104 | $2.0M |
| IFP Advisors, Inc | 0.05% | Reduce -4.7% | 8,939 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +0.3% | 8,830 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +3.6% | 8,811 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 8,808 | $2.0M |
| Purkiss Capital Advisors LLC | 0.93% | Add +4.4% | 8,794 | $2.0M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.1% | 8,789 | $2.0M |
| ArborFi Advisors, LLC | 1.58% | Reduce -5.7% | 8,742 | $1.9M |
| American National Bank & Trust | 0.19% | Add +180.9% | 8,685 | $1.9M |
| Duncker Streett & Co. Inc. | 0.32% | Add +0.0% | 8,378 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -3.6% | 8,281 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -64.3% | 8,200 | $1.8M |
| Client 1ST Advisory Group, LLC | 0.59% | Add +1.2% | 8,058 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -33.8% | 8,023 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.47% | Reduce -5.3% | 7,843 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.27% | Add +22.6% | 7,801 | $1.7M |
| CAP Partners, LLC | 0.96% | Reduce -1.4% | 7,629 | $1.7M |
| Sax Wealth Advisors, LLC | 0.09% | Add +89.2% | 7,532 | $1.7M |
| Elm3 Financial Group, LLC | 1.35% | Reduce -1.2% | 7,431 | $1.7M |
| Investors Research Corp | 0.30% | Add +4.9% | 7,350 | $1.6M |
| Spire Wealth Management | 0.06% | Reduce -3.2% | 7,298 | $1.6M |
| Traphagen Investment Advisors LLC | 0.14% | Add +0.2% | 7,200 | $1.6M |
| Renaissance Technologies | 0.00% | Add +22.4% | 7,100 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +37.0% | 6,969 | $1.5M |
| Certified Advisory Corp | 0.15% | Add +237.4% | 6,910 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -12.0% | 6,872 | $1.5M |
| NorthLanding Financial Partners, LLC | 1.26% | Reduce -1.1% | 6,795 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.3% | 6,699 | $1.5M |
| JSF Financial, LLC | 0.33% | Add +0.9% | 6,691 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +6.9% | 6,486 | $1.5M |
| Comerica Bank | 0.01% | Add +3.7% | 6,491 | $1.4M |
| Palacios Wealth Management, LLC | 0.94% | Add +18.8% | 6,419 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | No change | 6,415 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.9% | 6,396 | $1.4M |
| EPG Wealth Management LLC | 0.38% | Reduce -9.4% | 6,260 | $1.4M |
| Florida Financial Advisors, LLC | 0.43% | Reduce -55.0% | 6,247 | $1.4M |
| Canton Hathaway, LLC | 0.27% | No change | 6,245 | $1.4M |
| Strategic Blueprint, LLC | 0.06% | Reduce -2.9% | 6,212 | $1.4M |
| Certuity, LLC | 0.09% | Add +69.3% | 6,108 | $1.4M |
| Ehrlich Financial Group | 0.80% | Reduce -0.7% | 6,091 | $1.4M |
| Claris Financial LLC | 0.76% | No change | 6,032 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +1.4% | 6,019 | $1.3M |
| Sweeney & Michel, LLC | 0.45% | Reduce -18.3% | 6,093 | $1.3M |
| Liberty Wealth Management LLC | 0.19% | Add +9.3% | 6,010 | $1.3M |
| Sovran Advisors, LLC | 0.12% | Add +0.2% | 5,658 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -8.3% | 5,863 | $1.3M |
| Compound Planning, Inc. | 0.04% | Reduce -12.8% | 5,860 | $1.3M |
| Global Financial Private Client, LLC | 0.44% | Add +2.9% | 5,515 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -0.1% | 5,513 | $1.2M |
| Forte Asset Management LLC | 0.58% | Add +0.0% | 5,422 | $1.2M |
| SVB Wealth LLC | 0.06% | Add +0.3% | 5,404 | $1.2M |
| VCI Wealth Management LLC | 0.36% | New | 5,317 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -3.4% | 5,166 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.3% | 5,135 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +177.2% | 5,072 | $1.1M |
| Wiser Wealth Management, Inc | 0.26% | Add +135.3% | 5,095 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +0.3% | 5,003 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +5.4% | 4,883 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +22.3% | 4,882 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.0% | 4,866 | $1.1M |
| Interchange Capital Partners, LLC | 0.21% | Reduce -1.2% | 4,862 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.3% | 4,783 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Add +287.1% | 4,753 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +16.1% | 4,749 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +5.8% | 4,748 | $1.1M |
| Applied Capital LLC | 0.42% | Add +7.7% | 4,681 | $1.0M |
| Williams & Novak, LLC | 0.80% | No change | 4,672 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.3% | 4,662 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -12.1% | 4,628 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.0% | 4,600 | $1.0M |
| McRae Capital Management Inc. | 0.20% | Add +2.4% | 4,590 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +54.4% | 4,571 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.6% | 4,535 | $1.0M |
| PUREfi Wealth, LLC | 0.77% | No change | 4,515 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +22.5% | 4,415 | $981K |
| Stonebridge Financial Planning Group, LLC | 0.37% | Reduce -0.2% | 4,412 | $980K |
| Financial Freedom, LLC | 0.48% | Add +0.0% | 4,363 | $969K |
| CIBC Private Wealth Group LLC | 0.00% | Add +55.3% | 4,304 | $956K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $956K |
| OmniStar Financial Group, Inc. | 0.58% | Add +5.2% | 4,296 | $955K |
| Money Concepts Capital Corp. | 0.06% | Add +20.8% | 4,285 | $952K |
| Blue Trust, Inc. | 0.01% | Add +7.6% | 4,163 | $925K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,148 | $922K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 4,138 | $919K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.7% | 4,107 | $913K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.4% | 4,101 | $911K |
| Redwood Financial Network Corp | 0.58% | Add +85.0% | 4,097 | $910K |
| Vicus Capital | 0.07% | Add +59.1% | 4,072 | $905K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.4% | 4,052 | $900K |
| United Capital Financial Advisors, LLC | 0.01% | Add +13.9% | 4,035 | $896K |
| Hardy Reed LLC | 0.07% | No change | 4,010 | $891K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 3,948 | $877K |
| CoreCap Advisors, LLC | 0.03% | Add +12.9% | 3,946 | $877K |
| Evoke Wealth, LLC | 0.02% | No change | 3,931 | $873K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -9.4% | 3,907 | $868K |
| Kintra Wealth, LLC | 0.49% | Add +1.5% | 3,879 | $862K |
| Verus Capital Partners, LLC | 0.07% | Reduce -5.7% | 3,864 | $858K |
| Patron Partners, LLC | 0.38% | Reduce -0.3% | 3,789 | $842K |
| Astra Wealth Partners LLC | 0.58% | Reduce -1.2% | 3,774 | $838K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,750 | $833K |
| Almanack Investment Partners, LLC. | 0.13% | Reduce -0.4% | 3,737 | $830K |
| Leigh Baldwin & Co., LLC | 0.45% | Reduce -3.5% | 3,604 | $801K |
| AE Wealth Management LLC | 0.01% | Add +8.7% | 3,600 | $800K |
| XTX Topco Ltd | 0.04% | New | 3,600 | $800K |
| Centaurus Financial, Inc. | 0.04% | Add +26.1% | 3,482 | $774K |
| Coordinated Financial Services, Inc. | 0.50% | Reduce -13.0% | 3,474 | $772K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.6% | 3,468 | $770K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -39.0% | 3,392 | $753K |
| Keybank National Association | 0.00% | Reduce -33.4% | 3,348 | $744K |
| PKS Advisory Services, LLC | 0.17% | Add +6.4% | 3,337 | $741K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 3,322 | $738K |
| Prairie Wealth Advisors, Inc. | 0.30% | Reduce -1.5% | 3,304 | $734K |
| Mission Wealth Management, LP | 0.01% | Reduce -6.6% | 3,282 | $729K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 3,269 | $726K |
| US Bancorp \de | 0.00% | No change | 3,265 | $725K |
| Lifelong Wealth Advisors, Inc. | 0.22% | No change | 3,256 | $723K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 3,216 | $715K |
| Three Magnolias Financial Advisors, LLC | 0.44% | No change | 3,200 | $711K |
| Tandem Capital Management Corp. | 0.32% | No change | 3,137 | $697K |
| Instrumental Wealth, LLC | 0.48% | Add +1.8% | 2,928 | $691K |
| Northern Trust Corp. | 0.00% | Add +2.2% | 3,097 | $688K |
| Cerity Partners LLC | 0.00% | Add +46.1% | 3,003 | $667K |
| WealthShield Partners, LLC | 0.08% | Add +0.6% | 3,002 | $667K |
| Bawa N Mallick Trust | 0.25% | No change | 3,000 | $667K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,989 | $664K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.7% | 2,987 | $664K |
| Adirondack Trust Co. | 0.22% | No change | 2,980 | $662K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 2,955 | $656K |
| Brown Advisory Inc. | 0.00% | No change | 2,923 | $649K |
| LJI Wealth Management, LLC | 0.11% | No change | 2,915 | $648K |
| Retirement Planning Group, LLC / NY | 0.48% | Add +9.0% | 2,907 | $646K |
| Veltria Advisors Corp. | 2.84% | No change | 2,906 | $646K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -96.0% | 2,894 | $643K |
| BIP Wealth, LLC | 0.03% | Add +0.1% | 2,893 | $643K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +9.0% | 2,890 | $642K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -3.7% | 2,843 | $632K |
| BCS Wealth Management | 0.14% | Reduce -23.8% | 2,818 | $626K |
| Wealthfront Advisers LLC | 0.00% | New | 2,812 | $625K |
| Bogart Wealth, LLC | 0.03% | No change | 2,810 | $624K |
| River Wealth Advisors LLC | 0.07% | Reduce -16.9% | 2,770 | $616K |
| D. E. Shaw & Co. | 0.00% | Reduce -49.4% | 2,770 | $615K |
| Moors & Cabot, Inc. | 0.03% | Reduce -25.8% | 2,760 | $613K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 2,759 | $613K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.27% | New | 2,731 | $607K |
| Rothschild Wealth LLC | 0.13% | Add +22.2% | 2,731 | $607K |
| Catalina Capital Group, LLC | 0.37% | Reduce -1.2% | 2,723 | $605K |
| Balance Wealth Partners LLC | 0.15% | Reduce -3.0% | 2,720 | $604K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 2,671 | $593K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.4% | 2,668 | $593K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.4% | 2,639 | $586K |
| Centurion Wealth Management LLC | 0.13% | Add +1.6% | 2,612 | $580K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,612 | $580K |
| Perennial Investment Advisors, LLC | 0.05% | New | 2,611 | $580K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.1% | 2,603 | $578K |
| Composition Wealth, LLC | 0.01% | Reduce -0.9% | 2,597 | $577K |
| Altus Wealth Group LLC | 0.24% | Reduce -6.1% | 2,589 | $575K |
| Sfmg, LLC | 0.04% | Reduce -14.0% | 2,580 | $573K |
| Lebenthal Global Advisors, LLC | 0.10% | No change | 2,575 | $572K |
| Tranquility Partners, LLC | 0.19% | No change | 2,554 | $567K |
| D'Orazio & Associates, Inc. | 0.07% | Add +0.0% | 2,529 | $562K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.3% | 2,498 | $555K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 2,494 | $554K |
| Red Door Wealth Management, LLC | 0.06% | No change | 2,463 | $547K |
| Midwest Heritage Bank, FSB | 0.19% | Reduce -0.7% | 2,461 | $547K |
| Advisors Capital Management, LLC | 0.01% | Add +68.6% | 2,457 | $546K |
| Founders Financial Alliance, LLC | 0.10% | Add +21.2% | 2,438 | $542K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.8% | 2,416 | $537K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,400 | $533K |
| Pacific Sun Financial Corp | 0.26% | No change | 2,390 | $531K |
| Smithfield Trust Co | 0.02% | No change | 2,375 | $527K |
| Archer Investment Corp | 0.12% | No change | 2,343 | $521K |
| Magnolia Capital Management Ltd. | 0.40% | Add +12.1% | 2,325 | $517K |
| HB Wealth Management, LLC | 0.00% | Reduce -12.8% | 2,319 | $515K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 2,316 | $515K |
| Apriem Advisors | 0.05% | No change | 2,300 | $511K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +99.0% | 2,291 | $509K |
| Valley Brook Capital Group, Inc. | 0.34% | Add +1.1% | 2,288 | $508K |
| Creekmur Asset Management LLC | 0.08% | Reduce -10.5% | 2,270 | $504K |
| Swmg, LLC | 0.15% | Add +28.0% | 2,196 | $498K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 2,240 | $498K |
| Tudor Investment Corporation | 0.00% | New | 2,213 | $492K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 2,204 | $490K |
| Diversify Advisory Services, LLC | 0.02% | No change | 2,040 | $484K |
| Root Financial Partners, LLC | 0.03% | Add +14.1% | 2,173 | $483K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +8.1% | 2,158 | $479K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -4.8% | 2,155 | $479K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +27.6% | 2,145 | $476K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 2,142 | $476K |
| Integrity Alliance, Llc. | 0.02% | Reduce -1.1% | 2,124 | $472K |
| Rise Advisors, LLC | 0.17% | Add +0.1% | 2,113 | $469K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,108 | $468K |
| Wolverine Trading, LLC | 0.01% | New | 2,117 | $468K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $462K |
| Accelerate Investment Advisors LLC | 0.31% | Add +9.7% | 2,056 | $457K |
| Everett Harris & Co. | 0.01% | No change | 2,050 | $455K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,038 | $453K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.6% | 2,034 | $452K |
| Bravias Capital Group, LLC | 0.30% | Add +7.8% | 2,032 | $451K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -5.0% | 2,006 | $446K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.9% | 2,002 | $445K |
| Capital Management Associates, Inc | 0.12% | No change | 2,000 | $444K |
| Independent Wealth Network Inc. | 0.14% | No change | 1,999 | $444K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 1,988 | $442K |
| Cape Investment Advisory, Inc. | 0.43% | Reduce -0.6% | 1,981 | $440K |
| Fulcrum Equity Management | 0.44% | Add +7.4% | 1,959 | $435K |
| OMNI 360 Wealth, Inc. | 0.24% | Add +2.8% | 1,952 | $434K |
| GWN Securities Inc. | 0.10% | Reduce -10.4% | 1,922 | $433K |
| Ipsen Advisor Group LLC | 0.31% | Reduce -6.1% | 1,944 | $432K |
| Seven Mile Advisory | 0.07% | No change | 1,926 | $428K |
| HRT Financial LP | 0.00% | New | 1,910 | $424K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.1% | 1,902 | $423K |
| Choate Investment Advisors | 0.01% | No change | 1,895 | $421K |
| Global Retirement Partners, LLC | 0.01% | Add +2.9% | 1,892 | $420K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Add +8.3% | 1,879 | $417K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 1,846 | $415K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 1,862 | $414K |
| Mather Group, Llc. | 0.00% | No change | 1,831 | $407K |
| Stratos Investment Management, LLC | 0.02% | No change | 1,830 | $407K |
| Selective Wealth Management, Inc. | 0.13% | Add +76.5% | 1,800 | $405K |
| Pasadena Private Wealth, LLC | 0.06% | New | 1,770 | $393K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -8.0% | 1,766 | $392K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 1,714 | $381K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 1,692 | $376K |
| Empower Advisory Group, LLC | 0.00% | New | 1,690 | $375K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.3% | 1,676 | $372K |
| WBH Advisory Inc. | 0.03% | No change | 1,666 | $370K |
| First Foundation Advisors | 0.01% | No change | 1,657 | $368K |
| TOWER TRUST & INVESTMENT Co | 0.25% | No change | 1,657 | $368K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -3.3% | 1,646 | $366K |
| Rollins Financial Advisors, LLC | 0.05% | No change | 1,632 | $363K |
| Gateway Wealth Partners, LLC | 0.05% | New | 1,599 | $355K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,571 | $349K |
| Capital Advisors Inc. | 0.01% | No change | 1,571 | $349K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,560 | $347K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $345K |
| Strengthening Families & Communities, LLC | 0.08% | New | 1,534 | $341K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -3.0% | 1,526 | $339K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.9% | 1,519 | $338K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,459 | $327K |
| Trexquant Investment LP | 0.00% | Add +9.0% | 1,452 | $323K |
| Strategic Point Investment Advisors, LLC | 0.05% | Reduce -2.0% | 1,450 | $322K |
| &partners | 0.00% | Reduce -1.0% | 1,435 | $319K |
| Leo Wealth, LLC | 0.04% | Reduce -22.1% | 1,432 | $318K |
| Franklin Resources Inc. | 0.00% | No change | 1,425 | $317K |
| Long Run Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 1,422 | $316K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $315K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,415 | $314K |
| Signaturefd, LLC | 0.00% | No change | 1,372 | $305K |
| Monte Financial Group, LLC | 0.11% | Reduce -3.6% | 1,368 | $304K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.7% | 1,368 | $304K |
| Roundview Capital LLC | 0.02% | No change | 1,359 | $302K |
| Goodman Financial Corp | 0.06% | No change | 1,358 | $302K |
| StoneX Group Inc. | 0.01% | Add +6.6% | 1,353 | $301K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,352 | $300K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 1,344 | $299K |
| Endowment Wealth Management, Inc. | 0.14% | Add +0.1% | 1,342 | $298K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,320 | $293K |
| Fortress Financial Solutions, LLC | 0.32% | Add +0.1% | 1,317 | $293K |
| MCF Advisors LLC | 0.02% | Add +0.1% | 1,312 | $291K |
| GGM Financial LLC | 0.15% | No change | 1,297 | $288K |
| Krilogy Financial LLC | 0.01% | New | 1,243 | $288K |
| Bank of Montreal | 0.00% | Add +4.2% | 1,276 | $283K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,423 | $278K |
| RVW Wealth, LLC | 0.02% | No change | 1,209 | $269K |
| Thrive Capital Management, LLC | 0.07% | Add +4.6% | 1,208 | $268K |
| KW Wealth Management LLC | 0.46% | — | 1,204 | $268K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.2% | 1,195 | $266K |
| Private Trust Co. NA | 0.02% | Add +28.7% | 1,189 | $264K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -39.8% | 1,186 | $264K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 1,185 | $263K |
| Scotia Capital Inc. | 0.00% | Add +0.2% | 1,180 | $262K |
| Greenleaf Trust | 0.00% | No change | 1,180 | $262K |
| Concord Wealth Partners | 0.04% | Add +0.1% | 1,153 | $256K |
| PFG Investments, LLC | 0.01% | New | 1,149 | $255K |
| Pathway Financial Advisers, LLC | 0.07% | Add +4.5% | 1,156 | $254K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,129 | $251K |
| Tiaa Trust, National Association | 0.00% | Add +1.3% | 1,126 | $250K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -0.1% | 1,114 | $247K |
| Abound Wealth Management | 0.06% | Add +8.1% | 1,096 | $243K |
| Strategic Investment Advisors / MI | 0.02% | Add +3.1% | 1,085 | $241K |
| Affinity Wealth Management LLC | 0.04% | Add +0.8% | 1,079 | $240K |
| Verdence Capital Advisors LLC | 0.01% | No change | 1,020 | $239K |
| Elk River Wealth Management LLC | 0.04% | No change | 1,076 | $239K |
| GeoWealth Management, LLC | 0.01% | Reduce -11.9% | 1,064 | $236K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +1.1% | 1,062 | $236K |
| TSA Wealth Managment LLC | 0.08% | No change | 1,058 | $235K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 1,047 | $233K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 1,045 | $232K |
| Regions Financial Corp. | 0.00% | New | 1,044 | $232K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -1.1% | 1,038 | $231K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.1% | 1,036 | $230K |
| Financial Council, LLC | 0.10% | No change | 1,036 | $230K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -4.4% | 1,035 | $230K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | Reduce -5.1% | 1,034 | $230K |
| Main Street Financial Solutions, LLC | 0.01% | New | 1,032 | $229K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,028 | $228K |
| Lodestone Wealth Management LLC | 0.10% | Reduce -0.2% | 1,022 | $227K |
| Absolute Capital Management, LLC | 0.10% | New | 1,018 | $226K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 991 | $220K |
| Insigneo Advisory Services, LLC | 0.02% | New | 979 | $218K |
| Arlington Trust Co LLC | 0.04% | No change | 975 | $217K |
| Sugar Maple Asset Management, LLC | 0.15% | New | 972 | $216K |
| Facet Wealth, Inc. | 0.00% | New | 967 | $215K |
| Marmo Financial Group, LLC | 0.10% | New | 966 | $215K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -68.1% | 956 | $213K |
| Carnegie Investment Counsel | 0.00% | New | 939 | $209K |
| Clearview Wealth Advisors LLC | 0.13% | New | 928 | $206K |
| M3 Advisory Group, LLC | 0.13% | New | 910 | $202K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -24.9% | 908 | $202K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $200K |
| Mascoma Wealth Management LLC | 0.04% | No change | 900 | $200K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $198K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 837 | $186K |
| Stone House Investment Management, LLC | 0.03% | Add +10.2% | 830 | $184K |
| BlackRock, Inc. | 0.00% | Add +82.5% | 790 | $175K |
| Colonial Trust Advisors | 0.01% | No change | 775 | $172K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 760 | $169K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 690 | $153K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.7% | 677 | $150K |
| Glenmede Investment Management, LP | 0.00% | No change | 666 | $148K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $145K |
| Financial Management Professionals, Inc. | 0.01% | New | 648 | $144K |
| Larson Financial Group LLC | 0.00% | Add +307.1% | 631 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 570 | $127K |
| New England Capital Financial Advisors LLC | 0.05% | No change | 543 | $121K |
| LRI Investments, LLC | 0.01% | No change | 537 | $119K |
| Raffa Wealth Management, LLC | 0.02% | No change | 532 | $118K |
| FSA Wealth Management LLC | 0.04% | Add +0.2% | 516 | $115K |
| Main Street Group, LTD | 0.04% | No change | 504 | $112K |
| United Community Bank | 0.03% | Reduce -32.9% | 500 | $111K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -36.6% | 499 | $110K |
| Dagco, Inc. | 0.03% | No change | 463 | $103K |
| High Note Wealth, LLC | 0.02% | No change | 450 | $100K |
| CVA Family Office, LLC | 0.01% | No change | 443 | $98K |
| Qube Research & Technologies Ltd | 0.00% | New | 440 | $98K |
| Salem Investment Counselors Inc. | 0.00% | No change | 438 | $97K |
| Lanark Financial, Inc. | 0.01% | Reduce -4.6% | 397 | $88K |
| Woodside Wealth Management LLC | 0.06% | New | 366 | $81K |
| Rossby Financial, LCC | 0.03% | No change | 350 | $78K |
| Caldwell Trust Co | 0.01% | No change | 346 | $77K |
| Gables Capital Management Inc. | 0.03% | No change | 340 | $76K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +7.1% | 331 | $74K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $73K |
| HM Payson & Co. | 0.00% | No change | 323 | $72K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | No change | 317 | $70K |
| Whittier Trust Co. | 0.00% | No change | 312 | $70K |
| Caitlin John, LLC | 0.05% | New | 310 | $69K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 300 | $67K |
| Colonial Trust Co / SC | 0.01% | No change | 300 | $67K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $67K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 295 | $66K |
| Capital Analysts, LLC | 0.00% | New | 293 | $65K |
| Bokf, NA | 0.00% | No change | 268 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $59K |
| Dunhill Financial, LLC | 0.02% | Add +243.1% | 247 | $55K |
| Promus Capital, LLC | 0.03% | No change | 222 | $49K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 210 | $46K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $44K |
| Valley National Advisers Inc. | 0.01% | Reduce -46.9% | 194 | $43K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 186 | $41K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -0.6% | 178 | $39K |
| McIlrath & Eck, LLC | 0.00% | Reduce -28.6% | 165 | $37K |
| Bank of New Hampshire | 0.01% | No change | 159 | $35K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $35K |
| IMA Advisory Services, Inc. | 0.00% | No change | 155 | $35K |
| First Horizon Corp. | 0.00% | — | 155 | $34K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 145 | $32K |
| Strategic Advocates LLC | 0.01% | New | 140 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 136 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -79.5% | 135 | $30K |
| Wealth Watch Advisors, INC | 0.01% | New | 133 | $30K |
| HighMark Wealth Management LLC | 0.01% | No change | 132 | $29K |
| AlphaCore Capital LLC | 0.00% | No change | 132 | $29K |
| Graney & King, LLC | 0.02% | No change | 131 | $29K |
| Bessemer Group Inc. | 0.00% | New | 115 | $26K |
| Financial Life Planners | 0.02% | New | 114 | $25K |
| NFSG Corp | 0.00% | No change | 111 | $25K |
| Roxbury Financial LLC | 0.02% | No change | 106 | $24K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 100 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 96 | $21K |
| Evolution Wealth Management Inc. | 0.02% | New | 92 | $20K |
| Valued Wealth Advisors LLC | 0.01% | No change | 90 | $20K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 89 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -65.2% | 80 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 76 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 74 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $16K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $16K |
| Guerra Advisors Inc | 0.01% | New | 68 | $15K |
| Kilter Group LLC | 0.01% | No change | 65 | $14K |
| ORG Partners LLC | 0.00% | No change | 64 | $14K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $13K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $12K |
| West Branch Capital LLC | 0.00% | No change | 63 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 51 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 51 | $11K |
| CKW Financial Group | 0.00% | No change | 50 | $11K |
| DecisionPoint Financial, LLC | 0.00% | New | 46 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $10K |
| Accredited Wealth Management, LLC | 0.01% | Add +1519.0% | 680 | $9K |
| National Bank of Canada | 0.00% | No change | 40 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 32 | $7K |
| PFS Partners, LLC | 0.00% | No change | 30 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 30 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 30 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 26 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 23 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Chapman Financial Group, LLC | 0.00% | No change | 16 | $4K |
| Founders Capital Management | 0.00% | No change | 12 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -94.0% | 6 | $1K |
| Midwest Capital Advisors, LLC | 0.00% | New | 3 | $667 |
| Operose Advisors LLC | 0.00% | No change | 2 | $450 |
| Abich Financial Wealth Management LLC | 0.00% | — | 2 | $444 |
| Front Row Advisors LLC | 0.00% | Reduce -66.7% | 1 | $222 |
| Red Tortoise LLC | 0.00% | No change | 1 | $113 |
"% 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.