Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 615 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 51 from Q3 2025. 61 opened new positions and 33 sold out. The largest holders were Lido Advisors, LLC ($466.7M), Bank of America Corp. ($465.9M) and Charles Schwab Investment Management Inc. ($311.2M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $100.6M |
| Exits | 33 | $13.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,298,633 shares bought and 904,750 shares sold, net +393,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 615 holders
| Lido Advisors, LLC | 1.85% | Add +0.2% | 2,100,187 | $466.7M |
| Bank of America Corp. | 0.03% | Reduce -4.7% | 2,073,520 | $465.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.9% | 1,385,184 | $311.2M |
| Richard Bernstein Advisors LLC | 8.81% | Reduce -2.1% | 1,333,956 | $299.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.5% | 715,916 | $160.8M |
| LPL Financial LLC | 0.04% | Add +14.1% | 694,702 | $156.1M |
| Agf Management Ltd. | 0.64% | Reduce -5.3% | 653,240 | $146.8M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -9.9% | 647,184 | $145.4M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -16.0% | 402,846 | $90.5M |
| Morgan Stanley | 0.00% | Add +6.7% | 365,438 | $82.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.5% | 313,356 | $70.4M |
| Osaic Holdings, Inc. | 0.10% | Add +1.5% | 299,564 | $67.4M |
| Kestra Investment Management, LLC | 1.53% | Add +5.9% | 278,876 | $62.7M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +21.7% | 259,819 | $58.4M |
| Portfolio Strategies, Inc. | 6.12% | Reduce -1.4% | 235,462 | $52.9M |
| Two Sigma Investments, LP | 0.08% | New | 215,088 | $48.3M |
| FMR LLC | 0.00% | Add +4.0% | 187,362 | $42.1M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -42.6% | 172,938 | $38.9M |
| Principal Securities, Inc. | 0.52% | Add +72.0% | 149,048 | $33.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 142,604 | $32.0M |
| NorthCoast Asset Management LLC | 0.60% | Reduce -15.4% | 120,334 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +2.6% | 119,811 | $26.9M |
| Vicus Capital | 1.90% | Add +2666.4% | 112,649 | $25.3M |
| UBS Group AG | 0.01% | Add +2.8% | 112,367 | $25.2M |
| Cetera Investment Advisers | 0.03% | Add +3.7% | 110,076 | $24.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -36.1% | 109,081 | $24.5M |
| SteelPeak Wealth, LLC | 0.80% | Add +3622.3% | 107,724 | $24.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.20% | No change | 104,900 | $23.6M |
| Financial Partners Group, Inc | 2.72% | Reduce -2.8% | 105,465 | $23.5M |
| PFG Advisors | 1.10% | Reduce -0.0% | 100,631 | $22.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1.0% | 97,095 | $21.8M |
| MAI Capital Management | 0.12% | Add +40.1% | 95,979 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Add +23.3% | 96,003 | $21.6M |
| Morningstar Investment Management LLC | 1.26% | Reduce -13.8% | 95,145 | $21.4M |
| Eaton Financial Holdings Company, LLC | 5.66% | Add +5.4% | 93,646 | $21.0M |
| Yoder Wealth Management, Inc. | 8.86% | Add +25.1% | 86,643 | $19.5M |
| Fischer Financial Services, Inc. | 5.14% | Add +0.7% | 86,551 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 86,003 | $19.3M |
| Kraft, Davis & Associates, LLC | 4.16% | Add +35.0% | 81,384 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 82,201 | $18.5M |
| Independence Financial Advisors, LLC | 4.96% | Add +2.9% | 80,319 | $18.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.7% | 72,262 | $16.2M |
| Mariner, LLC | 0.02% | Add +8.2% | 65,800 | $14.8M |
| Advisory Services Network, LLC | 0.19% | Reduce -6.3% | 59,203 | $13.3M |
| Armor Investment Advisors, LLC | 4.63% | Reduce -24.8% | 56,054 | $12.6M |
| King Wealth Management Group | 1.45% | Reduce -0.5% | 53,650 | $12.1M |
| MML Investors Services, LLC | 0.03% | Reduce -2.2% | 53,033 | $11.9M |
| Goldstone Financial Group, LLC | 1.30% | Add +3.0% | 51,948 | $11.7M |
| Lifeworks Advisors, LLC | 1.51% | Reduce -27.8% | 51,779 | $11.6M |
| Bellwether Advisors, LLC | 1.85% | New | 51,511 | $11.6M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -8.8% | 49,996 | $11.2M |
| Quantinno Capital Management LP | 0.02% | Add +39.5% | 49,572 | $11.1M |
| Summit Financial, LLC | 0.16% | Reduce -7.6% | 48,522 | $10.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -27.2% | 47,412 | $10.7M |
| Mutual Advisors, LLC | 0.23% | Add +5.2% | 46,690 | $10.5M |
| Atlas Capital Advisors Inc. | 1.13% | — | 45,231 | $10.2M |
| Smith Salley Wealth Management | 0.50% | Reduce -1.0% | 45,108 | $10.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.16% | Add +1.1% | 42,993 | $9.7M |
| Citigroup Inc. | 0.01% | Add +12.3% | 42,507 | $9.6M |
| Marotta Asset Management | 1.70% | Add +20.0% | 40,843 | $9.2M |
| Southern Capital Advisors, LLC | 4.16% | Reduce -2.9% | 40,095 | $9.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.21% | Reduce -1.1% | 38,535 | $8.7M |
| Assetmark, Inc. | 0.02% | Reduce -35.4% | 38,136 | $8.6M |
| Traynor Capital Management, Inc. | 0.46% | Reduce -1.6% | 37,405 | $8.4M |
| Claro Advisors Inc. | 1.12% | Add +10.8% | 36,641 | $8.2M |
| Primoris Wealth Advisors, LLC | 4.92% | Reduce -31.2% | 36,591 | $8.2M |
| Creative Planning | 0.01% | Add +5.0% | 35,724 | $8.0M |
| Sigma Planning Corp | 0.22% | Reduce -0.7% | 33,032 | $8.0M |
| Adams Wealth Management | 1.65% | Add +11.8% | 34,463 | $7.7M |
| CacheTech Inc. | 1.43% | Add +11.8% | 34,463 | $7.7M |
| Crumly & Associates Inc. | 1.62% | Add +1.4% | 34,392 | $7.7M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -2.4% | 32,631 | $7.3M |
| CX Institutional | 0.22% | Add +9.7% | 32,267 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -5.0% | 31,265 | $7.0M |
| Focus Partners Wealth | 0.01% | Add +5.3% | 30,402 | $6.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.50% | Reduce -3.3% | 30,000 | $6.7M |
| Mowery & Schoenfeld Wealth Management, LLC | 9.72% | Add +39.2% | 29,852 | $6.7M |
| Financial Perspectives, Inc | 1.76% | Add +2.1% | 29,120 | $6.5M |
| KDK Private Wealth Management, LLC | 5.65% | Reduce -2.0% | 28,791 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.6% | 28,288 | $6.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +612.9% | 28,765 | $6.5M |
| Aspetuck Financial Management LLC | 4.01% | Add +0.4% | 26,584 | $6.0M |
| Go Invest LLC | 1.96% | — | 26,503 | $6.0M |
| High Point Wealth Management, LLC | 5.55% | — | 25,838 | $5.8M |
| &partners | 0.03% | Add +1694.8% | 25,756 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.2% | 25,059 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -0.3% | 23,898 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +25.2% | 23,755 | $5.3M |
| Capital Planning LLC | 1.49% | Add +0.8% | 23,652 | $5.3M |
| Lynch & Associates | 1.01% | Reduce -0.0% | 23,677 | $5.3M |
| Jane Street Group, LLC | 0.01% | New | 23,592 | $5.3M |
| Beaumont Financial Advisors, LLC | 0.35% | Reduce -1.0% | 23,549 | $5.3M |
| Heck Capital Advisors, LLC | 0.38% | Reduce -2.7% | 22,431 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 22,219 | $5.0M |
| TBH Global Asset Management, LLC | 0.81% | Add +53.4% | 21,596 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -28.3% | 21,563 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.4% | 21,418 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +0.8% | 21,049 | $4.7M |
| Chicago Partners Investment Group LLC | 0.12% | Add +1.3% | 20,777 | $4.7M |
| Investment Advisory Services Group LLC | 4.15% | — | 20,789 | $4.7M |
"% 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.