Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q4 2025 (December 31)615holders +51
61new positions
33sold out
2famous investors
$224.14avg. 13F price*
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 |
| Mgo One Seven LLC | 0.09% | Add +2.1% | 20,606 | $4.6M |
| Prospera Financial Services Inc | 0.08% | Reduce -3.1% | 20,393 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.7% | 20,355 | $4.6M |
| Arkadios Wealth Advisors | 0.09% | Add +1.1% | 19,935 | $4.5M |
| Maxele Advisors, LLC | 3.61% | Add +2.9% | 19,785 | $4.4M |
| Fingerlakes Wealth Management, Inc. | 2.80% | Reduce -2.1% | 19,604 | $4.4M |
| Mokosak Advisory Group, LLC | 1.10% | Reduce -0.7% | 19,540 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.9% | 18,826 | $4.2M |
| Allworth Financial LP | 0.02% | Add +6.9% | 18,467 | $4.1M |
| Smith Shellnut Wilson LLC | 1.58% | Reduce -9.7% | 18,326 | $4.1M |
| Northwest Wealth Advisors, LLC | 3.19% | — | 18,270 | $4.1M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -0.5% | 18,104 | $4.1M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -1.0% | 18,015 | $4.0M |
| Oxford Wealth Group, LLC | 1.94% | — | 17,769 | $4.0M |
| Alliance Private Wealth, LLC | 1.37% | — | 17,903 | $3.9M |
| JBR Co Financial Management Inc | 1.63% | Add +8.2% | 17,363 | $3.9M |
| Reliant Investment Partners, LLC | 3.04% | Add +3.3% | 17,250 | $3.9M |
| Visionary Wealth Advisors | 0.17% | Reduce -2.6% | 17,115 | $3.8M |
| Anchor Investment Management, LLC | 0.31% | Add +0.1% | 17,113 | $3.8M |
| Summit Wealth Group LLC / Co. | 0.50% | New | 16,918 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +18.6% | 16,768 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Add +900.3% | 16,765 | $3.8M |
| Atria Investments, Inc | 0.04% | Reduce -8.7% | 16,740 | $3.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.9% | 16,609 | $3.7M |
| Maltin Wealth Management, Inc. | 1.48% | Reduce -1.3% | 16,516 | $3.7M |
| Integrated Advisors Network LLC | 0.16% | Reduce -6.3% | 16,325 | $3.7M |
| Stonebrook Private Inc. | 0.76% | Reduce -0.8% | 16,215 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.9% | 16,026 | $3.6M |
| AQR Capital Management | 0.00% | Add +7.3% | 15,781 | $3.5M |
| Secure Asset Management, LLC | 0.56% | Add +1.5% | 15,744 | $3.5M |
| Arax Advisory Partners | 0.10% | New | 15,728 | $3.5M |
| Dahring | Cusmano LLC | 2.45% | Add +5.6% | 15,663 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -5.2% | 15,372 | $3.5M |
| Eley Financial Management, Inc | 1.24% | Reduce -1.4% | 15,368 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | — | 14,398 | $3.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -4.5% | 14,041 | $3.2M |
| Curi Capital, LLC | 0.05% | Add +25.7% | 13,602 | $3.1M |
| Ciovacco Capital Management LLC | 1.50% | Reduce -1.7% | 13,322 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -29.6% | 13,076 | $2.9M |
| Rehmann Capital Advisory Group | 0.15% | Add +6.6% | 13,074 | $2.9M |
| American National Bank & Trust | 0.28% | Add +49.5% | 12,984 | $2.9M |
| Ancora Advisors LLC | 0.06% | Reduce -24.7% | 12,797 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +3.5% | 12,791 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 12,776 | $2.9M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +97.3% | 12,657 | $2.8M |
| Jacobs Equity LLC | 2.69% | — | 12,434 | $2.8M |
| Spinnaker Trust | 0.15% | Reduce -0.1% | 12,317 | $2.8M |
| Navellier & Associates Inc. | 0.30% | Reduce -3.5% | 12,110 | $2.7M |
| Samalin Investment Counsel, LLC | 0.93% | Reduce -5.4% | 11,674 | $2.6M |
| JSF Financial, LLC | 0.53% | Add +70.3% | 11,398 | $2.6M |
| Certified Advisory Corp | 0.23% | Add +62.6% | 11,236 | $2.5M |
| Sax Wealth Advisors, LLC | 0.12% | Add +48.4% | 11,175 | $2.5M |
| Buttonwood Financial Group, LLC | 1.32% | New | 10,924 | $2.5M |
| Northbridge Financial Group, LLC | 1.11% | — | 11,043 | $2.5M |
| Cooper Financial Group | 0.26% | Reduce -6.6% | 11,010 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Add +0.3% | 10,995 | $2.5M |
| Atlas Brown,Inc. | 0.72% | Add +1.2% | 10,821 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 10,654 | $2.4M |
| Nova Wealth Management, Inc. | 1.64% | Add +10.3% | 10,635 | $2.4M |
| Savvy Advisors, Inc. | 0.08% | Reduce -8.1% | 10,465 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.5% | 10,350 | $2.3M |
| Golden State Wealth Management, LLC | 0.24% | Add +4.2% | 10,310 | $2.3M |
| McMillan Office, Inc. | 0.27% | — | 10,020 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +1.8% | 9,667 | $2.2M |
| Nwam LLC | 0.12% | Reduce -1.7% | 9,550 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -35.7% | 9,460 | $2.1M |
| Whalerock Point Partners, LLC | 0.42% | Add +0.1% | 9,459 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +15.9% | 9,297 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +3.6% | 9,152 | $2.1M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 9,104 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +0.8% | 8,885 | $2.0M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.9% | 8,619 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.28% | Add +10.0% | 8,581 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 8,399 | $1.9M |
| Duncker Streett & Co. Inc. | 0.33% | No change | 8,378 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | Reduce -27.4% | 8,223 | $1.8M |
| Purkiss Capital Advisors LLC | 0.86% | Reduce -7.1% | 8,173 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -1.6% | 8,149 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | Add +21.6% | 8,145 | $1.8M |
| Client 1ST Advisory Group, LLC | 0.56% | Reduce -1.1% | 7,965 | $1.8M |
| Everpar Advisors LLC | 0.66% | New | 7,909 | $1.8M |
| GTS Securities LLC | 0.06% | New | 7,735 | $1.7M |
| Evoke Wealth, LLC | 0.03% | Add +96.6% | 7,729 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.47% | Reduce -1.7% | 7,712 | $1.7M |
| CAP Partners, LLC | 0.98% | Add +0.5% | 7,666 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +10.0% | 7,665 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.6% | 36,217 | $1.7M |
| Silver Lake Advisory, LLC | 0.66% | New | 7,611 | $1.7M |
| IFP Advisors, Inc | 0.04% | Reduce -15.6% | 7,545 | $1.7M |
| Elm3 Financial Group, LLC | 1.40% | Add +1.2% | 7,520 | $1.7M |
| Traphagen Investment Advisors LLC | 0.14% | Add +1.5% | 7,310 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -0.5% | 7,265 | $1.6M |
| Investors Research Corp | 0.30% | Reduce -1.7% | 7,228 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 7,104 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +40.1% | 7,009 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +4.7% | 6,789 | $1.6M |
| Certuity, LLC | 0.10% | Add +11.8% | 6,826 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.8% | 6,819 | $1.5M |
| NorthLanding Financial Partners, LLC | 1.20% | Reduce -2.2% | 6,643 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +3.5% | 6,623 | $1.5M |
| Sweeney & Michel, LLC | 0.44% | Add +8.6% | 6,614 | $1.5M |
| EPG Wealth Management LLC | 0.39% | Add +3.2% | 6,463 | $1.5M |
| Florida Financial Advisors, LLC | 0.39% | Add +0.9% | 6,303 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +0.4% | 6,236 | $1.4M |
| Comerica Bank | 0.01% | Reduce -4.4% | 6,206 | $1.4M |
| Canton Hathaway, LLC | 0.27% | Reduce -1.6% | 6,145 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +0.6% | 6,052 | $1.4M |
| Claris Financial LLC | 0.72% | No change | 6,032 | $1.4M |
| Liberty Wealth Management LLC | 0.17% | Reduce -0.9% | 5,958 | $1.3M |
| Ehrlich Financial Group | 0.76% | Reduce -2.4% | 5,944 | $1.3M |
| Cwm, LLC | 0.00% | Add +0.1% | 5,866 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +152.7% | 5,860 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +15.3% | 5,846 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +34.4% | 5,757 | $1.3M |
| Sovran Advisors, LLC | 0.11% | Reduce -0.2% | 5,647 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +2.9% | 5,670 | $1.3M |
| BCS Wealth Management | 0.13% | Add +99.5% | 5,622 | $1.3M |
| Wealthstar Advisors, LLC | 0.68% | Reduce -66.6% | 5,522 | $1.2M |
| Global Financial Private Client, LLC | 0.43% | Reduce -1.7% | 5,422 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | New | 5,334 | $1.2M |
| SVB Wealth LLC | 0.07% | Add +0.0% | 5,405 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +9.3% | 5,335 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +14.2% | 5,286 | $1.2M |
| Redwood Financial Network Corp | 0.76% | Add +28.9% | 5,282 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.3% | 5,121 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +12.0% | 5,080 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -2.0% | 5,060 | $1.1M |
| Forte Asset Management LLC | 0.51% | Reduce -7.9% | 4,995 | $1.1M |
| Wiser Wealth Management, Inc | 0.25% | Reduce -2.1% | 4,987 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +3.0% | 4,890 | $1.1M |
| OneAscent Financial Services LLC | 0.10% | Add +3.5% | 4,914 | $1.1M |
| Applied Capital LLC | 0.42% | Add +4.9% | 4,912 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +10.8% | 4,891 | $1.1M |
| Retirement Planning Group, LLC | 0.04% | Add +4.7% | 4,881 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -41.2% | 4,820 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.5% | 4,754 | $1.1M |
| Interchange Capital Partners, LLC | 0.20% | Reduce -2.7% | 4,732 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.2% | 4,695 | $1.1M |
| PUREfi Wealth, LLC | 0.78% | No change | 4,515 | $1.0M |
| Williams & Novak, LLC | 0.76% | Reduce -4.3% | 4,472 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +37.8% | 4,432 | $996K |
| Financial Freedom, LLC | 0.49% | Add +0.4% | 4,379 | $984K |
| CoreCap Advisors, LLC | 0.03% | Add +9.8% | 4,332 | $973K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -1.8% | 4,331 | $973K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.8% | 4,327 | $972K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.0% | 4,314 | $969K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $967K |
| Kintra Wealth, LLC | 0.13% | Add +10.3% | 4,279 | $961K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 4,221 | $948K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 4,169 | $937K |
| Blue Jean Financial LLC | 0.75% | — | 4,103 | $922K |
| AE Wealth Management LLC | 0.01% | Add +13.7% | 4,093 | $920K |
| SHP Wealth Management | 0.07% | — | 4,033 | $907K |
| McRae Capital Management Inc. | 0.18% | Reduce -12.5% | 4,017 | $902K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -17.8% | 3,999 | $898K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,948 | $887K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.5% | 3,925 | $882K |
| Verus Capital Partners, LLC | 0.06% | No change | 3,864 | $868K |
| Astra Wealth Partners LLC | 0.52% | No change | 3,774 | $848K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 3,742 | $841K |
| Patron Partners, LLC | 0.37% | Reduce -1.6% | 3,728 | $838K |
| Centaurus Financial, Inc. | 0.04% | Add +5.7% | 3,679 | $827K |
| Palacios Wealth Management, LLC | 0.63% | Reduce -43.0% | 3,657 | $822K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -3.0% | 3,623 | $814K |
| Cerity Partners LLC | 0.00% | Add +20.6% | 3,620 | $813K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.8% | 3,616 | $812K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +56.2% | 3,579 | $804K |
| Fulcrum Equity Management | 0.76% | Add +81.1% | 3,547 | $797K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -23.5% | 3,521 | $791K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 3,472 | $780K |
| Laurel Oak Wealth Management, LLC | 0.13% | — | 3,463 | $778K |
| Capital Investment Advisors, LLC | 0.01% | New | 3,462 | $778K |
| Coordinated Financial Services, Inc. | 0.45% | Reduce -0.8% | 3,447 | $774K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.2% | 3,337 | $750K |
| Mission Wealth Management, LP | 0.02% | Add +0.8% | 3,307 | $743K |
| PKS Advisory Services, LLC | 0.17% | Reduce -1.2% | 3,297 | $741K |
| Hardy Reed LLC | 0.05% | Reduce -18.1% | 3,284 | $738K |
| Northern Trust Corp. | 0.00% | Add +5.2% | 3,259 | $732K |
| Retirement Planning Group, LLC / NY | 0.50% | Add +11.6% | 3,245 | $729K |
| Sage Mountain Advisors LLC | 0.04% | Add +127.3% | 3,217 | $723K |
| Three Magnolias Financial Advisors, LLC | 0.45% | No change | 3,200 | $719K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 3,190 | $717K |
| Perkins Coie Trust Co | 0.13% | New | 3,180 | $714K |
| Tandem Capital Management Corp. | 0.32% | No change | 3,137 | $705K |
| Sfmg, LLC | 0.05% | Add +21.4% | 3,133 | $704K |
| Lifelong Wealth Advisors, Inc. | 0.19% | Reduce -4.1% | 3,123 | $702K |
| VCI Wealth Management LLC | 0.19% | Reduce -41.8% | 3,094 | $695K |
| Compound Planning, Inc. | 0.02% | Reduce -47.2% | 3,093 | $695K |
| Alchemi Wealth, LLC | 0.38% | — | 3,078 | $692K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -7.5% | 3,072 | $690K |
| Instrumental Wealth, LLC | 0.41% | Add +5.9% | 3,101 | $685K |
| Bawa N Mallick Trust | 0.25% | No change | 3,000 | $674K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,989 | $672K |
| Adirondack Trust Co. | 0.22% | No change | 2,980 | $670K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 2,955 | $664K |
| LJI Wealth Management, LLC | 0.10% | Add +1.2% | 2,950 | $663K |
| Veltria Advisors Corp. | 2.87% | No change | 2,906 | $658K |
| Athena Wealth Management, LLC | 0.64% | — | 2,914 | $655K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.1% | 2,895 | $651K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +34.8% | 2,891 | $649K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.5% | 2,877 | $646K |
| Wealthfront Advisers LLC | 0.00% | Add +2.2% | 2,874 | $646K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +81.5% | 2,852 | $641K |
| Madison Wealth Partners, Inc | 0.12% | No change | 2,843 | $639K |
| Bogart Wealth, LLC | 0.03% | No change | 2,810 | $631K |
| Balance Wealth Partners LLC | 0.20% | Add +2.6% | 2,791 | $627K |
| Catalina Capital Group, LLC | 0.38% | Add +0.1% | 2,726 | $612K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 2,718 | $611K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.3% | 2,697 | $606K |
| Vise Technologies, Inc. | 0.01% | New | 2,692 | $605K |
| River Wealth Advisors LLC | 0.07% | Reduce -2.9% | 2,690 | $604K |
| Tradewinds Capital Management, LLC | 0.13% | New | 2,659 | $597K |
| Centurion Wealth Management LLC | 0.13% | Add +1.2% | 2,643 | $594K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 2,641 | $593K |
| PGIM Custom Harvest LLC | 0.01% | Add +22.4% | 2,638 | $593K |
| Atomic Invest LLC | 0.33% | — | 2,598 | $589K |
| D'Orazio & Associates, Inc. | 0.08% | Add +3.6% | 2,621 | $589K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,612 | $587K |
| Piscataqua Savings Bank | 0.41% | New | 2,608 | $586K |
| Pacific Sun Financial Corp | 0.28% | Add +8.9% | 2,603 | $585K |
| Composition Wealth, LLC | 0.01% | No change | 2,597 | $583K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 2,593 | $583K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.1% | 2,588 | $581K |
| Lebenthal Global Advisors, LLC | 0.09% | No change | 2,575 | $579K |
| StoneX Group Inc. | 0.03% | Add +88.9% | 2,556 | $574K |
| Tranquility Partners, LLC | 0.21% | No change | 2,554 | $574K |
| Advisors Capital Management, LLC | 0.01% | Add +3.7% | 2,547 | $572K |
| Formulate Financial LLC | 0.67% | New | 2,537 | $570K |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 2,534 | $569K |
| Global Retirement Partners, LLC | 0.01% | Add +33.8% | 2,531 | $569K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -6.0% | 2,509 | $564K |
| BIP Wealth, LLC | 0.02% | Reduce -13.9% | 2,490 | $559K |
| Founders Financial Alliance, LLC | 0.11% | Add +2.0% | 2,487 | $559K |
| Red Door Wealth Management, LLC | 0.06% | Add +0.0% | 2,464 | $554K |
| Midwest Heritage Bank, FSB | 0.19% | Add +0.0% | 2,462 | $553K |
| Zinnia Wealth Advisory, LLC | 0.60% | — | 2,459 | $552K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.9% | 2,458 | $552K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -50.0% | 2,442 | $549K |
| Smithfield Trust Co | 0.02% | Add +2.1% | 2,425 | $544K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,400 | $539K |
| XTX Topco Ltd | 0.01% | Reduce -34.3% | 2,367 | $532K |
| Cherry Tree Wealth Management, LLC | 0.11% | New | 2,365 | $531K |
| New York Life Investment Management LLC | 0.00% | New | 2,348 | $528K |
| Magnolia Capital Management Ltd. | 0.39% | No change | 2,325 | $522K |
| Gaddis Premier Wealth Advisors LLC | 0.40% | — | 2,321 | $521K |
| Keybank National Association | 0.00% | Reduce -30.8% | 2,317 | $521K |
| Apriem Advisors | 0.05% | No change | 2,300 | $517K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +6.4% | 2,296 | $516K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -29.9% | 2,290 | $515K |
| Valley Brook Capital Group, Inc. | 0.34% | No change | 2,288 | $514K |
| Integrity Alliance, Llc. | 0.02% | Add +7.3% | 2,280 | $512K |
| Leo Wealth, LLC | 0.04% | Add +58.7% | 2,272 | $510K |
| Capital Management Associates, Inc | 0.11% | Add +13.0% | 2,260 | $508K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +12.5% | 2,257 | $507K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,240 | $503K |
| Altus Wealth Group LLC | 0.20% | Reduce -14.4% | 2,215 | $498K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 2,204 | $495K |
| Gateway Wealth Partners, LLC | 0.05% | Add +34.6% | 2,153 | $484K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -17.3% | 2,152 | $483K |
| Leigh Baldwin & Co., LLC | 0.32% | Reduce -40.4% | 2,149 | $483K |
| Root Financial Partners, LLC | 0.02% | Reduce -1.1% | 2,148 | $483K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,108 | $474K |
| BlackRock, Inc. | 0.00% | Add +164.9% | 2,093 | $470K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $467K |
| Asset One Wealth Management LLC | 0.06% | — | 2,054 | $462K |
| Everett Harris & Co. | 0.01% | No change | 2,050 | $461K |
| Rollins Financial Advisors, LLC | 0.07% | Add +25.1% | 2,041 | $458K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,038 | $458K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Add +7.2% | 2,015 | $453K |
| Mather Group, Llc. | 0.00% | Add +9.6% | 2,007 | $451K |
| Independent Wealth Network Inc. | 0.14% | No change | 1,999 | $449K |
| True Link Financial Advisors, LLC | 0.03% | New | 1,987 | $446K |
| Sowell Financial Services LLC | 0.02% | Reduce -1.1% | 1,981 | $445K |
| Acumen Wealth Advisors, LLC | 0.13% | — | 1,971 | $443K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -1.4% | 1,953 | $439K |
| Rise Advisors, LLC | 0.16% | Reduce -7.6% | 1,952 | $438K |
| Hilltop Holdings Inc. | 0.03% | Reduce -22.1% | 1,946 | $437K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -0.7% | 1,938 | $436K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -7.4% | 1,889 | $427K |
| Western Wealth Management, LLC | 0.02% | Add +24.9% | 1,897 | $426K |
| Choate Investment Advisors | 0.01% | No change | 1,895 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.7% | 1,891 | $425K |
| Accelerate Investment Advisors LLC | 0.28% | Reduce -8.8% | 1,875 | $421K |
| Capital Advisors Inc. | 0.01% | Add +18.8% | 1,867 | $420K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 1,862 | $418K |
| International Assets Investment Management, LLC | 0.03% | Add +30.9% | 1,862 | $418K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.7% | 1,850 | $416K |
| Stratos Investment Management, LLC | 0.02% | Add +0.7% | 1,843 | $414K |
| Brown Advisory Inc. | 0.00% | Reduce -37.1% | 1,838 | $413K |
| Swmg, LLC | 0.11% | Reduce -15.2% | 1,863 | $411K |
| Pinnacle Family Advisors, LLC | 0.18% | Add +3.4% | 1,826 | $410K |
| Empower Advisory Group, LLC | 0.00% | Add +7.6% | 1,818 | $408K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,800 | $408K |
| GWN Securities Inc. | 0.08% | Reduce -5.8% | 1,810 | $407K |
| Rothschild Wealth LLC | 0.04% | Reduce -33.9% | 1,806 | $406K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 1,770 | $398K |
| Bravias Capital Group, LLC | 0.24% | Reduce -13.9% | 1,749 | $393K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 1,715 | $385K |
| WBH Advisory Inc. | 0.03% | Add +2.9% | 1,714 | $385K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 1,694 | $381K |
| AIMZ Investment Advisors, LLC | 0.11% | New | 1,674 | $376K |
| Sankala Group LLC | 0.30% | — | 1,727 | $374K |
| TOWER TRUST & INVESTMENT Co | 0.23% | No change | 1,657 | $372K |
| Wedmont Private Capital | 0.01% | Reduce -12.8% | 1,610 | $368K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -51.9% | 1,632 | $367K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -2.4% | 1,607 | $361K |
| Ballast Rock Private Wealth LLC | 0.23% | — | 1,605 | $361K |
| Savant Capital, LLC | 0.00% | New | 1,590 | $357K |
| Busey Bank | 0.01% | New | 1,588 | $357K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,560 | $350K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $349K |
| Riggs Asset Managment Co. Inc. | 0.07% | New | 1,532 | $344K |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 1,501 | $337K |
| Barlow Wealth Partners, LLC | 0.04% | Add +0.9% | 1,472 | $334K |
| Long Run Wealth Advisors, LLC | 0.06% | Add +2.6% | 1,459 | $328K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 1,459 | $328K |
| Johnson Investment Counsel Inc. | 0.00% | Add +10.3% | 1,456 | $327K |
| Trexquant Investment LP | 0.00% | Reduce -0.4% | 1,446 | $325K |
| Betterment LLC | 0.00% | New | 1,442 | $324K |
| First Foundation Advisors | 0.01% | Reduce -13.1% | 1,440 | $324K |
| Ipsen Advisor Group LLC | 0.23% | Reduce -26.1% | 1,437 | $323K |
| XY Planning Network, Inc. | 0.06% | New | 1,435 | $322K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -6.3% | 1,430 | $321K |
| ArborFi Advisors, LLC | 0.26% | Reduce -83.7% | 1,424 | $320K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $319K |
| Signaturefd, LLC | 0.00% | No change | 1,372 | $308K |
| Roundview Capital LLC | 0.02% | Add +0.3% | 1,363 | $306K |
| Goodman Financial Corp | 0.06% | No change | 1,358 | $305K |
| MCF Advisors LLC | 0.02% | Add +3.2% | 1,354 | $304K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,352 | $304K |
| Summit Global Investments | 0.02% | New | 1,346 | $302K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 1,344 | $302K |
| Bank of Montreal | 0.00% | Add +5.2% | 1,342 | $302K |
| Strategic Point Investment Advisors, LLC | 0.04% | Reduce -8.3% | 1,330 | $299K |
| NorthRock Partners, LLC | 0.01% | New | 1,319 | $296K |
| Fortress Financial Solutions, LLC | 0.30% | Add +0.1% | 1,318 | $296K |
| Sterling Investment Counsel, LLC | 0.08% | New | 1,310 | $294K |
| RM Financial Services, LLC | 0.26% | — | 1,301 | $292K |
| GGM Financial LLC | 0.14% | Add +0.1% | 1,298 | $292K |
| Krilogy Financial LLC | 0.01% | Add +1.4% | 1,260 | $286K |
| Creative Financial Designs Inc. | 0.02% | Add +5.6% | 1,262 | $284K |
| Abound Wealth Management | 0.07% | Add +15.1% | 1,261 | $283K |
| GeoWealth Management, LLC | 0.01% | Add +18.4% | 1,260 | $283K |
| Monte Financial Group, LLC | 0.10% | Reduce -9.1% | 1,244 | $279K |
| Burke & Herbert Bank & Trust Co. | 0.08% | New | 1,235 | $277K |
| Fifth Third Bancorp | 0.00% | Add +514.5% | 1,229 | $276K |
| RVW Wealth, LLC | 0.02% | No change | 1,209 | $272K |
| KW Wealth Management LLC | 0.41% | No change | 1,204 | $271K |
| Deutsche Bank AG | 0.00% | New | 1,196 | $269K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 1,185 | $266K |
| PFG Investments, LLC | 0.01% | Add +3.0% | 1,184 | $266K |
| Greenleaf Trust | 0.00% | No change | 1,180 | $265K |
| Scotia Capital Inc. | 0.00% | No change | 1,180 | $265K |
| Thrive Capital Management, LLC | 0.06% | Reduce -4.3% | 1,156 | $260K |
| Concord Wealth Partners | 0.03% | Add +0.1% | 1,154 | $259K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -0.4% | 1,151 | $259K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,141 | $256K |
| Corps Capital Advisors, LLC | 0.26% | New | 1,124 | $253K |
| Verdence Capital Advisors LLC | 0.01% | Add +9.3% | 1,115 | $251K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -0.2% | 1,112 | $250K |
| Soundwatch Capital LLC | 0.04% | New | 1,096 | $246K |
| Main Street Financial Solutions, LLC | 0.02% | Add +5.3% | 1,087 | $244K |
| Strategic Investment Advisors / MI | 0.02% | Add +0.1% | 1,086 | $244K |
| Sei Investments Co. | 0.00% | New | 1,085 | $244K |
| Affinity Wealth Management LLC | 0.03% | Add +0.5% | 1,084 | $244K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +3.0% | 1,078 | $242K |
| FSA Advisors, Inc. | 0.17% | New | 1,065 | $239K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.5% | 1,064 | $239K |
| TSA Wealth Managment LLC | 0.08% | No change | 1,058 | $238K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.8% | 1,053 | $237K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 1,045 | $235K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.1% | 1,037 | $233K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.1% | 1,037 | $233K |
| Financial Council, LLC | 0.09% | No change | 1,036 | $233K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,035 | $233K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 1,034 | $232K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,028 | $231K |
| Lodestone Wealth Management LLC | 0.09% | No change | 1,022 | $230K |
| Elk River Wealth Management LLC | 0.04% | Reduce -5.6% | 1,016 | $228K |
| Facet Wealth, Inc. | 0.00% | Add +1.3% | 980 | $227K |
| Kovack Advisors, Inc. | 0.01% | New | 998 | $224K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 992 | $223K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.4% | 989 | $222K |
| WealthShield Partners, LLC | 0.02% | Reduce -67.4% | 979 | $220K |
| Sugar Maple Asset Management, LLC | 0.15% | No change | 972 | $218K |
| Marmo Financial Group, LLC | 0.10% | Add +0.1% | 967 | $217K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -20.2% | 946 | $213K |
| Ridgecrest Wealth Partners, LLC | 0.12% | New | 945 | $212K |
| Carnegie Investment Counsel | 0.00% | No change | 939 | $211K |
| Moneco Advisors, LLC | 0.02% | New | 936 | $210K |
| Absolute Capital Management, LLC | 0.08% | Reduce -8.3% | 934 | $210K |
| Clearview Wealth Advisors LLC | 0.13% | Add +0.1% | 929 | $209K |
| Daviman Financial, LLC | 0.12% | — | 924 | $208K |
| Mascoma Wealth Management LLC | 0.04% | Add +2.4% | 922 | $207K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -32.6% | 922 | $207K |
| M3 Advisory Group, LLC | 0.12% | No change | 910 | $204K |
| Private Trust Co. NA | 0.02% | Reduce -23.8% | 906 | $204K |
| RiverFront Investment Group, LLC | 0.00% | New | 905 | $203K |
| Legacy Edge Advisors, LLC | 0.02% | New | 904 | $203K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -0.4% | 904 | $203K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 901 | $202K |
| HighPoint Advisor Group LLC | 0.00% | New | 900 | $202K |
| Renaissance Technologies | 0.00% | Reduce -87.3% | 900 | $202K |
| Fiduciary Alliance LLC | 0.01% | New | 898 | $202K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | New | 896 | $201K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.2% | 895 | $201K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $200K |
| Howe & Rusling Inc. | 0.01% | New | 880 | $198K |
| IFC & Insurance Marketing, Inc. | 0.19% | — | 872 | $196K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 837 | $188K |
| Stone House Investment Management, LLC | 0.03% | Reduce -0.1% | 829 | $186K |
| Wellington-Altus USA Inc. | 0.14% | — | 819 | $184K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 760 | $171K |
| Colonial Trust Advisors | 0.01% | Reduce -5.7% | 731 | $164K |
| SageView Advisory Group, LLC | 0.01% | New | 702 | $158K |
| Glenmede Trust Co. NA | 0.00% | — | 666 | $150K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 652 | $146K |
| Financial Management Professionals, Inc. | 0.01% | No change | 648 | $146K |
| Cornerstone Financial Management LLC | 0.14% | — | 643 | $144K |
| Jessup Wealth Management, Inc | 0.05% | New | 635 | $143K |
| Archer Investment Corp | 0.03% | Reduce -72.9% | 634 | $142K |
| New England Capital Financial Advisors LLC | 0.05% | Add +0.2% | 544 | $122K |
| LRI Investments, LLC | 0.01% | No change | 537 | $121K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.2% | 533 | $120K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.2% | 506 | $114K |
| United Community Bank | 0.04% | No change | 500 | $112K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.2% | 483 | $110K |
| Dagco, Inc. | 0.02% | No change | 463 | $104K |
| High Note Wealth, LLC | 0.02% | No change | 450 | $101K |
| CVA Family Office, LLC | 0.01% | No change | 443 | $100K |
| AlphaCore Capital LLC | 0.00% | Add +227.3% | 432 | $97K |
| Merrithew & Thorsten Inc | 0.10% | — | 401 | $90K |
| Lanark Financial, Inc. | 0.01% | Reduce -4.5% | 379 | $85K |
| Rossby Financial, LCC | 0.03% | Add +8.0% | 378 | $85K |
| Valley National Advisers Inc. | 0.01% | Add +88.1% | 365 | $82K |
| Motiv8 Investments LLC | 0.04% | New | 360 | $81K |
| Sound Income Strategies, LLC | 0.00% | Add +11.9% | 357 | $81K |
| Caldwell Trust Co | 0.01% | No change | 346 | $78K |
| Gables Capital Management Inc. | 0.03% | No change | 340 | $76K |
| MidFirst Bank | 0.01% | — | 325 | $73K |
| HM Payson & Co. | 0.00% | No change | 323 | $73K |
| Whittier Trust Co. | 0.00% | No change | 312 | $71K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | No change | 317 | $71K |
| Caitlin John, LLC | 0.05% | No change | 310 | $70K |
| 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 |
| Bokf, NA | 0.00% | No change | 268 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $60K |
| Strategic Advocates LLC | 0.01% | Add +76.4% | 247 | $56K |
| Dunhill Financial, LLC | 0.02% | Reduce -0.8% | 245 | $55K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -26.6% | 243 | $55K |
| SouthState Bank Corp | 0.00% | New | 223 | $50K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 210 | $47K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -70.9% | 201 | $45K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 186 | $42K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 178 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +121.0% | 168 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 165 | $37K |
| Elyxium Wealth, LLC | 0.01% | New | 164 | $37K |
| Bank of New Hampshire | 0.01% | No change | 159 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $36K |
| Larson Financial Group LLC | 0.00% | Reduce -75.4% | 155 | $35K |
| First Horizon Corp. | 0.00% | No change | 155 | $35K |
| Capital Analysts, LLC | 0.00% | Reduce -48.8% | 150 | $34K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.2% | 133 | $30K |
| Hantz Financial Services, Inc. | 0.00% | No change | 135 | $30K |
| Wealth Watch Advisors, INC | 0.01% | No change | 133 | $30K |
| HighMark Wealth Management LLC | 0.01% | No change | 132 | $30K |
| Graney & King, LLC | 0.02% | Add +0.8% | 132 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +62.5% | 130 | $29K |
| Roxbury Financial LLC | 0.02% | No change | 106 | $24K |
| SYM FINANCIAL Corp | 0.00% | New | 100 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 96 | $21K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 89 | $20K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 88 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.5% | 86 | $19K |
| Key Capital Management, INC | 0.02% | — | 77 | $17K |
| Princeton Global Asset Management LLC | 0.00% | Add +4.0% | 77 | $17K |
| Capital Investment Counsel, Inc | 0.00% | New | 73 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $16K |
| Modus Advisors, LLC | 0.00% | New | 70 | $16K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $16K |
| Kilter Group LLC | 0.01% | No change | 65 | $15K |
| ORG Partners LLC | 0.00% | No change | 64 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 63 | $14K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $13K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 51 | $11K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -44.4% | 50 | $11K |
| CKW Financial Group | 0.00% | No change | 50 | $11K |
| DecisionPoint Financial, LLC | 0.00% | No change | 46 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $10K |
| Harbor Asset Planning, Inc. | 0.01% | New | 44 | $10K |
| National Bank of Canada | 0.00% | No change | 40 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 32 | $7K |
| Essential Partners LLC | 0.00% | New | 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 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 27 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 26 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 23 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 17 | $4K |
| Fairway Wealth LLC | 0.00% | New | 17 | $4K |
| Chapman Financial Group, LLC | 0.00% | No change | 16 | $4K |
| Founders Capital Management | 0.00% | No change | 12 | $3K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 10 | $2K |
| Vision Retirement, LLC | 0.00% | — | 10 | $2K |
| Trust Co | 0.00% | New | 9 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 2 | $449 |
| Front Row Advisors LLC | 0.00% | No change | 1 | $225 |
"% 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.