Fidelity MSCI Info Tech IndxFTECETF

13F holders, Q1 2026 (March 31)
609holders −6
52new positions
53sold out
3famous investors
$208.26avg. 13F price*

At the end of Q1 2026, 609 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, down 6 from Q4 2025. 52 opened new positions and 53 sold out. The largest holders were Lido Advisors, LLC ($452.7M), Charles Schwab Investment Management Inc. ($293.6M) and Bank of America Corp. ($204.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions52$37.1M
Exits53$54.2M

All 13F filers, Q4 2025 → Q1 2026: 1,204,362 shares bought and 3,122,398 shares sold, net −1,918,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 609 holders

Lido Advisors, LLC 1.79% Add +3.6% 2,175,818 $452.7M
Charles Schwab Investment Management Inc. 0.04% Add +1.9% 1,411,132 $293.6M
Bank of America Corp. 0.01% Reduce -52.7% 981,242 $204.1M
LPL Financial LLC 0.04% Add +1.2% 702,831 $146.2M
Envestnet Asset Management Inc. 0.04% Reduce -4.0% 687,323 $143.0M
Agf Management Ltd. 0.64% Add +3.9% 678,442 $141.1M
Commonwealth Equity Services, LLC 0.19% Add +3.1% 667,376 $138.8M
Richard Bernstein Advisors LLC 3.58% Reduce -55.5% 594,003 $123.6M
Kestra Investment Management, LLC 1.96% Add +96.2% 547,277 $113.9M
Morgan Stanley 0.01% Add +10.1% 402,494 $83.7M
Mercer Global Advisors Inc. 0.12% Reduce -5.7% 379,870 $79.0M
Northwestern Mutual Wealth Management Co. 0.04% Add +9.3% 342,635 $71.3M
Osaic Holdings, Inc. 0.08% Reduce -10.0% 269,662 $56.1M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -0.6% 258,355 $53.8M
Portfolio Strategies, Inc. 5.96% Reduce -1.4% 232,265 $48.3M
FMR LLC 0.00% Add +15.7% 216,747 $45.1M
Principal Securities, Inc. 0.65% Add +42.9% 212,930 $44.3M
Kestra Advisory Services, LLC 0.14% Add +6.1% 183,454 $38.2M
JPMorgan Chase & Co. 0.00% Add +7.6% 153,395 $30.6M
Morningstar Investment Management LLC 1.52% Add +24.0% 117,953 $24.5M
UBS Group AG 0.00% Reduce -0.2% 112,118 $23.3M
Stifel Financial Corp. 0.02% Reduce -7.7% 110,601 $23.0M
Prime Capital Investment Advisors, LLC 0.25% Add +3472.8% 105,576 $22.0M
Financial Partners Group, Inc 2.63% Add +0.0% 105,511 $22.0M
PFG Advisors 1.04% Add +1.7% 102,299 $21.3M
Raymond James Financial Inc. 0.01% Reduce -7.2% 101,252 $21.1M
Yoder Wealth Management, Inc. 9.30% Add +13.2% 98,083 $20.4M
Steward Partners Investment Advisory, LLC 0.10% Add +0.3% 97,373 $20.3M
Cetera Investment Advisers 0.02% Reduce -11.9% 96,937 $20.2M
MAI Capital Management 0.11% Add +0.2% 96,176 $20.0M
Kraft, Davis & Associates, LLC 4.11% Reduce -3.9% 78,202 $19.3M
Fischer Financial Services, Inc. 6.17% Add +1.8% 88,133 $18.3M
Wells Fargo & Company 0.00% Reduce -2.0% 84,309 $17.5M
Ameriprise Financial Inc. 0.00% Reduce -15.7% 80,911 $16.8M
Citigroup Inc. 0.01% Add +80.5% 76,721 $16.0M
Independence Financial Advisors, LLC 4.67% Reduce -6.8% 74,828 $15.6M
Marotta Asset Management 2.65% Add +67.0% 68,189 $14.4M
Eaton Financial Holdings Company, LLC 4.39% Reduce -31.2% 64,451 $13.4M
Advisory Services Network, LLC 0.16% Reduce -0.6% 58,837 $12.2M
Royal Bank of Canada 0.00% Reduce -28.6% 58,694 $12.2M
Armor Investment Advisors, LLC 4.28% Add +1.8% 57,065 $11.9M
Lifeworks Advisors, LLC 1.52% Add +9.8% 56,848 $11.8M
Clear Wave Wealth Management LLC 2.99% — 56,636 $11.8M
Mariner, LLC 0.01% Reduce -14.3% 56,364 $11.7M
Two Sigma Investments, LP 0.01% Reduce -74.5% 54,788 $11.4M
Mutual Advisors, LLC 0.24% Add +12.7% 52,631 $10.9M
King Wealth Management Group 1.36% Reduce -2.5% 52,316 $10.9M
Quantinno Capital Management LP 0.02% Add +2.7% 50,899 $10.6M
Summit Financial, LLC 0.13% Add +2.2% 49,586 $10.3M
NorthCoast Asset Management LLC 0.24% Reduce -59.0% 49,395 $10.3M
MML Investors Services, LLC 0.03% Reduce -12.2% 46,574 $9.7M
Smith Salley Wealth Management 0.48% Add +1.6% 45,847 $9.5M
Rwa Wealth Partners, LLC 0.10% Reduce -9.2% 45,375 $9.4M
Goldstone Financial Group, LLC 1.00% Reduce -14.8% 44,288 $9.2M
Atlas Capital Advisors Inc. 1.03% Reduce -4.1% 43,388 $9.0M
Creative Planning 0.01% Add +19.6% 42,711 $8.9M
Assetmark, Inc. 0.02% Add +5.5% 40,244 $8.4M
CX Institutional 0.25% Add +20.9% 39,028 $8.1M
Flow Traders U.S. LLC 0.26% New 39,009 $8.1M
Claro Advisors Inc. 0.94% Add +2.5% 37,560 $7.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.22% Reduce -2.7% 37,492 $7.8M
Traynor Capital Management, Inc. 0.46% Add +3.8% 38,815 $7.7M
Primoris Wealth Advisors, LLC 5.31% Reduce -0.4% 36,455 $7.6M
NewEdge Advisors, LLC 0.03% Reduce -26.1% 35,018 $7.3M
Sterling Investment Counsel, LLC 2.02% Add +2538.7% 34,567 $7.2M
Crumly & Associates Inc. 1.50% Reduce -0.3% 34,272 $7.1M
Southern Capital Advisors, LLC 3.19% Reduce -18.2% 32,796 $6.8M
Sigma Planning Corp 0.19% Reduce -1.3% 32,602 $6.8M
Snowden Capital Advisors LLC 0.18% Reduce -1.8% 32,039 $6.7M
Jones Financial Companies LLLP 0.00% Add +32.8% 31,536 $6.4M
Brighton Jones LLC 0.14% New 30,338 $6.3M
Adams Wealth Management 1.37% Reduce -13.2% 29,907 $6.2M
CacheTech Inc. 1.20% Reduce -13.2% 29,907 $6.2M
Cantor Fitzgerald Investment Advisors L.P. 0.45% Reduce -1.9% 29,415 $6.1M
Financial Perspectives, Inc 1.69% Add +0.0% 29,124 $6.1M
Focus Partners Wealth 0.01% Reduce -5.3% 28,788 $6.0M
High Point Wealth Management, LLC 5.90% Add +11.2% 28,731 $6.0M
Go Invest LLC 1.70% Add +7.4% 28,467 $5.9M
KDK Private Wealth Management, LLC 5.35% Reduce -2.4% 28,100 $5.8M
Capital Planning LLC 1.87% Add +16.9% 27,650 $5.8M
Aspetuck Financial Management LLC 3.86% Add +1.9% 27,081 $5.6M
Equitable Holdings, Inc. 0.04% Add +2.3% 24,456 $5.5M
&partners 0.03% Add +0.0% 25,766 $5.4M
United Capital Financial Advisors, LLC 0.03% Reduce -11.6% 25,437 $5.3M
Jane Street Group, LLC 0.01% Add +3.5% 24,420 $5.1M
Beaumont Financial Advisors, LLC 0.35% Add +3.5% 24,380 $5.1M
Lynch & Associates 0.95% Add +2.5% 24,271 $5.0M
Chicago Partners Investment Group LLC 0.11% Reduce -2.2% 20,322 $5.0M
Citadel Advisors 0.00% New 23,868 $5.0M
Kestra Private Wealth Services, LLC 0.06% Reduce -4.9% 23,823 $5.0M
Heck Capital Advisors, LLC 0.37% Add +5.8% 23,720 $4.9M
Tower Research Capital LLC (TRC) 0.13% Add +230.3% 23,466 $4.9M
Integrated Advisors Network LLC 0.25% Add +37.6% 22,457 $4.7M
Northwest Wealth Advisors, LLC 3.19% Add +17.5% 21,463 $4.5M
HRT Financial LP 0.01% New 21,438 $4.5M
HighTower Advisors, LLC 0.00% Reduce -70.6% 21,217 $4.4M
Mgo One Seven LLC 0.09% Add +0.8% 20,760 $4.3M
Goldman Sachs Group Inc. 0.00% Add +7.9% 20,316 $4.2M
Prospera Financial Services Inc 0.07% Reduce -0.7% 20,256 $4.2M
Investment Advisory Services Group LLC 3.62% Reduce -3.9% 19,977 $4.2M

"% 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.

Show all 609 holders