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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $37.1M |
| Exits | 53 | $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 |
| Mowery & Schoenfeld Wealth Management, LLC | 6.34% | Reduce -33.2% | 19,944 | $4.1M |
| Arkadios Wealth Advisors | 0.07% | Reduce -0.9% | 19,751 | $4.1M |
| Mokosak Advisory Group, LLC | 1.01% | Reduce -0.8% | 19,388 | $4.0M |
| Jacobs Equity LLC | 3.58% | Add +54.8% | 19,247 | $4.0M |
| Fingerlakes Wealth Management, Inc. | 2.63% | Reduce -2.6% | 19,095 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -34.3% | 18,581 | $3.9M |
| JBR Co Financial Management Inc | 1.63% | No change | 17,363 | $3.9M |
| Alliance Private Wealth, LLC | 1.38% | Add +3.2% | 18,478 | $3.8M |
| Sunbelt Securities, Inc. | 0.24% | Add +2.2% | 18,418 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -1.0% | 18,278 | $3.8M |
| Meridian Wealth Management, LLC | 0.13% | Add +0.7% | 18,222 | $3.8M |
| Smith Shellnut Wilson LLC | 1.66% | Reduce -0.6% | 18,217 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +3.9% | 17,426 | $3.6M |
| Reliant Investment Partners, LLC | 2.96% | Reduce -0.4% | 17,174 | $3.6M |
| Oxford Wealth Group, LLC | 1.95% | Reduce -3.6% | 17,133 | $3.6M |
| AQR Capital Management | 0.00% | Add +7.4% | 16,949 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -46.9% | 16,606 | $3.5M |
| TBH Global Asset Management, LLC | 0.70% | Reduce -23.1% | 16,596 | $3.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -3.4% | 16,541 | $3.4M |
| Anchor Investment Management, LLC | 0.28% | Reduce -5.3% | 16,213 | $3.4M |
| Dahring | Cusmano LLC | 2.06% | Add +3.0% | 16,126 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.7% | 15,783 | $3.3M |
| Maltin Wealth Management, Inc. | 1.25% | Reduce -4.9% | 15,701 | $3.3M |
| Eley Financial Management, Inc | 1.17% | Add +1.5% | 15,597 | $3.2M |
| Secure Asset Management, LLC | 0.48% | Reduce -6.5% | 14,714 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.6% | 14,640 | $3.0M |
| American National Bank & Trust | 0.29% | Add +12.3% | 14,588 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.3% | 14,534 | $3.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 14,216 | $3.0M |
| Nova Wealth Management, Inc. | 1.86% | Add +29.1% | 13,724 | $2.9M |
| Summit Wealth Group LLC / Co. | 0.30% | Reduce -19.3% | 13,646 | $2.8M |
| Samalin Investment Counsel, LLC | 1.00% | Add +15.9% | 13,531 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +4.9% | 13,401 | $2.8M |
| Ciovacco Capital Management LLC | 1.60% | Reduce -1.0% | 13,190 | $2.7M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.8% | 12,970 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +1.2% | 12,810 | $2.7M |
| Ancora Advisors LLC | 0.06% | No change | 12,797 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.1% | 12,135 | $2.5M |
| Sax Wealth Advisors, LLC | 0.12% | No change | 11,175 | $2.5M |
| Northbridge Financial Group, LLC | 1.08% | Add +0.1% | 11,058 | $2.5M |
| Spinnaker Trust | 0.14% | Reduce -2.9% | 11,957 | $2.5M |
| Navellier & Associates Inc. | 0.25% | Reduce -5.0% | 11,500 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +7.3% | 11,436 | $2.4M |
| Curi Capital, LLC | 0.04% | Reduce -16.2% | 11,394 | $2.4M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -21.4% | 11,038 | $2.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +16.6% | 10,841 | $2.3M |
| Everpar Advisors LLC | 0.77% | Add +36.7% | 10,811 | $2.2M |
| Golden State Wealth Management, LLC | 0.24% | Add +3.8% | 10,701 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -35.6% | 10,690 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +3.0% | 10,662 | $2.2M |
| Atlas Brown,Inc. | 0.67% | Reduce -1.9% | 10,621 | $2.2M |
| Cooper Financial Group | 0.22% | Reduce -3.9% | 10,576 | $2.2M |
| Certified Advisory Corp | 0.19% | Reduce -7.1% | 10,442 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -51.4% | 10,223 | $2.1M |
| Level Four Advisory Services, LLC | 0.07% | Add +23.8% | 10,085 | $2.1M |
| McMillan Office, Inc. | 0.27% | No change | 10,020 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -55.2% | 9,960 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -24.2% | 9,914 | $2.1M |
| Savvy Advisors, Inc. | 0.05% | Reduce -8.2% | 9,610 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -1.5% | 9,524 | $2.0M |
| Stonebrook Private Inc. | 0.42% | Reduce -41.7% | 9,449 | $2.0M |
| Whalerock Point Partners, LLC | 0.39% | Reduce -0.2% | 9,436 | $2.0M |
| Cwm, LLC | 0.01% | Add +60.0% | 9,386 | $2.0M |
| Acorn Financial Advisory Services Inc. | 0.26% | Add +7.8% | 9,251 | $1.9M |
| Soltis Investment Advisors LLC | 0.12% | Add +13.3% | 9,229 | $1.9M |
| IFP Advisors, Inc | 0.04% | Add +21.0% | 9,128 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.6% | 9,117 | $1.9M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -2.8% | 8,854 | $1.8M |
| RFG Advisory, LLC | 0.03% | Reduce -3.3% | 8,847 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.2% | 8,516 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -58.4% | 8,468 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -4.9% | 8,453 | $1.8M |
| Nwam LLC | 0.10% | Reduce -12.0% | 8,405 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -3.1% | 8,142 | $1.7M |
| Duncker Streett & Co. Inc. | 0.32% | Reduce -3.6% | 8,078 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -51.8% | 8,074 | $1.7M |
| Spire Wealth Management | 0.06% | Add +10.8% | 8,050 | $1.7M |
| CVA Family Office, LLC | 0.17% | Add +1690.7% | 7,933 | $1.7M |
| Client 1ST Advisory Group, LLC | 0.50% | Reduce -1.6% | 7,840 | $1.6M |
| CAP Partners, LLC | 0.91% | Add +1.1% | 7,750 | $1.6M |
| Evoke Wealth, LLC | 0.03% | No change | 7,729 | $1.6M |
| Sweeney & Michel, LLC | 0.47% | Add +6.1% | 7,020 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.6% | 7,629 | $1.6M |
| Investors Research Corp | 0.30% | Add +4.9% | 7,579 | $1.6M |
| Silver Lake Advisory, LLC | 0.62% | Reduce -1.3% | 7,511 | $1.6M |
| Elm3 Financial Group, LLC | 1.31% | Reduce -1.0% | 7,446 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -11.5% | 7,277 | $1.5M |
| Anfield Capital Management, LLC | 0.42% | New | 7,341 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +3.7% | 7,267 | $1.5M |
| Two Sigma Securities, LLC | 0.17% | New | 7,179 | $1.5M |
| Traphagen Investment Advisors LLC | 0.12% | Reduce -2.0% | 7,164 | $1.5M |
| Claris Financial LLC | 0.81% | Add +68.2% | 10,143 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +3.8% | 7,081 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.41% | Reduce -9.0% | 7,020 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Add +198.4% | 7,007 | $1.5M |
| Blair William & Co. | 0.00% | Add +38.0% | 6,985 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.1% | 6,894 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +4.4% | 6,912 | $1.4M |
| Certuity, LLC | 0.09% | Add +0.1% | 6,833 | $1.4M |
| Florida Financial Advisors, LLC | 0.33% | Add +6.6% | 6,717 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +26.6% | 6,692 | $1.4M |
| Palacios Wealth Management, LLC | 0.87% | Add +53.6% | 5,618 | $1.4M |
| Redwood Financial Network Corp | 0.90% | Add +25.2% | 6,613 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -84.8% | 6,525 | $1.4M |
| NorthLanding Financial Partners, LLC | 1.09% | Reduce -2.3% | 6,491 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -4.5% | 6,486 | $1.3M |
| EPG Wealth Management LLC | 0.36% | Reduce -0.6% | 6,422 | $1.3M |
| Sovran Advisors, LLC | 0.10% | Reduce -4.9% | 5,372 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +29.7% | 6,343 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +10.1% | 6,338 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Add +0.4% | 5,353 | $1.3M |
| Liberty Wealth Management LLC | 0.16% | Add +4.8% | 6,247 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.7% | 6,194 | $1.3M |
| JSF Financial, LLC | 0.25% | Reduce -45.7% | 6,187 | $1.3M |
| Canton Hathaway, LLC | 0.26% | No change | 6,145 | $1.3M |
| Independent Financial Group, LLC | 0.03% | No change | 6,052 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.2% | 6,033 | $1.3M |
| Arax Advisory Partners | 0.03% | Reduce -62.7% | 5,872 | $1.2M |
| Silver Oak Securities, Incorporated | 0.09% | Add +19.9% | 5,865 | $1.2M |
| Purkiss Capital Advisors LLC | 0.53% | Reduce -29.6% | 5,755 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Add +17.2% | 5,721 | $1.2M |
| Global Financial Private Client, LLC | 0.39% | Add +5.5% | 5,719 | $1.2M |
| Csenge Advisory Group | 0.05% | Reduce -0.8% | 5,623 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -4.4% | 5,604 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.8% | 5,483 | $1.1M |
| OneAscent Financial Services LLC | 0.06% | Add +11.2% | 5,465 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +333.4% | 5,327 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +154.4% | 5,325 | $1.1M |
| Wealthstar Advisors, LLC | 0.66% | Reduce -3.7% | 5,318 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 5,274 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.4% | 5,255 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.9% | 5,236 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.1% | 5,115 | $1.1M |
| Forte Asset Management LLC | 0.46% | Add +0.0% | 4,996 | $1.0M |
| Wiser Wealth Management, Inc | 0.22% | No change | 4,987 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +102.6% | 4,981 | $1.0M |
| Sanchez Gaunt Capital Management, LLC | 0.63% | — | 4,859 | $1.0M |
| Optiver Holding B.V. | 0.04% | New | 4,823 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +11.3% | 4,817 | $1.0M |
| Sfmg, LLC | 0.07% | Add +50.9% | 4,726 | $983K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.8% | 4,585 | $954K |
| Northern Trust Corp. | 0.00% | Add +39.4% | 4,544 | $945K |
| Williams & Novak, LLC | 0.71% | No change | 4,472 | $942K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +26.3% | 4,519 | $940K |
| PUREfi Wealth, LLC | 0.62% | No change | 4,515 | $939K |
| Kintra Wealth, LLC | 0.07% | Add +5.0% | 4,493 | $935K |
| CoreCap Advisors, LLC | 0.03% | Add +3.1% | 4,465 | $929K |
| SVB Wealth LLC | 0.06% | Reduce -18.0% | 4,433 | $922K |
| Daymark Wealth Partners, LLC | 0.03% | Add +10.8% | 4,431 | $922K |
| Financial Freedom, LLC | 0.45% | Add +0.2% | 4,387 | $913K |
| Stonebridge Financial Planning Group, LLC | 0.33% | Add +0.8% | 4,364 | $908K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.9% | 4,350 | $905K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $896K |
| Blue Jean Financial LLC | 0.72% | Add +2.6% | 4,209 | $876K |
| CreativeOne Wealth, LLC | 0.02% | Add +6.9% | 4,197 | $873K |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 4,074 | $848K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.28% | New | 4,000 | $832K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.4% | 3,993 | $831K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,944 | $820K |
| Verus Capital Partners, LLC | 0.06% | Add +0.7% | 3,889 | $809K |
| Vicus Capital | 0.06% | Reduce -96.5% | 3,883 | $808K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.1% | 3,807 | $792K |
| Interchange Capital Partners, LLC | 0.25% | Add +3.0% | 4,876 | $786K |
| Astra Wealth Partners LLC | 0.50% | No change | 3,774 | $785K |
| US Bancorp \de | 0.00% | Add +18.2% | 3,770 | $784K |
| Cerity Partners LLC | 0.00% | Add +3.9% | 3,762 | $783K |
| Patron Partners, LLC | 0.34% | Reduce -1.5% | 3,671 | $764K |
| First Horizon Corp. | 0.03% | Add +2261.3% | 3,660 | $761K |
| SHP Wealth Management | 0.06% | Reduce -9.3% | 3,657 | $761K |
| Coordinated Financial Services, Inc. | 0.44% | Add +6.0% | 3,654 | $760K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.6% | 3,644 | $758K |
| Almanack Investment Partners, LLC. | 0.13% | Add +0.3% | 3,632 | $756K |
| McRae Capital Management Inc. | 0.15% | Reduce -10.8% | 3,581 | $745K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +21.4% | 3,514 | $731K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -96.8% | 3,485 | $725K |
| Laurel Oak Wealth Management, LLC | 0.12% | No change | 3,463 | $720K |
| VCI Wealth Management LLC | 0.20% | Add +11.2% | 3,440 | $716K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -2.5% | 3,386 | $705K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 3,347 | $696K |
| Hardy Reed LLC | 0.05% | No change | 3,284 | $683K |
| Centaurus Financial, Inc. | 0.03% | Reduce -12.2% | 3,231 | $672K |
| WealthPlan Investment Management, LLC | 0.04% | New | 3,223 | $671K |
| Pacific Sun Financial Corp | 0.32% | Add +23.8% | 3,222 | $670K |
| Sage Mountain Advisors LLC | 0.05% | No change | 3,217 | $669K |
| Three Magnolias Financial Advisors, LLC | 0.42% | No change | 3,200 | $666K |
| PKS Advisory Services, LLC | 0.15% | Reduce -3.4% | 3,184 | $662K |
| Instrumental Wealth, LLC | 0.40% | Add +1.7% | 3,154 | $656K |
| Wealthfront Advisers LLC | 0.00% | Add +9.2% | 3,139 | $653K |
| Tandem Capital Management Corp. | 0.33% | Reduce -0.3% | 3,129 | $651K |
| Lifelong Wealth Advisors, Inc. | 0.17% | No change | 3,123 | $650K |
| Alchemi Wealth, LLC | 0.36% | Add +0.8% | 3,103 | $646K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 3,072 | $639K |
| Retirement Planning Group, LLC / NY | 0.41% | Reduce -5.7% | 3,060 | $637K |
| Perkins Coie Trust Co | 0.12% | Reduce -4.1% | 3,050 | $635K |
| Bawa N Mallick Trust | 0.26% | No change | 3,000 | $624K |
| Adirondack Trust Co. | 0.21% | No change | 2,980 | $620K |
| Madison Wealth Partners, Inc | 0.10% | Add +4.1% | 2,959 | $616K |
| KCM Investment Advisors LLC | 0.02% | Reduce -1.4% | 2,947 | $613K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +24.0% | 2,933 | $610K |
| Athena Wealth Management, LLC | 0.50% | Add +0.2% | 2,919 | $607K |
| Vise Technologies, Inc. | 0.01% | No change | 2,692 | $605K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,891 | $601K |
| Advisors Capital Management, LLC | 0.01% | Add +12.5% | 2,866 | $596K |
| Mission Wealth Management, LP | 0.01% | Reduce -13.4% | 2,864 | $596K |
| LJI Wealth Management, LLC | 0.10% | Reduce -3.2% | 2,855 | $594K |
| BCS Wealth Management | 0.12% | Reduce -50.0% | 2,811 | $585K |
| Bogart Wealth, LLC | 0.02% | Reduce -0.2% | 2,804 | $583K |
| Ehrlich Financial Group | 0.33% | Reduce -52.9% | 2,797 | $582K |
| Compound Planning, Inc. | 0.02% | Reduce -9.7% | 2,793 | $581K |
| Balance Wealth Partners LLC | 0.18% | Reduce -0.5% | 2,778 | $578K |
| PGIM Custom Harvest LLC | 0.01% | Add +4.4% | 2,753 | $573K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +177.4% | 2,744 | $571K |
| D'Orazio & Associates, Inc. | 0.07% | Add +4.3% | 2,735 | $569K |
| River Wealth Advisors LLC | 0.06% | Add +0.9% | 2,715 | $565K |
| Moors & Cabot, Inc. | 0.02% | No change | 2,697 | $561K |
| Valley Brook Capital Group, Inc. | 0.37% | Add +17.1% | 2,678 | $557K |
| Catalina Capital Group, LLC | 0.34% | Reduce -2.6% | 2,656 | $553K |
| Integrated Wealth Concepts LLC | 0.00% | Add +62.5% | 2,652 | $552K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.5% | 2,651 | $552K |
| Keybank National Association | 0.00% | Add +14.2% | 2,647 | $551K |
| Centurion Wealth Management LLC | 0.12% | Reduce -0.1% | 2,641 | $549K |
| Waverly Advisors, LLC | 0.00% | Reduce -84.3% | 2,624 | $546K |
| Piscataqua Savings Bank | 0.38% | No change | 2,608 | $543K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,593 | $540K |
| Asset One Wealth Management LLC | 0.06% | Add +9.0% | 2,238 | $539K |
| Stratos Investment Management, LLC | 0.02% | Add +39.3% | 2,568 | $534K |
| Tranquility Partners, LLC | 0.20% | No change | 2,554 | $531K |
| Composition Wealth, LLC | 0.01% | Reduce -1.9% | 2,548 | $530K |
| Lebenthal Global Advisors, LLC | 0.08% | Reduce -1.4% | 2,540 | $528K |
| Founders Financial Alliance, LLC | 0.09% | Add +1.7% | 2,529 | $526K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +10.1% | 2,521 | $525K |
| Smithfield Trust Co | 0.02% | Add +3.1% | 2,500 | $519K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.5% | 2,471 | $514K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.0% | 2,465 | $513K |
| Midwest Heritage Bank, FSB | 0.16% | No change | 2,462 | $512K |
| Glenmede Trust Co. NA | 0.00% | Add +264.9% | 2,430 | $506K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,400 | $499K |
| Calamos Advisors LLC | 0.00% | New | 2,400 | $499K |
| Fisher Asset Management | 0.00% | New | 2,368 | $493K |
| Ruggiero Investments, Inc. | 0.47% | New | 2,336 | $486K |
| Magnolia Capital Management Ltd. | 0.33% | No change | 2,325 | $484K |
| Flputnam Investment Management Co. | 0.01% | Reduce -11.5% | 2,312 | $481K |
| Apriem Advisors | 0.05% | No change | 2,300 | $479K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 2,296 | $478K |
| Aureus Asset Management, LLC | 0.03% | New | 2,294 | $477K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.3% | 2,288 | $476K |
| Gaddis Premier Wealth Advisors LLC | 0.35% | Reduce -2.3% | 2,268 | $472K |
| Capital Management Associates, Inc | 0.11% | No change | 2,260 | $470K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,240 | $466K |
| Leo Wealth, LLC | 0.03% | Reduce -1.9% | 2,228 | $463K |
| Zinnia Wealth Advisory, LLC | 0.52% | Reduce -9.9% | 2,216 | $461K |
| BIP Wealth, LLC | 0.02% | Reduce -11.1% | 2,214 | $461K |
| Altus Wealth Group LLC | 0.19% | Reduce -1.4% | 2,184 | $454K |
| Integrity Alliance, Llc. | 0.02% | Reduce -4.6% | 2,175 | $453K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.2% | 2,157 | $449K |
| Selective Wealth Management, Inc. | 0.13% | Add +0.1% | 1,801 | $443K |
| AE Wealth Management LLC | 0.00% | Reduce -48.5% | 2,109 | $439K |
| Rf&l Wealth Management, LLC | 0.33% | No change | 2,108 | $439K |
| Root Financial Partners, LLC | 0.02% | Reduce -2.4% | 2,096 | $436K |
| Linscomb Wealth, Inc. | 0.02% | No change | 2,080 | $433K |
| Brooklyn Investment Group | 0.01% | New | 2,071 | $431K |
| Everett Harris & Co. | 0.01% | No change | 2,050 | $427K |
| TFC Financial Management, Inc. | 0.05% | No change | 2,038 | $424K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -23.2% | 2,028 | $422K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.8% | 2,019 | $420K |
| Mather Group, Llc. | 0.00% | No change | 2,007 | $418K |
| Empower Advisory Group, LLC | 0.00% | Add +10.4% | 2,007 | $418K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | Reduce -0.4% | 2,007 | $418K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -27.9% | 2,075 | $414K |
| True Link Financial Advisors, LLC | 0.03% | No change | 1,987 | $413K |
| Citizens Financial Group Inc. | 0.01% | Reduce -82.0% | 1,985 | $413K |
| Rise Advisors, LLC | 0.15% | Add +0.1% | 1,954 | $412K |
| Capital Advisors Inc. | 0.01% | Add +5.8% | 1,976 | $411K |
| Acumen Wealth Advisors, LLC | 0.11% | No change | 1,971 | $410K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -43.1% | 1,971 | $410K |
| Independent Wealth Network Inc. | 0.12% | Reduce -2.1% | 1,956 | $407K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -13.5% | 1,953 | $406K |
| Trexquant Investment LP | 0.00% | Add +34.2% | 1,941 | $404K |
| OMNI 360 Wealth, Inc. | 0.21% | No change | 1,938 | $403K |
| Baird Financial Group, Inc. | 0.00% | Reduce -24.1% | 1,922 | $400K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -1.7% | 1,919 | $399K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.3% | 1,915 | $398K |
| International Assets Investment Management, LLC | 0.03% | Add +0.8% | 1,877 | $395K |
| Leigh Baldwin & Co., LLC | 0.26% | Reduce -11.6% | 1,899 | $395K |
| Western Wealth Management, LLC | 0.01% | No change | 1,897 | $395K |
| Choate Investment Advisors | 0.01% | No change | 1,895 | $394K |
| Pinnacle Family Advisors, LLC | 0.18% | Add +3.5% | 1,889 | $393K |
| Sankala Group LLC | 0.32% | Add +10.9% | 1,915 | $393K |
| Swmg, LLC | 0.11% | Add +0.4% | 1,870 | $389K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 1,862 | $387K |
| NWF Advisory Services Inc. | 0.04% | Add +8.5% | 1,861 | $387K |
| Signaturefd, LLC | 0.01% | Add +35.0% | 1,852 | $385K |
| Rothschild Wealth LLC | 0.03% | Add +1.8% | 1,838 | $382K |
| Brown Advisory Inc. | 0.00% | No change | 1,838 | $382K |
| GWN Securities Inc. | 0.07% | Add +0.2% | 1,814 | $378K |
| Signal Advisors Wealth, LLC | 0.03% | New | 1,811 | $377K |
| Zacks Investment Management | 0.00% | New | 1,786 | $372K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 1,770 | $368K |
| Accelerate Investment Advisors LLC | 0.25% | Reduce -5.9% | 1,765 | $367K |
| Fifth Third Securities, Inc. | 0.02% | Add +7.9% | 1,734 | $361K |
| Wedmont Private Capital | 0.01% | Add +1.1% | 1,628 | $359K |
| Barlow Wealth Partners, LLC | 0.04% | Add +1.4% | 1,492 | $359K |
| Investmark Advisory Group LLC | 0.15% | Add +0.1% | 1,695 | $353K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -17.1% | 1,691 | $352K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -9.3% | 1,678 | $349K |
| TOWER TRUST & INVESTMENT Co | 0.23% | No change | 1,657 | $345K |
| Ibex Wealth Advisors | 0.03% | New | 1,656 | $344K |
| Burke & Herbert Bank & Trust Co. | 0.10% | Add +33.9% | 1,653 | $344K |
| PFG Investments, LLC | 0.02% | Add +37.8% | 1,632 | $340K |
| Blue Trust, Inc. | 0.00% | Reduce -61.1% | 1,622 | $338K |
| WBH Advisory Inc. | 0.03% | Reduce -6.7% | 1,600 | $337K |
| Bank of Montreal | 0.00% | Add +19.3% | 1,601 | $333K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,595 | $332K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,560 | $325K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Reduce -45.4% | 1,557 | $324K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.2% | 1,341 | $323K |
| Diversified Trust Co. | 0.01% | No change | 1,552 | $323K |
| Veltria Advisors Corp. | 1.07% | Reduce -56.4% | 1,266 | $323K |
| Krilogy Financial LLC | 0.01% | Add +8.1% | 1,362 | $322K |
| Greenleaf Trust | 0.00% | Add +30.3% | 1,538 | $320K |
| Betterment LLC | 0.00% | Add +6.5% | 1,535 | $319K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +5.0% | 1,532 | $319K |
| Talon Private Wealth, LLC | 0.04% | — | 1,523 | $317K |
| NorthRock Partners, LLC | 0.01% | Add +15.2% | 1,519 | $316K |
| Archer Investment Corp | 0.07% | Add +138.2% | 1,510 | $314K |
| MCF Advisors LLC | 0.01% | Add +11.4% | 1,508 | $314K |
| Franklin Resources Inc. | 0.00% | No change | 1,501 | $312K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +66.0% | 1,487 | $309K |
| Strengthening Families & Communities, LLC | 0.08% | New | 1,483 | $309K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +1.0% | 1,444 | $300K |
| First Foundation Advisors | 0.01% | No change | 1,440 | $300K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -63.9% | 1,426 | $297K |
| AIMZ Investment Advisors, LLC | 0.09% | Reduce -14.9% | 1,424 | $296K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $295K |
| Busey Bank | 0.01% | Reduce -11.3% | 1,408 | $293K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,400 | $291K |
| Monte Financial Group, LLC | 0.10% | Add +12.3% | 1,397 | $291K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.8% | 1,372 | $285K |
| Roundview Capital LLC | 0.02% | No change | 1,363 | $283K |
| Goodman Financial Corp | 0.05% | No change | 1,358 | $282K |
| XY Planning Network, Inc. | 0.05% | Reduce -6.7% | 1,339 | $282K |
| Facet Wealth, Inc. | 0.00% | Add +37.4% | 1,346 | $280K |
| GeoWealth Management, LLC | 0.01% | Add +6.6% | 1,343 | $280K |
| Strategic Point Investment Advisors, LLC | 0.04% | Reduce -0.8% | 1,320 | $275K |
| Fortress Financial Solutions, LLC | 0.29% | Add +0.1% | 1,320 | $275K |
| Ascent Advisors, LLC | 0.50% | — | 5,447 | $273K |
| RM Financial Services, LLC | 0.23% | No change | 1,301 | $271K |
| GGM Financial LLC | 0.12% | No change | 1,298 | $270K |
| Pathway Financial Advisers, LLC | 0.08% | Add +12.8% | 1,298 | $270K |
| Ipsen Advisor Group LLC | 0.19% | Reduce -9.8% | 1,296 | $270K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Add +16.7% | 1,258 | $269K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 1,280 | $267K |
| Abound Wealth Management | 0.06% | No change | 1,261 | $262K |
| Apollon Wealth Management, LLC | 0.00% | Add +20.9% | 1,254 | $261K |
| VestGen Advisors, LLC | 0.01% | New | 964 | $258K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,037 | $258K |
| Creative Financial Designs Inc. | 0.02% | Reduce -4.0% | 1,211 | $252K |
| RVW Wealth, LLC | 0.02% | Reduce -0.8% | 1,199 | $249K |
| Scotia Capital Inc. | 0.00% | Add +0.7% | 1,188 | $247K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 1,185 | $247K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,170 | $243K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 1,156 | $240K |
| Kwmg, LLC | 0.02% | New | 1,122 | $233K |
| StoneX Group Inc. | 0.01% | Reduce -56.3% | 1,118 | $233K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.1% | 1,116 | $232K |
| Uptick Partners, LLC | 0.05% | New | 1,114 | $232K |
| Quantbot Technologies LP | 0.01% | New | 1,097 | $228K |
| Affinity Wealth Management LLC | 0.03% | Add +0.7% | 1,092 | $227K |
| Strategic Investment Advisors / MI | 0.02% | Add +0.2% | 1,088 | $226K |
| Sei Investments Co. | 0.00% | No change | 1,085 | $226K |
| Becker Capital Management Inc. | 0.01% | New | 1,077 | $224K |
| FSA Advisors, Inc. | 0.15% | Reduce -0.6% | 1,059 | $220K |
| TSA Wealth Managment LLC | 0.07% | No change | 1,058 | $220K |
| Colton Groome Financial Advisors, LLC | 0.06% | No change | 1,045 | $217K |
| Kovack Advisors, Inc. | 0.01% | Add +3.0% | 1,028 | $216K |
| Financial Council, LLC | 0.08% | No change | 1,036 | $216K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 1,034 | $215K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,028 | $214K |
| Lodestone Wealth Management LLC | 0.08% | No change | 1,022 | $213K |
| Bravias Capital Group, LLC | 0.14% | Reduce -42.1% | 1,013 | $211K |
| Daviman Financial, LLC | 0.12% | Add +8.8% | 1,005 | $209K |
| HighPoint Advisor Group LLC | 0.01% | Add +11.1% | 1,000 | $208K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -5.7% | 993 | $207K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -9.3% | 986 | $205K |
| RiverFront Investment Group, LLC | 0.00% | Add +7.7% | 975 | $203K |
| Sugar Maple Asset Management, LLC | 0.12% | No change | 972 | $202K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +5.1% | 969 | $202K |
| Marmo Financial Group, LLC | 0.10% | Add +0.1% | 968 | $202K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -15.2% | 968 | $201K |
| Elk River Wealth Management LLC | 0.03% | Reduce -4.9% | 966 | $201K |
| Mascoma Wealth Management LLC | 0.04% | No change | 922 | $192K |
| WealthShield Partners, LLC | 0.02% | Reduce -6.7% | 913 | $190K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $185K |
| Private Trust Co. NA | 0.02% | Reduce -3.3% | 876 | $182K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 837 | $174K |
| Stone House Investment Management, LLC | 0.03% | No change | 829 | $172K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -21.7% | 810 | $169K |
| Dakota Community Bank & Trust NA | 0.56% | New | 800 | $166K |
| Howe & Rusling Inc. | 0.01% | Reduce -11.5% | 779 | $162K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 760 | $158K |
| Rossby Financial, LCC | 0.03% | Add +98.4% | 750 | $158K |
| Colonial Trust Advisors | 0.01% | No change | 731 | $152K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.1% | 715 | $149K |
| Hantz Financial Services, Inc. | 0.00% | Add +383.7% | 653 | $136K |
| Financial Management Professionals, Inc. | 0.02% | No change | 648 | $135K |
| Cornerstone Financial Management LLC | 0.12% | No change | 643 | $134K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -6.6% | 609 | $127K |
| Main Street Group, LTD | 0.04% | New | 606 | $126K |
| New England Capital Financial Advisors LLC | 0.03% | No change | 544 | $113K |
| LRI Investments, LLC | 0.01% | No change | 537 | $112K |
| Raffa Wealth Management, LLC | 0.02% | No change | 533 | $111K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.8% | 545 | $109K |
| Country Trust Bank | 0.00% | New | 500 | $104K |
| Dagco, Inc. | 0.02% | No change | 463 | $96K |
| High Note Wealth, LLC | 0.02% | No change | 450 | $94K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.4% | 438 | $91K |
| AlphaCore Capital LLC | 0.00% | No change | 432 | $90K |
| Salem Investment Counselors Inc. | 0.00% | New | 410 | $85K |
| Merrithew & Thorsten Inc | 0.08% | No change | 401 | $83K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +62.5% | 395 | $82K |
| AdvisorNet Financial, Inc | 0.00% | Add +176.2% | 359 | $75K |
| Deutsche Bank AG | 0.00% | Reduce -70.3% | 355 | $74K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.5% | 348 | $73K |
| Valley National Advisers Inc. | 0.01% | Reduce -4.4% | 349 | $72K |
| Caldwell Trust Co | 0.01% | No change | 346 | $72K |
| HM Payson & Co. | 0.00% | Add +6.5% | 344 | $71K |
| Gables Capital Management Inc. | 0.03% | No change | 340 | $71K |
| Whittier Trust Co. | 0.00% | No change | 312 | $67K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | No change | 317 | $66K |
| Caitlin John, LLC | 0.04% | No change | 310 | $64K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 300 | $62K |
| Colonial Trust Co / SC | 0.01% | No change | 300 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 295 | $61K |
| Bokf, NA | 0.00% | No change | 268 | $56K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 266 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $55K |
| Lanark Financial, Inc. | 0.00% | Reduce -31.1% | 261 | $54K |
| MidFirst Bank | 0.00% | Reduce -20.0% | 260 | $54K |
| United Community Bank | 0.02% | Reduce -50.0% | 250 | $52K |
| Holos Integrated Wealth LLC | 0.03% | New | 240 | $51K |
| Dunhill Financial, LLC | 0.01% | No change | 245 | $51K |
| Ameriflex Group, Inc. | 0.02% | New | 216 | $45K |
| SouthState Bank Corp | 0.00% | Reduce -5.8% | 210 | $44K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 210 | $43K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +10.8% | 206 | $43K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 201 | $42K |
| Qube Research & Technologies Ltd | 0.00% | Add +104.7% | 176 | $37K |
| Larson Financial Group LLC | 0.00% | Add +8.4% | 168 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 165 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $33K |
| IFG Advisory, LLC | 0.09% | New | 144 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 138 | $29K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $28K |
| HighMark Wealth Management LLC | 0.01% | No change | 132 | $27K |
| Graney & King, LLC | 0.01% | No change | 132 | $27K |
| Financial Life Planners | 0.02% | New | 114 | $24K |
| Roxbury Financial LLC | 0.02% | No change | 106 | $22K |
| Cornerstone Planning Group LLC | 0.00% | New | 83 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 96 | $20K |
| Truvestments Capital LLC | 0.00% | New | 95 | $20K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 89 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.1% | 89 | $18K |
| Evergreen Advisors, LLC | 0.00% | New | 87 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 79 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +23.8% | 78 | $16K |
| Key Capital Management, INC | 0.01% | No change | 77 | $16K |
| Operose Advisors LLC | 0.00% | New | 77 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 77 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -54.2% | 77 | $16K |
| Capital Investment Counsel, Inc | 0.00% | No change | 73 | $15K |
| Hollencrest Capital Management | 0.00% | No change | 73 | $15K |
| Arcadia Investment Management Corp. | 0.00% | No change | 70 | $15K |
| Meramec Financial Planners, LLC | 0.01% | New | 59 | $14K |
| Kilter Group LLC | 0.01% | No change | 65 | $14K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $11K |
| CKW Financial Group | 0.00% | No change | 50 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 51 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 50 | $10K |
| JNBA Financial Advisors | 0.00% | New | 49 | $10K |
| DecisionPoint Financial, LLC | 0.00% | No change | 46 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 44 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 32 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 26 | $7K |
| Belvedere Trading LLC | 0.00% | New | 31 | $6K |
| PFS Partners, LLC | 0.00% | Add +3.3% | 31 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 30 | $6K |
| Triumph Capital Management | 0.00% | New | 30 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $6K |
| Bessemer Group Inc. | 0.00% | New | 30 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -99.0% | 27 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 25 | $5K |
| Strategic Advocates LLC | 0.02% | Reduce -89.9% | 25 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 23 | $5K |
| National Bank of Canada | 0.00% | Reduce -42.5% | 23 | $5K |
| Napier Financial, LLC | 0.00% | New | 19 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 17 | $4K |
| Chapman Financial Group, LLC | 0.00% | No change | 16 | $3K |
| Tidemark, LLC | 0.00% | New | 14 | $3K |
| Founders Capital Management | 0.00% | No change | 12 | $3K |
| Vision Retirement, LLC | 0.00% | No change | 10 | $2K |
| Trust Co | 0.00% | No change | 9 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 8 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $416 |
| Activest Wealth Management | 0.00% | New | 1 | $134 |
"% 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.