Fidelity MSCI Info Tech IndxFTECETF
13F holders, Q2 2026 (June 30)659holders +50
91new positions
35sold out
6famous investors
$284.80avg. 13F price*
At the end of Q2 2026, 659 institutions reported holding Fidelity MSCI Info Tech Indx (FTEC) in their 13F filings, up 50 from Q1 2026. 91 opened new positions and 35 sold out. The largest holders were Lido Advisors, LLC ($573.8M), Charles Schwab Investment Management Inc. ($383.8M) and Bank of America Corp. ($272.3M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Info Tech Indx
- CUSIP
- 316092808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $42.1M |
| Exits | 35 | $32.6M |
All 13F filers, Q1 2026 → Q2 2026: 887,323 shares bought and 961,107 shares sold, net −73,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Lido Advisors, LLC | 2.06% | Reduce -7.7% | 2,009,121 | $573.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.8% | 1,343,888 | $383.8M |
| Bank of America Corp. | 0.02% | Reduce -2.8% | 953,420 | $272.3M |
| LPL Financial LLC | 0.05% | Add +9.3% | 768,233 | $219.4M |
| Agf Management Ltd. | 0.77% | Add +1.7% | 690,136 | $197.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.6% | 669,504 | $191.2M |
| Commonwealth Equity Services, LLC | 0.24% | Add +0.2% | 668,463 | $190.9M |
| Morgan Stanley | 0.01% | Add +1.2% | 407,348 | $116.3M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -5.9% | 357,389 | $102.1M |
| Kestra Investment Management, LLC | 1.79% | Reduce -41.0% | 323,063 | $92.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -6.6% | 319,994 | $91.4M |
| Osaic Holdings, Inc. | 0.10% | Add +11.5% | 300,577 | $85.9M |
| Jupiter Topco LLC | 0.03% | — | 271,093 | $77.4M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -0.3% | 257,555 | $73.6M |
| Portfolio Strategies, Inc. | 6.64% | Add +0.0% | 232,327 | $67.7M |
| FMR LLC | 0.00% | Reduce -2.1% | 212,226 | $60.6M |
| Principal Securities, Inc. | 0.68% | Reduce -6.7% | 198,769 | $56.8M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -1.8% | 180,189 | $51.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 154,792 | $43.1M |
| NorthCoast Asset Management LLC | 0.94% | Add +200.4% | 148,363 | $42.4M |
| Independence Financial Advisors, LLC | 10.46% | Add +88.8% | 141,263 | $40.3M |
| UBS Group AG | 0.01% | Add +16.4% | 130,558 | $37.3M |
| Prime Capital Investment Advisors, LLC | 0.33% | Add +11.9% | 118,093 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +36.1% | 114,710 | $32.8M |
| Stifel Financial Corp. | 0.03% | Add +0.6% | 111,207 | $31.8M |
| Vicus Capital | 2.02% | Add +2718.4% | 109,437 | $31.3M |
| Financial Partners Group, Inc | 3.07% | Add +0.2% | 105,746 | $30.2M |
| Yoder Wealth Management, Inc. | 11.64% | Add +6.3% | 104,253 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 104,020 | $29.7M |
| MAI Capital Management | 0.11% | Add +7.3% | 103,149 | $29.5M |
| PFG Advisors | 1.48% | Add +0.6% | 102,879 | $29.4M |
| Cetera Investment Advisers | 0.03% | Add +1.8% | 98,702 | $28.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -0.9% | 96,503 | $27.6M |
| Fischer Financial Services, Inc. | 6.34% | Add +0.3% | 88,406 | $25.2M |
| Citigroup Inc. | 0.01% | Add +12.2% | 86,044 | $24.6M |
| Morningstar Investment Management LLC | 1.51% | No change | 117,953 | $24.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 84,177 | $23.9M |
| Kraft, Davis & Associates, LLC | 4.37% | Reduce -2.3% | 76,376 | $20.9M |
| Marotta Asset Management | 3.36% | Add +5.9% | 72,185 | $20.2M |
| Eaton Financial Holdings Company, LLC | 5.27% | Add +4.2% | 67,142 | $19.2M |
| Advisory Services Network, LLC | 0.20% | Add +3.2% | 60,737 | $17.3M |
| Quantinno Capital Management LP | 0.02% | Add +17.4% | 59,751 | $17.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 58,462 | $16.7M |
| Lifeworks Advisors, LLC | 1.69% | Reduce -0.6% | 56,502 | $16.1M |
| Armor Investment Advisors, LLC | 5.14% | Reduce -1.8% | 56,066 | $16.0M |
| Mariner, LLC | 0.02% | Reduce -1.2% | 55,671 | $15.9M |
| Mutual Advisors, LLC | 0.29% | Add +2.3% | 53,844 | $15.4M |
| King Wealth Management Group | 1.62% | Reduce -1.1% | 51,730 | $14.8M |
| MML Investors Services, LLC | 0.03% | Add +6.3% | 49,507 | $14.1M |
| Creative Planning | 0.01% | Add +12.0% | 47,835 | $13.7M |
| Rwa Wealth Partners, LLC | 0.13% | Add +3.0% | 46,724 | $13.3M |
| CX Institutional | 0.38% | Add +18.2% | 46,147 | $13.2M |
| Summit Financial, LLC | 0.14% | Reduce -7.4% | 45,909 | $13.1M |
| Smith Salley Wealth Management | 0.56% | Reduce -1.4% | 45,191 | $12.9M |
| Atlas Capital Advisors Inc. | 1.33% | Reduce -2.2% | 42,428 | $12.1M |
| Claro Advisors Inc. | 1.26% | Add +12.1% | 42,104 | $12.0M |
| Primoris Wealth Advisors, LLC | 5.37% | Add +13.2% | 41,251 | $11.8M |
| Clear Wave Wealth Management LLC | 2.57% | Reduce -28.6% | 40,454 | $11.6M |
| Traynor Capital Management, Inc. | 0.52% | Add +0.1% | 38,870 | $11.1M |
| Jones Financial Companies LLLP | 0.00% | Add +27.0% | 40,064 | $10.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.23% | Reduce -1.0% | 37,112 | $10.6M |
| NewEdge Advisors, LLC | 0.03% | Add +5.0% | 36,762 | $10.5M |
| Assetmark, Inc. | 0.02% | Reduce -9.7% | 36,327 | $10.4M |
| Focus Partners Wealth | 0.01% | Add +24.2% | 35,753 | $10.2M |
| Sterling Investment Counsel, LLC | 2.39% | Add +2.8% | 35,541 | $10.1M |
| J.W. Cole Advisors, Inc. | 0.17% | New | 35,007 | $10.0M |
| Crumly & Associates Inc. | 1.83% | Reduce -2.4% | 33,452 | $9.6M |
| Southern Capital Advisors, LLC | 3.81% | Reduce -2.5% | 31,972 | $9.1M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -0.9% | 31,737 | $9.1M |
| Sigma Planning Corp | 0.22% | Reduce -7.2% | 30,272 | $8.6M |
| Go Invest LLC | 2.03% | Add +6.1% | 30,194 | $8.6M |
| High Point Wealth Management, LLC | 7.01% | Add +2.4% | 29,412 | $8.4M |
| Financial Perspectives, Inc | 2.03% | Add +0.3% | 29,202 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +74.1% | 28,905 | $8.3M |
| CacheTech Inc. | 1.34% | Reduce -3.4% | 28,894 | $8.3M |
| Goldstone Financial Group, LLC | 0.75% | Reduce -35.2% | 28,692 | $8.2M |
| Aspetuck Financial Management LLC | 4.77% | Add +4.7% | 28,363 | $8.1M |
| Adams Wealth Management | 1.53% | Reduce -6.3% | 28,012 | $8.0M |
| KDK Private Wealth Management, LLC | 6.54% | Reduce -1.7% | 27,613 | $7.9M |
| Brighton Jones LLC | 0.14% | Reduce -10.0% | 27,307 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +11.7% | 26,599 | $7.6M |
| Capital Planning LLC | 2.19% | Reduce -4.7% | 26,350 | $7.5M |
| Meridian Wealth Management, LLC | 0.22% | Add +38.8% | 25,285 | $7.2M |
| &partners | 0.03% | Reduce -2.7% | 25,072 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Add +222.7% | 24,622 | $7.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.47% | Reduce -17.0% | 24,425 | $7.0M |
| Integrated Advisors Network LLC | 0.32% | Add +7.8% | 24,208 | $6.9M |
| Arax Advisory Partners | 0.05% | Add +312.0% | 24,191 | $6.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -5.9% | 23,942 | $6.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -4.3% | 23,401 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.7% | 23,544 | $6.6M |
| Lynch & Associates | 1.16% | Reduce -4.4% | 23,195 | $6.6M |
| Northwest Wealth Advisors, LLC | 3.73% | Add +6.0% | 22,746 | $6.5M |
| Heck Capital Advisors, LLC | 0.38% | Reduce -4.9% | 22,559 | $6.4M |
| Beaumont Financial Advisors, LLC | 0.40% | Reduce -8.8% | 22,232 | $6.3M |
| Investment Advisory Services Group LLC | 4.32% | Add +3.4% | 20,665 | $5.9M |
| Mowery & Schoenfeld Wealth Management, LLC | 7.92% | Add +2.1% | 20,358 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.1% | 20,142 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +27.1% | 20,062 | $5.7M |
| Arkadios Wealth Advisors | 0.09% | Add +0.1% | 19,760 | $5.6M |
| Maxele Advisors, LLC | 3.94% | — | 19,724 | $5.6M |
| AQR Capital Management | 0.00% | Add +15.3% | 19,550 | $5.6M |
| Fingerlakes Wealth Management, Inc. | 3.00% | Add +2.3% | 19,535 | $5.6M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -1.4% | 20,033 | $5.5M |
| Ameritas Advisory Services, LLC | 0.11% | Add +99.5% | 19,001 | $5.4M |
| Prospera Financial Services Inc | 0.08% | Reduce -6.9% | 18,855 | $5.4M |
| Mokosak Advisory Group, LLC | 1.16% | Reduce -3.5% | 18,710 | $5.3M |
| Smith Shellnut Wilson LLC | 1.99% | Add +2.2% | 18,617 | $5.3M |
| Jacobs Equity LLC | 3.64% | Reduce -4.2% | 18,443 | $5.3M |
| Allworth Financial LP | 0.02% | Reduce -0.7% | 18,143 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Add +3.9% | 18,112 | $5.2M |
| Alliance Private Wealth, LLC | 1.80% | Reduce -2.0% | 18,110 | $5.2M |
| TBH Global Asset Management, LLC | 0.93% | Add +7.3% | 17,806 | $5.1M |
| Oxford Wealth Group, LLC | 2.23% | Add +1.9% | 17,467 | $5.0M |
| Reliant Investment Partners, LLC | 3.22% | Reduce -3.6% | 16,554 | $4.7M |
| Dahring | Cusmano LLC | 2.47% | Add +1.8% | 16,423 | $4.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +12.5% | 15,996 | $4.6M |
| Anchor Investment Management, LLC | 0.34% | Reduce -2.1% | 15,868 | $4.5M |
| Visionary Wealth Advisors | 0.18% | Reduce -4.2% | 15,844 | $4.5M |
| HRT Financial LP | 0.01% | Reduce -27.1% | 15,636 | $4.5M |
| American National Bank & Trust | 0.38% | Add +5.8% | 15,433 | $4.4M |
| Secure Asset Management, LLC | 0.62% | Add +4.6% | 15,394 | $4.4M |
| Samalin Investment Counsel, LLC | 1.37% | Add +10.5% | 14,953 | $4.3M |
| Everpar Advisors LLC | 1.20% | Add +37.2% | 14,831 | $4.2M |
| Eley Financial Management, Inc | 1.36% | Reduce -5.4% | 14,748 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +26.4% | 14,456 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.8% | 13,840 | $4.0M |
| Maltin Wealth Management, Inc. | 1.31% | Reduce -12.8% | 13,684 | $3.9M |
| Ciovacco Capital Management LLC | 1.69% | Add +0.9% | 13,311 | $3.8M |
| Nova Wealth Management, Inc. | 2.06% | Reduce -4.7% | 13,076 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +2.0% | 13,061 | $3.7M |
| New York Life Investment Management LLC | 0.03% | Add +85.6% | 13,002 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.4% | 12,965 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +86.7% | 12,868 | $3.7M |
| Ancora Advisors LLC | 0.07% | Reduce -1.7% | 12,579 | $3.6M |
| Summit Wealth Group LLC / Co. | 0.30% | Reduce -8.1% | 12,547 | $3.6M |
| Cerity Partners LLC | 0.00% | Add +229.4% | 12,391 | $3.5M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -5.0% | 12,325 | $3.5M |
| Certified Advisory Corp | 0.28% | Add +17.1% | 12,232 | $3.5M |
| Northbridge Financial Group, LLC | 1.33% | Add +9.8% | 12,146 | $3.5M |
| Spinnaker Trust | 0.17% | No change | 11,957 | $3.4M |
| Succession Financial, Inc. | 3.31% | — | 11,956 | $3.4M |
| Signal Advisors Wealth, LLC | 0.18% | Add +551.5% | 11,798 | $3.4M |
| Golden State Wealth Management, LLC | 0.31% | Add +10.0% | 11,773 | $3.4M |
| Benjamin Edwards Inc. | 0.03% | Add +10.1% | 11,733 | $3.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +5.3% | 11,421 | $3.3M |
| Level Four Advisory Services, LLC | 0.09% | Add +11.4% | 11,235 | $3.2M |
| Acorn Financial Advisory Services Inc. | 0.42% | Add +21.0% | 11,194 | $3.2M |
| Navellier & Associates Inc. | 0.25% | Reduce -4.3% | 11,000 | $3.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -4.0% | 10,592 | $3.0M |
| Sax Wealth Advisors, LLC | 0.12% | Add +29.7% | 14,490 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -55.8% | 10,550 | $3.0M |
| Cooper Financial Group | 0.25% | Reduce -0.3% | 10,539 | $3.0M |
| Atlas Brown,Inc. | 0.80% | Reduce -1.3% | 10,481 | $3.0M |
| IHT Wealth Management, LLC | 0.06% | Reduce -4.4% | 10,224 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -0.0% | 10,222 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -23.9% | 10,199 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +2.4% | 10,199 | $2.9M |
| McMillan Office, Inc. | 0.33% | No change | 10,020 | $2.9M |
| Stonebrook Private Inc. | 0.52% | Add +5.3% | 9,951 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +6.6% | 9,719 | $2.8M |
| JBR Co Financial Management Inc | 1.00% | Reduce -44.6% | 9,620 | $2.7M |
| RFG Advisory, LLC | 0.04% | Add +7.5% | 9,513 | $2.7M |
| Savvy Advisors, Inc. | 0.06% | Reduce -2.1% | 9,407 | $2.7M |
| CVA Family Office, LLC | 0.24% | Add +18.1% | 9,372 | $2.7M |
| BridgePort Financial Solutions, LLC | 0.67% | Add +31.9% | 9,261 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.8% | 9,211 | $2.6M |
| Whalerock Point Partners, LLC | 0.45% | Reduce -4.5% | 9,012 | $2.6M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 8,854 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.7% | 8,804 | $2.5M |
| Atria Investments, Inc | 0.02% | Add +7.8% | 8,701 | $2.5M |
| IFP Advisors, Inc | 0.04% | Reduce -8.3% | 8,366 | $2.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.4% | 8,316 | $2.4M |
| Focus Financial Network, Inc. | 0.07% | Reduce -1.9% | 8,293 | $2.4M |
| IPG Investment Advisors LLC | 0.34% | New | 8,240 | $2.4M |
| Spire Wealth Management | 0.07% | Add +1.5% | 8,174 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 8,064 | $2.3M |
| Mgo One Seven LLC | 0.04% | Reduce -61.4% | 8,021 | $2.3M |
| Duncker Streett & Co. Inc. | 0.39% | Reduce -0.7% | 8,018 | $2.3M |
| CAP Partners, LLC | 1.12% | Add +3.2% | 8,000 | $2.3M |
| Curi Capital, LLC | 0.04% | Reduce -30.1% | 7,969 | $2.3M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -15.4% | 7,805 | $2.2M |
| Nwam LLC | 0.11% | Reduce -7.3% | 7,787 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Add +14.9% | 7,690 | $2.2M |
| Elm3 Financial Group, LLC | 1.49% | Add +2.2% | 7,609 | $2.2M |
| Investors Research Corp | 0.39% | Add +0.2% | 7,594 | $2.2M |
| Client 1ST Advisory Group, LLC | 0.57% | Reduce -5.1% | 7,441 | $2.1M |
| Modern Wealth Management, LLC | 0.03% | Add +1.6% | 7,392 | $2.1M |
| Redwood Financial Network Corp | 1.15% | Add +9.4% | 7,236 | $2.1M |
| Silver Lake Advisory, LLC | 0.74% | Reduce -4.0% | 7,211 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.0% | 7,193 | $2.1M |
| Traphagen Investment Advisors LLC | 0.15% | Add +0.0% | 7,166 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 7,150 | $2.0M |
| Allied Private Wealth LLC | 1.31% | — | 7,403 | $2.0M |
| Sweeney & Michel, LLC | 0.53% | Reduce -1.4% | 6,923 | $2.0M |
| Certuity, LLC | 0.10% | No change | 6,833 | $2.0M |
| Gotham Asset Management | 0.00% | New | 6,710 | $1.9M |
| Money Concepts Capital Corp. | 0.09% | Add +5.6% | 6,694 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -45.0% | 6,676 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +0.3% | 6,502 | $1.9M |
| Belpointe Asset Management LLC | 0.06% | Reduce -5.9% | 6,502 | $1.9M |
| NorthLanding Financial Partners, LLC | 1.28% | Reduce -0.2% | 6,476 | $1.8M |
| EPG Wealth Management LLC | 0.44% | Add +0.8% | 6,471 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Add +0.3% | 6,362 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.0% | 6,358 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -3.2% | 6,316 | $1.8M |
| OneAscent Financial Services LLC | 0.09% | Add +15.2% | 6,298 | $1.8M |
| JSF Financial, LLC | 0.28% | Add +0.0% | 6,189 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +69.8% | 6,186 | $1.8M |
| Strategic Blueprint, LLC | 0.09% | Reduce -0.4% | 6,167 | $1.8M |
| Palacios Wealth Management, LLC | 1.03% | Add +8.4% | 6,089 | $1.7M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.0% | 6,050 | $1.7M |
| Canton Hathaway, LLC | 0.33% | Reduce -2.4% | 5,995 | $1.7M |
| Florida Financial Advisors, LLC | 0.29% | Reduce -10.9% | 5,986 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -40.0% | 5,952 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +31.7% | 5,952 | $1.7M |
| Purkiss Capital Advisors LLC | 0.64% | Add +2.1% | 5,874 | $1.7M |
| Global Financial Private Client, LLC | 0.45% | Add +1.9% | 5,827 | $1.7M |
| Essex Financial Services, Inc. | 0.08% | Add +9.5% | 5,735 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 5,641 | $1.6M |
| Csenge Advisory Group | 0.06% | Reduce -1.4% | 5,546 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.6% | 5,470 | $1.6M |
| Diversify Advisory Services, LLC | 0.03% | New | 5,805 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Add +8.4% | 5,805 | $1.6M |
| Daymark Wealth Partners, LLC | 0.04% | Add +20.2% | 5,327 | $1.5M |
| Wealthstar Advisors, LLC | 0.73% | Reduce -3.5% | 5,134 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.1% | 5,112 | $1.5M |
| Sfmg, LLC | 0.09% | Add +8.2% | 5,111 | $1.5M |
| Wiser Wealth Management, Inc | 0.28% | Add +2.1% | 5,093 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.6% | 5,067 | $1.4M |
| IMA Advisory Services, Inc. | 0.09% | New | 5,046 | $1.4M |
| Forte Asset Management LLC | 0.58% | No change | 4,996 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Add +115.2% | 4,975 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -29.1% | 4,950 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | New | 4,917 | $1.4M |
| Sanchez Gaunt Capital Management, LLC | 0.77% | No change | 4,859 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -15.1% | 4,757 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +5.5% | 4,711 | $1.3M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -20.5% | 4,665 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,585 | $1.3M |
| Liberty Wealth Management LLC | 0.16% | No change | 6,247 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.3% | 4,525 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -25.1% | 4,520 | $1.3M |
| PUREfi Wealth, LLC | 0.71% | No change | 4,515 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | Add +70.3% | 4,514 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 4,494 | $1.3M |
| Williams & Novak, LLC | 0.85% | No change | 4,472 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 4,438 | $1.3M |
| SVB Wealth LLC | 0.08% | No change | 4,433 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Add +60.7% | 4,425 | $1.3M |
| Financial Freedom, LLC | 0.58% | Add +0.0% | 4,388 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,302 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -4.9% | 4,149 | $1.2M |
| WealthPlan Investment Management, LLC | 0.06% | Add +27.3% | 4,103 | $1.2M |
| Madison Wealth Partners, Inc | 0.15% | Add +38.4% | 4,096 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | Reduce -29.1% | 4,056 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +49.1% | 4,015 | $1.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.32% | No change | 4,000 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.2% | 3,994 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 3,963 | $1.1M |
| Sovran Advisors, LLC | 0.08% | Reduce -19.7% | 4,314 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.9% | 3,880 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -27.4% | 3,868 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 3,861 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.3% | 3,855 | $1.1M |
| Kintra Wealth, LLC | 0.06% | Reduce -17.3% | 3,715 | $1.1M |
| Almanack Investment Partners, LLC. | 0.14% | Add +5.0% | 3,814 | $1.1M |
| US Bancorp \de | 0.00% | Add +0.2% | 3,778 | $1.1M |
| Astra Wealth Partners LLC | 0.60% | No change | 3,774 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +18.9% | 3,731 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.8% | 3,695 | $1.1M |
| Verus Capital Partners, LLC | 0.06% | Reduce -5.8% | 3,663 | $1.0M |
| McRae Capital Management Inc. | 0.20% | Add +1.5% | 3,636 | $1.0M |
| Patron Partners, LLC | 0.40% | Reduce -1.1% | 3,632 | $1.0M |
| Mission Wealth Management, LP | 0.01% | Add +25.7% | 3,601 | $1.0M |
| Laurel Oak Wealth Management, LLC | 0.15% | Add +3.3% | 3,578 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.4% | 3,466 | $990K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -1.4% | 3,436 | $981K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 3,390 | $968K |
| VCI Wealth Management LLC | 0.24% | Reduce -2.1% | 3,366 | $961K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -21.6% | 3,289 | $939K |
| Hardy Reed LLC | 0.06% | No change | 3,284 | $938K |
| Sage Mountain Advisors LLC | 0.06% | No change | 3,217 | $919K |
| Instrumental Wealth, LLC | 0.46% | Add +1.9% | 3,214 | $918K |
| Scotia Capital Inc. | 0.00% | Add +167.8% | 3,182 | $909K |
| Citizens Financial Group Inc. | 0.01% | Add +59.9% | 3,174 | $906K |
| Alchemi Wealth, LLC | 0.42% | Add +1.9% | 3,163 | $903K |
| Pacific Sun Financial Corp | 0.37% | Reduce -2.8% | 3,132 | $894K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +13.5% | 3,114 | $889K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Reduce -0.6% | 3,103 | $886K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.3% | 3,101 | $886K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 3,072 | $877K |
| Retirement Planning Group, LLC / NY | 0.47% | Reduce -0.3% | 3,052 | $872K |
| Tandem Capital Management Corp. | 0.37% | Reduce -2.6% | 3,049 | $871K |
| PKS Advisory Services, LLC | 0.14% | Reduce -4.6% | 3,037 | $868K |
| Perkins Coie Trust Co | 0.14% | Reduce -0.8% | 3,025 | $864K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 3,011 | $860K |
| Three Magnolias Financial Advisors, LLC | 0.48% | Reduce -6.3% | 3,000 | $857K |
| Bawa N Mallick Trust | 0.28% | No change | 3,000 | $857K |
| Adirondack Trust Co. | 0.25% | No change | 2,980 | $851K |
| Aureus Asset Management, LLC | 0.05% | Add +29.2% | 2,963 | $846K |
| KCM Investment Advisors LLC | 0.03% | No change | 2,947 | $842K |
| BCS Wealth Management | 0.15% | Add +3.9% | 2,921 | $834K |
| Brown Advisory Inc. | 0.00% | Add +58.8% | 2,918 | $833K |
| AE Wealth Management LLC | 0.00% | Add +37.3% | 2,896 | $827K |
| Burke & Herbert Bank & Trust Co. | 0.20% | Add +75.1% | 2,894 | $826K |
| Valley Brook Capital Group, Inc. | 0.47% | Add +8.0% | 2,893 | $826K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.5% | 2,878 | $822K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.4% | 2,821 | $805K |
| Bogart Wealth, LLC | 0.03% | No change | 2,804 | $801K |
| Sankala Group LLC | 0.54% | Add +46.2% | 2,799 | $799K |
| Savant Capital, LLC | 0.00% | New | 2,787 | $799K |
| Compound Planning, Inc. | 0.02% | No change | 2,793 | $798K |
| Western Wealth Management, LLC | 0.03% | Add +46.0% | 2,770 | $791K |
| LJI Wealth Management, LLC | 0.11% | Reduce -3.9% | 2,745 | $784K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 2,735 | $781K |
| Ehrlich Financial Group | 0.40% | Reduce -2.4% | 2,729 | $779K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -7.2% | 2,721 | $777K |
| Balance Wealth Partners LLC | 0.20% | Reduce -2.9% | 2,697 | $770K |
| Nuveen, LLC | 0.00% | New | 2,695 | $770K |
| Root Financial Partners, LLC | 0.03% | Add +27.0% | 2,662 | $760K |
| Keybank National Association | 0.00% | No change | 2,647 | $756K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.3% | 2,635 | $753K |
| Integrity Alliance, Llc. | 0.02% | Add +19.7% | 2,604 | $744K |
| Centaurus Financial, Inc. | 0.03% | Reduce -19.5% | 2,600 | $743K |
| River Wealth Advisors LLC | 0.08% | Reduce -4.4% | 2,596 | $741K |
| Atlantic Union Bankshares Corp | 0.01% | Add +5.1% | 2,596 | $741K |
| Envision Financial Transparency, LLC | 0.63% | New | 5,026 | $741K |
| Athena Wealth Management, LLC | 0.55% | Reduce -11.8% | 2,576 | $736K |
| Composition Wealth, LLC | 0.01% | Add +1.1% | 2,575 | $735K |
| Stratos Investment Management, LLC | 0.03% | Add +0.2% | 2,573 | $735K |
| OMNI 360 Wealth, Inc. | 0.34% | Add +32.5% | 2,568 | $733K |
| Tranquility Partners, LLC | 0.25% | No change | 2,554 | $729K |
| Interchange Capital Partners, LLC | 0.14% | Reduce -47.9% | 2,541 | $726K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -1.7% | 2,486 | $710K |
| Lebenthal Global Advisors, LLC | 0.10% | Reduce -2.4% | 2,480 | $708K |
| Smithfield Trust Co | 0.03% | Reduce -1.0% | 2,475 | $707K |
| Red Door Wealth Management, LLC | 0.06% | No change | 2,465 | $704K |
| Midwest Heritage Bank, FSB | 0.20% | No change | 2,462 | $703K |
| Wealthspire Advisors, LLC | 0.00% | Add +6.1% | 2,427 | $693K |
| Calamos Wealth Management LLC | 0.02% | Add +0.9% | 2,422 | $692K |
| Mather Group, Llc. | 0.01% | Add +20.2% | 2,413 | $689K |
| Global Retirement Partners, LLC | 0.01% | — | 2,406 | $687K |
| SHP Wealth Management | 0.05% | Reduce -34.8% | 2,383 | $680K |
| Howard Financial Services, LTD. | 0.07% | New | 2,340 | $668K |
| Ruggiero Investments, Inc. | 0.57% | No change | 2,336 | $667K |
| Apriem Advisors | 0.06% | No change | 2,300 | $657K |
| BIP Wealth, LLC | 0.02% | Add +3.1% | 2,282 | $652K |
| Capital Management Associates, Inc | 0.13% | No change | 2,260 | $645K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,240 | $640K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,210 | $631K |
| Independent Wealth Network Inc. | 0.16% | Add +12.8% | 2,206 | $630K |
| Zinnia Wealth Advisory, LLC | 0.64% | Reduce -0.5% | 2,204 | $629K |
| Gaddis Premier Wealth Advisors LLC | 0.38% | Reduce -3.0% | 2,201 | $629K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 2,181 | $623K |
| Range Advisory, LLC | 0.07% | New | 2,135 | $610K |
| Asset One Wealth Management LLC | 0.06% | Reduce -2.7% | 2,177 | $606K |
| Advisors Capital Management, LLC | 0.01% | Reduce -26.7% | 2,101 | $600K |
| Sei Investments Co. | 0.00% | Add +91.9% | 2,082 | $595K |
| Bank of Montreal | 0.00% | Add +30.0% | 2,081 | $594K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.9% | 2,135 | $594K |
| Linscomb Wealth, Inc. | 0.03% | No change | 2,080 | $594K |
| Altus Wealth Group LLC | 0.21% | Reduce -4.8% | 2,078 | $593K |
| GTS Securities LLC | 0.01% | New | 2,063 | $589K |
| Everett Harris & Co. | 0.01% | No change | 2,050 | $585K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,038 | $582K |
| First Horizon Corp. | 0.02% | Reduce -44.4% | 2,035 | $581K |
| Waverly Advisors, LLC | 0.00% | Reduce -23.0% | 2,021 | $577K |
| Accelerate Investment Advisors LLC | 0.33% | Add +14.2% | 2,016 | $576K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Reduce -0.5% | 1,998 | $571K |
| True Link Financial Advisors, LLC | 0.03% | No change | 1,987 | $567K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.3% | 1,958 | $559K |
| Rise Advisors, LLC | 0.16% | Add +0.1% | 1,956 | $559K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,922 | $549K |
| Rothschild Wealth LLC | 0.04% | Add +4.3% | 1,918 | $548K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.7% | 1,918 | $548K |
| Choate Investment Advisors | 0.01% | No change | 1,895 | $541K |
| Rosenberg Matthew Hamilton | 0.10% | No change | 1,862 | $532K |
| NWF Advisory Services Inc. | 0.05% | Add +0.1% | 1,862 | $532K |
| Signaturefd, LLC | 0.01% | No change | 1,852 | $529K |
| Magnolia Capital Management Ltd. | 0.36% | Reduce -20.9% | 1,840 | $525K |
| Diversified Trust Co. | 0.01% | Add +17.3% | 1,820 | $520K |
| Leigh Baldwin & Co., LLC | 0.28% | Reduce -4.5% | 1,814 | $518K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -16.0% | 1,811 | $517K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +25.3% | 1,809 | $517K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -29.2% | 1,784 | $509K |
| HUB Investment Partners, LLC | 0.01% | New | 1,778 | $508K |
| GWN Securities Inc. | 0.08% | Reduce -2.0% | 1,777 | $508K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 1,770 | $505K |
| Pinnacle Family Advisors, LLC | 0.21% | Reduce -7.6% | 1,746 | $499K |
| Fisher Asset Management | 0.00% | Reduce -26.4% | 1,742 | $498K |
| Swmg, LLC | 0.12% | Reduce -5.6% | 1,766 | $494K |
| Sowell Financial Services LLC | 0.02% | Reduce -10.0% | 1,723 | $492K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -15.5% | 1,713 | $489K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,801 | $487K |
| Investmark Advisory Group LLC | 0.18% | Add +0.1% | 1,697 | $485K |
| International Assets Investment Management, LLC | 0.03% | Reduce -8.5% | 1,717 | $481K |
| Alexander Labrunerie & Co., Inc. | 0.17% | New | 1,679 | $479K |
| TOWER TRUST & INVESTMENT Co | 0.29% | No change | 1,657 | $473K |
| Monte Financial Group, LLC | 0.15% | Add +25.1% | 1,747 | $472K |
| Centurion Wealth Management LLC | 0.11% | Reduce -38.9% | 1,614 | $461K |
| SpringVest Wealth Management LLC | 0.29% | New | 1,600 | $457K |
| Wedmont Private Capital | 0.01% | Reduce -0.9% | 1,614 | $455K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -9.1% | 1,576 | $450K |
| Capital Advisors Inc. | 0.01% | Reduce -20.5% | 1,571 | $449K |
| WBH Advisory Inc. | 0.03% | Reduce -1.9% | 1,570 | $448K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -7.4% | 1,566 | $447K |
| Blue Trust, Inc. | 0.00% | Reduce -3.7% | 1,562 | $446K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -7.0% | 1,561 | $446K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,560 | $446K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,559 | $445K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,552 | $443K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +0.8% | 1,545 | $441K |
| Greenleaf Trust | 0.00% | Reduce -0.6% | 1,529 | $437K |
| Strengthening Families & Communities, LLC | 0.10% | Add +2.5% | 1,520 | $434K |
| NorthRock Partners, LLC | 0.01% | No change | 1,519 | $434K |
| MCF Advisors LLC | 0.02% | Add +0.1% | 1,509 | $431K |
| Betterment LLC | 0.00% | Reduce -2.4% | 1,498 | $428K |
| Piscataqua Savings Bank | 0.28% | Reduce -43.5% | 1,473 | $421K |
| PFG Investments, LLC | 0.02% | Reduce -9.9% | 1,471 | $420K |
| Pathway Financial Advisers, LLC | 0.10% | Add +11.3% | 1,444 | $412K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,492 | $412K |
| First Foundation Advisors | 0.01% | No change | 1,440 | $411K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,426 | $407K |
| Glenmede Trust Co. NA | 0.00% | Reduce -41.3% | 1,426 | $407K |
| Franklin Resources Inc. | 0.00% | Reduce -5.1% | 1,425 | $407K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,420 | $406K |
| Busey Bank | 0.01% | No change | 1,408 | $402K |
| Talon Private Wealth, LLC | 0.05% | Reduce -7.6% | 1,407 | $402K |
| AlphaCore Capital LLC | 0.01% | Add +223.6% | 1,398 | $399K |
| Roundview Capital LLC | 0.02% | No change | 1,363 | $389K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 1,341 | $383K |
| XY Planning Network, Inc. | 0.05% | No change | 1,339 | $382K |
| Moneco Advisors, LLC | 0.02% | New | 1,317 | $376K |
| AIMZ Investment Advisors, LLC | 0.10% | Reduce -7.7% | 1,314 | $375K |
| Acumen Wealth Advisors, LLC | 0.08% | Reduce -33.3% | 1,314 | $375K |
| RM Financial Services, LLC | 0.28% | No change | 1,301 | $372K |
| GGM Financial LLC | 0.14% | Add +0.1% | 1,299 | $371K |
| Kwmg, LLC | 0.03% | Add +14.5% | 1,285 | $367K |
| Ipsen Advisor Group LLC | 0.24% | Reduce -1.0% | 1,283 | $366K |
| Facet Wealth, Inc. | 0.01% | Reduce -4.9% | 1,280 | $366K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.5% | 1,273 | $363K |
| Veltria Advisors Corp. | 1.11% | No change | 1,266 | $362K |
| Russell Investments Group, Ltd. | 0.00% | Add +77.1% | 1,266 | $362K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -7.9% | 1,264 | $361K |
| Abound Wealth Management | 0.07% | No change | 1,261 | $360K |
| Krilogy Financial LLC | 0.01% | Reduce -7.5% | 1,260 | $360K |
| AssuredPartners Investment Advisors, LLC | 0.03% | No change | 1,258 | $359K |
| Creative Financial Designs Inc. | 0.02% | Add +2.2% | 1,238 | $354K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,236 | $353K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.0% | 1,232 | $352K |
| Empower Advisory Group, LLC | 0.00% | Reduce -40.1% | 1,203 | $344K |
| RVW Wealth, LLC | 0.02% | No change | 1,199 | $342K |
| MY Wealth Management Inc. | 0.24% | New | 1,195 | $341K |
| Strategic Point Investment Advisors, LLC | 0.04% | Reduce -9.8% | 1,190 | $340K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 1,170 | $334K |
| Concord Wealth Partners | 0.04% | Add +0.1% | 1,157 | $330K |
| Panoramic Capital Partners, LLC | 0.16% | New | 1,149 | $328K |
| Fulcrum Equity Management | 0.27% | New | 1,147 | $328K |
| Affinity Wealth Management LLC | 0.04% | Add +4.0% | 1,136 | $324K |
| Verdence Capital Advisors LLC | 0.02% | No change | 1,116 | $319K |
| GeoWealth Management, LLC | 0.01% | Reduce -17.2% | 1,112 | $318K |
| Strategic Investment Advisors / MI | 0.02% | Add +0.1% | 1,089 | $311K |
| Tudor Investment Corporation | 0.00% | New | 1,079 | $308K |
| Michels Family Financial, LLC | 0.20% | New | 1,078 | $308K |
| Becker Capital Management Inc. | 0.01% | No change | 1,077 | $308K |
| RiverFront Investment Group, LLC | 0.00% | Add +8.7% | 1,060 | $303K |
| FSA Advisors, Inc. | 0.14% | No change | 1,059 | $302K |
| TSA Wealth Managment LLC | 0.09% | No change | 1,058 | $302K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 1,045 | $298K |
| Riggs Asset Managment Co. Inc. | 0.05% | New | 1,042 | $298K |
| StoneX Group Inc. | 0.01% | Reduce -7.3% | 1,036 | $296K |
| Financial Council, LLC | 0.10% | No change | 1,036 | $296K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 1,034 | $295K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,028 | $294K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,037 | $290K |
| Bravias Capital Group, LLC | 0.17% | Add +0.1% | 1,014 | $290K |
| Lodestone Wealth Management LLC | 0.10% | Reduce -2.5% | 997 | $285K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 993 | $284K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 983 | $281K |
| VestGen Advisors, LLC | 0.01% | Add +1.8% | 981 | $280K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -34.3% | 977 | $279K |
| Perigon Wealth Management, LLC | 0.00% | No change | 968 | $276K |
| Elk River Wealth Management LLC | 0.04% | No change | 966 | $276K |
| Trust Point Inc. | 0.02% | New | 990 | $276K |
| Kovack Advisors, Inc. | 0.01% | Reduce -7.6% | 950 | $266K |
| Cary Street Partners Financial LLC | 0.01% | New | 913 | $261K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -7.5% | 912 | $260K |
| M3 Advisory Group, LLC | 0.13% | New | 910 | $260K |
| Daviman Financial, LLC | 0.14% | Reduce -9.8% | 906 | $259K |
| Ridgecrest Wealth Partners, LLC | 0.12% | New | 906 | $259K |
| Alpha Financial Advisors, LLC | 0.07% | New | 894 | $255K |
| Chaney Capital Management, Inc. | 0.08% | New | 893 | $255K |
| North Star Investment Management Corp. | 0.01% | No change | 890 | $254K |
| Venture Visionary Partners LLC | 0.01% | New | 885 | $253K |
| Private Trust Co. NA | 0.02% | Reduce -0.2% | 874 | $250K |
| IFC & Insurance Marketing, Inc. | 0.22% | New | 873 | $249K |
| Thrive Capital Management, LLC | 0.05% | New | 867 | $248K |
| Obermeyer Wealth Partners | 0.01% | New | 866 | $247K |
| Keystone Wealth Services, LLC | 0.05% | New | 864 | $247K |
| Regions Financial Corp. | 0.00% | New | 863 | $246K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 861 | $246K |
| Applied Capital LLC | 0.08% | New | 856 | $245K |
| Eldridge Investment Advisors, Inc. | 0.05% | New | 854 | $244K |
| Summit Place Financial Advisors, LLC | 0.11% | New | 850 | $243K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -39.4% | 849 | $242K |
| Soundwatch Capital LLC | 0.03% | New | 841 | $240K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -13.4% | 839 | $240K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 837 | $239K |
| Integral Investment Advisors, Inc. | 0.05% | New | 836 | $239K |
| Ieq Capital, LLC | 0.00% | New | 827 | $236K |
| Guild Investment Management, Inc. | 0.16% | New | 825 | $236K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 810 | $231K |
| Stone House Investment Management, LLC | 0.03% | Reduce -3.4% | 801 | $229K |
| Endowment Wealth Management, Inc. | 0.09% | New | 801 | $229K |
| Dakota Community Bank & Trust NA | 0.71% | No change | 800 | $228K |
| Roman Butler Fullerton & Co. | 0.05% | New | 815 | $225K |
| Anchor Bay Capital, Inc. | 0.12% | — | 784 | $225K |
| Peak Financial Management, Inc. | 0.05% | New | 777 | $222K |
| Independent Advisor Alliance | 0.01% | Reduce -85.3% | 777 | $222K |
| Legacy Edge Advisors, LLC | 0.02% | New | 773 | $221K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | New | 771 | $220K |
| Indivisible Partners | 0.01% | New | 767 | $219K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 760 | $217K |
| Schmidt P J Investment Management Inc. | 0.03% | New | 752 | $215K |
| Sugar Maple Asset Management, LLC | 0.14% | Reduce -22.8% | 750 | $214K |
| Bay Rivers Group | 0.07% | New | 750 | $214K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -18.7% | 750 | $214K |
| Evergreen Capital Management LLC | 0.00% | New | 750 | $214K |
| Compass Financial Management LLC | 0.03% | — | 744 | $213K |
| Commonwealth Financial Services, LLC | 0.03% | New | 744 | $212K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | New | 745 | $212K |
| Colonial Trust Advisors | 0.01% | Add +1.0% | 738 | $211K |
| Ballast Rock Private Wealth LLC | 0.10% | New | 737 | $210K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 735 | $210K |
| M&T Bank Corp | 0.00% | New | 732 | $209K |
| Clark Capital Management Group, Inc. | 0.00% | New | 727 | $208K |
| Rede Wealth, LLC | 0.07% | New | 726 | $207K |
| Royal Fund Management, LLC | 0.02% | New | 705 | $201K |
| Evolution Wealth Advisors, LLC | 0.02% | New | 705 | $201K |
| Kingsbury Capital Investment Advisors LLC | 0.17% | New | 705 | $201K |
| KMT Wealth Management, LLC | 0.17% | New | 705 | $201K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.6% | 696 | $199K |
| Peak Retirement Planning, Inc. | 0.03% | New | 676 | $193K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.1% | 671 | $192K |
| Financial Management Professionals, Inc. | 0.02% | No change | 648 | $185K |
| Cornerstone Financial Management LLC | 0.15% | No change | 643 | $184K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 609 | $174K |
| Main Street Group, LTD | 0.04% | No change | 606 | $173K |
| Wellington-Altus USA Inc. | 0.12% | New | 819 | $170K |
| New England Capital Financial Advisors LLC | 0.04% | Add +0.2% | 545 | $156K |
| LRI Investments, LLC | 0.01% | No change | 537 | $153K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.2% | 534 | $152K |
| Smartleaf Asset Management LLC | 0.00% | No change | 545 | $152K |
| Rossby Financial, LCC | 0.03% | Reduce -32.3% | 508 | $145K |
| Country Trust Bank | 0.00% | No change | 500 | $143K |
| LifeSteps Financial, Inc. | 0.06% | New | 486 | $139K |
| High Note Wealth, LLC | 0.02% | No change | 450 | $129K |
| Silver Grove Financial Group, Inc. | 0.07% | New | 438 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 438 | $125K |
| Salem Investment Counselors Inc. | 0.00% | No change | 410 | $117K |
| Merrithew & Thorsten Inc | 0.10% | Add +0.3% | 402 | $114K |
| Deutsche Bank AG | 0.00% | No change | 355 | $101K |
| Caldwell Trust Co | 0.01% | No change | 346 | $99K |
| Fiduciary Financial Advisors | 0.01% | New | 345 | $99K |
| HM Payson & Co. | 0.00% | No change | 344 | $98K |
| Gables Capital Management Inc. | 0.04% | No change | 340 | $97K |
| Graney & King, LLC | 0.03% | Add +294.7% | 521 | $96K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +13.6% | 335 | $96K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | No change | 317 | $91K |
| Caitlin John, LLC | 0.05% | No change | 310 | $89K |
| Whittier Trust Co. | 0.00% | No change | 312 | $87K |
| Colonial Trust Co / SC | 0.01% | No change | 300 | $86K |
| Geneos Wealth Management Inc. | 0.00% | No change | 300 | $86K |
| IFG Advisory, LLC | 0.00% | Add +90.3% | 274 | $78K |
| Bokf, NA | 0.00% | No change | 268 | $77K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 265 | $76K |
| Lanark Financial, Inc. | 0.01% | Add +0.4% | 262 | $75K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -33.7% | 262 | $75K |
| MidFirst Bank | 0.01% | No change | 260 | $74K |
| Dunhill Financial, LLC | 0.01% | No change | 245 | $70K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 239 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -35.9% | 230 | $66K |
| Continuum Advisory, LLC | 0.01% | New | 230 | $66K |
| Holos Integrated Wealth LLC | 0.03% | No change | 240 | $65K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.8% | 224 | $64K |
| Blueline Advisors LLC | 0.04% | New | 217 | $62K |
| Ameriflex Group, Inc. | 0.03% | No change | 216 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 210 | $60K |
| SouthState Bank Corp | 0.00% | No change | 210 | $60K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 206 | $59K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 201 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 200 | $57K |
| Valley National Advisers Inc. | 0.01% | Reduce -49.0% | 178 | $51K |
| Larson Financial Group LLC | 0.00% | Add +3.0% | 173 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.0% | 166 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 159 | $45K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 143 | $41K |
| Highland Investment Advisors LLC | 0.02% | — | 139 | $40K |
| HighMark Wealth Management LLC | 0.01% | Add +4.5% | 138 | $39K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.4% | 133 | $38K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -94.0% | 116 | $33K |
| Financial Life Planners | 0.02% | No change | 114 | $33K |
| Godfrey Financial Associates, Inc. | 0.02% | Add +38.5% | 108 | $31K |
| Roxbury Financial LLC | 0.02% | No change | 106 | $30K |
| SYM FINANCIAL Corp | 0.00% | New | 100 | $29K |
| Trust Co. of Vermont | 0.00% | — | 100 | $29K |
| Heritage Wealth Advisors | 0.00% | New | 100 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 96 | $27K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 89 | $25K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 89 | $25K |
| Harbor Asset Planning, Inc. | 0.02% | Add +84.1% | 81 | $23K |
| Operose Advisors LLC | 0.00% | No change | 77 | $22K |
| Motco | 0.00% | New | 77 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 77 | $22K |
| Capital Investment Counsel, Inc | 0.00% | No change | 73 | $21K |
| Kilter Group LLC | 0.01% | No change | 65 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 60 | $17K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $16K |
| Hoey Investments, Inc. | 0.00% | No change | 56 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 54 | $15K |
| Archer Investment Corp | 0.00% | Reduce -96.6% | 52 | $15K |
| Crewe Advisors LLC | 0.00% | No change | 51 | $15K |
| CKW Financial Group | 0.00% | No change | 50 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 49 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 46 | $13K |
| Avion Wealth | 0.00% | New | 39 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 36 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 35 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 32 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | New | 32 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 30 | $9K |
| PFS Partners, LLC | 0.00% | No change | 31 | $9K |
| Tower View Wealth Management LLC | 0.00% | No change | 30 | $9K |
| Triumph Capital Management | 0.00% | No change | 30 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 29 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 26 | $7K |
| Strategic Advocates LLC | 0.03% | No change | 25 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 23 | $7K |
| National Bank of Canada | 0.00% | Reduce -13.0% | 20 | $6K |
| Napier Financial, LLC | 0.00% | No change | 19 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -76.6% | 18 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.0% | 17 | $5K |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $5K |
| Chapman Financial Group, LLC | 0.00% | No change | 16 | $5K |
| Birchbrook, Inc. | 0.00% | New | 14 | $4K |
| Tidemark, LLC | 0.00% | No change | 14 | $4K |
| Founders Capital Management | 0.00% | No change | 12 | $4K |
| Vision Retirement, LLC | 0.00% | No change | 10 | $3K |
| GoalVest Advisory LLC | 0.00% | New | 9 | $3K |
| Trust Co | 0.00% | No change | 9 | $3K |
| Hollencrest Capital Management | 0.00% | Reduce -89.0% | 8 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 8 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -85.2% | 4 | $1K |
| Midwest Capital Advisors, LLC | 0.00% | New | 3 | $860 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $571 |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 2 | $571 |
"% 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.