FTEC institutional holders

Fidelity MSCI Information Technology Index ETF · 690 reporting institutions · $4.8B reported value

Funds that can replace FTEC · FTEC return decomposition

Institutional holdings

Institutions reporting FTEC, largest first
InstitutionReported positionAdvisors at firmReport period
Lido Advisors, LLC$573.8M3202026-06-30
Charles Schwab Investment Management Inc$383.8M372026-06-30
Bank of America Corp /de$272.3M02026-06-30
Lpl Financial LLC$219.4M23,4582026-06-30
Agf Management Ltd$197.1M02026-06-30
Envestnet Pmc$191.2M602026-06-30
Commonwealth Equity Services, LLC$190.9M2,8632026-06-30
Richard Bernstein Advisors LLC$123.6M02026-03-31
Morgan Stanley$116.3M23,1852026-06-30
Mercer Global Advisors Inc /adv$102.1M02026-06-30
Kestra Investment Management, LLC$92.3M92026-06-30
Northwestern Mutual Wealth Management Co$91.4M02026-06-30
Osaic Holdings, Inc.$85.9M02026-06-30
Full Sail Capital, LLC$78.3M02025-09-30
Jupiter Topco LLC$77.4M02026-06-30
Portfolio Strategies, Inc.$67.7M32026-06-30
Fmr LLC$60.6M02026-06-30
Principal Securities, Inc.$56.8M1,4632026-06-30
Kestra Advisory Services, LLC$51.5M1,4792026-06-30
Jpmorgan Chase & Co$43.1M02026-06-30
Northcoast Asset Management LLC$42.4M312026-06-30
Independence Financial Advisors, LLC$40.3M82026-06-30
UBS Group AG$37.3M02026-06-30
Prime Capital Financial$33.7M2652026-06-30
Wells Fargo & Company/mn$32.8M02026-06-30
Stifel Financial Corp$31.8M02026-06-30
Vicus Capital$31.3M902026-06-30
Financial Partners Group, Inc$30.2M92026-06-30
Yoder Wealth Management, Inc.$29.8M22026-06-30
Raymond James Financial Inc$29.7M02026-06-30
Mai Capital Management$29.5M3082026-06-30
Pfg Advisors$29.4M832026-06-30
Cetera Investment Advisers$28.2M10,3702026-06-30
Steward Partners Investment Advisory, LLC$27.6M4812026-06-30
Fischer Financial Services, Inc.$25.2M42026-06-30
Citigroup Inc$24.6M02026-06-30
Morningstar Investment Management LLC$24.5M252026-06-30
Ameriprise Financial Inc$23.9M02026-06-30
Kraft, Davis & Associates, LLC$20.9M52026-06-30
Marotta Asset Management$20.2M92026-06-30
Eaton Financial Holdings Company, LLC$19.2M02026-06-30
Advisory Services Network$17.3M2532026-06-30
Quantinno Capital Management LP$17.1M02026-06-30
Royal Bank of Canada$16.7M02026-06-30
Lifeworks Advisors, LLC$16.1M422026-06-30
Armor Investment Advisors, LLC$16M42026-06-30
Mariner, LLC$15.9M02026-06-30
Mutual Advisors, LLC$15.4M1532026-06-30
MML Investors Services, LLC$14.1M5,1202026-06-30
Creative Planning$13.7M1,1712026-06-30
Rwa Wealth Partners, LLC$13.3M722026-06-30
Summit Financial, LLC$13.1M2292026-06-30
Smith Salley Wealth Management$12.9M172026-06-30
Atlas Capital Advisors Inc.$12.1M82026-06-30
Claro Advisors Inc.$12M202026-06-30
Primoris Wealth Advisors, LLC$11.8M62026-06-30
Clear Wave Wealth Management LLC$11.6M22026-06-30
Traynor Capital Management, Inc.$11.1M72026-06-30
Jones Financial Companies LLLP$10.9M02026-06-30
Grimes & Co Wealth Management, LLC$10.6M382026-06-30
Newedge Advisors$10.5M6012026-06-30
Assetmark, Inc$10.4M2202026-06-30
Focus Partners Wealth$10.2M1,0482026-06-30
Sterling Investment Counsel, LLC$10.1M52026-06-30
J.W. Cole Advisors, Inc.$10M4992026-06-30
Crumly & Associates Inc.$9.6M62026-06-30
Southern Capital Advisors, LLC$9.1M62026-06-30
Snowden Capital Advisors LLC$9.1M1222026-06-30
Sigma Planning Corp$8.6M4742026-06-30
Go Invest LLC$8.6M12026-06-30
High Point Wealth Management, LLC$8.4M22026-06-30
Financial Perspectives, Inc$8.3M152026-06-30
Sanctuary Advisors, LLC$8.3M4012026-06-30
Cachetech Inc.$8.3M32026-06-30
Goldstone Financial Group, LLC$8.2M172026-06-30
Aspetuck Financial Management LLC$8.1M12026-06-30
Adams Wealth Management$8M102026-06-30
Kdk Private Wealth Management, LLC$7.9M52026-06-30
Brighton Jones LLC$7.8M1592026-06-30
Kestra Private Wealth Services, LLC$7.6M2062026-06-30
Capital Planning LLC$7.5M52026-06-30
Meridian Wealth Management, LLC$7.2M582026-06-30
&partners$7.2M5552026-06-30
Susquehanna International Group, LLP$7M02026-06-30
Cantor Fitzgerald Investment Advisors LP$7M322026-06-30
Integrated Advisors Network LLC$6.9M792026-06-30
Arax Advisory Partners$6.9M2322026-06-30
Court Place Advisors, LLC$6.9M02025-09-30
United Capital Financial Advisors, LLC$6.8M1662026-06-30
Equitable Holdings, Inc.$6.7M02026-06-30
Wealth Enhancement Advisory Services, LLC$6.6M1,0262026-06-30
Lynch & Associates/in$6.6M72026-06-30
West Invest$6.5M72026-06-30
Heck Capital Advisors, LLC$6.4M242026-06-30
Beaumont Financial Advisors, LLC$6.3M162026-06-30
Investment Advisory Services Group LLC$5.9M92026-06-30
Mowery & Schoenfeld Wealth Management, LLC$5.8M72026-06-30
Hightower Advisors, LLC$5.8M1,0462026-06-30
Stratos Wealth Partners, Ltd.$5.7M3862026-06-30
Arkadios Wealth Advisors$5.6M2262026-06-30
Maxele Advisors, LLC$5.6M22026-06-30
Aqr Capital Management LLC$5.6M12026-06-30
Apexium Financial, LP$5.6M02025-09-30
Fingerlakes Wealth Management, Inc.$5.6M42026-06-30
Chicago Partners Investment Group LLC$5.5M572026-06-30
Ameritas Advisory Services, LLC$5.4M5502026-06-30
Prospera Financial Services, Inc.$5.4M2702026-06-30
Mokosak Advisory Group, LLC$5.3M42026-06-30
Smith Shellnut Wilson LLC /adv$5.3M122026-06-30
Jacobs Equity LLC$5.3M32026-06-30
Allworth Financial, LP$5.2M3172026-06-30
Bnp Paribas Financial Markets$5.2M02026-06-30
Alliance Private Wealth, LLC$5.2M72026-06-30
Tbh Global Asset Management, LLC$5.1M132026-06-30
Oxford Wealth Group, LLC$5M02026-06-30
Reliant Investment Partners, LLC$4.7M32026-06-30
Dahring | Cusmano LLC$4.7M92026-06-30
Ep Wealth Advisors, LLC$4.6M3382026-06-30
Visionary Wealth Advisors$4.5M462026-06-30
American National Bank & Trust$4.4M02026-06-30
Secure Asset Management, LLC$4.4M552026-06-30
Samalin Investment Counsel, LLC$4.3M82026-06-30
Everpar Advisors LLC$4.2M102026-06-30
Eley Financial Management, Inc$4.2M42026-06-30
Davenport & Co LLC$4.1M3392026-06-30
Maltin Wealth Management, Inc.$3.9M42026-06-30
Sunbelt Securities, Inc.$3.8M632026-03-31
Ciovacco Capital Management$3.8M12026-06-30
Robertson Stephens Wealth Management, LLC$3.7M722026-06-30
New York Life Investment Management LLC$3.7M892026-06-30
Bank of New York Mellon Corp$3.7M02026-06-30
Farther Finance Advisors, LLC$3.7M3342026-06-30
Ancora Advisors LLC$3.6M102026-06-30
Summit Wealth Group LLC / Co$3.6M392026-06-30
Cerity Partners LLC$3.5M7772026-06-30
Rehmann Capital Advisory Group$3.5M422026-06-30
Certified Advisory Corp$3.5M172026-06-30
Northbridge Financial Group, LLC$3.5M92026-06-30
Spinnaker Trust$3.4M02026-06-30
Succession Financial, Inc$3.4M32026-06-30
Anchor Investment Management, LLC$3.4M62026-03-31
Signal Advisors Wealth, LLC$3.4M452026-06-30
Golden State Wealth Management, LLC$3.4M472026-06-30
Benjamin Edwards Inc$3.4M02026-06-30
Foundations Investment Advisors, LLC$3.3M3022026-06-30
Level Four Advisory Services$3.2M1412026-06-30
Acorn Financial Advisory Services Inc /adv$3.2M172026-06-30
Navellier & Associates Inc$3.1M122026-06-30
Wcg Wealth Advisors LLC$3M1302026-06-30
Sax Wealth Advisors, LLC$3M422026-06-30
Citadel Advisors LLC$3M02026-06-30
Cooper McManus$3M632026-06-30
Atlas Brown, Inc.$3M72026-06-30
Iht Wealth Management LLC$2.9M1592026-06-30
Elevation Point Wealth Partners, LLC$2.9M562026-06-30
Corient Private Wealth LP$2.9M6742026-06-30
Vestmark Advisory Solutions, Inc.$2.9M82026-06-30
McMillan Office, Inc.$2.9M02026-06-30
Stonebrook Private Inc.$2.8M32026-06-30
Pathstone Holdings, LLC$2.8M02026-06-30
Fmi$2.7M42026-06-30
Rfg Advisory, LLC$2.7M1912026-06-30
Savvy Advisors, Inc.$2.7M2142026-06-30
Cva Family Office, LLC$2.7M82026-06-30
Bridgeport Financial Solutions$2.6M132026-06-30
Orion Porfolio Solutions, LLC$2.6M1992026-06-30
Whalerock Point Partners, LLC$2.6M42026-06-30
Bakeravenue$2.5M352026-06-30
Goldman Sachs Group Inc$2.5M02026-06-30
Atria Investments, Inc$2.5M62026-06-30
Ifp Advisors, Inc$2.4M3182026-06-30
Avior Wealth Management, LLC$2.4M692026-06-30
Focus Financial$2.4M1212026-06-30
Ipg Investment Advisors LLC$2.4M402026-06-30
Spire Wealth Management$2.3M32026-06-30
Truist Financial Corp$2.3M02026-06-30
Mgo One Seven LLC$2.3M1182026-06-30
Duncker Streett & Co.$2.3M22026-06-30
Cap Partners, LLC$2.3M72026-06-30
Curi Capital, LLC$2.3M942026-06-30
Soltis Investment Advisors LLC$2.2M782026-06-30
Nwam LLC$2.2M622026-06-30
Merit Financial Group, LLC$2.2M2952026-06-30
Elm3 Financial Group, LLC$2.2M32026-06-30
Irc Wealth$2.2M72026-06-30
Client 1st Advisory Group, LLC$2.1M72026-06-30
Modern Wealth Management, LLC$2.1M1612026-06-30
Redwood Financial Network Corp$2.1M82026-06-30
Silver Lake Advisory, LLC$2.1M02026-06-30
Traphagen Investment Advisors LLC$2M162026-06-30
Captrust Financial Advisors$2M9622026-06-30
Allied Private Wealth LLC$2M32026-06-30
Sweeney & Michel, LLC$2M32026-06-30
Cwm, LLC$2M6672026-03-31
Certuity, LLC$2M242026-06-30
Gotham Asset Management, LLC$1.9M52026-06-30
Money Concepts Capital Corp$1.9M3892026-06-30
Private Advisor Group, LLC$1.9M9272026-06-30
Seacrest Wealth Management, LLC$1.9M352026-06-30
Belpointe Asset Management LLC$1.9M1702026-06-30
Northlanding Financial Partners, LLC$1.8M22026-06-30
Epg Wealth Management LLC$1.8M112026-06-30
Harbour Investments, Inc.$1.8M2472026-06-30
Rockefeller Capital Management LP$1.8M3462026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$1.8M02026-06-30
Oneascent Financial Services LLC$1.8M852026-06-30
Jsf Financial, LLC$1.8M122026-06-30
Valmark Advisers, Inc.$1.8M2952026-06-30
Strategic Blueprint, LLC$1.8M552026-06-30
Palacios Wealth Management, LLC$1.7M12026-06-30
Independent Financial Group, LLC$1.7M4812026-06-30
Canton Hathaway, LLC$1.7M52026-06-30
Florida Financial Advisors, LLC$1.7M8572026-06-30
Sumitomo Mitsui Ds Asset Management Company, Ltd$1.7M02026-06-30
Purkiss Capital Advisors LLC$1.7M52026-06-30
Global Financial Private Client, LLC$1.7M52026-06-30
Essex Financial Services, Inc.$1.6M332026-06-30
Blackrock, Inc.$1.6M02026-06-30
Csenge Advisory Group$1.6M752026-06-30
Sequoia Financial Group, LLC$1.6M2582026-06-30
Diversify Advisory Services, LLC$1.6M1162026-06-30
Diversify Wealth Management, LLC$1.6M782026-06-30
Anfield Capital Management, LLC$1.5M02026-03-31
Daymark Wealth Partners, LLC$1.5M372026-06-30
Claris Financial LLC$1.5M22026-03-31
Wealthstar Advisors, LLC$1.5M92026-06-30
Ashton Thomas Private Wealth, LLC$1.5M962026-06-30
Sfmg, LLC$1.5M162026-06-30
Wiser Wealth Management, Inc$1.5M52026-06-30
Wealthcare Advisory Partners LLC$1.4M1702026-06-30
Ima Advisory Services, Inc.$1.4M482026-06-30
Forte Asset Management, LLC$1.4M22026-06-30
Flputnam Investment Management Co$1.4M782026-06-30
Blair William & Co/il$1.4M3292026-06-30
Simplicity Wealth, LLC$1.4M02026-06-30
Comerica Bank$1.4M02025-12-31
Sanchez Gaunt Capital Management, LLC$1.4M32026-06-30
Hb Wealth Management, LLC$1.4M1692026-06-30
Corecap Advisors, LLC$1.3M1182026-06-30
Silver Oak Securities, Incorporated$1.3M1172026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Liberty Wealth Management LLC$1.3M252026-06-30
O'Shaughnessy Asset Management, LLC$1.3M582026-06-30
Focus Partners Advisor Solutions, LLC$1.3M422026-06-30
Purefi Wealth, LLC$1.3M72026-06-30
Cresset Asset Management, LLC$1.3M2122026-06-30
Northern Trust Corp$1.3M02026-06-30
Williams & Novak, LLC$1.3M52026-06-30
D. E. Shaw & Co., LP$1.3M02026-06-30
Svb Wealth LLC$1.3M802026-06-30

The 250 largest of 690 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30