FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | 1.56% | 1.38% | #39 | $573.8M | 2.0M | $452.7M | 2.2M | -166,697-7.66% | Reduce | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.05% | 0.04% | #285 | $383.8M | 1.3M | $293.6M | 1.4M | -67,244-4.77% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.02% | 0.01% | #414 | $272.3M | 953,420 | $204.1M | 981,242 | -27,822-2.84% | Reduce | |
| LPL Financial LLC | 0.05% | 0.04% | #288 | $219.4M | 768,233 | $146.2M | 702,831 | +65,402+9.31% | Add | |
| AGF MANAGEMENT LTD | 0.76% | 0.63% | #65 | $197.1M | 690,136 | $141.1M | 678,442 | +11,694+1.72% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.05% | 0.04% | #299 | $191.2M | 669,504 | $143.0M | 687,323 | -17,819-2.59% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.24% | 0.19% | #138 | $190.9M | 668,463 | $138.8M | 667,376 | +1,087+0.16% | Add | |
| MORGAN STANLEY | 0.01% | <0.01% | #503 | $116.3M | 407,348 | $76.1M | 342,605 | +64,743+18.90% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.13% | 0.12% | #196 | $101.6M | 355,913 | $79.0M | 379,870 | -23,957-6.31% | Reduce | |
| Kestra Investment Management, LLC | 1.79% | 1.96% | #35 | $92.3M | 323,063 | $113.9M | 547,277 | -224,214-40.97% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.05% | 0.04% | #289 | $91.4M | 319,994 | $71.3M | 342,635 | -22,641-6.61% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.1% | 0.08% | #211 | $85.9M | 300,577 | $56.1M | 269,662 | +30,915+11.46% | Add | |
| Jupiter Topco LLC | 0.03% | — | #336 | $77.4M | 271,093 | $0 | 0 | +271,093 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | 0.17% | 0.14% | #164 | $73.6M | 257,555 | $53.8M | 258,355 | -800-0.31% | Reduce | |
| Portfolio Strategies, Inc. | 6.76% | 5.96% | #5 | $67.7M | 232,327 | $48.3M | 232,265 | +62+0.03% | Add | |
| FMR LLC | <0.01% | <0.01% | #563 | $60.6M | 212,226 | $45.1M | 216,747 | -4,521-2.09% | Reduce | |
| PRINCIPAL SECURITIES, INC. | 0.68% | 0.65% | #70 | $56.8M | 198,769 | $44.3M | 212,930 | -14,161-6.65% | Reduce | |
| Kestra Advisory Services, LLC | 0.17% | 0.14% | #166 | $51.5M | 180,189 | $38.2M | 183,454 | -3,265-1.78% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #571 | $43.1M | 154,792 | $30.6M | 153,395 | +1,397+0.91% | Add | |
| NorthCoast Asset Management LLC | 0.94% | 0.24% | #60 | $42.4M | 148,363 | $10.3M | 49,395 | +98,968+200.36% | Add | |
| Independence Financial Advisors, LLC | 10.46% | 4.67% | #2 | $40.3M | 141,263 | $15.6M | 74,828 | +66,435+88.78% | Add | |
| UBS Group AG | <0.01% | <0.01% | #522 | $37.3M | 130,558 | $23.3M | 112,118 | +18,440+16.45% | Add | |
| Prime Capital Investment Advisors, LLC | 0.33% | 0.25% | #115 | $33.7M | 118,093 | $22.0M | 105,576 | +12,517+11.86% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | <0.01% | #514 | $32.8M | 114,710 | $17.5M | 84,309 | +30,401+36.06% | Add | |
| STIFEL FINANCIAL CORP | 0.03% | 0.02% | #365 | $31.8M | 111,207 | $23.0M | 110,601 | +606+0.55% | Add | |
| VICUS CAPITAL | 2.02% | 0.06% | #31 | $31.3M | 109,437 | $807,877 | 3,883 | +105,554+2,718.36% | Add | |
| Financial Partners Group, Inc | 3.07% | 2.63% | #20 | $30.2M | 105,746 | $22.0M | 105,511 | +235+0.22% | Add | |
| Yoder Wealth Management, Inc. | 11.64% | 9.3% | #1 | $29.8M | 104,253 | $20.4M | 98,083 | +6,170+6.29% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #483 | $29.7M | 104,020 | $21.1M | 101,252 | +2,768+2.73% | Add | |
| MAI Capital Management | 0.11% | 0.11% | #203 | $29.5M | 103,149 | $20.0M | 96,176 | +6,973+7.25% | Add | |
| PFG Advisors | 1.48% | 1.04% | #43 | $29.4M | 102,879 | $21.3M | 102,299 | +580+0.57% | Add | |
| Cetera Investment Advisers | 0.03% | 0.02% | #369 | $28.2M | 98,702 | $20.2M | 96,937 | +1,765+1.82% | Add | |
| Steward Partners Investment Advisory, LLC | 0.14% | 0.1% | #184 | $27.6M | 96,503 | $20.3M | 97,373 | -870-0.89% | Reduce | |
| Fischer Financial Services, Inc. | 6.34% | 6.17% | #7 | $25.2M | 88,406 | $18.3M | 88,133 | +273+0.31% | Add | |
| CITIGROUP INC | 0.01% | 0.01% | #480 | $24.6M | 86,044 | $16.0M | 76,721 | +9,323+12.15% | Add | |
| Morningstar Investment Management LLC | 1.5% | 1.52% | #41 | $24.5M | 117,953 | $24.5M | 117,953 | 00.00% | Unchanged | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #521 | $23.9M | 84,177 | $16.8M | 80,911 | +3,266+4.04% | Add | |
| Kraft, Davis & Associates, LLC | 4.37% | 4.11% | #12 | $20.9M | 76,376 | $19.3M | 78,202 | -1,826-2.33% | Reduce | |
| Eaton Financial Holdings Company, LLC | 5.27% | 4.39% | #9 | $19.2M | 67,142 | $13.4M | 64,451 | +2,691+4.18% | Add | |
| Advisory Services Network, LLC | 0.2% | 0.16% | #156 | $17.3M | 60,737 | $12.2M | 58,837 | +1,900+3.23% | Add | |
| Quantinno Capital Management LP | 0.02% | 0.02% | #399 | $17.1M | 59,751 | $10.6M | 50,899 | +8,852+17.39% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #595 | $16.9M | 59,322 | $3.1M | 15,129 | +44,193+292.11% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #567 | $16.7M | 58,462 | $12.2M | 58,694 | -232-0.40% | Reduce | |
| Lifeworks Advisors, LLC | 1.69% | 1.52% | #37 | $16.1M | 56,502 | $11.8M | 56,848 | -346-0.61% | Reduce | |
| Armor Investment Advisors, LLC | 5.14% | 4.28% | #10 | $16.0M | 56,066 | $11.9M | 57,065 | -999-1.75% | Reduce | |
| Mariner, LLC | 0.02% | 0.01% | #424 | $15.9M | 55,671 | $11.7M | 56,364 | -693-1.23% | Reduce | |
| Mutual Advisors, LLC | 0.29% | 0.23% | #121 | $15.4M | 53,844 | $10.9M | 52,631 | +1,213+2.30% | Add | |
| King Wealth Management Group | 1.62% | 1.36% | #38 | $14.8M | 51,730 | $10.9M | 52,316 | -586-1.12% | Reduce | |
| Marotta Asset Management | 2.77% | 2.65% | #22 | $14.4M | 68,189 | $14.4M | 68,189 | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | 0.03% | 0.03% | #349 | $14.1M | 49,507 | $9.7M | 46,574 | +2,933+6.30% | Add |