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Get Institutions for : 
Fidelity Msci Telecommunication Services (FCOM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    6
Total shares held : 
10,750,230  
% of shares held : 
75.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
-116,188  
% of shares held change : 
  -0.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 92,312
 0.86%
 
Increased Positions :
39
 966,901
 8.99%
 
Unchanged Positions :
25
 169,148
 1.57%
 
Decreased Positions :
52
-1,062,225
-9.88%
 
Closed Positions :
14
-113,176
-1.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 309 - 2024-03-31 4,709,322 $233,394,000 1,436,228
   Lido Advisors LLC 20 - 2024-03-31 1,800,154 $89,216,000 57,899
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 161 - 2024-03-31 1,139,893 $56,493,000 100,303
   MORGAN STANLEY 2786 - 2024-03-31 365,052 $18,092,000 12,423
   Full Sail Capital LLC 40 - 2024-03-31 269,593 $13,361,000 -14,801
   COMMONWEALTH EQUITY SERVICES LLC. 674 - 2024-03-31 255,745 $12,675,000 -11,672
   AGF MANAGEMENT LTD 190 - 2024-03-31 253,504 $12,564,000 52,580
   HIGHTOWER ADVISORS, LLC 643 - 2024-03-31 230,653 $11,435,000 -3,058
   WELLS FARGO & CO/MN 1540 - 2024-03-31 199,729 $9,899,000 -70,514
   STIFEL FINANCIAL CORP 836 - 2024-03-31 191,751 $9,503,000 -3,204
   ENVESTNET ASSET MANAGEMENT INC 1707 - 2024-03-31 149,712 $7,420,000 -33,945
   Crumly & Associates Inc. 24 - 2024-03-31 119,369 $5,916,000 106,979
   PERSONAL CFO SOLUTIONS LLC 18 - 2024-03-31 117,685 $5,832,000 -5,677
   Connectus Wealth LLC 112 - 2024-03-31 115,562 $5,733,000 63,702
   Kestra Advisory Services LLC 515 - 2024-03-31 102,213 $5,066,000 8,769
   Beaumont Capital Management LLC 16 - 2024-03-31 85,340 $4,229,000 -16,197
   Advisor Group Holdings Inc. 1165 - 2024-03-31 83,252 $4,133,000 -44,875
   AE Wealth Management LLC 349 - 2024-03-31 77,378 $3,835,000 -166,944
   ADVISORY SERVICES NETWORK, LLC 283 - 2024-03-31 73,953 $3,665,000 48,493
   LPL FINANCIAL CORP 2012 - 2024-03-31 73,421 $3,639,000 6,277
   SOUTHERN CAPITAL ADVISORS LLC 11 - 2024-03-31 70,838 $3,511,000 20,867
   UBS Group AG 2539 - 2024-03-31 66,623 $3,302,000 260
   JANNEY MONTGOMERY SCOTT LLC 940 - 2024-03-31 63,171 $3,131,000 2,341
   EUDAIMONIA ADVISORS LLC 14 - 2024-03-31 61,958 $3,071,000 17,367
   WIN ADVISORS INC 24 *New 2024-03-31 59,756 $2,962,000 59,756
   SMITH, SALLEY & ASSOCIATES 77 - 2024-03-31 58,853 $2,917,000 -182
   Yoder Wealth Management Inc. 19 - 2024-03-31 53,687 $2,661,000 961
   ATLAS CAPITAL ADVISORS LLC 56 - 2024-03-31 53,670 $2,660,000 13,547
   LINCOLN NATIONAL CORP 275 - 2024-03-31 53,213 $2,637,000 -5,136
   Maltin Wealth Management Inc. 19 - 2024-03-31 53,060 $2,630,000 2,136
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1120 - 2024-03-31 51,346 $2,545,000 -3,322
   Orion Portfolio Solutions LLC 586 - 2024-03-31 47,223 $2,340,000 -24,409
   BANK OF AMERICA CORP /DE/ 3542 - 2024-03-31 45,289 $2,245,000 -4,301
   THRIVENT FINANCIAL FOR LUTHERANS 1380 - 2024-03-31 38,810 $1,923,000 5,891
   EXCHANGE CAPITAL MANAGEMENT INC 90 - 2024-03-31 38,268 $1,897,000 -389
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1673 - 2024-03-31 36,856 $1,827,000 -8,834
   INDEPENDENT ORDER OF FORESTERS 9 - 2024-03-31 35,987 $1,784,000 -3,276
   MACQUARIE GROUP LTD 1203 - 2024-03-31 35,987 $1,784,000 -3,276
   Eudaimonia Partners LLC 53 - 2024-03-31 35,386 $1,754,000 -1,483
   KESTRA PRIVATE WEALTH SERVICES LLC 406 - 2024-03-31 34,979 $1,734,000 -3,284
   GOLDMAN SACHS GROUP INC/ 3263 - 2024-03-31 34,095 $1,690,000 34,095
   MECHANICS BANK TRUST DEPARTMENT 96 - 2024-03-31 33,265 $1,649,000 -1,927
   Colonial River Wealth Management LLC 37 - 2024-03-31 27,320 $1,354,000 10,888
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2202 - 2024-03-31 27,045 $1,340,000 2,924
   EPG Wealth Management LLC 83 - 2024-03-31 26,785 $1,327,000 -888
   Lifeworks Advisors LLC 79 - 2024-03-31 25,892 $1,283,000 320
   Snowden Capital Advisors LLC 426 - 2024-03-31 25,744 $1,276,000 6,075
   Merit Financial Group LLC 348 - 2024-03-31 25,253 $1,243,000 25,253
   J P MORGAN CHASE & CO 3250 - 2024-03-31 24,117 $1,195,000 -834
   Gimbal Financial 14 - 2024-03-31 23,538 $1,167,000 -19,495
   LYNCH & ASSOCIATES/IN 72 - 2024-03-31 22,927 $1,136,000 1,746
   Main Street Financial Solutions LLC 158 - 2024-03-31 22,721 $1,126,000 0
   Birchcreek Wealth Management LLC 48 - 2024-03-31 18,660 $925,000 -385
   VISTA INVESTMENT MANAGEMENT 87 - 2024-03-31 17,017 $843,000 841
   Fifth Third Securities Inc. 168 - 2024-03-31 16,585 $822,000 0
   PACIFIC SUN FINANCIAL CORP 63 - 2024-03-31 16,575 $821,000 -140
   Stonebridge Financial Planning Group LLC 76 - 2024-03-31 15,269 $757,000 2,042
   Atria Wealth Solutions Inc. 1043 - 2024-03-31 14,937 $740,000 2,098
   TWO SIGMA INVESTMENTS LLC 2062 - 2024-03-31 14,100 $699,000 -10,300
   Sigma Planning Corp 647 - 2024-03-31 13,492 $669,000 964
   FINANCIAL NETWORK 1749 - 2024-03-31 13,119 $650,000 7,087
   AXXCESS WEALTH MANAGEMENT LLC 477 - 2024-03-31 12,924 $641,000 -2,570
   Court Place Advisors LLC 85 - 2024-03-31 12,864 $638,000 -4,848
   Atlas Private Wealth Management 89 - 2024-03-31 12,686 $629,000 119
   Comprehensive Wealth Management LLC 18 - 2024-03-31 12,535 $621,000 -596
   MML INVESTORS SERVICES LLC 1672 - 2024-03-31 12,462 $618,000 -1,606
   ROYAL BANK OF CANADA 3359 - 2024-03-31 11,703 $580,000 3,501
   Soltis Investment Advisors LLC 190 - 2024-03-31 11,691 $579,000 276
   CX Institutional 352 *New 2024-03-31 11,669 $578,000 11,669
   Charter Oak Capital Management LLC 108 - 2024-03-31 11,022 $546,000 -2,262
   MERCER GLOBAL ADVISORS INC /ADV 1249 - 2024-03-31 10,580 $524,000 4,700
   MARINER WEALTH ADVISORS, LLC 2032 *New 2024-03-31 9,797 $486,000 9,797
   RAYMOND JAMES & ASSOCIATES 3055 - 2024-03-31 9,453 $468,000 2,357
   D E SHAW & CO INC 2295 - 2024-03-31 9,414 $467,000 4,447
   ATLAS BROWNINC 124 - 2024-03-31 9,244 $458,000 4
   FMR LLC 2609 - 2024-03-31 8,643 $428,000 2,968
   BP WEALTH MANAGEMENT LLC 517 - 2024-03-31 8,501 $421,000 -1,456
   KCM INVESTMENT ADVISORS LLC 286 - 2024-03-31 7,860 $390,000 0
   Stratos Wealth Partners LTD. 996 - 2024-03-31 7,405 $367,000 0
   CITADEL ADVISORS LLC 4080 - 2024-03-31 6,972 $346,000 -42,305
   Dynamic Advisors Solutions LLC 735 - 2024-03-31 6,538 $324,000 0
   OPPENHEIMER & CO INC 1159 *New 2024-03-31 6,395 $317,000 6,395
   Apollon Wealth Management LLC 845 - 2024-03-31 6,373 $316,000 483
   Qube Research & Technologies Ltd 2402 - 2024-03-31 5,944 $295,000 2,004
   Williams & Novak LLC 69 - 2024-03-31 6,538 $291,000 0
   Badgley Phelps Wealth Managers LLC 218 - 2024-03-31 5,831 $289,000 -73
   H D Vest Advisory Services 1375 - 2024-03-31 5,239 $260,000 -13,075
   Goss Wealth Management LLC 1756 - 2024-03-31 4,707 $233,000 70
   JONES FINANCIAL COMPANIES LLLP 444 - 2024-03-31 4,516 $224,000 1,838
   Private Advisor Group LLC 2045 *New 2024-03-31 4,486 $222,000 4,486
   GeoWealth Management LLC 652 *New 2024-03-31 4,464 $221,000 4,464
   SMITHFIELD TRUST CO 357 - 2024-03-31 3,400 $169,000 1,425
   Rosenberg Matthew Hamilton 233 - 2024-03-31 3,110 $155,000 0
   CWM LLC 1643 - 2024-03-31 3,001 $149,000 1,013
   Sunbelt Securities Inc. 661 - 2024-03-31 2,349 $116,000 479
   FRANKLIN RESOURCES INC 2568 - 2024-03-31 2,215 $110,000 0
   COMERICA BANK 2508 - 2024-03-31 2,203 $109,000 478
   CITIGROUP INC 3492 - 2024-03-31 1,594 $79,000 -7
   Migdal Insurance & Financial Holdings Ltd. 258 - 2024-03-31 1,465 $73,000 -5,435
   Bogart Wealth LLC 327 - 2024-03-31 1,404 $70,000 0

  100 Records found
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