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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 19 - 2023-12-31 1,742,255 $77,609,000 198,014
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 186 - 2023-12-31 1,039,590 $46,309,000 419,411
   MORGAN STANLEY 2908 - 2023-12-31 352,629 $15,708,000 -13,682
   COMMONWEALTH EQUITY SERVICES LLC. 674 - 2024-03-31 255,745 $12,675,000 -11,672
   Full Sail Capital LLC 39 - 2023-12-31 284,394 $12,668,000 -26,962
   AE Wealth Management LLC 358 - 2023-12-31 244,322 $11,571,000 -13,331
   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
   AGF MANAGEMENT LTD 211 - 2023-12-31 200,924 $8,950,000 59,553
   STIFEL FINANCIAL CORP 826 - 2023-12-31 194,955 $8,684,000 -7,596
   ENVESTNET ASSET MANAGEMENT INC 1565 - 2023-12-31 183,657 $8,181,000 -164,766
   Aptus Capital Advisors LLC 102 - 2023-12-31 143,982 $6,414,000 -57,318
   Crumly & Associates Inc. 24 - 2024-03-31 119,369 $5,916,000 106,979
   PERSONAL CFO SOLUTIONS LLC 18 - 2023-12-31 123,362 $5,495,000 75,293
   Beaumont Capital Management LLC 16 - 2024-03-31 85,340 $4,229,000 -16,197
   Kestra Advisory Services LLC 518 - 2023-12-31 93,444 $4,162,000 -2,922
   Advisor Group Holdings Inc. 1165 - 2024-03-31 83,252 $4,133,000 -44,875
   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
   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
   UBS Group AG 2481 - 2023-12-31 66,363 $2,956,000 -994
   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
   Connectus Wealth LLC 247 - 2023-12-31 51,860 $2,313,000 -132,052
   BANK OF AMERICA CORP /DE/ 3444 - 2023-12-31 49,590 $2,209,000 9,977
   CITADEL ADVISORS LLC 2232 - 2023-12-31 49,277 $2,195,000 30,285
   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
   Eudaimonia Partners LLC 53 - 2024-03-31 35,386 $1,754,000 -1,483
   INDEPENDENT ORDER OF FORESTERS 9 - 2023-12-31 39,263 $1,749,000 0
   MACQUARIE GROUP LTD 1215 - 2023-12-31 39,263 $1,749,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 406 - 2024-03-31 34,979 $1,734,000 -3,284
   MECHANICS BANK TRUST DEPARTMENT 96 - 2024-03-31 33,265 $1,649,000 -1,927
   THRIVENT FINANCIAL FOR LUTHERANS 1525 - 2023-12-31 32,919 $1,466,000 17,069
   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 75 - 2023-12-31 27,673 $1,322,000 -6,859
   Lifeworks Advisors LLC 79 - 2024-03-31 25,892 $1,283,000 320
   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
   TWO SIGMA INVESTMENTS LLC 1894 *New 2023-12-31 24,400 $1,087,000 24,400
   Birchcreek Wealth Management LLC 48 - 2024-03-31 18,660 $925,000 -385
   Snowden Capital Advisors LLC 467 - 2023-12-31 19,669 $876,000 1,439
   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
   CSM Advisors LLC 107 - 2023-12-31 17,800 $793,000 0
   MARSHALL WACE LLP 1276 *New 2023-12-31 17,024 $758,000 17,024
   VISTA INVESTMENT MANAGEMENT 94 - 2023-12-31 16,176 $721,000 -15
   AXXCESS WEALTH MANAGEMENT LLC 433 - 2023-12-31 15,494 $690,000 -15,884
   NAPATREE CAPITAL LLC 62 - 2023-12-31 15,353 $684,000 0
   Sigma Planning Corp 647 - 2024-03-31 13,492 $669,000 964
   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
   MML INVESTORS SERVICES LLC 1621 - 2023-12-31 14,068 $627,000 -584
   Comprehensive Wealth Management LLC 18 - 2024-03-31 12,535 $621,000 -596
   Stonebridge Financial Planning Group LLC 81 - 2023-12-31 13,227 $589,000 2,286
   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
   Atria Wealth Solutions Inc. 1126 - 2023-12-31 12,839 $572,000 -9,155
   Charter Oak Capital Management LLC 108 - 2024-03-31 11,022 $546,000 -2,262
   RAYMOND JAMES & ASSOCIATES 3055 - 2024-03-31 9,453 $468,000 2,357
   ATLAS BROWNINC 124 - 2024-03-31 9,244 $458,000 4
   BP WEALTH MANAGEMENT LLC 508 - 2023-12-31 9,957 $444,000 -2,729
   BANK OF MONTREAL /CAN/ 2179 *New 2023-12-31 8,926 $400,000 8,926
   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
   ROYAL BANK OF CANADA 3927 - 2023-12-31 8,202 $365,000 -2,660
   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
   Williams & Novak LLC 69 - 2024-03-31 6,538 $291,000 0
   FINANCIAL NETWORK 2311 *New 2023-12-31 6,032 $269,000 6,032
   Badgley Phelps Wealth Managers LLC 222 - 2023-12-31 5,904 $263,000 -45
   MERCER GLOBAL ADVISORS INC /ADV 1690 - 2023-12-31 5,880 $262,000 -1,218
   H D Vest Advisory Services 1375 - 2024-03-31 5,239 $260,000 -13,075
   FMR LLC 2731 - 2023-12-31 5,675 $253,000 891
   Private Advisor Group LLC 2045 *New 2024-03-31 4,486 $222,000 4,486
   D E SHAW & CO INC 2499 *New 2023-12-31 4,967 $221,000 4,967
   Goss Wealth Management LLC 1688 - 2023-12-31 4,637 $207,000 -36
   Qube Research & Technologies Ltd 2469 - 2023-12-31 3,940 $176,000 100
   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
   TOWER RESEARCH CAPITAL LLC 2411 - 2023-12-31 2,990 $133,000 2,989
   JONES FINANCIAL COMPANIES LLLP 382 *New 2023-12-31 2,678 $119,000 2,678
   Sunbelt Securities Inc. 661 - 2024-03-31 2,349 $116,000 479
   FRANKLIN RESOURCES INC 2398 - 2023-12-31 2,215 $99,000 0
   CITIGROUP INC 3492 - 2024-03-31 1,594 $79,000 -7
  100 Records found
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