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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 417 - 2023-12-31 3,273,094 $145,800,000 -99,026
   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
   Full Sail Capital LLC 39 - 2023-12-31 284,394 $12,668,000 -26,962
   WELLS FARGO & CO/MN 1371 - 2023-12-31 270,243 $12,038,000 13,544
   COMMONWEALTH EQUITY SERVICES LLC. 651 - 2023-12-31 267,417 $11,912,000 25,848
   AE Wealth Management LLC 358 - 2023-12-31 244,322 $11,571,000 -13,331
   HIGHTOWER ADVISORS, LLC 682 - 2023-12-31 233,711 $10,396,000 6,588
   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
   Advisor Group Holdings Inc. 1098 - 2023-12-31 128,127 $5,714,000 -85,772
   PERSONAL CFO SOLUTIONS LLC 18 - 2023-12-31 123,362 $5,495,000 75,293
   Beaumont Capital Management LLC 8 - 2023-12-31 101,537 $4,523,000 -175,989
   Kestra Advisory Services LLC 518 - 2023-12-31 93,444 $4,162,000 -2,922
   Orion Portfolio Solutions LLC 431 - 2023-12-31 71,632 $3,201,000 36,925
   EUDAIMONIA ADVISORS LLC 14 - 2024-03-31 61,958 $3,071,000 17,367
   LPL FINANCIAL CORP 2060 - 2023-12-31 67,144 $2,991,000 1,968
   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
   JANNEY MONTGOMERY SCOTT LLC 975 - 2023-12-31 60,830 $2,710,000 -6,026
   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
   Maltin Wealth Management Inc. 19 - 2024-03-31 53,060 $2,630,000 2,136
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 59,035 $2,630,000 63
   LINCOLN NATIONAL CORP 236 - 2023-12-31 58,349 $2,599,000 7,491
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1120 - 2024-03-31 51,346 $2,545,000 -3,322
   Connectus Wealth LLC 247 - 2023-12-31 51,860 $2,313,000 -132,052
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 49,971 $2,226,000 11,999
   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
   Gimbal Financial 8 - 2023-12-31 43,033 $1,917,000 0
   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 386 - 2023-12-31 38,263 $1,704,000 -1,911
   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
   EPG Wealth Management LLC 75 - 2023-12-31 27,673 $1,322,000 -6,859
   Lifeworks Advisors LLC 76 - 2023-12-31 25,572 $1,139,000 -1,238
   LYNCH & ASSOCIATES/IN 72 - 2024-03-31 22,927 $1,136,000 1,746
   ADVISORY SERVICES NETWORK, LLC 586 - 2023-12-31 25,460 $1,134,000 13,659
   Main Street Financial Solutions LLC 158 - 2024-03-31 22,721 $1,126,000 0
   J P MORGAN CHASE & CO 3258 - 2023-12-31 24,951 $1,111,000 939
   TWO SIGMA INVESTMENTS LLC 1894 *New 2023-12-31 24,400 $1,087,000 24,400
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2697 - 2023-12-31 24,121 $1,074,000 -11,602
   Snowden Capital Advisors LLC 467 - 2023-12-31 19,669 $876,000 1,439
   Birchcreek Wealth Management LLC 49 - 2023-12-31 19,045 $848,000 -3,664
   Fifth Third Securities Inc. 168 - 2024-03-31 16,585 $822,000 0
   H D Vest Advisory Services 785 - 2023-12-31 18,314 $816,000 7,110
   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
   PACIFIC SUN FINANCIAL CORP 64 - 2023-12-31 16,715 $745,000 -410
   Colonial River Wealth Management LLC - 2023-12-31 16,432 $732,000 6,865
   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
   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
   NWAM LLC 300 - 2023-12-31 14,025 $625,000 1,157
   Stonebridge Financial Planning Group LLC 81 - 2023-12-31 13,227 $589,000 2,286
   Comprehensive Wealth Management LLC 18 - 2023-12-31 13,131 $585,000 -1,149
   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
   Sigma Planning Corp 419 - 2023-12-31 12,528 $558,000 -21,265
   Crumly & Associates Inc. 79 - 2023-12-31 12,390 $552,000 -79,017
   Charter Oak Capital Management LLC 108 - 2024-03-31 11,022 $546,000 -2,262
   Soltis Investment Advisors LLC - 2023-12-31 11,415 $508,000 -661
   GSA CAPITAL PARTNERS LLP 790 *New 2023-12-31 11,410 $508,000 11,410
   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
   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
   KCM INVESTMENT ADVISORS LLC 295 - 2023-12-31 7,860 $350,000 -354
   Dynamic Advisors Solutions LLC 735 - 2024-03-31 6,538 $324,000 0
   Migdal Insurance & Financial Holdings Ltd. 213 - 2023-12-31 6,900 $309,000 0
   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
   Apollon Wealth Management LLC 887 *New 2023-12-31 5,890 $262,000 5,890
   FMR LLC 2731 - 2023-12-31 5,675 $253,000 891
   SILVER OAK SECURITIES Inc 422 *New 2023-12-31 5,185 $231,000 5,185
   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
   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
   SMITHFIELD TRUST CO 454 *New 2023-12-31 1,975 $88,000 1,975
  100 Records found
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