FIDELITY MSCI INFO TECH ETF (FTEC) Institutional Shareholders
FIDELITY MSCI INFO TECH ETF (FTEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.64B in FTEC holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FTEC tracked by InsiderSet, reporting ownership valued at approximately $452.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $587.69M, representing an estimated gain of +29.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed FTEC value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIDELITY MSCI INFO TECH ETF (FTEC).
This page ranks the largest institutional FTEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
626
Total Reported Value
$3.64B
Largest Holder
Lido Advisors, Llc
Largest Position
$452.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 1.78% | 2,175,818 | $452,679,465 | $587,688,442 | +$135,008,977 | +29.82% | |
| Charles Schwab Investment Management Inc | 0.04% | 1,411,132 | $293,586,013 | $381,146,753 | +$87,560,740 | +29.82% | |
| Bank Of America Corp | 0.01% | 981,242 | $204,147,426 | $265,033,464 | +$60,886,038 | +29.82% | |
| Commonwealth Equity Services, Llc | 0.24% | 668,463 | $190,899,752 | $180,551,856 | -$10,347,896 | -5.42% | |
| Lpl Financial Llc | 0.04% | 702,831 | $146,224,075 | $189,834,653 | +$43,610,578 | +29.82% | |
| Envestnet Asset Management Inc | 0.04% | 687,323 | $142,997,517 | $185,645,942 | +$42,648,425 | +29.82% | |
| Agf Management Ltd | 0.63% | 678,442 | $141,149,858 | $183,247,184 | +$42,097,326 | +29.82% | |
| Richard Bernstein Advisors Llc | 3.58% | 594,003 | $123,587,972 | $160,440,210 | +$36,852,238 | +29.82% | |
| Kestra Investment Management, Llc | 1.96% | 547,277 | $113,861,021 | $147,819,518 | +$33,958,497 | +29.82% | |
| Morgan Stanley | 0.01% | 402,494 | $83,739,094 | $108,713,629 | +$24,974,535 | +29.82% | |
| Mercer Global Advisors Inc | 0.12% | 379,870 | $79,031,987 | $102,602,887 | +$23,570,900 | +29.82% | |
| Northwestern Mutual Wealth Management Co | 0.04% | 342,635 | $71,285,311 | $92,545,714 | +$21,260,403 | +29.82% | |
| Osaic Holdings, Inc. | 0.08% | 269,662 | $56,132,588 | $72,835,706 | +$16,703,118 | +29.76% | |
| Kestra Advisory Services, Llc | 0.17% | 180,189 | $51,458,437 | $48,669,049 | -$2,789,388 | -5.42% | |
| Portfolio Strategies, Inc. | 5.96% | 232,265 | $48,324,876 | $62,734,777 | +$14,409,901 | +29.82% | |
| Fmr Llc | 0.00% | 216,747 | $45,094,081 | $58,543,365 | +$13,449,284 | +29.82% | |
| Principal Securities, Inc. | 0.65% | 212,930 | $44,299,988 | $57,512,393 | +$13,212,405 | +29.82% | |
| Independence Financial Advisors, Llc | 10.46% | 141,263 | $40,342,024 | $38,155,136 | -$2,186,888 | -5.42% | |
| Yoder Wealth Management, Inc. | 11.64% | 104,253 | $29,772,572 | $28,158,735 | -$1,613,837 | -5.42% | |
| Pfg Advisors | 1.48% | 102,879 | $29,380,252 | $27,787,618 | -$1,592,634 | -5.42% | |
| Morningstar Investment Management Llc | 1.51% | 117,953 | $24,540,122 | $31,859,105 | +$7,318,983 | +29.82% | |
| Ubs Group Ag | 0.00% | 112,118 | $23,326,150 | $30,283,072 | +$6,956,922 | +29.82% | |
| Stifel Financial Corp | 0.02% | 110,601 | $23,010,628 | $29,873,330 | +$6,862,702 | +29.82% | |
| Prime Capital Investment Advisors, Llc | 0.25% | 105,576 | $21,965,025 | $28,516,078 | +$6,551,053 | +29.82% | |
| Financial Partners Group, Inc | 2.63% | 105,511 | $21,951,538 | $28,498,521 | +$6,546,983 | +29.82% | |
| Raymond James Financial Inc | 0.01% | 101,252 | $21,065,523 | $27,348,165 | +$6,282,642 | +29.82% | |
| Kraft, Davis & Associates, Llc | 4.37% | 76,376 | $20,940,862 | $20,629,158 | -$311,704 | -1.49% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 97,373 | $20,258,584 | $26,300,447 | +$6,041,863 | +29.82% | |
| Marotta Asset Management | 3.36% | 72,185 | $20,210,356 | $19,497,169 | -$713,188 | -3.53% | |
| Cetera Investment Advisers | 0.02% | 96,937 | $20,167,781 | $26,182,684 | +$6,014,903 | +29.82% | |
| Mai Capital Management | 0.11% | 96,176 | $20,009,454 | $25,977,138 | +$5,967,684 | +29.82% | |
| Fischer Financial Services, Inc. | 6.17% | 88,133 | $18,335,867 | $23,804,723 | +$5,468,856 | +29.83% | |
| Wells Fargo & Company/Mn | 0.00% | 84,309 | $17,540,571 | $22,771,861 | +$5,231,290 | +29.82% | |
| Ameriprise Financial Inc | 0.00% | 80,911 | $16,819,004 | $21,854,061 | +$5,035,057 | +29.94% | |
| Citigroup Inc | 0.01% | 76,721 | $15,961,810 | $20,722,342 | +$4,760,532 | +29.82% | |
| Eaton Financial Holdings Company, Llc | 4.39% | 64,451 | $13,408,952 | $17,408,215 | +$3,999,263 | +29.83% | |
| Smith Salley Wealth Management | 0.56% | 45,191 | $12,905,629 | $12,206,089 | -$699,540 | -5.42% | |
| Advisory Services Network, Llc | 0.16% | 58,837 | $12,241,142 | $15,891,874 | +$3,650,732 | +29.82% | |
| Royal Bank Of Canada | 0.00% | 58,694 | $12,211,000 | $15,853,249 | +$3,642,249 | +29.83% | |
| Claro Advisors Inc. | 1.26% | 42,104 | $12,024,028 | $11,372,290 | -$651,738 | -5.42% | |
| Armor Investment Advisors, Llc | 4.28% | 57,065 | $11,872,388 | $15,413,257 | +$3,540,869 | +29.82% | |
| Lifeworks Advisors, Llc | 1.52% | 56,848 | $11,827,323 | $15,354,645 | +$3,527,322 | +29.82% | |
| Clear Wave Wealth Management Llc | 2.99% | 56,636 | $11,783,057 | $15,297,384 | +$3,514,327 | +29.83% | |
| Primoris Wealth Advisors, Llc | 5.37% | 41,251 | $11,780,615 | $11,141,895 | -$638,720 | -5.42% | |
| Mariner, Llc | 0.01% | 56,364 | $11,726,671 | $15,223,916 | +$3,497,245 | +29.82% | |
| Two Sigma Investments, Lp | 0.01% | 54,788 | $11,398,643 | $14,798,239 | +$3,399,596 | +29.82% | |
| Traynor Capital Management, Inc. | 0.52% | 38,870 | $11,100,353 | $10,498,787 | -$601,566 | -5.42% | |
| Mutual Advisors, Llc | 0.23% | 52,631 | $10,949,858 | $14,215,633 | +$3,265,775 | +29.82% | |
| Grimes & Co Wealth Management, Llc | 0.23% | 37,112 | $10,598,418 | $10,023,951 | -$574,467 | -5.42% | |
| Quantinno Capital Management Lp | 0.02% | 50,899 | $10,589,717 | $13,747,820 | +$3,158,103 | +29.82% |
Frequently asked questions about FTEC
Who owns the most FTEC stock?
The largest holders of FTEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY MSCI INFO TECH ETF (FTEC).
Is FTEC widely held by superinvestors?
Many widely followed stocks like FTEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.