FTEC Institutional Ownership & Shareholders
FIDELITY MSCI INFO TECH ETF (FTEC) is currently held by 661 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of FTEC tracked by InsiderSet, reporting ownership valued at approximately $573.77M in its June 30, 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 $545.64M, representing an estimated loss of -4.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
661
Total Reported Value
$4.62B
Largest Holder
Lido Advisors, Llc
Largest Position
$573.77M
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 | 2.05% | 2,009,121 | $573,765,172 | $545,637,081 | -$28,128,091 | -4.90% | |
| Charles Schwab Investment Management Inc | 0.05% | 1,343,888 | $383,787,535 | $364,973,103 | -$18,814,432 | -4.90% | |
| Bank Of America Corp | 0.02% | 953,420 | $272,277,733 | $258,929,804 | -$13,347,929 | -4.90% | |
| Lpl Financial Llc | 0.05% | 768,233 | $219,392,011 | $208,636,718 | -$10,755,293 | -4.90% | |
| Agf Management Ltd | 0.76% | 690,136 | $197,089,039 | $187,427,135 | -$9,661,904 | -4.90% | |
| Envestnet Asset Management Inc | 0.05% | 669,504 | $191,196,968 | $181,823,896 | -$9,373,072 | -4.90% | |
| Commonwealth Equity Services, Llc | 0.21% | 549,761 | $164,961,227 | $149,304,092 | -$15,657,135 | -9.49% | |
| Richard Bernstein Advisors Llc | 3.58% | 594,003 | $123,587,972 | $161,319,335 | +$37,731,363 | +30.53% | |
| Morgan Stanley | 0.01% | 407,348 | $116,331,034 | $110,627,570 | -$5,703,464 | -4.90% | |
| Mercer Global Advisors Inc | 0.13% | 357,389 | $102,063,040 | $97,059,705 | -$5,003,335 | -4.90% | |
| Osaic Holdings, Inc. | 0.10% | 300,577 | $85,911,876 | $81,630,702 | -$4,281,174 | -4.98% | |
| Kestra Advisory Services, Llc | 0.23% | 270,806 | $81,257,967 | $73,545,493 | -$7,712,474 | -9.49% | |
| Portfolio Strategies, Inc. | 6.64% | 232,327 | $67,726,380 | $63,095,367 | -$4,631,013 | -6.84% | |
| Fmr Llc | 0.00% | 212,226 | $60,607,586 | $57,636,337 | -$2,971,249 | -4.90% | |
| Principal Securities, Inc. | 0.68% | 198,769 | $56,764,434 | $53,981,685 | -$2,782,749 | -4.90% | |
| Independence Financial Advisors, Llc | 11.34% | 150,522 | $45,165,662 | $40,878,765 | -$4,286,897 | -9.49% | |
| Jpmorgan Chase & Co | 0.00% | 154,792 | $43,085,093 | $42,038,411 | -$1,046,682 | -2.43% | |
| Northcoast Asset Management Llc | 0.94% | 148,363 | $42,369,638 | $40,292,424 | -$2,077,214 | -4.90% | |
| Ubs Group Ag | 0.01% | 130,558 | $37,284,754 | $35,456,942 | -$1,827,812 | -4.90% | |
| Wells Fargo & Company/Mn | 0.01% | 114,710 | $32,758,993 | $31,152,942 | -$1,606,051 | -4.90% | |
| Prime Capital Investment Advisors, Llc | 0.31% | 106,409 | $31,929,177 | $28,898,556 | -$3,030,621 | -9.49% | |
| Yoder Wealth Management, Inc. | 11.99% | 105,929 | $31,785,056 | $28,768,198 | -$3,016,858 | -9.49% | |
| Stifel Financial Corp | 0.03% | 111,207 | $31,759,034 | $30,201,597 | -$1,557,437 | -4.90% | |
| Vicus Capital | 2.02% | 109,437 | $31,253,026 | $29,720,900 | -$1,532,126 | -4.90% | |
| Pfg Advisors | 1.57% | 102,774 | $30,838,500 | $27,911,363 | -$2,927,137 | -9.49% | |
| Financial Partners Group, Inc | 3.18% | 102,270 | $30,686,989 | $27,774,487 | -$2,912,502 | -9.49% | |
| Raymond James Financial Inc | 0.01% | 104,020 | $29,706,104 | $28,249,752 | -$1,456,352 | -4.90% | |
| Mai Capital Management | 0.11% | 103,149 | $29,457,156 | $28,013,205 | -$1,443,951 | -4.90% | |
| Cetera Investment Advisers | 0.03% | 98,702 | $28,187,162 | $26,805,489 | -$1,381,673 | -4.90% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 96,503 | $27,559,378 | $26,208,285 | -$1,351,093 | -4.90% | |
| Fischer Financial Services, Inc. | 6.49% | 87,863 | $26,363,994 | $23,861,834 | -$2,502,160 | -9.49% | |
| Steelpeak Wealth, Llc | 0.65% | 85,540 | $25,667,250 | $23,230,953 | -$2,436,297 | -9.49% | |
| Citigroup Inc | 0.01% | 86,044 | $24,572,323 | $23,367,830 | -$1,204,493 | -4.90% | |
| Morningstar Investment Management Llc | 1.51% | 117,953 | $24,540,122 | $32,033,676 | +$7,493,554 | +30.54% | |
| Ameriprise Financial Inc | 0.00% | 84,177 | $23,902,578 | $22,860,790 | -$1,041,788 | -4.36% | |
| Marotta Asset Management | 3.86% | 75,679 | $22,708,241 | $20,552,903 | -$2,155,338 | -9.49% | |
| Kraft, Davis & Associates, Llc | 4.52% | 74,187 | $21,390,414 | $20,147,705 | -$1,242,709 | -5.81% | |
| Eaton Financial Holdings Company, Llc | 5.27% | 67,142 | $19,174,460 | $18,234,424 | -$940,036 | -4.90% | |
| Advisory Services Network, Llc | 0.20% | 60,737 | $17,345,382 | $16,494,954 | -$850,428 | -4.90% | |
| Quantinno Capital Management Lp | 0.02% | 59,751 | $17,063,944 | $16,227,177 | -$836,767 | -4.90% | |
| Royal Bank Of Canada | 0.00% | 58,462 | $16,695,000 | $15,877,110 | -$817,890 | -4.90% | |
| Armor Investment Advisors, Llc | 5.32% | 54,452 | $16,338,958 | $14,788,074 | -$1,550,884 | -9.49% | |
| Lifeworks Advisors, Llc | 1.69% | 56,502 | $16,135,708 | $15,344,813 | -$790,895 | -4.90% | |
| Mariner, Llc | 0.02% | 55,671 | $15,898,475 | $15,119,130 | -$779,345 | -4.90% | |
| Creative Planning | 0.01% | 51,307 | $15,395,261 | $13,933,955 | -$1,461,306 | -9.49% | |
| Mutual Advisors, Llc | 0.29% | 53,844 | $15,376,767 | $14,622,954 | -$753,813 | -4.90% | |
| King Wealth Management Group | 1.62% | 51,730 | $14,773,000 | $14,048,833 | -$724,167 | -4.90% | |
| Mml Investors Services, Llc | 0.03% | 49,507 | $14,138,306 | $13,445,111 | -$693,195 | -4.90% | |
| Rwa Wealth Partners, Llc | 0.13% | 46,724 | $13,343,349 | $12,689,304 | -$654,045 | -4.90% | |
| Summit Financial, Llc | 0.14% | 45,909 | $13,110,626 | $12,467,966 | -$642,660 | -4.90% |
Frequently asked questions about FTEC
Who are the largest institutional holders of FTEC?
The largest institutional holders of FTEC reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Charles Schwab Investment Management Inc, Bank Of America Corp, Lpl Financial Llc, and Agf Management Ltd. InsiderSet ranks institutional holders by their latest reported FTEC position.
What is FTEC institutional ownership?
This page tracks FTEC positions reported by institutional investment managers through SEC Form 13F. FIDELITY MSCI INFO TECH ETF (FTEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTEC?
InsiderSet currently tracks 661 institutional managers reporting FTEC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTEC shareholders.
How much FTEC stock do institutions own?
Institutional investment managers disclosed approximately $4.62B in FTEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTEC institutional ownership last updated?
The latest FTEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTEC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTEC position after the reporting date.
Are institutions buying or selling FTEC?
Institutional buying and selling can be analyzed by comparing FTEC positions across consecutive 13F reporting periods. InsiderSet's FTEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTEC ownership changes.
How has FTEC institutional ownership changed over time?
InsiderSet tracks FTEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.