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 $4.46B 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 $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 $586.16M, representing an estimated gain of +2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
645
Total Reported Value
$4.46B
Largest Holder
Lido Advisors, Llc
Largest Position
$573.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $586,161,052 | +$12,395,880 | +2.16% | |
| Charles Schwab Investment Management Inc | 0.05% | 1,343,888 | $383,787,535 | $392,079,324 | +$8,291,789 | +2.16% | |
| Bank Of America Corp | 0.02% | 953,420 | $272,277,733 | $278,160,285 | +$5,882,552 | +2.16% | |
| Lpl Financial Llc | 0.05% | 768,233 | $219,392,011 | $224,131,978 | +$4,739,967 | +2.16% | |
| Agf Management Ltd | 0.76% | 690,136 | $197,089,039 | $201,347,178 | +$4,258,139 | +2.16% | |
| Envestnet Asset Management Inc | 0.05% | 669,504 | $191,196,968 | $195,327,792 | +$4,130,824 | +2.16% | |
| Commonwealth Equity Services, Llc | 0.24% | 668,463 | $190,899,752 | $195,024,080 | +$4,124,328 | +2.16% | |
| Richard Bernstein Advisors Llc | 3.58% | 594,003 | $123,587,972 | $173,300,375 | +$49,712,403 | +40.22% | |
| Morgan Stanley | 0.01% | 407,348 | $116,331,034 | $118,843,779 | +$2,512,745 | +2.16% | |
| Mercer Global Advisors Inc | 0.13% | 357,389 | $102,063,040 | $104,268,241 | +$2,205,201 | +2.16% | |
| Osaic Holdings, Inc. | 0.10% | 300,577 | $85,911,876 | $87,693,340 | +$1,781,464 | +2.07% | |
| Portfolio Strategies, Inc. | 6.64% | 232,327 | $67,726,380 | $67,781,402 | +$55,022 | +0.08% | |
| Fmr Llc | 0.00% | 212,226 | $60,607,586 | $61,916,936 | +$1,309,350 | +2.16% | |
| Principal Securities, Inc. | 0.68% | 198,769 | $56,764,434 | $57,990,856 | +$1,226,422 | +2.16% | |
| Kestra Advisory Services, Llc | 0.17% | 180,189 | $51,458,437 | $52,570,141 | +$1,111,704 | +2.16% | |
| Jpmorgan Chase & Co | 0.00% | 154,792 | $43,085,093 | $45,160,566 | +$2,075,473 | +4.82% | |
| Northcoast Asset Management Llc | 0.94% | 148,363 | $42,369,638 | $43,284,905 | +$915,267 | +2.16% | |
| Independence Financial Advisors, Llc | 10.46% | 141,263 | $40,342,024 | $41,213,480 | +$871,456 | +2.16% | |
| Ubs Group Ag | 0.01% | 130,558 | $37,284,754 | $38,090,297 | +$805,543 | +2.16% | |
| Prime Capital Investment Advisors, Llc | 0.33% | 118,093 | $33,724,998 | $34,453,633 | +$728,635 | +2.16% | |
| Wells Fargo & Company/Mn | 0.01% | 114,710 | $32,758,993 | $33,466,643 | +$707,650 | +2.16% | |
| Stifel Financial Corp | 0.03% | 111,207 | $31,759,034 | $32,444,642 | +$685,608 | +2.16% | |
| Vicus Capital | 2.02% | 109,437 | $31,253,026 | $31,928,245 | +$675,219 | +2.16% | |
| Yoder Wealth Management, Inc. | 11.64% | 104,253 | $29,772,572 | $30,415,813 | +$643,241 | +2.16% | |
| Raymond James Financial Inc | 0.01% | 104,020 | $29,706,104 | $30,347,835 | +$641,731 | +2.16% | |
| Mai Capital Management | 0.11% | 103,149 | $29,457,156 | $30,093,721 | +$636,565 | +2.16% | |
| Pfg Advisors | 1.48% | 102,879 | $29,380,252 | $30,014,948 | +$634,696 | +2.16% | |
| Cetera Investment Advisers | 0.03% | 98,702 | $28,187,162 | $28,796,309 | +$609,147 | +2.16% | |
| Steward Partners Investment Advisory, Llc | 0.14% | 96,503 | $27,559,378 | $28,154,750 | +$595,372 | +2.16% | |
| Fischer Financial Services, Inc. | 6.34% | 88,406 | $25,246,877 | $25,792,451 | +$545,574 | +2.16% | |
| Citigroup Inc | 0.01% | 86,044 | $24,572,323 | $25,103,337 | +$531,014 | +2.16% | |
| Morningstar Investment Management Llc | 1.51% | 117,953 | $24,540,122 | $34,412,788 | +$9,872,666 | +40.23% | |
| Ameriprise Financial Inc | 0.00% | 84,177 | $23,902,578 | $24,558,640 | +$656,062 | +2.74% | |
| Financial Partners Group, Inc | 2.63% | 105,511 | $21,951,538 | $30,782,834 | +$8,831,296 | +40.23% | |
| Kraft, Davis & Associates, Llc | 4.37% | 76,376 | $20,940,862 | $22,282,698 | +$1,341,836 | +6.41% | |
| Marotta Asset Management | 3.36% | 72,185 | $20,210,356 | $21,059,974 | +$849,618 | +4.20% | |
| Eaton Financial Holdings Company, Llc | 5.27% | 67,142 | $19,174,460 | $19,588,679 | +$414,219 | +2.16% | |
| Advisory Services Network, Llc | 0.20% | 60,737 | $17,345,382 | $17,720,020 | +$374,638 | +2.16% | |
| Quantinno Capital Management Lp | 0.02% | 59,751 | $17,063,944 | $17,432,354 | +$368,410 | +2.16% | |
| Royal Bank Of Canada | 0.00% | 58,462 | $16,695,000 | $17,056,289 | +$361,289 | +2.16% | |
| Lifeworks Advisors, Llc | 1.69% | 56,502 | $16,135,708 | $16,484,459 | +$348,751 | +2.16% | |
| Armor Investment Advisors, Llc | 5.14% | 56,066 | $16,011,380 | $16,357,256 | +$345,876 | +2.16% | |
| Mariner, Llc | 0.02% | 55,671 | $15,898,475 | $16,242,014 | +$343,539 | +2.16% | |
| Mutual Advisors, Llc | 0.29% | 53,844 | $15,376,767 | $15,708,987 | +$332,220 | +2.16% | |
| King Wealth Management Group | 1.62% | 51,730 | $14,773,000 | $15,092,228 | +$319,228 | +2.16% | |
| Mml Investors Services, Llc | 0.03% | 49,507 | $14,138,306 | $14,443,667 | +$305,361 | +2.16% | |
| Rwa Wealth Partners, Llc | 0.13% | 46,724 | $13,343,349 | $13,631,727 | +$288,378 | +2.16% | |
| Cx Institutional | 0.38% | 46,147 | $13,179,000 | $13,463,387 | +$284,387 | +2.16% | |
| Summit Financial, Llc | 0.14% | 45,909 | $13,110,626 | $13,393,951 | +$283,325 | +2.16% | |
| Smith Salley Wealth Management | 0.56% | 45,191 | $12,905,629 | $13,184,474 | +$278,845 | +2.16% |
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.