Who Owns FID MSCI FINANCIALS INDEX (FNCL)? -- Institutional Holders (2026-06-30)

284 institutions reported holding $1.06B of FID MSCI FINANCIALS INDEX (FNCL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($195.6M), Sixth Street Partners Management Company, L.P. ($161.7M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($161.7M), AGF MANAGEMENT LTD ($67.6M), MORGAN STANLEY ($34.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Lido Advisors, LLC	$195.6M	2.6M	Trimmed
2	Sixth Street Partners Management Company, L.P.	$161.7M	2.1M	New
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$161.7M	2.1M	Added
4	AGF MANAGEMENT LTD	$67.6M	882,402	Added
5	MORGAN STANLEY	$34.4M	449,724	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$28.3M	370,196	Trimmed
7	OSAIC HOLDINGS, INC.	$28.3M	369,981	Added
8	LPL Financial LLC	$19.4M	254,016	Trimmed
9	Kestra Advisory Services, LLC	$18.1M	236,316	Trimmed
10	Strategic Point Investment Advisors, LLC	$17.2M	224,324	Added
11	MERCER GLOBAL ADVISORS INC /ADV	$16.7M	218,004	Trimmed
12	SAVA PENZISKO DRUSHTVO A.D. SKOPJE	$13.1M	55,086	Trimmed
13	Procyon Advisors, LLC	$13.0M	169,501	Added
14	Fischer Financial Services, Inc.	$11.0M	143,173	Added
15	AE Wealth Management LLC	$10.9M	142,087	Added
16	JPMORGAN CHASE & CO	$10.2M	133,185	Trimmed
17	BANK OF AMERICA CORP /DE/	$9.7M	126,997	Added
18	HighTower Advisors, LLC	$9.2M	120,166	Added
19	STIFEL FINANCIAL CORP	$9.1M	118,630	Added
20	Thrivent Financial for Lutherans	$8.8M	115,295	Added
21	FMR LLC	$8.2M	106,746	Added
22	Yoder Wealth Management, Inc.	$8.0M	104,535	Added
23	TWO SIGMA INVESTMENTS, LP	$7.6M	98,700	Trimmed
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.4M	96,034	Trimmed
25	CITIGROUP INC	$7.3M	95,413	Added

Source: SEC Form 13F filings · as of 2026-06-30