Who Owns FID MSCI HEALTH CARE INDEX (FHLC)? -- Institutional Holders (2026-06-30)

414 institutions reported holding $1.71B of FID MSCI HEALTH CARE INDEX (FHLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($232.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($232.2M), Lido Advisors, LLC ($161.5M), AE Wealth Management LLC ($114.9M), AGF MANAGEMENT LTD ($73.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$232.2M	3.0M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$232.2M	3.0M	Added
3	Lido Advisors, LLC	$161.5M	2.1M	Trimmed
4	AE Wealth Management LLC	$114.9M	1.5M	Added
5	AGF MANAGEMENT LTD	$73.7M	953,891	Added
6	LPL Financial LLC	$68.2M	882,513	Trimmed
7	MORGAN STANLEY	$44.9M	580,998	Added
8	ENVESTNET ASSET MANAGEMENT INC	$44.0M	569,997	Added
9	COMMONWEALTH EQUITY SERVICES, LLC	$30.3M	392,229	Trimmed
10	WEATHERLY ASSET MANAGEMENT L. P.	$24.2M	313,281	Added
11	RAYMOND JAMES FINANCIAL INC	$21.9M	283,047	Added
12	Cetera Investment Advisers	$20.9M	270,393	Added
13	Kestra Advisory Services, LLC	$20.8M	269,400	Trimmed
14	HighMark Wealth Management LLC	$19.7M	254,403	Added
15	OSAIC HOLDINGS, INC.	$19.1M	247,424	Added
16	ALTFEST L J & CO INC	$18.0M	232,582	Added
17	TTP Investments, Inc.	$17.8M	230,921	New
18	MERCER GLOBAL ADVISORS INC /ADV	$16.9M	218,427	Trimmed
19	Investors Research Corp	$16.7M	216,139	Trimmed
20	Heirloom Wealth Management	$16.4M	212,893	New
21	Marotta Asset Management	$15.9M	204,237	Added
22	Buttonwood Financial Advisors Inc.	$15.5M	200,861	Trimmed
23	Aprio Wealth Management, LLC	$14.4M	186,731	Added
24	Gimbal Financial	$14.3M	184,965	New
25	ASSETMARK, INC	$13.8M	178,834	Added

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