Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q2 2026 (June 30)257holders −1
35new positions
34sold out
2famous investors
$58.46avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, down 1 from Q1 2026. 35 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($402.2M), AE Wealth Management LLC ($109.0M) and LPL Financial LLC ($50.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $30.6M |
| Exits | 34 | $14.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,601,796 shares bought and 3,012,845 shares sold, net −1,411,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Bank of America Corp. | 0.03% | Reduce -24.9% | 6,885,482 | $402.2M |
| AE Wealth Management LLC | 0.51% | Add +10.5% | 1,865,665 | $109.0M |
| LPL Financial LLC | 0.01% | Add +2.7% | 867,808 | $50.7M |
| Osaic Holdings, Inc. | 0.05% | Add +65.8% | 793,095 | $46.4M |
| Lido Advisors, LLC | 0.12% | Reduce -3.3% | 551,566 | $32.2M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -0.5% | 549,769 | $32.1M |
| Traphagen Investment Advisors LLC | 1.88% | Add +13.2% | 449,543 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.2% | 419,958 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.0% | 416,333 | $24.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.5% | 399,807 | $23.4M |
| Morgan Stanley | 0.00% | Add +2.1% | 374,744 | $21.9M |
| Mariner, LLC | 0.02% | Reduce -6.3% | 341,739 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 296,955 | $17.3M |
| Cetera Investment Advisers | 0.02% | Add +14.0% | 285,680 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.4% | 196,486 | $11.4M |
| IFG Advisory, LLC | 0.32% | New | 156,107 | $9.1M |
| Quadrature Capital Ltd | 0.08% | Add +59.6% | 155,914 | $9.1M |
| Apollon Wealth Management, LLC | 0.11% | Add +6.4% | 151,028 | $8.8M |
| Avaii Wealth Management, LLC | 2.46% | New | 143,133 | $8.4M |
| Northside Capital Management, LLC | 0.65% | Reduce -3.2% | 135,459 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 104,260 | $6.1M |
| Agf Management Ltd. | 0.02% | Add +1.7% | 103,050 | $6.0M |
| NorthCoast Asset Management LLC | 0.13% | Add +193.0% | 97,905 | $5.7M |
| Valmark Advisers, Inc. | 0.06% | Add +0.9% | 92,191 | $5.4M |
| Sweeney & Michel, LLC | 1.41% | Add +4.9% | 95,020 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +21.5% | 91,348 | $5.3M |
| Conrad Siegel Investment Advisors, Inc. | 0.76% | Add +3.5% | 79,977 | $4.7M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 75,699 | $4.4M |
| Richard C. Young & CO., LTD. | 0.32% | Add +0.4% | 74,002 | $4.3M |
| UBS Group AG | 0.00% | Add +12.9% | 73,761 | $4.3M |
| Maltin Wealth Management, Inc. | 1.40% | Add +1.0% | 71,888 | $4.2M |
| Primoris Wealth Advisors, LLC | 1.74% | Reduce -30.6% | 65,425 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +18.3% | 64,580 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +6.6% | 64,059 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +122.0% | 63,053 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 60,055 | $3.5M |
| FMR LLC | 0.00% | Add +10.1% | 59,818 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.19% | Reduce -0.1% | 59,173 | $3.5M |
| Targeted Financial Services LLC | 2.52% | Add +2.4% | 58,504 | $3.4M |
| Grey Ledge Advisors, LLC | 0.65% | Reduce -1.4% | 55,038 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.4% | 54,378 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -1.8% | 52,404 | $3.1M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -0.3% | 52,155 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.1% | 50,181 | $2.9M |
| Yoder Wealth Management, Inc. | 1.02% | Reduce -6.8% | 44,768 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +2.2% | 44,663 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -33.8% | 43,346 | $2.5M |
| Richmond Brothers, Inc. | 1.27% | New | 41,897 | $2.4M |
| Wealth Alliance Advisory Group, LLC | 0.35% | Reduce -1.3% | 41,891 | $2.4M |
| Lifeworks Advisors, LLC | 0.25% | Add +2.3% | 41,605 | $2.4M |
| Arax Advisory Partners | 0.02% | Add +45.3% | 39,313 | $2.3M |
| High Point Wealth Management, LLC | 1.78% | Add +17.2% | 36,594 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +40.6% | 36,489 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 35,892 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +0.5% | 33,117 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 30,637 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +69.1% | 27,902 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +251.3% | 27,198 | $1.6M |
| XTX Topco Ltd | 0.02% | New | 26,719 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 26,588 | $1.6M |
| Bellwether Advisors, LLC | 0.22% | Reduce -14.9% | 25,945 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 25,166 | $1.5M |
| OneAscent Financial Services LLC | 0.07% | Add +26.5% | 25,142 | $1.5M |
| Investment Management Corp. /Va/ | 1.19% | Add +3.4% | 24,459 | $1.4M |
| Lanark Financial, Inc. | 0.09% | Add +32.7% | 22,787 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Reduce -17.0% | 22,681 | $1.3M |
| Ameritas Advisory Services, LLC | 0.03% | Add +49.7% | 22,285 | $1.3M |
| Atlas Capital Advisors Inc. | 0.14% | Reduce -23.0% | 22,271 | $1.3M |
| Maxele Advisors, LLC | 0.91% | — | 22,255 | $1.3M |
| Nwam LLC | 0.06% | Add +0.1% | 22,207 | $1.3M |
| Independent Financial Group, LLC | 0.02% | Reduce -1.0% | 21,575 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +8.3% | 21,247 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +18.6% | 21,116 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +0.5% | 19,734 | $1.2M |
| Roman Butler Fullerton & Co. | 0.27% | Reduce -1.3% | 19,278 | $1.1M |
| Citigroup Inc. | 0.00% | Add +63.1% | 18,809 | $1.1M |
| Elevated Capital Advisors, LLC | 0.28% | Reduce -32.0% | 17,477 | $1.0M |
| Independence Financial Advisors, LLC | 0.26% | Reduce -91.1% | 17,228 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 16,757 | $979K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +4.4% | 16,495 | $964K |
| Money Concepts Capital Corp. | 0.04% | Add +14.8% | 16,459 | $962K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.5% | 16,355 | $957K |
| Lynch & Associates | 0.16% | Add +6.1% | 15,962 | $933K |
| Elite Financial, Inc. | 0.37% | Reduce -10.6% | 15,884 | $927K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.2% | 15,320 | $895K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.6% | 15,195 | $888K |
| JPMorgan Chase & Co. | 0.00% | Add +67.4% | 14,518 | $861K |
| Mosley Wealth Management | 0.27% | New | 14,457 | $845K |
| Sykon Capital LLC | 0.26% | Add +7.3% | 14,181 | $828K |
| Emerald Advisors, LLC | 0.10% | Reduce -35.5% | 14,013 | $819K |
| Beam Wealth Advisors, Inc. | 0.18% | Add +6.1% | 13,892 | $812K |
| Smith Salley Wealth Management | 0.03% | Reduce -1.4% | 13,437 | $785K |
| Western Wealth Management, LLC | 0.03% | Add +5.7% | 13,129 | $767K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.3% | 12,691 | $741K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.6% | 12,649 | $739K |
| Advisory Services Network, LLC | 0.01% | Add +52.4% | 12,627 | $738K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.6% | 11,959 | $699K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +22.1% | 11,894 | $695K |
| Independent Advisor Alliance | 0.02% | Reduce -41.5% | 11,859 | $693K |
| Mascoma Wealth Management LLC | 0.13% | Add +4.4% | 11,853 | $692K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.