Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q2 2025 (June 30)232holders +21
39new positions
15sold out
3famous investors
$52.61avg. 13F price*
At the end of Q2 2025, 232 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, up 21 from Q1 2025. 39 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($462.7M), AE Wealth Management LLC ($45.9M) and Osaic Holdings, Inc. ($39.2M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $22.8M |
| Exits | 15 | $11.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,008,607 shares bought and 674,486 shares sold, net +1,334,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Bank of America Corp. | 0.04% | Add +2.0% | 8,795,631 | $462.7M |
| AE Wealth Management LLC | 0.34% | Add +0.2% | 873,184 | $45.9M |
| Osaic Holdings, Inc. | 0.07% | Add +28.7% | 745,001 | $39.2M |
| LPL Financial LLC | 0.01% | Add +12.3% | 606,961 | $31.9M |
| Lido Advisors, LLC | 0.16% | Add +12.0% | 574,513 | $30.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.5% | 425,441 | $22.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.5% | 383,892 | $20.2M |
| Mariner, LLC | 0.03% | Add +1909.3% | 353,039 | $18.6M |
| Morgan Stanley | 0.00% | Add +15.5% | 346,248 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +9.3% | 304,328 | $16.0M |
| Estate Counselors, LLC | 1.39% | Add +178.0% | 268,885 | $14.1M |
| NorthCoast Asset Management LLC | 0.05% | Add +305.5% | 200,752 | $10.6M |
| Gimbal Financial | 5.46% | New | 168,867 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -35.3% | 162,385 | $8.5M |
| IFG Advisory, LLC | 0.40% | Add +1.3% | 149,700 | $7.9M |
| Apollon Wealth Management, LLC | 0.12% | Add +6.3% | 118,415 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 101,584 | $5.3M |
| Agf Management Ltd. | 0.02% | Add +9.1% | 94,719 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 90,158 | $4.7M |
| Valmark Advisers, Inc. | 0.07% | Reduce -0.9% | 90,030 | $4.7M |
| UBS Group AG | 0.00% | Add +26.3% | 86,534 | $4.6M |
| Sweeney & Michel, LLC | 1.57% | Add +2.7% | 82,997 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 77,542 | $4.1M |
| Richard C. Young & CO., LTD. | 0.39% | Reduce -0.3% | 74,586 | $3.9M |
| Conrad Siegel Investment Advisors, Inc. | 0.88% | Reduce -2.2% | 74,306 | $3.9M |
| Traphagen Investment Advisors LLC | 0.33% | Reduce -3.3% | 66,763 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1086.6% | 65,486 | $3.4M |
| Modern Wealth Management, LLC | 0.08% | Add +0.6% | 65,200 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +1.8% | 64,625 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Add +1.9% | 61,900 | $3.3M |
| LifePlan Investment Advisors, Inc. | 1.53% | Reduce -0.9% | 58,687 | $3.1M |
| Beaumont Financial Advisors, LLC | 0.22% | Reduce -1.2% | 58,017 | $3.1M |
| Grey Ledge Advisors, LLC | 0.70% | Add +0.6% | 54,636 | $2.9M |
| Sowell Financial Services LLC | 0.11% | Add +899.0% | 52,017 | $2.7M |
| Southern Capital Advisors, LLC | 1.35% | Add +1.0% | 50,344 | $2.6M |
| Simon Quick Advisors, LLC | 0.13% | New | 50,219 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $2.6M |
| Primoris Wealth Advisors, LLC | 1.67% | Add +110.3% | 46,425 | $2.4M |
| Maltin Wealth Management, Inc. | 1.10% | Add +4.0% | 46,378 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +12.5% | 45,610 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +14.0% | 45,142 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -1.2% | 43,413 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +164.9% | 41,908 | $2.2M |
| Yoder Wealth Management, Inc. | 1.14% | Add +5.2% | 41,617 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +2.1% | 41,304 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.1% | 35,625 | $1.9M |
| Archer Investment Management, LLC | 1.36% | Add +3.1% | 35,559 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +1.7% | 35,431 | $1.9M |
| Atlas Capital Advisors Inc. | 0.22% | Reduce -10.9% | 34,041 | $1.8M |
| Lifeworks Advisors, LLC | 0.26% | Reduce -1.1% | 33,187 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -12.2% | 32,785 | $1.7M |
| FMR LLC | 0.00% | Reduce -18.0% | 31,466 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -8.6% | 30,925 | $1.6M |
| Full Sail Capital, LLC | 0.09% | Reduce -1.0% | 30,569 | $1.6M |
| Heck Capital Advisors, LLC | 0.13% | Add +0.9% | 27,940 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +3.8% | 27,446 | $1.4M |
| Smith Shellnut Wilson LLC | 0.55% | Add +2.9% | 24,210 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +44.7% | 23,984 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -0.3% | 23,959 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 23,591 | $1.2M |
| Investment Management Corp. /Va/ | 1.10% | Add +0.1% | 22,974 | $1.2M |
| Nwam LLC | 0.07% | No change | 21,539 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +109.3% | 22,547 | $1.2M |
| Ameritas Advisory Services, LLC | 0.06% | Add +1.3% | 21,706 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +45.5% | 21,511 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.2% | 20,804 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +37.0% | 19,319 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +2.1% | 18,565 | $977K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -4.2% | 18,234 | $961K |
| Elite Financial, Inc. | 0.46% | Reduce -6.8% | 16,634 | $935K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 17,277 | $909K |
| Maxele Advisors, LLC | 0.78% | Add +2.0% | 16,896 | $889K |
| Axecap Investments, LLC | 0.58% | Add +22.9% | 16,868 | $887K |
| OneAscent Financial Services LLC | 0.06% | New | 16,745 | $881K |
| Prairie Wealth Advisors, Inc. | 0.38% | Add +1.9% | 16,711 | $879K |
| Independent Financial Group, LLC | 0.02% | Add +1.4% | 16,198 | $852K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 16,031 | $843K |
| Beam Wealth Advisors, Inc. | 0.25% | Reduce -0.4% | 15,880 | $835K |
| D. E. Shaw & Co. | 0.00% | Reduce -49.9% | 15,728 | $827K |
| CreativeOne Wealth, LLC | 0.02% | Add +26.2% | 15,060 | $792K |
| Arkadios Wealth Advisors | 0.02% | Reduce -82.4% | 14,648 | $770K |
| Emerald Advisors, LLC | 0.09% | New | 13,915 | $732K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +36.7% | 13,623 | $717K |
| Lynch & Associates | 0.14% | Add +2.0% | 13,605 | $716K |
| Smith Salley Wealth Management | 0.04% | Add +0.5% | 13,599 | $715K |
| Elevated Capital Advisors, LLC | 0.20% | No change | 13,881 | $707K |
| CW Advisors, LLC | 0.01% | New | 13,380 | $704K |
| Glass Jacobson Investment Advisors llc | 0.27% | Add +4.8% | 13,247 | $697K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +8.2% | 13,175 | $693K |
| Financial Management Network Inc. | 0.12% | Reduce -0.2% | 12,851 | $678K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.1% | 12,400 | $652K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.7% | 12,373 | $651K |
| Sunbelt Securities, Inc. | 0.06% | Add +2.0% | 13,328 | $650K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.8% | 12,259 | $645K |
| Brookstone Capital Management | 0.01% | Reduce -85.2% | 12,235 | $644K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -13.7% | 11,565 | $608K |
| Demars Financial Group, LLC | 0.23% | Add +0.1% | 11,284 | $594K |
| Independent Advisor Alliance | 0.02% | New | 11,279 | $593K |
| Tounjian Advisory Partners, LLC | 0.11% | Reduce -3.1% | 11,576 | $590K |
| American National Bank & Trust | 0.06% | Add +10.6% | 11,134 | $586K |
| Renaissance Technologies | 0.00% | New | 11,000 | $579K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +126.0% | 10,831 | $570K |
| Global Financial Private Client, LLC | 0.20% | Add +37.8% | 10,326 | $543K |
| Beck Bode, LLC | 0.09% | Reduce -35.8% | 9,946 | $523K |
| Stableford Capital II LLC | 0.19% | No change | 9,124 | $497K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -2.7% | 9,242 | $486K |
| AlphaCore Capital LLC | 0.02% | New | 9,235 | $486K |
| Strategic Blueprint, LLC | 0.02% | New | 8,934 | $470K |
| Vicus Capital | 0.04% | Add +10.8% | 8,869 | $466K |
| Essex Financial Services, Inc. | 0.03% | New | 8,824 | $464K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -4.5% | 7,958 | $440K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.2% | 8,205 | $432K |
| FLC Capital Advisors | 0.09% | No change | 8,128 | $428K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 7,984 | $420K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 7,905 | $417K |
| Claris Financial LLC | 0.31% | No change | 7,893 | $415K |
| Creative Financial Designs Inc. | 0.03% | Add +1.2% | 7,639 | $402K |
| Accel Wealth Management | 0.13% | Add +0.5% | 7,583 | $399K |
| VCI Wealth Management LLC | 0.14% | Add +7.6% | 7,494 | $394K |
| Citigroup Inc. | 0.00% | Add +56.8% | 7,305 | $384K |
| CX Institutional | 0.01% | Add +93.2% | 7,143 | $376K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.6% | 7,112 | $374K |
| Independence Financial Advisors, LLC | 0.14% | Add +0.0% | 7,076 | $372K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -4.1% | 7,000 | $368K |
| WBH Advisory Inc. | 0.03% | Add +0.8% | 6,884 | $362K |
| Centennial Wealth Advisory LLC | 0.11% | Reduce -6.6% | 6,636 | $351K |
| Ballew Advisors, Inc | 0.21% | Reduce -8.2% | 6,562 | $346K |
| Blair William & Co. | 0.00% | Reduce -4.1% | 6,222 | $327K |
| Sovran Advisors, LLC | 0.03% | Add +10.6% | 6,247 | $327K |
| Everstar Asset Management, LLC | 0.20% | No change | 6,100 | $321K |
| Jones Financial Companies LLLP | 0.00% | Add +111.4% | 6,110 | $320K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -2.0% | 6,077 | $320K |
| KDK Private Wealth Management, LLC | 0.32% | Reduce -4.0% | 5,777 | $304K |
| Advisor Resource Council | 0.15% | New | 5,660 | $298K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 5,632 | $296K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.6% | 5,540 | $291K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 5,500 | $289K |
| Advisory Services Network, LLC | 0.00% | Reduce -93.8% | 5,235 | $289K |
| Rossby Financial, LCC | 0.11% | New | 5,388 | $283K |
| Citadel Advisors | 0.00% | Reduce -60.9% | 4,992 | $263K |
| BKM Wealth Management, LLC | 0.10% | No change | 4,960 | $261K |
| Fortis Advisors, LLC | 0.17% | Add +0.3% | 4,943 | $260K |
| Pathway Financial Advisers, LLC | 0.08% | Add +3.8% | 4,898 | $258K |
| Stone House Investment Management, LLC | 0.05% | New | 4,815 | $253K |
| Avalon Trust Co | 0.02% | New | 4,600 | $242K |
| Aspetuck Financial Management LLC | 0.18% | New | 4,485 | $236K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.4% | 4,466 | $235K |
| Summit Financial, LLC | 0.01% | Reduce -10.0% | 4,397 | $231K |
| Penobscot Wealth Management | 0.08% | Add +0.8% | 4,382 | $231K |
| D.B. Root & Company, LLC | 0.07% | No change | 4,377 | $230K |
| D.A. Davidson & Co. | 0.00% | Add +9.2% | 4,308 | $227K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.3% | 4,297 | $226K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.2% | 4,234 | $223K |
| Marotta Asset Management | 0.04% | New | 4,132 | $217K |
| Comerica Bank | 0.00% | Add +23.2% | 4,052 | $213K |
| Purkiss Capital Advisors LLC | 0.12% | New | 4,044 | $213K |
| Northside Capital Management, LLC | 0.02% | New | 3,990 | $210K |
| Corient Private Wealth LP | 0.00% | New | 3,951 | $208K |
| HRT Financial LP | 0.00% | New | 3,854 | $202K |
| Rogco, LP | 0.07% | No change | 3,495 | $184K |
| CoreCap Advisors, LLC | 0.01% | Add +37.8% | 3,225 | $170K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,791 | $147K |
| Principal Securities, Inc. | 0.00% | Add +59.9% | 2,724 | $143K |
| Centaurus Financial, Inc. | 0.01% | New | 2,060 | $108K |
| Nova Wealth Management, Inc. | 0.07% | Add +2000.0% | 1,743 | $92K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,593 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,517 | $80K |
| Roxbury Financial LLC | 0.07% | Add +0.7% | 1,394 | $73K |
| Global Retirement Partners, LLC | 0.00% | — | 1,377 | $72K |
| Eastern Bank | 0.00% | New | 1,330 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,300 | $68K |
| IFP Advisors, Inc | 0.00% | No change | 1,171 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.8% | 1,079 | $57K |
| EPG Wealth Management LLC | 0.01% | Add +0.7% | 931 | $49K |
| Colonial Trust Co / SC | 0.01% | No change | 828 | $44K |
| Cwm, LLC | 0.00% | Add +0.6% | 800 | $42K |
| Whittier Trust Co. | 0.00% | No change | 785 | $41K |
| Rialto Wealth Management, LLC | 0.01% | No change | 753 | $40K |
| IMG Wealth Management, Inc. | 0.03% | New | 639 | $34K |
| Coston, McIsaac & Partners | 0.01% | Add +0.7% | 616 | $32K |
| Hanson & Doremus Investment Management | 0.00% | No change | 613 | $32K |
| ORG Partners LLC | 0.01% | New | 600 | $32K |
| MAI Capital Management | 0.00% | Add +2.5% | 586 | $31K |
| Briaud Financial Planning Inc | 0.01% | New | 582 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.0% | 566 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 552 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 524 | $28K |
| Hilltop National Bank | 0.01% | — | 495 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 485 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.2% | 414 | $22K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 395 | $21K |
| Sage Mountain Advisors LLC | 0.00% | No change | 392 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 390 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 375 | $19K |
| Raffa Wealth Management, LLC | 0.00% | No change | 341 | $18K |
| Spire Wealth Management | 0.00% | Add +0.6% | 330 | $17K |
| Capital A Wealth Management, LLC | 0.19% | Add +317.0% | 417 | $17K |
| Fifth Third Bancorp | 0.00% | Add +249.4% | 290 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 250 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.4% | 238 | $13K |
| US Bancorp \de | 0.00% | New | 203 | $11K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 190 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | New | 182 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -4.3% | 156 | $8K |
| Arax Advisory Partners | 0.00% | New | 152 | $8K |
| Key Financial Inc | 0.00% | Add +69.9% | 124 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 110 | $6K |
| BlackRock, Inc. | 0.00% | New | 105 | $6K |
| Grove Bank & Trust | 0.00% | New | 93 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 75 | $4K |
| SYM FINANCIAL Corp | 0.00% | New | 61 | $3K |
| Allworth Financial LP | 0.00% | No change | 55 | $3K |
| Centennial Bank | 0.00% | Reduce -27.3% | 48 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 48 | $3K |
| Activest Wealth Management | 0.00% | No change | 38 | $2K |
| Smithfield Trust Co | 0.00% | New | 37 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 38 | $2K |
| Concord Wealth Partners | 0.00% | No change | 29 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -72.2% | 27 | $1K |
| Robbins Farley | 0.00% | Reduce -3.7% | 26 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.5% | 23 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 22 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 17 | $914 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 15 | $789 |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $736 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $632 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 12 | $631 |
| Barrett & Company, Inc. | 0.00% | No change | 11 | $579 |
| Creekmur Asset Management LLC | 0.00% | Reduce -25.0% | 3 | $179 |
| Raleigh Capital Management Inc. | 0.00% | Add +50.0% | 3 | $165 |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.