Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q3 2025 (September 30)224holders −8
27new positions
29sold out
1famous investor
$56.47avg. 13F price*
At the end of Q3 2025, 224 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, down 8 from Q2 2025. 27 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($513.0M), AE Wealth Management LLC ($58.8M) and Osaic Holdings, Inc. ($44.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $9.1M |
| Exits | 29 | $21.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,591,469 shares bought and 575,215 shares sold, net +1,016,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| Bank of America Corp. | 0.04% | Add +3.3% | 9,084,792 | $513.0M |
| AE Wealth Management LLC | 0.38% | Add +19.3% | 1,041,815 | $58.8M |
| Osaic Holdings, Inc. | 0.06% | Add +6.5% | 793,681 | $44.4M |
| LPL Financial LLC | 0.01% | Add +11.4% | 676,241 | $38.2M |
| Lido Advisors, LLC | 0.14% | Add +3.8% | 596,541 | $33.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +5.9% | 450,635 | $25.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.7% | 386,449 | $21.8M |
| Mariner, LLC | 0.03% | Add +5.5% | 372,304 | $21.0M |
| Morgan Stanley | 0.00% | Add +0.4% | 347,720 | $19.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.0% | 313,397 | $17.7M |
| Estate Counselors, LLC | 1.30% | Add +0.1% | 269,095 | $15.2M |
| Independence Financial Advisors, LLC | 3.32% | Add +2625.7% | 192,868 | $10.9M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -4.1% | 192,555 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +11.9% | 181,677 | $10.3M |
| IFG Advisory, LLC | 0.39% | Add +1.6% | 152,042 | $8.6M |
| Kingswood Wealth Advisors, LLC | 0.50% | Add +256.6% | 147,303 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.6% | 135,748 | $7.7M |
| Apollon Wealth Management, LLC | 0.12% | Add +1.6% | 120,338 | $6.8M |
| Northside Capital Management, LLC | 0.61% | Add +2866.0% | 118,343 | $6.7M |
| Agf Management Ltd. | 0.03% | Add +10.2% | 104,371 | $5.9M |
| BNP Paribas Financial Markets | 0.00% | Add +100.0% | 100,000 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 97,703 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +115.1% | 97,112 | $5.5M |
| Valmark Advisers, Inc. | 0.07% | Add +2.2% | 91,976 | $5.2M |
| Sweeney & Michel, LLC | 1.65% | Add +1.3% | 84,042 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.4% | 83,304 | $4.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.88% | Add +0.5% | 74,649 | $4.2M |
| Richard C. Young & CO., LTD. | 0.39% | Reduce -1.3% | 73,630 | $4.2M |
| UBS Group AG | 0.00% | Reduce -15.5% | 73,160 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.0% | 71,398 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Add +0.0% | 64,638 | $3.7M |
| LifePlan Investment Advisors, Inc. | 1.43% | Add +2.8% | 60,325 | $3.4M |
| Traphagen Investment Advisors LLC | 0.29% | Reduce -9.8% | 60,194 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Reduce -6.9% | 57,656 | $3.3M |
| Grey Ledge Advisors, LLC | 0.74% | Add +5.4% | 57,572 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +35.4% | 56,725 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.20% | Reduce -10.0% | 52,232 | $2.9M |
| Simon Quick Advisors, LLC | 0.13% | Add +1.8% | 51,119 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +521.8% | 51,019 | $2.9M |
| Maltin Wealth Management, Inc. | 1.14% | Add +5.1% | 48,741 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +10.0% | 47,739 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -8.5% | 47,580 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 46,603 | $2.6M |
| Yoder Wealth Management, Inc. | 1.20% | Add +7.9% | 44,911 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +260.5% | 44,193 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.7% | 43,016 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.3% | 40,730 | $2.3M |
| FMR LLC | 0.00% | Add +22.3% | 38,466 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -3.9% | 34,068 | $1.9M |
| Lifeworks Advisors, LLC | 0.26% | Add +2.5% | 34,008 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +3.5% | 31,995 | $1.8M |
| Full Sail Capital, LLC | 0.09% | Reduce -2.5% | 29,801 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +4.9% | 28,779 | $1.6M |
| Primoris Wealth Advisors, LLC | 1.03% | Reduce -38.2% | 28,675 | $1.6M |
| Heck Capital Advisors, LLC | 0.12% | Add +1.0% | 28,226 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +17.4% | 27,688 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Reduce -60.2% | 25,928 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.8% | 24,906 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.3% | 24,271 | $1.4M |
| Investment Management Corp. /Va/ | 1.14% | Add +1.8% | 23,389 | $1.3M |
| Nwam LLC | 0.07% | Add +2.6% | 22,106 | $1.3M |
| Roman Butler Fullerton & Co. | 0.31% | New | 20,127 | $1.2M |
| Elevated Capital Advisors, LLC | 0.28% | Add +44.2% | 20,015 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +3.4% | 19,195 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.3% | 19,069 | $1.1M |
| Maxele Advisors, LLC | 0.92% | Add +12.3% | 18,969 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +12.4% | 18,822 | $1.1M |
| PFG Advisors | 0.04% | New | 18,184 | $1.0M |
| Elite Financial, Inc. | 0.46% | Add +4.2% | 17,334 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +6.7% | 17,282 | $976K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 17,277 | $975K |
| Axecap Investments, LLC | 0.60% | Add +1.6% | 17,134 | $968K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.7% | 16,820 | $950K |
| Prairie Wealth Advisors, Inc. | 0.38% | Reduce -1.1% | 16,518 | $933K |
| Emerald Advisors, LLC | 0.12% | Add +17.0% | 16,279 | $919K |
| Beam Wealth Advisors, Inc. | 0.24% | Reduce -0.2% | 15,846 | $895K |
| Royal Bank of Canada | 0.00% | Reduce -26.9% | 15,732 | $888K |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -28.4% | 15,542 | $878K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 15,232 | $860K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.1% | 14,633 | $826K |
| Lynch & Associates | 0.16% | Add +7.0% | 14,552 | $822K |
| Smith Salley Wealth Management | 0.04% | Reduce -0.8% | 13,497 | $762K |
| Independent Advisor Alliance | 0.02% | Add +18.3% | 13,340 | $753K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.6% | 13,098 | $740K |
| Glass Jacobson Investment Advisors llc | 0.27% | Reduce -1.8% | 13,011 | $735K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -3.0% | 12,926 | $730K |
| Brookstone Capital Management | 0.01% | Reduce -1.0% | 12,111 | $684K |
| Financial Management Network Inc. | 0.11% | Reduce -9.3% | 11,653 | $676K |
| Mascoma Wealth Management LLC | 0.14% | Add +0.0% | 11,567 | $653K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -8.3% | 11,343 | $641K |
| Demars Financial Group, LLC | 0.22% | Reduce -1.1% | 11,158 | $630K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.1% | 11,057 | $624K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.9% | 10,587 | $617K |
| Global Financial Private Client, LLC | 0.22% | Add +5.1% | 10,849 | $613K |
| Daymark Wealth Partners, LLC | 0.02% | New | 10,651 | $601K |
| American National Bank & Trust | 0.05% | Reduce -16.6% | 9,285 | $524K |
| AlphaCore Capital LLC | 0.02% | Add +0.0% | 9,236 | $522K |
| Stableford Capital II LLC | 0.19% | Reduce -0.5% | 9,080 | $513K |
| Jones Financial Companies LLLP | 0.00% | Add +44.4% | 8,822 | $495K |
| Citigroup Inc. | 0.00% | Add +15.1% | 8,407 | $475K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.