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

0100200300 Q1 2024: 179Q1 2024Q2 2024: 175Q2 2024Q3 2024: 197Q3 2024Q4 2024: 214Q4 2024Q1 2025: 211Q1 2025Q2 2025: 232Q2 2025Q3 2025: 224Q3 2025Q4 2025: 258Q4 2025Q1 2026: 258Q1 2026Q2 2026: 257Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$9.1M
Exits29$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
FLC Capital Advisors 0.09% Add +0.6% 8,179 $462K
Farther Finance Advisors, LLC 0.01% Add +1569.3% 8,096 $457K
Beck Bode, LLC 0.07% Reduce -19.0% 8,054 $455K
PNC Financial Services Group, Inc. 0.00% Add +0.3% 8,004 $452K
Trail Ridge Investment Advisors, LLC 0.20% Add +0.4% 7,988 $451K
Claris Financial LLC 0.25% No change 7,893 $446K
Sovran Advisors, LLC 0.04% Add +19.2% 7,447 $432K
Creative Financial Designs Inc. 0.03% Reduce -0.4% 7,609 $430K
Accel Wealth Management 0.12% Add +0.3% 7,602 $429K
Marshall Investment Management, LLC 0.23% New 7,545 $426K
Essex Financial Services, Inc. 0.03% Reduce -14.9% 7,505 $424K
Centennial Wealth Advisory LLC 0.11% Add +7.8% 7,152 $404K
Ellis Investment Partners, LLC 0.07% Add +0.6% 7,152 $404K
Galvin, Gaustad & Stein, LLC 0.03% No change 7,000 $395K
Rossmore Private Capital 0.04% New 6,899 $390K
WBH Advisory Inc. 0.03% Add +0.1% 6,888 $389K
Ballew Advisors, Inc 0.21% Reduce -4.7% 6,251 $371K
VCI Wealth Management LLC 0.11% Reduce -12.7% 6,546 $370K
Blair William & Co. 0.00% Add +0.2% 6,233 $352K
Renaissance Technologies 0.00% Reduce -43.6% 6,200 $350K
Everstar Asset Management, LLC 0.20% No change 6,100 $344K
Tounjian Advisory Partners, LLC 0.11% Reduce -47.8% 6,044 $341K
Smith Shellnut Wilson LLC 0.13% Reduce -75.1% 6,022 $340K
Aspetuck Financial Management LLC 0.22% Add +27.9% 5,735 $324K
Traynor Capital Management, Inc. 0.02% New 5,700 $322K
Rossby Financial, LCC 0.11% Add +4.9% 5,654 $322K
KDK Private Wealth Management, LLC 0.32% Reduce -2.1% 5,656 $319K
Sanctuary Advisors, LLC 0.00% Add +24.5% 5,561 $314K
Janney Montgomery Scott LLC 0.00% Reduce -2.1% 5,516 $312K
MIdWestOne Financial Group, Inc. 0.04% No change 5,500 $311K
D.A. Davidson & Co. 0.00% Add +23.8% 5,332 $301K
Qube Research & Technologies Ltd 0.00% Add +87.1% 5,221 $295K
Advisory Services Network, LLC 0.00% Reduce -0.9% 5,187 $293K
BKM Wealth Management, LLC 0.10% No change 4,960 $280K
Creative Planning 0.00% New 4,788 $270K
Geneos Wealth Management Inc. 0.01% Add +10.7% 4,755 $269K
Pathway Financial Advisers, LLC 0.08% Reduce -4.3% 4,689 $264K
Schmidt P J Investment Management Inc. 0.04% Reduce -25.9% 4,505 $254K
Concurrent Investment Advisors, LLC 0.00% New 4,471 $252K
D.B. Root & Company, LLC 0.06% No change 4,377 $247K
Summit Financial, LLC 0.00% Reduce -0.5% 4,375 $247K
Western Wealth Management, LLC 0.01% New 4,303 $243K
Marotta Asset Management 0.04% Add +0.3% 4,143 $236K
Kestra Private Wealth Services, LLC 0.00% Reduce -2.0% 4,148 $234K
Vicus Capital 0.02% Reduce -53.9% 4,088 $231K
Penobscot Wealth Management 0.07% Reduce -8.9% 3,993 $225K
Purkiss Capital Advisors LLC 0.10% Reduce -3.9% 3,885 $219K
Nova Wealth Management, Inc. 0.15% Add +121.3% 3,858 $218K
Hoge Financial Services, LLC 0.12% New 3,718 $210K
Comerica Bank 0.00% Reduce -9.8% 3,657 $207K
Park Avenue Securities LLC 0.00% New 3,646 $206K
Bank of New York Mellon Corp 0.00% New 3,579 $202K
Rogco, LP 0.07% No change 3,495 $197K
CoreCap Advisors, LLC 0.01% Reduce -3.7% 3,106 $175K
Simplex Trading, LLC 0.00% New 3,093 $174K
Cwm, LLC 0.00% Add +260.8% 2,886 $163K
Principal Securities, Inc. 0.00% Add +0.6% 2,740 $155K
Centaurus Financial, Inc. 0.01% Add +4.4% 2,150 $121K
Federation des caisses Desjardins du Quebec 0.00% Add +28.5% 2,047 $116K
O'shaughnessy Asset Management, LLC 0.00% Add +62.2% 1,750 $99K
Glen Eagle Advisors, LLC 0.01% Add +13.0% 1,714 $97K
Roxbury Financial LLC 0.08% Add +3.3% 1,440 $81K
CX Institutional 0.00% Reduce -80.2% 1,413 $80K
Avalon Trust Co 0.01% Reduce -69.6% 1,400 $79K
GHP Investment Advisors, Inc. 0.00% No change 1,300 $73K
Global Retirement Partners, LLC 0.00% Reduce -14.4% 1,179 $67K
IFP Advisors, Inc 0.00% No change 1,171 $66K
EPG Wealth Management LLC 0.02% Add +10.2% 1,026 $58K
Colonial Trust Co / SC 0.01% No change 828 $47K
Whittier Trust Co. 0.00% No change 785 $45K
Rialto Wealth Management, LLC 0.01% No change 753 $43K
Atlantic Union Bankshares Corp 0.00% New 692 $39K
Capital Analysts, LLC 0.00% New 657 $38K
JPMorgan Chase & Co. 0.00% Add +17.8% 667 $38K
IMG Wealth Management, Inc. 0.02% No change 639 $36K
Coston, McIsaac & Partners 0.01% Add +0.8% 621 $35K
Hanson & Doremus Investment Management 0.00% No change 613 $35K
Sound Income Strategies, LLC 0.00% No change 552 $32K
MAI Capital Management 0.00% Reduce -2.4% 572 $32K
Versant Capital Management, Inc 0.00% No change 524 $30K
Larson Financial Group LLC 0.00% Add +28.1% 506 $29K
Hilltop National Bank 0.01% No change 495 $28K
Whittier Trust Co. of Nevada Inc. 0.00% No change 414 $24K
Sage Mountain Advisors LLC 0.00% No change 392 $22K
Lanark Financial, Inc. 0.00% No change 375 $21K
Russell Investments Group, Ltd. 0.00% Add +2535.7% 369 $21K
Raffa Wealth Management, LLC 0.00% No change 341 $19K
Spire Wealth Management 0.00% Add +0.6% 332 $19K
HighMark Wealth Management LLC 0.01% Add +24.0% 310 $18K
Transamerica Financial Advisors, LLC 0.00% New 279 $16K
US Bancorp \de 0.00% Add +27.1% 258 $15K
Cullen/Frost Bankers, Inc. 0.00% Add +1017.4% 257 $15K
Blue Trust, Inc. 0.00% Add +60.3% 250 $14K
AdvisorNet Financial, Inc 0.00% Add +0.8% 240 $14K
Fifth Third Bancorp 0.00% Reduce -26.2% 214 $12K
Colonial Trust Advisors 0.00% No change 200 $11K
GAMMA Investing LLC 0.00% No change 190 $11K
Signature Resources Capital Management, LLC 0.01% No change 182 $10K
Nemes Rush Group LLC 0.00% Add +37.3% 151 $9K
Key Financial Inc 0.00% No change 124 $7K
Clearstead Advisors, LLC 0.00% New 111 $6K
Bessemer Group Inc. 0.00% New 113 $6K
BlackRock, Inc. 0.00% No change 105 $6K
Root Financial Partners, LLC 0.00% New 103 $6K
Tradewinds Capital Management, LLC 0.00% No change 75 $4K
Mather Group, Llc. 0.00% New 70 $4K
Assetmark, Inc. 0.00% New 59 $3K
Vermillion Wealth Management, Inc. 0.00% New 58 $3K
Allworth Financial LP 0.00% No change 55 $3K
Montag A & Associates Inc. 0.00% No change 48 $3K
Aptus Capital Advisors, LLC 0.00% Add +123.5% 38 $2K
Founders Financial Alliance, LLC 0.00% No change 38 $2K
Concord Wealth Partners 0.00% No change 29 $2K
Robbins Farley 0.00% Reduce -11.5% 23 $1K
Logan Capital Management Inc. 0.00% No change 22 $1K
Activest Wealth Management 0.00% Reduce -42.1% 22 $1K
Centennial Bank 0.00% Reduce -75.0% 12 $678
Duncker Streett & Co. Inc. 0.00% No change 12 $678
Barrett & Company, Inc. 0.00% No change 11 $621
Creekmur Asset Management LLC 0.00% No change 3 $194
Bernard Wealth Management Corp. 0.00% New 3 $170
Bank of Montreal 0.00% New 3 $169
Raleigh Capital Management Inc. 0.00% Reduce -33.3% 2 $126
CIBC Private Wealth Group LLC 0.00% New 1 $49

"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.