Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q4 2025 (December 31)258holders +34
33new positions
10sold out
$55.33avg. 13F price*
At the end of Q4 2025, 258 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, up 34 from Q3 2025. 33 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($502.1M), AE Wealth Management LLC ($75.7M) and LPL Financial LLC ($41.6M).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $15.0M |
| Exits | 10 | $7.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,694,397 shares bought and 586,326 shares sold, net +1,108,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Bank of America Corp. | 0.04% | Add +0.1% | 9,093,118 | $502.1M |
| AE Wealth Management LLC | 0.43% | Add +31.6% | 1,371,364 | $75.7M |
| LPL Financial LLC | 0.01% | Add +11.3% | 752,838 | $41.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -10.3% | 711,783 | $39.3M |
| Lido Advisors, LLC | 0.13% | Add +0.2% | 597,631 | $33.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +7.9% | 486,111 | $26.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.2% | 410,370 | $22.7M |
| Morgan Stanley | 0.00% | Add +4.1% | 361,941 | $20.0M |
| Mariner, LLC | 0.02% | Reduce -4.9% | 353,943 | $19.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.8% | 341,024 | $18.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +114.0% | 290,483 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Add +205.3% | 254,285 | $14.0M |
| Agf Management Ltd. | 0.05% | Add +101.8% | 210,568 | $11.6M |
| Independence Financial Advisors, LLC | 3.04% | Add +3.8% | 200,094 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Add +9.7% | 199,286 | $11.0M |
| Cetera Investment Advisers | 0.01% | Add +98.7% | 192,970 | $10.7M |
| NorthCoast Asset Management LLC | 0.21% | Reduce -11.3% | 170,774 | $9.4M |
| IFG Advisory, LLC | 0.36% | Reduce -0.3% | 151,546 | $8.4M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +2.4% | 150,799 | $8.3M |
| BNP Paribas Financial Markets | 0.01% | Add +50.0% | 150,000 | $8.3M |
| Apollon Wealth Management, LLC | 0.13% | Add +9.0% | 131,183 | $7.2M |
| Retirement Management Systems Inc. | 1.80% | — | 127,360 | $7.0M |
| Northside Capital Management, LLC | 0.58% | Add +1.8% | 120,478 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 100,679 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +115.4% | 100,401 | $5.5M |
| Quadrature Capital Ltd | 0.06% | New | 97,850 | $5.4M |
| UBS Group AG | 0.00% | Add +33.5% | 97,696 | $5.4M |
| Sweeney & Michel, LLC | 1.51% | Add +5.9% | 88,996 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.9% | 91,135 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.1% | 75,074 | $4.1M |
| Richard C. Young & CO., LTD. | 0.36% | Reduce -0.6% | 73,223 | $4.0M |
| Estate Counselors, LLC | 0.34% | Reduce -72.9% | 72,975 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.2% | 71,545 | $4.0M |
| Conrad Siegel Investment Advisors, Inc. | 0.74% | Reduce -5.2% | 70,798 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +6.5% | 68,850 | $3.8M |
| Traphagen Investment Advisors LLC | 0.31% | Add +13.7% | 68,464 | $3.8M |
| LifePlan Investment Advisors, Inc. | 1.37% | Add +1.1% | 61,011 | $3.4M |
| Maltin Wealth Management, Inc. | 1.25% | Add +16.4% | 56,709 | $3.1M |
| Grey Ledge Advisors, LLC | 0.69% | Reduce -4.3% | 55,088 | $3.0M |
| Sigma Planning Corp | 0.08% | Add +34.4% | 43,008 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +25.9% | 54,134 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -0.1% | 52,197 | $2.9M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -0.1% | 51,056 | $2.8M |
| Yoder Wealth Management, Inc. | 1.21% | Add +7.4% | 48,219 | $2.7M |
| Targeted Financial Services LLC | 2.28% | — | 48,008 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.8% | 44,320 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.3% | 41,410 | $2.3M |
| FMR LLC | 0.00% | Add +6.5% | 40,954 | $2.3M |
| Lifeworks Advisors, LLC | 0.27% | Add +11.4% | 37,898 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +7.3% | 36,563 | $2.0M |
| Wealth Alliance Advisory Group, LLC | 0.34% | New | 36,148 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 32,660 | $1.8M |
| Mach-1 Financial Group, LLC | 0.36% | New | 31,318 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +4.7% | 30,136 | $1.7M |
| Primoris Wealth Advisors, LLC | 0.95% | No change | 28,675 | $1.6M |
| High Point Wealth Management, LLC | 1.50% | — | 28,368 | $1.6M |
| Elevated Capital Advisors, LLC | 0.36% | Add +39.5% | 27,920 | $1.5M |
| Heck Capital Advisors, LLC | 0.11% | Reduce -1.1% | 27,904 | $1.5M |
| Arax Advisory Partners | 0.04% | New | 26,627 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.6% | 24,653 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +49.2% | 23,470 | $1.3M |
| Investment Management Corp. /Va/ | 1.07% | Reduce -1.6% | 23,024 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +540.4% | 22,919 | $1.3M |
| Atlas Capital Advisors Inc. | 0.14% | — | 22,910 | $1.3M |
| Maxele Advisors, LLC | 1.02% | Add +19.6% | 22,693 | $1.3M |
| Nwam LLC | 0.07% | No change | 22,106 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +23.4% | 21,330 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.7% | 21,142 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +8.1% | 20,740 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.3% | 20,083 | $1.1M |
| Roman Butler Fullerton & Co. | 0.28% | Reduce -3.2% | 19,476 | $1.1M |
| PFG Advisors | 0.05% | Add +5.9% | 19,264 | $1.1M |
| OneAscent Financial Services LLC | 0.10% | Add +0.8% | 18,974 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -60.8% | 18,708 | $1.0M |
| Emerald Advisors, LLC | 0.14% | Add +12.2% | 18,261 | $1.0M |
| Axecap Investments, LLC | 0.62% | Add +5.5% | 18,084 | $999K |
| Mascoma Wealth Management LLC | 0.21% | Add +54.3% | 17,846 | $985K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.4% | 25,006 | $983K |
| Modern Wealth Management, LLC | 0.02% | Reduce -31.9% | 17,644 | $974K |
| Park Avenue Securities LLC | 0.01% | Add +376.8% | 17,384 | $960K |
| Elite Financial, Inc. | 0.44% | No change | 17,334 | $957K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.3% | 16,761 | $926K |
| Jane Street Group, LLC | 0.00% | New | 15,728 | $869K |
| Arkadios Wealth Advisors | 0.02% | Add +5.0% | 15,371 | $849K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -4.2% | 14,891 | $822K |
| Beam Wealth Advisors, Inc. | 0.22% | Reduce -6.9% | 14,750 | $815K |
| Glass Jacobson Investment Advisors llc | 0.29% | Add +12.3% | 14,616 | $807K |
| Lynch & Associates | 0.15% | Reduce -1.9% | 14,282 | $789K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.0% | 13,450 | $748K |
| Smith Salley Wealth Management | 0.04% | Reduce -0.2% | 13,465 | $744K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 13,150 | $726K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.3% | 12,965 | $716K |
| Jones Financial Companies LLLP | 0.00% | Add +46.7% | 12,943 | $715K |
| Financial Management Network Inc. | 0.11% | Add +5.3% | 12,266 | $685K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.4% | 11,620 | $642K |
| Brookstone Capital Management | 0.01% | Reduce -5.9% | 11,401 | $630K |
| Daymark Wealth Partners, LLC | 0.02% | Add +4.1% | 11,086 | $612K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.5% | 10,999 | $607K |
| Global Financial Private Client, LLC | 0.21% | Add +1.1% | 10,971 | $606K |
| American National Bank & Trust | 0.05% | Add +12.6% | 10,455 | $577K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.